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Workgroups and Projects: FAQ



Our company works on various projects. How can I bind all tasks, messages and files to a particular project so that I could select the project and access all the information bound to this project?

If you need to start working on a project, you can create a workgroup, invite to this workgroup only those employees who will work on the project, set them tasks, upload the necessary files. Workgroups help to store all data, tasks, files, and messages in one place. You can always track which tasks have been completed in a particular workgroup.

Bitrix24 includes workgroups and projects. The main difference is that project has project dates. Tasks in projects cannot be set outside the project dates.

Therefore, if you need to specify exact project dates, select the Project type of a workgroup.

Read more about creating a workgroup or a project in the article - Projects & workgroups in Bitrix24.



Who can create workgroup/projects?

Any employee can create a new workgroup or project. The number of workgroups/projects is unlimited for all Bitrix24 plans.


How to view the list of all workgroups/projects created in my Bitrix24 account?

Only an administrator can view all workgroups/projects created in the Bitrix24 account. To do that, he/she needs to enable the admin mode.


How to archive a workgroup/project?

Open workgroup Actions menu > select Edit Workgroup > click More and tick Archived in the workgroup type section.

Archived workgroups/projects are not displayed in the list of workgroups. To find archived workgroups, use the Archive search filter.

You can always move workgroup back from archive. Just disable Archived option in the Workgroup type section.



How to delete a workgroup?

Open the workgroup Actions> Delete Workgroup.

Confirm the action, and the workgroup will be deleted.

Workgroups/projects with bound tasks cannot be deleted. You need to unbind these tasks from the workgroup/project or delete these tasks first, and only then delete the workgroup/project.


How to delete a workgroup if I'm not the owner of this workgroup?

Only administrators can do that. Go to your profile > activate the admin mode.

Then go back to the workgroup > click Actions > Delete Workgroup.

You can also change the owner of the workgroup by clicking Actions > Edit Workgroup.



Is it possible to forbid workgroup/project members to see each other?

You can use the Extranet function (external users). Extranet users are available at all plans and are included in the total number of users (some of the Bitrix24 plans has a limited total number of users. Learn more - Cloud pricing). Extranet users will only have access to a workgroup/project you've invited them to and will see only those employees that are members of this workgroup/project.

If you have several extranet workgroups, members of one workgroup won't see the members of the other.



How to invite an Extranet user to a workgroup/project?

You can invite Extranet users when creating a new workgroup/project, or you can invite Extranet users to an existing workgroup/project by opening this workgroup > clicking Actions > Invite to Workgroup.

Read more in the article - External users in workgroups (Extranet).



The group name is not specified

To fix this issue, you need to specify the workgroup or project name.
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