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Bitrix24 Flows: Get started

We are introducing a new Bitrix24 tool - Flows. You can collect tasks that come from different departments. If an employee needs to install a program on the work computer, it is enough to add the task to the “System Administration” Flow. All tasks will be distributed among responsible people.

Flows. Jumpstart Guide

Create a flow

Create and find tasks in Flows

Distribute tasks in the Flow

Streams allow you to:

  • collect tasks in one place and distribute them among assignees
  • monitor the workload of employees
  • track the speed of task completion
  • find problem areas
Flows are only available on Professional and Enterprise plans plans.

Work with Flows

Go to the Tasks and Projects - Flows tab.

Create new flow. Usually, the head of the department add a flow. It will appear in the list with basic information: time to complete tasks, a project, a number of performers and tasks at each stage, its efficiency. Efficiency is calculated from the percentage of tasks that were completed on time. If the efficiency drops, the funnel turns red. The efficiency limit in the settings is set by the Flow creator.

Create a flow

Select the method of task distribution. Tasks in a Flow are assigned to a team rather than to a specific performer. The method of task distribution is chosen by the person who created the Flow: automatically or manually.

Manual distribution of tasks. The manager assign a user, who passes Flow tasks to colleagues. The employee automatically becomes the assignee in the new tasks.


Flows in Bitrix24 mobile app

The Bitrix24 mobile app also has a list of Flows. They are located in the Tasks section.

Mobile Flows contain basic information: title, description, project, time to complete tasks, efficiency and administrator. The Similar Flows tab contains Flows created by the same user.

You can enable and create a new Flow only in the web version.

    In brief:

  • You can collect tasks for a department and distribute them to the assignees.

  • You can find Flows in the Tasks and Projects section - Flows tab.

  • When a manager creates a Flow, all employees can set tasks in it.

  • Flow tasks are distributed automatically or manually. To distribute tasks manually, the manager assigns a responsible employee.

  • You can create tasks in Flow in the Bitrix24 web version and in the mobile app.

  • You can enable and create a new Flow only in the web version.

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