Collab tools

1 out of 2

These are the four main tools that help you organize collaborative work:

  • Messenger
  • Tasks
  • Files
  • Calendar


Here's a quick overview of the tools and their functions.

Note that some functions might not be available if the collab owner limits access to them.

Messenger

Go to Messenger to find the collab chat, which is where all the project action happens. Here, you can exchange messages, share files, create tasks, plan meetings, make calls, and add new members if needed.

To invite a new person to the collab, click the invitation icon and choose how you'd like to do it: copy the link or enter their email or phone number.

Open the chat sidebar to learn more about the collab you've joined.

Here's what you'll find:

  • Brief project description.
  • Members: these are the users involved in the project, including company employees who invited you as a guest, and other guests, like your colleagues.
  • Favorite messages: these are the messages you add to Favorites for quick access later.
  • Files and media: here, you can easily access all files that were sent to the chat.
  • All links: this section stores the links you shared in the chat.

Expand the menu next to a message to add it to Favorites, pin it, or forward it.

To mention a collab member in the chat or message them directly, click on their icon.

React to messages to express your emotions and make chat conversations more engaging.

Tasks

Once you agree on something, create a task to get work going, pick an assignee, and set the deadline.

There are several task roles: you can set tasks (creator), work on them directly (assignee), help someone out with their task (participant), or just be in the loop (observer).

If a task needs your attention (e.g., when there are updates or new comments), you'll get a notification and see a counter in Messenger, ensuring you don't miss anything.

How to create a task

In the chat, click the paperclip icon and select Task to create one.

Sometimes, you might want to create a task when you're in the middle of a discussion, right there on the spot. To do so, click on any message in the chat (e.g., "We need a new presentation") and then choose Create => Task in the message menu.

Discuss the deadline and other details in the comments under a task or in the chat.

Learn more

Create a task

Files

This is where all the collab files are stored. You don't have to waste your time searching for a file, whether it was uploaded in chat, tasks, meetings, or directly into the Files section.

You can also collaborate on files, like documents or spreadsheets.

Calendar

Schedule online meetings directly from the chat to discuss project details.

All collab members are automatically added as attendees, and the planner will display their availability.

If another member creates a meeting, you'll receive an invitation notification, and a counter will appear in Messenger.

To add an event to an external calendar, download the file from the notification.

Bitrix24 mobile app

Use the Bitrix24 mobile app to communicate with your team and stay on top of your tasks.

Your collaboration project is always at hand – whether you work from a laptop, desktop, or a smartphone.

Download Bitrix24 mobile app