Workflow

How to Complete a CRM Task

Verified end to end. A demo CRM task was opened from its detail route, updated to 100% execution, saved, and verified through the task DataTable endpoint.

Evidence Summary

Workflow run
crm-task-complete-20260519T094911Z
Updated task
431
Final subject
AI Demo CRM Task 20260519T094141Z Completed
Final state
Realizado=T and perc_execution=100

CRM task completion workflow diagram

Before You Start

Complete the Task

  1. Open the task detail page.
  2. Review the Task Data card: Accomplished, Subject, % Execution, Task Type, Priority, Employee responsible, Estimated End Date, Time, operator registration, and registration date.
  3. Set % Execution to 100. In the verified UI this automatically checked Accomplished.
  4. Adjust the Subject or notes only if needed. The verified run changed the subject to AI Demo CRM Task 20260519T094141Z Completed.
  5. Click Save.
  6. Confirm that the page reloads and shows the success message Task Data written successfully.

Verified Payload

The Save button validates #marcacao_datalocal and submits a normal page POST to the same detail route.

FieldVerified valueMeaning
endpointPOST /crm/tarefas/view/NDMxUpdates task 431.
actualizartarefas1Signals task detail update.
assuntoAI Demo CRM Task 20260519T094141Z CompletedTask subject.
perc_execution100Completion percentage. This drove the completed state.
codtipoevToDoTask type.
prioridadeNStandard priority.
codempr1Responsible employee, Demo.
data, hour, minute, hora19/05/2026, 16, 45, 16:45Estimated end date/time.
relatorio / relatorio2emptyAdditional description fields were not changed.
codterc / codcontactoemptyNo entity or contact was linked.

Confirm Completion

  1. Return to the Tasks list at /crm/tarefas.
  2. Search by the updated subject.
  3. Confirm the row for task 431 shows Realizado=T and perc_execution=100.

The verified dt_tarefas lookup returned one matching row with numrel=431, Assunto=AI Demo CRM Task 20260519T094141Z Completed, CodTipoEv=ToDo, FDataPrevRealiz=19/05/2026 16:45, Realizado=T, perc_execution=100, and Prioridade=N.

This was the state immediately after the completion run. A later verified reopen/edit workflow changed the same demo task to Realizado=F and perc_execution=0.

Artifacts