--- id: MOD-CRM-ACT title: Activities, Follow-ups and Task Work product_area: crm module: activities-tasks revision: 3 status: draft source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f rhythm-v2-docs: 18a49edf30ee6bda18b159b65a2b91e093ea713d repositories: - name: services-crm paths: - modules/activities - modules/tasks - aws/crm.service.ts (activities, tasks, task-types, task-queues, activity-types permission groups) - aws/crm.responsibilities.ts (task queues) - aws/crm.attention.ts and aws/crm.attention-sweeps.ts (overdue tasks) - docs/milestones/CRM-M8-activities-and-tasks.md - docs/migrations/activities/README.md (cited record) - docs/migrations/task-management/README.md (cited record) - docs/workstreams/crm-tasks-role-claim.md (cited record) - docs/attention.md (cited record) - name: react-console paths: &id001 - app/(console)/console/[tenantId]/crm/activities - app/(console)/console/[tenantId]/tasks - components/activities - components/tasks - components/console/activities - components/console/tasks - lib/activities - lib/tasks - components/configuration/resources/activity-types.tsx - components/configuration/resources/task-types.tsx - lib/configuration/task-queues.ts - acceptance/crm/inventory (ACT area) - acceptance/crm/journeys/cross-application - acceptance/crm/playwright/journeys/cross-application - acceptance/crm/reports/wave3-directives.md and wave4-directives-E.md (cited rulings) owns: - Interaction records with related-record links and managed attachment references - Activity classifications and their outcome catalogs - Combined record timeline and summary reads - Task records with assignment, role offers, queue arrival and closing attribution - Task classifications and shared queue configuration - The CRM service contract for workflow task operations - Overdue task item mapping and the queue responsibility declaration does_not_own: - record: Person and organization records, their record pages and deletion actions owner: MOD-CRM-ENT - record: Shared revision storage and presentation infrastructure owner: MOD-CRM-ENT - record: Duplicate detection and merge execution owner: MOD-CRM-DQ - record: Bulk activity import and data-job execution owner: MOD-PFM-DJE - record: Workspace setup, cleanup and baseline orchestration owner: MOD-PFM-TNL - record: User roles, policy authority and membership evaluation owner: MOD-PFM-SEC - record: Shared query execution, saved views and exports owner: MOD-PFM-QRY - record: Managed file storage and lifecycle cleanup owner: MOD-PFM-MTD - record: Attention delivery, Home presentation and shared responsibility assignment owner: MOD-PFM-ELG - record: Application workflow execution and task-action delivery owner: MOD-PFM-INT - record: The surrounding console navigation and page shell owner: MOD-PFM-CSH hosted_screens: - route: /console/{tenantId}/crm/activities purpose: Workspace interaction browsing through Explorer - route: /console/{tenantId}/crm/activities/{id} purpose: Direct activity navigation to a related record context - route: /console/{tenantId}/tasks purpose: Task views with creation and detail drawers - route: /console/{tenantId}/configuration/crm/types/activityTypes purpose: Activity classification and outcome maintenance - route: /console/{tenantId}/configuration/crm/types/taskTypes purpose: Task classification maintenance - route: /console/{tenantId}/configuration/crm/taskQueues purpose: Shared queue maintenance - route: /console/{tenantId}/crm/contacts/{id} and /crm/organizations/{id} (Activity tab) purpose: Record interaction streams and entry, hosted by the owning record screens supersedes: - react-console acceptance inventory area ACT (CAP-CRM-ACT-001 to 020) - react-console acceptance journeys CRM-ACC-0690 to 0723, 0728, 0729 evidence: - repository: services-crm source_sha: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 source: - modules/activities - modules/tasks - aws/crm.service.ts - aws/crm.responsibilities.ts - aws/crm.attention.ts - aws/crm.attention-sweeps.ts - docs/milestones/CRM-M8-activities-and-tasks.md - docs/migrations/activities/README.md - docs/migrations/task-management/README.md - docs/workstreams/crm-tasks-role-claim.md - docs/attention.md examined: Routes, schemas, writes, constraints, reference transfer, registered datasets, service assertions and cited decisions. - repository: react-console source_sha: baf6dae382d6f41dce976c7f848667ccc37e076f source: *id001 examined: Scoped pages, controls, helpers, configuration resources and earlier inventory and journey specifications. coverage: basis: Static declarations and assertions at the pinned revisions; no runtime execution claim. operations: - operation: createActivity capability: CAP-CRM-ACT-001 - operation: getActivity capability: CAP-CRM-ACT-003 - operation: updateActivity capability: CAP-CRM-ACT-003 - operation: patchActivity capability: CAP-CRM-ACT-003 - operation: deleteActivity capability: CAP-CRM-ACT-003 - operation: getContactTimeline capability: CAP-CRM-ACT-005 - operation: getOrganizationTimeline capability: CAP-CRM-ACT-005 - operation: getContactTimelineSummary capability: CAP-CRM-ACT-005 - operation: getOrganizationTimelineSummary capability: CAP-CRM-ACT-005 - operation: listActivityHistory capability: CAP-CRM-ACT-006 - operation: getActivityRevision capability: CAP-CRM-ACT-006 - operation: listActivityHistoryActors capability: CAP-CRM-ACT-006 - operation: createActivityType capability: CAP-CRM-ACT-008 - operation: listActivityTypes capability: CAP-CRM-ACT-008 - operation: reorderActivityTypes capability: CAP-CRM-ACT-008 - operation: getActivityType capability: CAP-CRM-ACT-008 - operation: updateActivityType capability: CAP-CRM-ACT-008 - operation: deleteActivityType capability: CAP-CRM-ACT-008 - operation: createTask capability: CAP-CRM-ACT-010 - operation: getTask capability: CAP-CRM-ACT-010 - operation: updateTask capability: CAP-CRM-ACT-010 - operation: patchTask capability: CAP-CRM-ACT-010 - operation: deleteTask capability: CAP-CRM-ACT-010 - operation: completeTask capability: CAP-CRM-ACT-011 - operation: reopenTask capability: CAP-CRM-ACT-011 - operation: cancelTask capability: CAP-CRM-ACT-011 - operation: assignTask capability: CAP-CRM-ACT-012 - operation: claimTask capability: CAP-CRM-ACT-012 - operation: releaseTask capability: CAP-CRM-ACT-012 - operation: listOfferedTasks capability: CAP-CRM-ACT-013 - operation: createTaskType capability: CAP-CRM-ACT-016 - operation: getTaskType capability: CAP-CRM-ACT-016 - operation: updateTaskType capability: CAP-CRM-ACT-016 - operation: patchTaskType capability: CAP-CRM-ACT-016 - operation: deleteTaskType capability: CAP-CRM-ACT-016 - operation: createTaskQueue capability: CAP-CRM-ACT-016 - operation: getTaskQueue capability: CAP-CRM-ACT-016 - operation: updateTaskQueue capability: CAP-CRM-ACT-016 - operation: patchTaskQueue capability: CAP-CRM-ACT-016 - operation: deleteTaskQueue capability: CAP-CRM-ACT-016 - operation: listTaskTypes capability: CAP-CRM-ACT-016 - operation: reorderTaskTypes capability: CAP-CRM-ACT-016 - operation: listTaskQueues capability: CAP-CRM-ACT-016 - operation: reorderTaskQueues capability: CAP-CRM-ACT-016 - operation: runTaskServiceOperation capability: CAP-CRM-ACT-017 tables: - table: activities.table.ts capabilities: CAP-CRM-ACT-001, CAP-CRM-ACT-003 - table: activity-links.table.ts capabilities: CAP-CRM-ACT-001, CAP-CRM-ACT-005, CAP-CRM-ACT-018 - table: activity-attachments.table.ts capabilities: CAP-CRM-ACT-004 - table: activity-types.table.ts capabilities: CAP-CRM-ACT-008, CAP-CRM-ACT-009 - table: activity-outcomes.table.ts capabilities: CAP-CRM-ACT-008 - table: tasks.table.ts capabilities: CAP-CRM-ACT-010 to CAP-CRM-ACT-013, CAP-CRM-ACT-017 - table: task-types.table.ts capabilities: CAP-CRM-ACT-016 - table: task-queues.table.ts capabilities: CAP-CRM-ACT-016, CAP-CRM-ACT-012 permissions: - key: crm.activities.read capabilities: CAP-CRM-ACT-003, 005 - key: crm.activities.create capabilities: CAP-CRM-ACT-001 - key: crm.activities.update capabilities: CAP-CRM-ACT-003 - key: crm.activities.delete capabilities: CAP-CRM-ACT-003 - key: crm.activities.bulk capabilities: CAP-CRM-ACT-019 (data jobs of MOD-PFM-DJE) - key: crm.activities.query capabilities: CAP-CRM-ACT-007 - key: crm.activities.history capabilities: CAP-CRM-ACT-006 - key: crm.tasks.read capabilities: CAP-CRM-ACT-010, 005 - key: crm.tasks.create capabilities: CAP-CRM-ACT-010, 002 - key: crm.tasks.update capabilities: CAP-CRM-ACT-011, 012, 013 - key: crm.tasks.delete capabilities: CAP-CRM-ACT-010 - key: crm.tasks.bulk capabilities: CAP-CRM-ACT-019 (unused) - key: crm.tasks.query capabilities: CAP-CRM-ACT-014 - key: crm.task-types.read capabilities: CAP-CRM-ACT-016 - key: crm.task-types.create capabilities: CAP-CRM-ACT-016 - key: crm.task-types.update capabilities: CAP-CRM-ACT-016 - key: crm.task-types.delete capabilities: CAP-CRM-ACT-016 - key: crm.task-types.bulk capabilities: CAP-CRM-ACT-016 - key: crm.task-queues.read capabilities: CAP-CRM-ACT-016 - key: crm.task-queues.create capabilities: CAP-CRM-ACT-016 - key: crm.task-queues.update capabilities: CAP-CRM-ACT-016 - key: crm.task-queues.delete capabilities: CAP-CRM-ACT-016 - key: crm.task-queues.bulk capabilities: CAP-CRM-ACT-016 - key: crm.activity-types.read capabilities: CAP-CRM-ACT-008 - key: crm.activity-types.create capabilities: CAP-CRM-ACT-008 - key: crm.activity-types.update capabilities: CAP-CRM-ACT-008 - key: crm.activity-types.delete capabilities: CAP-CRM-ACT-008 - key: crm.activity-types.bulk capabilities: CAP-CRM-ACT-008 product_operations: 45/45 literal_operation_declarations: 46/46 service_spec_files_cited: 33/33 service_spec_files_bound: 31/33 unbound_service_specs: - services-crm:modules/activities/tests/benchmark/timeline.benchmark.spec.js - services-crm:modules/tasks/tests/unit/services/tasks/task-refusals.spec.js console_surfaces: 6/6 responsibility_and_attention_definitions: 2/2 owned_schedules: 1/1 owned_queues: [] owned_state_machines: [] external_dependencies: - Data-job execution uses shared dispatcher and bulk orchestration owned by Platform. - Workspace export dataset adapters delegate snapshot delivery to Platform lifecycle. - Role offers require Platform security and external workflow executors. - Attention requires Platform registration, publishing and presentation. testing_artifacts: capability_test_specifications: - ATS-CRM-ACT-001 - ATS-CRM-ACT-002 - ATS-CRM-ACT-003 - ATS-CRM-ACT-004 - ATS-CRM-ACT-005 - ATS-CRM-ACT-006 - ATS-CRM-ACT-007 - ATS-CRM-ACT-008 - ATS-CRM-ACT-009 - ATS-CRM-ACT-010 - ATS-CRM-ACT-011 - ATS-CRM-ACT-012 - ATS-CRM-ACT-013 - ATS-CRM-ACT-014 - ATS-CRM-ACT-015 - ATS-CRM-ACT-016 - ATS-CRM-ACT-017 - ATS-CRM-ACT-018 - ATS-CRM-ACT-019 feature_acceptance_suites: - FAS-CRM-ACT-01 - FAS-CRM-ACT-02 - FAS-CRM-ACT-03 - FAS-CRM-ACT-04 - FAS-CRM-ACT-05 executable_test_suites: - TST-CRM-ACT-001 - TST-CRM-ACT-002 - TST-CRM-ACT-003 - TST-CRM-ACT-004 - TST-CRM-ACT-005 - TST-CRM-ACT-006 - TST-CRM-ACT-007 - TST-CRM-ACT-008 - TST-CRM-ACT-009 - TST-CRM-ACT-010 - TST-CRM-ACT-011 - TST-CRM-ACT-012 - TST-CRM-ACT-013 - TST-CRM-ACT-014 - TST-CRM-ACT-015 - TST-CRM-ACT-016 - TST-CRM-ACT-017 - TST-CRM-ACT-018 - TST-CRM-ACT-019 - TST-CRM-ACT-020 - TST-CRM-ACT-021 - TST-CRM-ACT-022 - TST-CRM-ACT-023 - TST-CRM-ACT-024 - TST-CRM-ACT-025 - TST-CRM-ACT-026 - TST-CRM-ACT-027 - TST-CRM-ACT-028 - TST-CRM-ACT-029 - TST-CRM-ACT-030 - TST-CRM-ACT-031 - TST-CRM-ACT-032 - TST-CRM-ACT-033 - TST-CRM-ACT-034 - TST-CRM-ACT-035 - TST-CRM-ACT-036 - TST-CRM-ACT-037 - TST-CRM-ACT-038 - TST-CRM-ACT-039 - TST-CRM-ACT-040 - TST-CRM-ACT-041 - TST-CRM-ACT-042 - TST-CRM-ACT-043 - TST-CRM-ACT-044 - TST-CRM-ACT-045 - TST-CRM-ACT-046 - TST-CRM-ACT-047 - TST-CRM-ACT-048 - TST-CRM-ACT-049 - TST-CRM-ACT-050 - TST-CRM-ACT-051 - TST-CRM-ACT-052 - TST-CRM-ACT-053 - TST-CRM-ACT-054 - TST-CRM-ACT-055 - TST-CRM-ACT-056 - TST-CRM-ACT-057 - TST-CRM-ACT-058 - TST-CRM-ACT-059 - TST-CRM-ACT-060 - TST-CRM-ACT-061 - TST-CRM-ACT-062 - TST-CRM-ACT-063 - TST-CRM-ACT-064 - TST-CRM-ACT-065 - TST-CRM-ACT-066 - TST-CRM-ACT-067 - TST-CRM-ACT-068 - TST-CRM-ACT-069 - TST-CRM-ACT-070 - TST-CRM-ACT-071 - TST-CRM-ACT-072 - TST-CRM-ACT-073 - TST-CRM-ACT-074 - TST-CRM-ACT-075 - TST-CRM-ACT-076 - TST-CRM-ACT-077 - TST-CRM-ACT-078 - TST-CRM-ACT-079 - TST-CRM-ACT-080 - TST-CRM-ACT-081 - TST-CRM-ACT-082 - TST-CRM-ACT-083 - TST-CRM-ACT-084 - TST-CRM-ACT-085 - TST-CRM-ACT-086 - TST-CRM-ACT-087 - TST-CRM-ACT-088 --- # Activities, Follow-ups and Task Work ## Purpose Staff retain interaction context and manage the work that follows it. Record timelines bring those interactions and tasks together, while workspace views support broader discovery. Services can delegate work through the task contract without duplicating creation. ## Boundary CRM owns interaction and task records, their local relationships, configuration and read surfaces. Record ownership and merge execution remain with the neighboring CRM modules. Platform supplies security, queries, file management, workspace lifecycle, data jobs, workflow execution and attention delivery. The hosted record tabs present this module’s information within contact and organization screens. ## Features | Feature | Name | Active Concepts | Capabilities | Journeys | |---|---|---|---|---| | `FEAT-CRM-ACT-01` | Interaction Records and Timelines | 2 | 7 | 1 | | `FEAT-CRM-ACT-02` | Activity Classification | 0 | 2 | 1 | | `FEAT-CRM-ACT-03` | Managing Task Work | 1 | 6 | 1 | | `FEAT-CRM-ACT-04` | Task Configuration and Routing | 0 | 1 | 1 | | `FEAT-CRM-ACT-05` | Workflow Delegation and Record Safeguards | 0 | 3 | 2 | Classification and queue routing are facets of the active Activity and Task concepts. Their earlier concept entries remain superseded for reference continuity. ## Capabilities | Capability | Feature | Outcome | Intent | Evidence | |---|---|---|---|---| | `CAP-CRM-ACT-001` | `FEAT-CRM-ACT-01` | Log one interaction for all related people and organizations | proposed | observed | | `CAP-CRM-ACT-002` | `FEAT-CRM-ACT-01` | Create a follow-up while recording an interaction | proposed | inconsistent | | `CAP-CRM-ACT-003` | `FEAT-CRM-ACT-01` | Correct or delete an activity with protection against stale edits | proposed | observed | | `CAP-CRM-ACT-004` | `FEAT-CRM-ACT-01` | Retain supporting files with an activity | proposed | partially-observed | | `CAP-CRM-ACT-005` | `FEAT-CRM-ACT-01` | Read past interactions and upcoming work on a record timeline | proposed | observed | | `CAP-CRM-ACT-006` | `FEAT-CRM-ACT-01` | Review activity changes and their attribution | proposed | observed | | `CAP-CRM-ACT-007` | `FEAT-CRM-ACT-01` | Find and open activities across the workspace | proposed | partially-observed | | `CAP-CRM-ACT-008` | `FEAT-CRM-ACT-02` | Configure activity types and the details they collect | proposed | observed | | `CAP-CRM-ACT-009` | `FEAT-CRM-ACT-02` | Preserve the baseline activity catalog without replacing customer choices | proposed | observed | | `CAP-CRM-ACT-010` | `FEAT-CRM-ACT-03` | Record and maintain a piece of work | proposed | inconsistent | | `CAP-CRM-ACT-011` | `FEAT-CRM-ACT-03` | Complete, cancel and reopen work with clear attribution | proposed | observed | | `CAP-CRM-ACT-012` | `FEAT-CRM-ACT-03` | Assign shared work and claim it from a queue | proposed | inconsistent | | `CAP-CRM-ACT-013` | `FEAT-CRM-ACT-03` | Offer work to a security role and reserve it by claim | proposed | partially-observed | | `CAP-CRM-ACT-014` | `FEAT-CRM-ACT-03` | Work from personal and shared task views | proposed | partially-observed | | `CAP-CRM-ACT-015` | `FEAT-CRM-ACT-03` | Route overdue work to the people responsible for it | proposed | partially-observed | | `CAP-CRM-ACT-016` | `FEAT-CRM-ACT-04` | Maintain task classifications and shared queues | proposed | partially-observed | | `CAP-CRM-ACT-017` | `FEAT-CRM-ACT-05` | Create workflow tasks once and repeat actions according to state | proposed | observed | | `CAP-CRM-ACT-018` | `FEAT-CRM-ACT-05` | Retain interactions and work through record deletion and merge | proposed | partially-observed | | `CAP-CRM-ACT-019` | `FEAT-CRM-ACT-05` | Apply workspace access and maintenance permissions | proposed | inconsistent | ## Journeys | Journey | Feature | Outcome | Intent | Browser Policy | |---|---|---|---|---| | `JNY-CRM-ACT-001` | `FEAT-CRM-ACT-01` | Log a shared meeting and create its follow-up | proposed | required | | `JNY-CRM-ACT-002` | `FEAT-CRM-ACT-03` | Take a task through completion, reopening and cancellation | proposed | required | | `JNY-CRM-ACT-003` | `FEAT-CRM-ACT-04` | Claim, release and transfer shared queue work | proposed | required | | `JNY-CRM-ACT-004` | `FEAT-CRM-ACT-02` | Configure interaction categories and retire old selections | proposed | required | | `JNY-CRM-ACT-005` | `FEAT-CRM-ACT-05` | Offer a workflow review to a role and close it through the task service | proposed | optional | | `JNY-CRM-ACT-006` | `FEAT-CRM-ACT-05` | Merge duplicate records while retaining related interactions and work | proposed | required | ## Artifact Tree ```text planning/acceptance/ FAS-CRM-ACT-01-activity-logging-and-timelines.md FAS-CRM-ACT-02-kinds-of-activity.md FAS-CRM-ACT-03-task-work.md FAS-CRM-ACT-04-task-types-and-team-queues.md FAS-CRM-ACT-05-automation-record-changes-and-access.md design/tests/ ATS-CRM-ACT-001-log-an-activity-once-against-every-contact-and-organization.md ATS-CRM-ACT-002-ask-for-a-follow-up-task-in-the-same-save-as-the-activity.md ATS-CRM-ACT-003-correct-or-remove-a-logged-activity-without-losing-a.md ATS-CRM-ACT-004-keep-the-files-that-belong-to-an-activity.md ATS-CRM-ACT-005-see-what-happened-with-a-record-and-what-is-still-to-come-on.md ATS-CRM-ACT-006-see-who-changed-an-activity-and-what-they-changed.md ATS-CRM-ACT-007-find-activities-across-the-whole-workspace.md ATS-CRM-ACT-008-decide-the-kinds-of-activity-the-workspace-logs-and-how-each.md ATS-CRM-ACT-009-keep-rhythm-s-seven-built-in-kinds-of-activity-in-every.md ATS-CRM-ACT-010-record-a-piece-of-work-someone-has-to-do.md ATS-CRM-ACT-011-finish-cancel-or-reopen-a-task-with-a-record-of-who-did-it.md ATS-CRM-ACT-012-give-a-task-to-a-colleague-or-park-it-in-a-team-queue-until.md ATS-CRM-ACT-013-offer-a-task-to-everyone-who-holds-a-security-role-the-first.md ATS-CRM-ACT-014-work-through-one-s-own-tasks-and-the-team-s-on-the-tasks.md ATS-CRM-ACT-015-make-sure-an-overdue-task-reaches-someone-who-will-act-on-it.md ATS-CRM-ACT-016-maintain-the-kinds-of-task-and-the-team-queues-work-waits-in.md ATS-CRM-ACT-017-let-a-workflow-create-and-move-tasks-exactly-once.md ATS-CRM-ACT-018-keep-activities-and-tasks-whole-when-the-records-they.md ATS-CRM-ACT-019-control-who-may-read-log-change-and-configure-activities-and.md implementation/tests/ TST-CRM-ACT-001-timeline-benchmark.md TST-CRM-ACT-002-activities-e2e.md TST-CRM-ACT-003-activities-table-integration.md TST-CRM-ACT-004-activity-summaries-view-integration.md TST-CRM-ACT-005-activity-history-integration.md TST-CRM-ACT-006-activities-create-retries-integration.md TST-CRM-ACT-007-activities-integration.md TST-CRM-ACT-008-activities-queries-integration.md TST-CRM-ACT-009-activity-types-integration.md TST-CRM-ACT-010-activity-types-queries-integration.md TST-CRM-ACT-011-timelines-queries-integration.md TST-CRM-ACT-012-activity-body.md TST-CRM-ACT-013-field-modes.md TST-CRM-ACT-014-tasks-service-e2e.md TST-CRM-ACT-015-tasks-e2e.md TST-CRM-ACT-016-task-configurations-table-integration.md TST-CRM-ACT-017-tasks-table-integration.md TST-CRM-ACT-018-task-attention-items-integration.md TST-CRM-ACT-019-task-attention-items-queries-integration.md TST-CRM-ACT-020-task-queues-integration.md TST-CRM-ACT-021-task-queues-queries-integration.md TST-CRM-ACT-022-task-types-integration.md TST-CRM-ACT-023-task-types-queries-integration.md TST-CRM-ACT-024-tasks-concurrency-integration.md TST-CRM-ACT-025-tasks-integration.md TST-CRM-ACT-026-tasks-queries-integration.md TST-CRM-ACT-027-tasks-role-claim-integration.md TST-CRM-ACT-028-tasks-workflow-actions-integration.md TST-CRM-ACT-029-task-service-operations-integration.md TST-CRM-ACT-030-task-api-mapper.md TST-CRM-ACT-031-tasks-object.md TST-CRM-ACT-032-lifecycle.md TST-CRM-ACT-033-task-refusals.md TST-CRM-ACT-034-shared-meeting-and-follow-up.md TST-CRM-ACT-035-interaction-correction-and-removal.md TST-CRM-ACT-036-integration-replacement-and-owner-handling.md TST-CRM-ACT-037-concurrent-interaction-and-task-edits.md TST-CRM-ACT-038-activity-validation-refusals.md TST-CRM-ACT-039-interaction-input-boundaries.md TST-CRM-ACT-040-timeline-filtering-and-summaries.md TST-CRM-ACT-041-timeline-calendar-and-paging.md TST-CRM-ACT-042-attributed-interaction-revision-history.md TST-CRM-ACT-043-interaction-lock-behavior.md TST-CRM-ACT-044-activity-classification-retirement.md TST-CRM-ACT-045-activity-baseline-import.md TST-CRM-ACT-046-managed-activity-attachments.md TST-CRM-ACT-047-activity-bulk-import-and-update.md TST-CRM-ACT-048-historical-activity-custom-field-expectations.md TST-CRM-ACT-049-follow-up-date-calculations.md TST-CRM-ACT-050-follow-up-related-record-selection.md TST-CRM-ACT-051-task-creation-and-closing.md TST-CRM-ACT-052-task-lifecycle-refusals.md TST-CRM-ACT-053-task-queue-arrival-and-assignment.md TST-CRM-ACT-054-competing-queue-claims-and-releases.md TST-CRM-ACT-055-task-assignee-eligibility-diagnostics.md TST-CRM-ACT-056-task-input-and-date-boundaries.md TST-CRM-ACT-057-task-configuration-reorder-and-recovery.md TST-CRM-ACT-058-task-overdue-delivery-diagnostics.md TST-CRM-ACT-059-activity-access-personas.md TST-CRM-ACT-060-task-access-personas.md TST-CRM-ACT-061-user-tier-activity-deletion.md TST-CRM-ACT-062-workspace-access-isolation.md TST-CRM-ACT-063-related-record-deletion-retention.md TST-CRM-ACT-064-merge-reference-consolidation.md TST-CRM-ACT-065-activity-dataset-authorization.md TST-CRM-ACT-066-activity-and-task-direct-link-navigation.md TST-CRM-ACT-067-hosted-activity-surface-diagnostics.md TST-CRM-ACT-068-disposable-workspace-baseline-lifecycle.md TST-CRM-ACT-069-repeated-console-writes-and-recovery.md TST-CRM-ACT-070-activities-explorer-and-history.md TST-CRM-ACT-071-activity-version-history.md TST-CRM-ACT-072-task-due-label.md TST-CRM-ACT-073-tasks-definition.md TST-CRM-ACT-074-create-task-sheet.md TST-CRM-ACT-075-task-detail-sheet.md TST-CRM-ACT-076-task-mutations.md TST-CRM-ACT-077-task-row-actions.md TST-CRM-ACT-078-tasks-page.md TST-CRM-ACT-079-tasks-dev.md TST-CRM-ACT-080-activities-mock.md TST-CRM-ACT-081-form-rules.md TST-CRM-ACT-082-links.md TST-CRM-ACT-083-retry-safe-writes.md TST-CRM-ACT-084-schedule-status.md TST-CRM-ACT-085-wire.md TST-CRM-ACT-086-deep-link.md TST-CRM-ACT-087-queries.md TST-CRM-ACT-088-types.md reports/ TESTING-BACKFILL-2026-10-23.md ```