Bitrix24 Marketing

Bitrix24 Tasks Tools Overview

Bitrix24’s task management system is designed to streamline workflows, improve team productivity, and ensure that every task is tracked from start to finish. Below are the key tools and features available within the Bitrix24 task module.

1. Task Creation & Assignment

• Quick Task Setup: Create tasks with just a few clicks using templates or manual entry.
• Task Assignment: Assign tasks to individuals or teams, with the ability to set co-assignees and observers.
• Deadline Management: Set specific due dates and timeframes for completion.

Pro Tip: Use task reminders to avoid missed deadlines.

2. Task Dependencies & Subtasks

• Task Dependencies: Set logical sequences with start-to-finish dependencies to ensure smooth workflow management.
• Subtasks: Break down complex projects into manageable pieces by adding subtasks. Each subtask can have its own responsible party and deadline.

3. Task Templates & Automation

• Task Templates: Create reusable templates for recurring tasks to save time.
• Automation Rules: Automate task assignments, status changes, or notifications based on specific triggers.

Example: Automatically assign a quality control task when development is completed.

4. Status Tracking & Progress Monitoring

• Task Status: Monitor task progress with statuses like In Progress, Pending Review, and Completed.
• Gantt Charts: Visualize task timelines and dependencies with interactive Gantt charts.
• Kanban View: Track tasks across custom stages using the Kanban board.

5. Time Tracking & Reporting

• Built-in Time Tracker: Log time spent on tasks to ensure accurate reporting and billing.
• Task Reports: Generate detailed reports based on task performance, workload, or time usage.

6. Notifications & Comments

• Real-time Notifications: Receive alerts for task updates, changes, or overdue tasks.
• Task Comments: Collaborate with team members through threaded comments directly within the task.

7. Task Roles & Permissions

• Role-Based Permissions: Set specific permissions for task creators, assignees, observers, and supervisors.
• Task Visibility: Restrict access to tasks based on roles and project settings to maintain confidentiality.

8. Task Automation via Bitrix24 Workflows

• Use Bitrix24 workflows to automate complex task scenarios, such as multi-step approvals or multi-department task assignment.

9. Mobile Access & Integrations

• Mobile App Support: Manage tasks on the go with Bitrix24’s mobile app.
• Integration: Connect with other tools (CRM, Calendar, or email) to streamline task management.

10. Bitrix24 Task Management Use Cases

• Project Management: Assign and track deliverables with project-specific tasks.
• HR Tasks: Automate onboarding tasks for new employees.
• Customer Service Tasks: Assign and monitor customer requests within the task module.