After creating a task, the process of working with it depends on your role within the task. See the role-based example of working with a task in the web version and the Bitrix24 mobile app below.
How a responsible person works with a task
Click on a task name to open it in a slider panel. Here you can view the description and deadlines to estimate the amount of work properly.
Pay attention to the High Priority option at the top right corner to understand if this is of paramount importance.
Click Start when you are ready to start working on the task. If the task creator has enabled the time tracking option, click Start time tracker instead.
You can pause or defer the task to complete it later.
If there is a checklist, tick its items as you complete each step of the task. You can also add new items to it if necessary.
Use comments to discuss questions related to the task. In addition, you can use one of the following options to communicate with colleagues:
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Open chat - create a separate chat based on the task. By default, the chat will have a name in the format Task: *task name*.
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Start video call - use this option to create a chat with all the users involved in the task and start a video call.
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Post to Feed - create a message in Feed based on the task. All the users involved in the task will become its recipients.
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Create event - schedule a meeting based on the task. Specify the location, date and time of the event. All the users involved in the task will be invited to it.
To make sure you don't forget about the task, set a reminder.
Once the task is done, provide the results of your work in comments and click Finish.
If the task status summary is required, you need to select a comment and mark it as the task status summary.
How a creator works with a task
When working on a task, its creator can check the quality of its execution and edit it. For example, add participants or specify new details in the description.
Also, you can activate the Check task upon completion option. After the responsible person completes the task, it moves to the Pending review status. It will remain uncompleted until you check the result.
Based on the result of the task, you should either accept it or return it for revision by clicking the corresponding button.
Finally, you can give a score (positive or negative) to the person responsible for the task, or leave the task without a rate.
How a responsible person works with a task
Open a task in the mobile app. View the description and deadlines to estimate the amount of work properly.
Tap on the Pending button in the status section and select Start when you are ready to start working on the task. That allows the users involved in the task to identify its status quickly.
You can pause the task in the same way if you decide to complete it later.
If there is a checklist, tick its items as you complete each step of the task. You can also add new items to it if necessary.
Navigate to the Comments to discuss questions related to the task.
Once the task is done, provide the results of your work in comments and complete it.
If the task status summary is required, select a comment > tap and hold it > then mark it as the task status summary.
How a creator works with a task
When working on a task, its creator can check the quality of its execution and edit it. For example, add new participants and observers, or attach files.
Also, you can activate the Check task upon completion option. After the responsible person completes the task, it moves to the Pending review status. It will remain uncompleted until you check the result.
Based on the result of the task, you should either accept it or return it for revision by clicking the corresponding button.
Finally, you can give a score (positive or negative) to the person responsible for the task, or leave the task without a rate.
