Bitrix24 Helpdesk

CoPilot in Tasks

CoPilot, your AI assistant, is available in tasks. It helps you save time when creating tasks for employees. Describe what needs to be done, and CoPilot will generate a clear task description and create a checklist automatically.

Learn more about CoPilot features and AI-powered workflows in this guide: CoPilot in Feed.

Without CoPilot, you need to:

  • Write a detailed task description manually.
  • Create a checklist to make sure nothing is missed.
  • Read and reply to all comments while keeping track of the full context.

With CoPilot, you can:

  • Generate a clear task description and split it into steps.
  • Create a checklist automatically.
  • Analyze comments, highlight key points, and suggest a reply.

Get started with CoPilot in Tasks

You can open CoPilot below the task description field or in comments. To do this, click CoPilot or press the space bar. To work with part of the text, select it and click CoPilot.


Create a task with CoPilot

Add basic information about the task, and let CoPilot expand it and define the required steps. You do not need to worry about typos or complicated wording. CoPilot will improve the text automatically.

Click CoPilot and enter your prompt.

To create a task, use our pre-promptsPre-prompts are ready-made prompts for CoPilot. They use simple language, but include several requests in one prompt to help CoPilot generate the expected result.. They are grouped by purpose:

Improve task description. Continue the task description, rewrite it in simpler language, create a checklist, or add encouraging wording for employees.

Analyze text. Summarize the text, identify pros and cons, and clarify unclear points.

Modify text. Fix mistakes, simplify the text, translate it into another language, or add emojis.

Change tone of text. Rewrite the text in a more polite or formal style.


Create a checklist with CoPilot

The main advantage of CoPilot in tasks is the ability to create checklists in one click. You do not need to organize the information manually or worry about missing important details. Add the main task information, and CoPilot will generate the checklist automatically.

Click Checklist in the bottom-right corner.


Create your own prompts for CoPilot

In addition to pre-prompts, you can create your own prompts for CoPilot from scratch.

Clearly describe the expected result in your prompt. This helps CoPilot generate more accurate and relevant content.

For example, here is a message from a manager in a team chat:

On December 12, 2026, we will organize a corporate event for our client, LLC “Green Day”. The event theme is Olympus and Greek mythology.

Please contact these venues:
Metropolis, Elden Road
Good Vibe, Georgica Lane
Twin Stars, Duck Hawk Street
Black Swan, Isaac Avenue

Also arrange the following:
Catering
Service staff
DJ
Videographer

Here are two example prompts you can use to create a task from this message:

  • What needs to be done?

  • Explain in detail what needs to be done. Suggest a dress code for the themed event. Create a checklist for the task.

In the first example, CoPilot generates only the basic task information.

In the second example, the result is more detailed because the prompt includes additional instructions.

Add as many details as possible to get better results.


Use CoPilot in task chats

In a task chat, you can interact with CoPilot to ask questions, discuss ideas, or request a summary of the conversation. CoPilot helps you quickly understand the context, suggest ideas, and support discussions directly in the chat.

1. In the message field, type @ and select CoPilot.
2. Enter your question or request, for example: "Summarize the discussion".

CoPilot replies directly in the chat. All task participants can see the response.


In brief

  • CoPilot is an AI assistant available in tasks. Describe what needs to be done, and CoPilot will generate a clear task description and checklist automatically.

  • The main advantage of CoPilot in tasks is one-click checklist creation. You do not need to organize information manually or worry about missing important details.

  • You do not need to learn prompt engineering to use CoPilot. Bitrix24 includes ready-made pre-prompts to help you quickly create tasks and comments.

  • You can improve the generated text step by step until you are satisfied with the result. Use pre-prompts or create your own prompts to add more details.

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