Review task comments from the 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 open the task/comment context represented by the result.
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
Open the task/comment context represented by the result. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Run a report that includes the required column.
- Go to the task/comment context represented by the result.
- Go to the source task where confirmation is needed.
- Compare the report value with the current task record.
Fields and options
CommentsDisplayed in the task result table when available and not hidden.
Rules and limits
- The report surfaces task comment information; it does not create or edit comments.
Check it worked
- Check task comments from 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.
Related guides
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