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Bitrix24 On-Premise


Create workgroups and projects

A workgroup (or project) is a virtual community of users created for discussion and collaboration. It helps you combine all tasks, files, messages, and meetings in one place. You can easily track actions and tasks performed within a specific workgroup over time.

In this article, we'll cover:

How to create a workgroup (project)

To create a workgroup or project, go to the Workgroups section and click Create.

Select whether you want to create a workgroup or a project, then click Next.

Enter the project name and add a description. Choose a visual theme and an icon.

Click Extended parameters to set up extra options:

  • Tags: Keywords for grouping different projects by topic.

  • Features: Select tools available to project members. For example, you can keep only Messages, Calendar, Tasks, and Drive if this is a work project.

  • Workgroup (project) type: Check the box to publish the workgroup (project).

  • External Users: Allow external users to access the project or workgroup.

  • Project dates: If creating a project, complete this field.

Select the privacy level, then click Next.

Specify the Project owner and Moderators. Also, invite your team members and click Next.

Invited users will be notified and will need to confirm the invitation.

Learn more about workgroup and project types and their access permission settings in this article: Workgroups and projects access permissions.

Done! You can edit a workgroup later by clicking About workgroup > Actions and selecting a needed action.

Only the workgroup (project) owner can edit its name, description, icon, and other settings.

Difference between a workgroup and a project

A project is a workgroup with a specific start and end date.

The main difference is task deadlines. They depend on the project date range. Thus, tasks in projects cannot be set outside of the project timeline.
Tasks in projects

How to convert workgroups to projects (and vice versa)

To convert a project to a workgroup:

  1. Select About project > Actions > Edit Project.
  2. In the Extended parameters section, uncheck the Project checkbox.

To convert a workgroup to a project:

  1. Select About workgroup > Actions > Edit Workgroup.
  2. In the Extended parameters section, check the Project checkbox and specify the project dates.

Projects and workgroups have the same features: Chat, Conversations, Photo Gallery, Calendar, Tasks, Drive, Lists, Wiki, Knowledge Base, and Market.

How to invite employees to a workgroup (project)

You can invite employees when creating a workgroup or in an existing workgroup:

  • Public and visible groups: Any employee can join on their own.

  • Private or hidden groups: Only specified participants can invite others.

To invite more members:

  1. Open the project.
  2. Click About project in the top right corner.
  3. Select Actions > Invite to Project and specify new members.

To manage join requests:

  1. Select Actions > Membership Requests.

  2. Click Accept to approve or the cross to reject a request.

Who can create workgroups and projects?

Bitrix24 Cloud version: Any company employee can create workgroups and projects.

Bitrix24 On-premise version: Manage creation permissions in the Control Panel. Assign users to the Workgroup Administrators group.
User accounts

The number of groups and projects in Bitrix24 is unlimited.

Bitrix24 administrators can see and edit all workgroups and projects by activating the Admin mode.
What is the Admin mode?

In brief

  • A workgroup (or project) in Bitrix24 is a virtual space for collaboration, combining tasks, files, messages, and meetings in one place.

  • Create a workgroup in the Workgroups section, enter key details, and set up options like tags, features, and privacy level.

  • Projects have specific start and end dates, with task deadlines tied to the project timeline.

  • Employees can be invited to a workgroup or join it on their own. The workgroup owner and Bitrix24 administrators can manage its permissions and settings.

  • Both Cloud and On-premise versions allow unlimited workgroups and projects.

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