Understand the absence of shared task templates
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
The supplied model lists templates by current staff ID and provides no sharing or transfer screen.
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
The supplied model lists templates by current staff ID and provides no sharing or transfer screen. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Reproduce the behaviour with a controlled staff account and known task records.
- Create a separate personal template per user or govern a future enhancement.
- Refresh the page and compare the result with the core Tasks workspace.
- Record the outcome before changing permissions or module code.
Fields and options
Verified behaviourThe supplied model lists templates by current staff ID and provides no sharing or transfer screen.
Rules and limits
- The supplied model lists templates by current staff ID and provides no sharing or transfer screen.
Check it worked
- Understand the absence of shared task templates 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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