Use Flows to collect department or project tasks and distribute them to performers.
Create and find tasks in Flows
Go to the Tasks and Projects section - Flows.
There are two ways to create a Flow: add a new one or select a ready-made template. The examples already have a name, a description, and a task template for the Flow. Click Create Flow or select a template.
Go to the Flow settings.
Fill in the information about the Flow
- Add name and description.
- Add employees who will be able to set tasks in the Flow.
- Specify the Planned completion time - in hours, days or months. The same deadline will automatically appear in all tasks of the Flow.
Configure Flow
- Choose how to distribute tasks to employees: automatically or manually.
- Configure additional options for tasks: allow the assignee to change the deadline, notify about the deadline, send for review to the creator.
- Select a project for the Flow.
- Slide the switch for colleagues to create tasks in the Flow based on a template only.
You can bind several Flows to one project.
If you do not specify a project, Bitrix24 will create it automatically.
If you do not specify a project, Bitrix24 will create it automatically.
Configure the control
- Specify an administrator to control the Flow. He or she will receive notifications on tasks and changes settings.
- Set up notifications for changes in Flow tasks: overload and low efficiency of the team. If efficiency drops, the Flow funnel will turn red.
- Click Create Flow.
To edit, disable, or delete a Flow, click menu and select an action. The Disable option temporarily suspends the Flow and colleagues will not be able to assign tasks to it. You can re-enable the Flow in the future.
- Use Flows to collect department or project tasks and distribute them to performers.
- There are two ways to create a Flow: add a new one or select a ready-made template.
- Choose how to distribute tasks to employees: automatically or manually.
- The Flow administrator monitors the team's work.
In brief:
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