Evidence Summary
- Workflow run
crm-task-20260519T094141Z- Created task
431- Subject
AI Demo CRM Task 20260519T094141Z- Task type
ToDo- Responsible employee
Demo/codempr=1
Before You Start
- Open CRM then Operations then Tasks, or navigate to
/crm/tarefas. - The Tasks list shows My/All filters, table search fields, New task, With selected bulk actions, and row Edit/Delete buttons.
- Creating a task is a CRM-only state change. The verified task did not send email/SMS, create a document, or change stock.
Create the Task
- Click New task.
- Fill the required Subject field.
- Confirm the required Estimated End Date. The demo defaulted to
19/05/2026. - Fill the required Time field.
- Select Priority: Standard, High, or Low. The verified workflow used Standard, stored as
Prioridade=N. - Select Task Type when applicable. The verified workflow used
ToDo. - Confirm Employee responsible. The demo defaulted to
Demo, stored ascodempr=1. - Optionally choose an Entity Type and related Customer, Collaborator, Supplier, Prospect, or Commercial record.
- Click Save.
Verified Payload
The Save button serializes #form_novatarefa and posts it to the central AJAX endpoint.
| Field | Verified value | Meaning |
|---|---|---|
action | createNovaTarefa | Create a new CRM task. |
Assunto | AI Demo CRM Task 20260519T094141Z | Task subject. |
data | 19/05/2026 | Estimated end date. |
hour / minute / hora | 16 / 45 / 16:45 | Estimated end time. |
Prioridade | N | Standard priority. |
CodTipoEv | ToDo | Task type. |
codempr | 1 | Responsible employee. |
tipoterc | empty | No related entity selected. |
Confirm the Task
- Return to
/crm/tarefas. - Search the task list by the task subject.
- Confirm the row appears with the expected code, subject, task type, end date/time, status, execution percentage, and priority.
The verified dt_tarefas lookup returned one matching row: task 431, subject AI Demo CRM Task 20260519T094141Z, CodTipoEv=ToDo, FDataPrevRealiz=19/05/2026 16:45, Realizado=F, perc_execution=0, and Prioridade=N.
This was the state immediately after creation. A later verified completion workflow updated the same task to subject AI Demo CRM Task 20260519T094141Z Completed, Realizado=T, and perc_execution=100.
Artifacts
raw/playwright/workflows/crm-task-20260519T094141Z.jsonassets/screenshots/crm-task-20260519T094141Z-01-task-list-before.pngassets/screenshots/crm-task-20260519T094141Z-02-new-task-modal-empty.pngassets/screenshots/crm-task-20260519T094141Z-03-new-task-filled.pngassets/screenshots/crm-task-20260519T094141Z-04-task-list-after-save.png