Bitrix24 Product Talk: Tasks & Projects Overview

Science & Technology

Introduction

Introduction

Hello and welcome to another fine installment in our webinar series, where we explore the features and benefits that Bitrix24 offers to its clients and partners. I'm Lana, and alongside my lovely colleague, Alex, we're here to guide you on today's topic: tasks and projects in Bitrix24.

Getting Started with Bitrix24

For new Bitrix24 members, there are three essential steps:

  1. Inviting Team Members: Click the invite button to add your team via a link, email, or phone number.
  2. Company Structure Setup: Designate departments and assign team members accordingly.
  3. Data Migration: Use the migration tool in the applications market to transfer data from other software like Asana, Jira, Zoho, etc.

Once these steps are completed, you're ready to dive into tasks and projects.

Tasks Overview

Navigating to the tasks section, you'll see various menus and buttons. Here's a breakdown:

  • Tasks: Lists all your tasks.
  • Ongoing: Filters tasks that are currently in progress.
  • Assisting: Tasks you're co-working with someone else.
  • Set by Me: Tasks assigned by you.
  • Following: Tasks where you're an observer.

Project Management

Bitrix24 allows you to manage tasks through multiple views:

  • List View: Simple list format.
  • Deadline Mode: Organizes tasks by their deadlines.
  • Planner Mode: Customizable columns to suit your workflow.
  • Calendar Mode: Tasks are displayed in a calendar grid.
  • Gantt Chart Mode: Ideal for long and complex projects.

Creating Tasks

To create a new task, fill in the following:

  • Name: Specify the task name.
  • Description: Detailed explanation or paste from an existing document.
  • Assign To: Person responsible for the task.
  • Participants: Additional people working on the task.
  • Observers: People supervising the task.
  • Deadline: Set deadlines or exact time frames.

Bitrix24 also boasts advanced options like task status summaries, time tracking, and automation within the task settings.

Project Management

You can organize tasks into projects or workgroups, each with unique functionalities:

  • Project: A singular, time-bound task group.
  • Workgroup: An ongoing entity for departmental tasks.

Creating a Project

To create a project:

  1. Select "Project" and name it—e.g., Create Webinar on CRM.
  2. Set privacy options: public, private, or hidden.
  3. Add participants.

Project Features

A project in Bitrix24 is a mini version of your main account:

  • Feed: Activity feed for project-related updates.
  • Calendar: View and manage project deadlines.
  • Drive: Store files related to the project.

Premium Features

In addition to the free plan, Bitrix24 offers several premium features:

Employee Time Tracking

  • Clock In/Out: Track working hours, breaks, and lunch.
  • Reports: Managers can view detailed time logs in the company section.

Communication Tools

  • Announcements and Polls: Share important updates or conduct opinion polls.
  • Automation: Set triggers and automation rules to streamline workflows.

Conclusion

Bitrix24 offers robust tools for task and project management, tailored to enhance productivity and streamline operations. For more advanced needs, premium features and specialized partner assistance are available.

Keywords

  • Bitrix24
  • Tasks
  • Projects
  • Time Tracking
  • Automation
  • Project Management
  • Employee Management
  • Communication Tools

FAQs

Q: How do I invite team members to Bitrix24?
A: Click the invite button and add members via a link, email, or phone number.

Q: Can I organize tasks by deadlines?
A: Yes, use the Deadline mode to organize tasks by their deadlines.

Q: What is the difference between a project and a workgroup in Bitrix24?
A: A project is a time-bound single entity, while a workgroup is an ongoing collection of departmental tasks.

Q: How do I track employee working hours?
A: Use the clock in/clock out feature in the time tracking section.

Q: What premium features does Bitrix24 offer for task management?
A: Premium features include employee time tracking, automation, announcements, and polls.

Q: How can I receive assistance with Bitrix24 setup and customization?
A: Submit an implementation request through the upgrade button to be contacted by certified partners.