Sometimes you need to collaborate with people outside your company, such as clients, partners, or freelancers. These users are external guests. They can work on tasks without getting access to other company data.
You can invite external guests to Bitrix24 tasks by email. This helps task participants share updates quickly while keeping other tasks private.
Create a task
Describe the task in detail so external guests clearly understand what they need to do.
Assign a task role
An external guest can be a responsible person, participant, or observer.
To invite a guest:
- Open the task.
- Select a role.
- Click Add > Invite Guest.
Send an invitation
Enter the guest’s email address, first name, and last name, then click Invite.
After you create the task, the guest receives an email with the task details.
How guests work with tasks
After guests receive the email invitation, they can open the task, follow updates, and leave comments.
Guests receive an email notification every time the task changes.
In brief
- External guests are invited users who do not work in your company.
- You can invite guests to tasks only by email.
- Guests can follow task updates and add comments.
- Guests receive email notifications when the task changes.