Workflow

How to Delete a CRM Task

Verified end to end. A disposable demo CRM task was created, opened from its detail page, deleted with confirmation, and verified absent from the task list.

Evidence Summary

Workflow run
crm-task-delete-20260519T095857Z
Deleted task
432
Subject
AI Demo CRM Task Delete 20260519T095857Z
Final verification
dt_tarefas subject search returned recordsFiltered=0

CRM task delete workflow diagram

Before You Start

Delete the Task

  1. Open the task detail page.
  2. Confirm you are on the correct task by checking the page route, task number, and subject.
  3. Click Delete.
  4. OfficeGest opens a confirmation dialog with the message Are you sure you want to delete?.
  5. Click OK to delete, or Cancel to keep the task.
  6. After confirmation, OfficeGest returns to the Tasks list.

Verified Backend Call

The detail-page Delete button calls the shared task delete function and posts to the central AJAX endpoint.

FieldVerified valueMeaning
confirm dialogAre you sure you want to delete?Bootbox confirmation shown before deletion.
endpointPOST /ajaxserverCentral OfficeGest AJAX endpoint.
actiondeleteTarefasMultipleDeletes one or more CRM tasks.
tarefas[0]432Deleted task id.
HTTP status200Delete request completed successfully. The captured response body was empty.
redirect/crm/tarefas/OfficeGest returned to the task list after deletion.

Confirm Deletion

  1. Return to /crm/tarefas.
  2. Search by the deleted task subject or id.
  3. Confirm no matching row appears.

The verified dt_tarefas lookup after deletion returned recordsTotal=80, recordsFiltered=0, and an empty matchingRows array for subject AI Demo CRM Task Delete 20260519T095857Z.

Artifacts