Workflow

How to Bulk Delete CRM Tasks

Verified end to end. A disposable CRM task was created, selected in the task list, deleted through the With selected menu, and verified absent through the task DataTable endpoint.

Evidence Summary

Workflow run
crm-task-bulk-delete-20260519T102751Z
Created and deleted task
434
Subject
AI Demo CRM Bulk Delete 20260519T102751Z
Delete result
{"sim":1,"nao":0,"list_nao":""}
Final lookup
recordsFiltered=0

CRM task bulk delete workflow diagram

Before You Start

Delete Selected Tasks

  1. Select the checkbox for each task row you intend to remove. The verified checkbox value was 434.
  2. Open the With selected dropdown. The button updates to show the selected count.
  3. Choose the delete action.
  4. Review the confirmation dialog. The verified dialog text was Are you sure you want to delete? with Cancel and OK.
  5. Click OK only after confirming the selected rows are correct.
  6. Search again for the deleted subject or task id to confirm no row is returned.

Verified Request

The list-level delete sends an AJAX GET request to the central endpoint.

FieldVerified valueMeaning
endpointGET /ajaxserverCentral AJAX endpoint.
actiondeleteTarefasMultipleDeletes selected CRM tasks.
tarefas[0]434Selected task id.
response{"sim":1,"nao":0,"list_nao":""}One successful deletion, zero failures.

Confirm Deletion

  1. Use the task list search field to search for the deleted subject.
  2. Confirm the table reports no matching entries.
  3. If you are verifying by API, call dt_tarefas with the subject search and confirm recordsFiltered=0 and an empty data array.

The verified post-delete lookup for AI Demo CRM Bulk Delete 20260519T102751Z returned recordsTotal=82, recordsFiltered=0, and no rows.

Artifacts