Workflow

How to Reopen or Edit a CRM Task

Verified end to end. A completed demo CRM task was edited, reopened, saved, and verified through the task DataTable endpoint.

Evidence Summary

Workflow run
crm-task-reopen-20260519T095439Z
Updated task
431
Final subject
AI Demo CRM Task 20260519T094141Z Reopened
Final state
Realizado=F and perc_execution=0

CRM task reopen workflow diagram

Before You Start

Edit or Reopen the Task

  1. Open the task detail page.
  2. Change any editable Task Data fields you need: Subject, % Execution, Task Type, Priority, Employee responsible, Estimated End Date, Time, additional descriptions, Entity Type, Customer, and Contact.
  3. To reopen a completed task, clear Accomplished or set % Execution below 100. The verified reopen set % Execution to 0.
  4. Click Save.
  5. Return to the task list and search by the updated subject to confirm the row state.

Verified Payload

The Save button validates and submits #marcacao_datalocal to the task detail route.

FieldVerified valueMeaning
endpointPOST /crm/tarefas/view/NDMxUpdates task 431.
actualizartarefas1Signals task detail update.
assuntoAI Demo CRM Task 20260519T094141Z ReopenedEdited task subject.
perc_execution0Reopened progress state.
realizadonot submittedThe checkbox is only included when checked. Absence plus perc_execution=0 verified as Realizado=F.
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 the Edit

  1. Return to /crm/tarefas.
  2. Search the task list by the new subject.
  3. Confirm the row shows the expected subject, completed flag, execution percentage, priority, and due date/time.

The verified dt_tarefas lookup returned one matching row with numrel=431, Assunto=AI Demo CRM Task 20260519T094141Z Reopened, CodTipoEv=ToDo, FDataPrevRealiz=19/05/2026 16:45, Realizado=F, perc_execution=0, and Prioridade=N.

Artifacts