Tasks in Bitrix24 is a unified space to help organize team workflows, from assigning small tasks to managing large projects. Team members can discuss details in the task chat and document results.

With tasks, you can monitor employee progress, manage deadlines, and distribute responsibilities. For example, a supervisor might create a task like "Run an advertising campaign," specifying the goal, deadlines, and responsible team members. The marketer and designer can collaborate in the task chat, share updates, and attach necessary materials. The supervisor can track the task's progress without needing additional messages or meetings.

Simplify and speed up task management

Tasks in Bitrix24 offer a set of tools to keep processes under control, ensure smooth teamwork, and complete everything on time. These features make team workflows clear: supervisors can track progress, team members understand their roles, and important information stays organized without getting lost in chats or emails.
Create a task

Checklist. Make a list of steps to monitor task performance. You can add sub-items to the checklist, assign responsibilities to them and attach files.

Tags. Use ready-made tags or create your own to organize tasks by common topics. This will allow you to filter tasks and quickly find the necessary ones.
Tags in tasks and projects

Reminders. Configure task reminders as notifications or as email messages. It will help you to meet deadlines.

Time tracking. Run a timer when you start working on a task.
Time tracking option

Task status summary. Any participant can add a reminder for themselves or their colleagues, including the assignee, creator, or participant. This can be done when creating or editing a task.
Record the work result in tasks

Templates. For recurring assignments, create a template with the necessary task structure, roles, deadlines, and materials. For example, use it to prepare a report or approve a contract. This allows new tasks to be created quickly, and team members immediately understand what needs to be done.
Task templates

Task search

Bitrix24 has filters that help you quickly find the tasks you need.

• Search field — search for tasks by phrases and word combinations that are in the task name or description.
• Roles — filter tasks by the role: ongoing, assisting, creating and following.
• Filters — create your own filters or use ready-made ones: pending, in progress, pending review, completed and deferred.

Task modes

There are five modes to work with tasks:

• List — all tasks are organized in one place. It is easy to monitor the latest changes and understand which one needs your attention. Tasks can be sorted by different parameters.
• Deadline — this mode shows time available for each task.
• Planner — it helps you sort tasks by your criteria: deadlines, priority, status, and so on.
• Calendar — you can monitor the deadlines of tasks and see the workload in different periods.
• Gantt — a calendar grid shows time each task will take.

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

Automation

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

Access permissions

Configure access permissions to specify actions that employees can perform on tasks, templates, and automation rules. You can create a role with a customized set of permissions and assign it to a specific employee or a group.
Tasks: Access permissions

Tasks in other Bitrix24 tools

Tasks in Bitrix24 are linked to other tools. If your supervisor has given you a task in a chat, you can convert the message into a task in two clicks. The message text will become the task description, you will be the executor, and the chat participants will be the observers.

Collaboration. You can set a task in messenger, calendar, Feed, group and project.
Convert Feed post into a task
Create a task or an event from a message

CRM. Tasks in CRM help to communicate between departments. For example, the Sales department can set a task for lawyers to prepare documents for a client. Sales managers will see the statuses of tasks in kanban without opening the CRM form.
Tasks in CRM