Workflow

How to Create, Edit, and Delete a CRM Task Type

Verified end to end. A disposable task type was created, edited to inactive with a different icon/color, verified through the inactive filter, deleted, and verified absent after cleanup.

Evidence Summary

Workflow run
crm-task-type-create-edit-delete-20260519T130724Z
Task type code
AI0724
Final edited description
AI Demo CRM Task Type Edited 20260519T130724Z
Final state
Deleted and absent from crm_tipotarefas / dt

CRM task type workflow diagram

Create a Task Type

  1. Open /crm/apoio/tipotarefa.
  2. Click New.
  3. Fill required Code, Description, Icon, and Colors.
  4. Set Active as needed.
  5. Click Save.

The verified create used crm_tipotarefas with option=save and serialized form edit=0&codtipoev=AI0724&description=AI Demo CRM Task Type 20260519T130724Z&icon=fa fa-tasks&color=blue&active=1. The response returned {"success":true}.

Edit and Filter

The same save endpoint edits existing task types when the serialized form contains edit=1 and the existing codtipoev. The verified edit changed description, icon to fa fa-phone, color to red, and active flag to 0.

The list endpoint is crm_tipotarefas with option=dt and active filter. The verified inactive filter used active=0 and returned the edited inactive row.

Delete

Deletion uses crm_tipotarefas with option=delete and id=AI0724. The response returned {"success":true}, and the final all-status list lookup returned no row for the code.

Artifacts