Tasks in Bitrix24 is a shared workspace for managing team work, from simple assignments to large projects. Team members can discuss details in the task chat, share files, and record results in one place.

Tasks help managers track progress, control deadlines, and assign responsibilities. For example, a supervisor can create a task called “Run an advertising campaign” and specify the goal, deadline, and responsible employees. The marketer and designer can collaborate in the task chat, share updates, and attach materials. The supervisor can monitor progress without extra meetings or messages.

Simplify task management

Tasks in Bitrix24 include tools that help teams stay organized and complete work on time. Managers can track progress, employees can clearly see their responsibilities, and important information stays in one place instead of getting lost in chats or emails.
Create a task

Checklist. Create a checklist to break a task into steps. You can add subitems, assign responsible employees, and attach files.

Tags. Use predefined tags or create your own to organize tasks by topic. Tags help you filter tasks and quickly find the information you need.
Tags in tasks and projects

Reminders. Set reminders as notifications or email messages to help employees stay on schedule.

Time tracking. Start a timer when you begin working on a task.
Time tracking option

Task status summary. Task participants can leave updates and record work results for colleagues, including the assignee, creator, and observers. You can add a summary when creating or editing a task.
Record the work result in tasks

Templates. Use templates for recurring work. A template can include the task structure, roles, deadlines, and files. For example, you can create templates for reports or contract approvals. Templates help employees quickly create tasks and follow a standard workflow.
Task templates

Search for tasks

Bitrix24 includes filters that help you quickly find tasks.

• Search field: Search by keywords or phrases in the task name or description.
• Roles: Filter tasks by role, such as ongoing, assisting, creating, or following.
• Filters: Use predefined filters or create custom ones, such as Pending, In progress, Pending review, Completed, or Deferred.

Task views

Bitrix24 includes five task views.

• List: View all tasks in one place. Sort tasks by different parameters and track recent updates.
• Deadline: See how much time remains before task deadlines.
• Planner: Organize tasks by deadline, priority, status, and other criteria.
• Calendar: Track deadlines and review workload across different time periods.
• Gantt: View tasks on a timeline to understand schedules and task duration.

List view in tasks
Deadline view in Tasks
Planner view in Tasks
Calendar view in Tasks
Gantt chart

Automation

Use automation rules and triggers to automatically create tasks, add participants, and track deadlines.
Automation rules and triggers in tasks

Access permissions

Configure access permissions to control which actions employees can perform with tasks, templates, and automation rules. You can create custom roles and assign them to employees or groups.
Tasks: Access permissions

Tasks in other Bitrix24 tools

Tasks in Bitrix24 work with other tools across the product. For example, you can turn a chat message into a task in a few clicks. The message text becomes the task description, the recipient becomes the assignee, and chat participants become observers.

Collaboration. Create tasks from Messenger, Calendar, Feed, groups, and projects.
Convert Feed post into a task
Create a task or an event from a message

CRM. Tasks in CRM help teams work together across departments. For example, the Sales department can create a task for the legal team to prepare client documents. Sales managers can track task statuses directly in the kanban view without opening the CRM item.
Tasks in CRM