Bitrix24 Tasks will help you plan and prioritize your work processes. This tool is suitable for all employees of your company.
How to create a task
If the task is complex, you can divide it into subtasks. This will make the work more convenient and allow the employee to complete the task efficiently.
Task features
To make tasks work more efficiently, you can configure additional settings:
- Task reminders
- Checklists in tasks
- Time tracking option in tasks
- Record the work result in tasks
- Tags in tasks and projects
- Task templates
How to find a task
Use a task filter to find the task among other ones. Sort tasks by roles, statuses, customize your own filters, as well as use the smart search and quickly find tasks you added to favorites.
Filters and smart search in tasks
How to work with tasks
Work with a task depends on the user's role:
- The assignee can read its description, add a reminder and set the status of the task.
- Observers and participants assist the responsible person with the task;
- The created by person will be able to check the result of the completed task, send it for revision if necessary, and assess its quality.
Types of task view
You can choose one of the following views:
- List – all the tasks are grouped in one list.
- Deadline – this view will help you plan your work time.
- Planner – you can sort tasks by different criteria: deadlines, task importance, connection to projects, and so on.
- Kanban is a virtual board where you can manually divide all tasks into different stages.
- Gantt Chart is a visual representation of the duration and the deadlines for all your tasks in the calendar grid.
Tasks in CRM
In addition to the main task tool, you can work with them inside CRM forms. Your managers will be able to track task statuses in the kanban view without going to every deal or lead form.
Task access permissions
You can limit or expand access permissions for certain employees to specific actions with tasks, customize individual access to templates and automation settings.
Task automation
Configure automation for tasks and speed up your work with them. This will increase employee efficiency and help with large tasks and projects.
How to create a task
Create a task and give a detailed description. If the task is complex, you can divide it into subtasks. This will make the work more convenient and allow the employee to complete the task efficiently.
Task features
To make tasks work more efficiently, you can configure additional settings:
- Checklists in tasks
- Time tracking option in tasks
- Record the work result in tasks
- Tags in tasks and projects
How to find a task
Use a task filter to find the task among other ones. Sort tasks by roles, statuses, customize your own filters, as well as use the smart search and quickly find tasks you added to favorites.
How to work with tasks
Work with a task depends on the user's role in it:
- The responsible person can read its description, add a reminder and set the status of the task;
- Observers and participants assist the responsible person with the task;
- The created by person will be able to check the result of the completed task, send it for revision if necessary, and assess its quality.
Tasks in CRM
In addition to the main task tool, you can work with them inside CRM forms. Your managers will be able to track task statuses in the kanban view without going to every deal or lead form.
