Actions81
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Task → Update
AI-generatedSummary
Update an existing task in the Perfex CRM by specifying its ID and required details such as name, start date, and related type, optionally including additional task attributes.
Inputs
- Task ID (required) — The ID of the task to update.
- Name (required) — Task name.
- Start Date (required) — Task start date.
- Related To (required) — Type that the task is related to (e.g., Project, Customer, Invoice).
- Additional Fields — Optional additional task attributes such as billable status, description, due date, priority, tags, and others.
Output shape
a single record representing the updated task's data.
The output returns the updated task record from Perfex CRM. Input validation requires Task ID, Name, Start Date, and Related To type; all other fields in Additional Fields are optional.
Examples
Example 1: Updating a task with mandatory fields and additional optional description and priority.
Set Task ID to the target task's ID, specify new Name, Start Date, and Related To type, and optionally add Description and Priority in Additional Fields.