Workgroup is a virtual community of users created for discussing and solving of defined issues, goals and tasks.
By uniting users into workgroups for collaboration and projects, all communication and data related to a given project or team is organized in a single place.
Projects in Bitrix24 are based on Workgroups.
You will be able to access all your project data easily by opening the corresponding workgroup.
You can keep track of all project activities & react to any group discussions in real time.
Invite your clients, partners, outsource help or any other external users to your Bitrix24 workgroup. All workgroup functionality is available for external users, but these third parties are able only to see the workgroups which they are a part of.
Groups have individual permission settings and roles such as moderators, owners, and members. New members are added via invitation.
After starting the service, you can create unlimited number of workgroups which can be edited, deleted or moved to archive later.
Invite Users To Workgroup
You can add workgroup members during new workgroup creation or add them later from Actions > Invite to group. Select employees you want to add & click Send invitation.
*Extranet is available to Bitrix24 Standard & Professional plan subscribers only.
To be able to invite external users to the workgroup (by email) please go to Actions > Edit Group & enable This group is available in Extranet* option.
*Extranet is available to Bitrix24 Standard & Professional plan subscribers only.
Workgroup features
- Activity Stream: group members will see group messages & activities here.
- Drive: group document library.
- Tasks: group tasks section - kanban, Gantt, subtasks, recurring tasks, templates, email tasks to external users, create tasks from email, etc.
- Calendar: group calendar.
- Conversations: group messages.
- Photo: group photo gallery.
- Wiki: group wiki (knowledge base).
- Lists: group lists (records management).
- Chat: workgroup chat for all group members.
- Filter & Search: workgroup own search & filters
- Hide tasks mode: hides task notifications from the workgroup Activity Stream.
- Notifications tab: enables\disables workgroup notifications.
- Group Actions tab: open main workgroup settings & options.
Who can create workgroups
Any Bitrix24 account user can create a new workgroup.
The group owner can set who can invite users to the group in Actions > Edit Group > More. There are 3 choices available:
- group owner only
- group owner and moderators
- all group members
Main Workgroup Parameters
When you create a new workgroup the system will show your a workgroup parameters window. You can edit these parameters at nay time later inside the workgroup Actions > Edit Group:
2. Features: you can select which tools will be available inside your workgroup.
3. Members: this section is shown when you create a new workgroup. You can add group members here.
4. More: shows additional parameters. You can set Who can invite users to group here.
1. Description: add workgroup name, description & image. There are several important options there such as:
- Visible to all - makes group visible to all account users
- Public group - any account user can join the group
- Move to archive - allows to move group to archive, group is not deleted & all data is saved.
2. Features: you can select which tools will be available inside your workgroup.
3. Members: this section is shown when you create a new workgroup. You can add group members here.
4. More: shows additional parameters. You can set Who can invite users to group here.
Feature Settings
You can configure workgroup features (tools) under Actions > Edit Settings. Please note that access permissions for workgroup Drive & Calendar & Lists should be configured individually inside each tool.
You can create unlimited number of workgroups. Existing workgroups can be moved to Extranet or archived.