Open the Advanced Task Filters report
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to use the exact sidebar path to reach the report builder.
Where to goAdmin Area → Task Filters → Task Filters
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Use the exact sidebar path to reach the report builder. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Sign in to the staff administrator area.
- In the left sidebar, open Task Filters.
- Select Task Filters from the expanded menu.
- Verify the filter controls and task result table are displayed.
Fields and options
Sidebar parentTask Filters.
Report childTask Filters.
Menu positionThe source registers the parent at sidebar position 35.
Rules and limits
- The menu is shown to administrators or staff granted the module View capability.
Check it worked
- Opening the report completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
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