MOD-CRM-ACT Activities, Follow-ups and Task Work
Markdown Planning / CRM / Activities, Follow-ups and Task Work / Module Charter 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 Classification and queue routing are facets of the active Activity and Task concepts. Their earlier concept entries remain superseded for reference continuity.
Capabilities Journeys 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 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."
] Repositories Read Does Not Own Record Owner Person and organization records, their record pages and deletion actions MOD-CRM-ENT Shared revision storage and presentation infrastructure MOD-CRM-ENT Duplicate detection and merge execution MOD-CRM-DQ Bulk activity import and data-job execution MOD-PFM-DJE Workspace setup, cleanup and baseline orchestration MOD-PFM-TNL User roles, policy authority and membership evaluation MOD-PFM-SEC Shared query execution, saved views and exports MOD-PFM-QRY Managed file storage and lifecycle cleanup MOD-PFM-MTD Attention delivery, Home presentation and shared responsibility assignment MOD-PFM-ELG Application workflow execution and task-action delivery MOD-PFM-INT The surrounding console navigation and page shell MOD-PFM-CSH
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