Workflow

How to Edit CRM Task Notes

Verified end to end. A demo CRM task was opened, both additional description fields were edited, saved, and verified through the detail page and task list endpoint.

Evidence Summary

Workflow run
crm-task-notes-20260519T100440Z
Updated task
431
Subject
AI Demo CRM Task 20260519T094141Z Reopened
Verified notes
relatorio and relatorio2 saved from the task detail page

CRM task notes workflow diagram

Before You Start

Edit the Notes

  1. Open the task detail page.
  2. Scroll to Aditional Description (1) and enter the main task note.
  3. Scroll to Aditional Description (2) and enter the follow-up or secondary task note.
  4. Click Save.
  5. Reopen the task detail page and confirm both description editors show the saved text.

Verified Payload

The visible editors are contenteditable areas with ids relatorio and relatorio2. On Save, OfficeGest copies their HTML into hidden form fields with matching names before posting the task form.

FieldVerified valueMeaning
endpointPOST /crm/tarefas/view/NDMxUpdates task 431.
actualizartarefas1Signals task detail update.
relatorio<div>AI verified task note 20260519T100440Z</div>Additional Description (1).
relatorio2<div>AI verified follow-up note 20260519T100440Z</div>Additional Description (2).
assuntoAI Demo CRM Task 20260519T094141Z ReopenedSubject remained unchanged during the note run.
perc_execution0Progress remained unchanged.
codtipoev, prioridade, codemprToDo, N, 1Type, priority, and responsible employee were preserved.

Confirm the Notes

  1. Open the task detail page again and check both description cards.
  2. Use the task list search when you only need to confirm the primary note. The list endpoint exposes Relatorio, which maps to Additional Description (1).

The verified detail reload showed both saved HTML values. The verified dt_tarefas lookup returned one matching row for task 431 and exposed Relatorio=<div>AI verified task note 20260519T100440Z</div>.

Artifacts