Workflows automate routine tasks. Use them to approve documents, communicate with customers, and manage sales. For example, you can set up automatic invoice approval, send order status updates, or create tasks for employees.

Go to Automation > Workflows > Workflows.

Fields for controlling workflows

The list shows key details for each workflow: last activity date, approvers, status, and execution time.

Activity. Shows the date and time of the last update. It also includes two types of counters:

• Red — complete an assignment
• Green — read a comment

Example: an employee starts a Business trip workflow and leaves a comment. The responsible person sees both counters: red and green.

The Workflow section shows the total number of both counters.

Participants. Shows all participants and the total time they spent.

Execution time for each step is rounded using standard rules. Only one time unit is shown: seconds, minutes, hours, days, or months.

Examples:

• The process lasted 11 minutes and 15 seconds — the column shows 11 minutes.
• The process lasted 57 seconds— this is one unit of time, so the column shows 57 seconds.

Status. Shows action buttons to continue the workflow. If the workflow is denied, postponed, or completed, the status appears here.

Time. Shows the total workflow time and access to the journal.

Only one time unit is shown: seconds, minutes, hours, days, or months. The time is rounded upwards only. For example, the process lasted one hour and one minute — the column shows two hours.

The journal logs all actions, participants, and performance.

Efficiency indicators:

• No statistics — no similar workflows have been completed yet


• Good — completed faster than average


• Requires attention — matches the average or exceeds it by up to three days


• Too slow — exceeds the average by more than four days

The average time becomes more accurate as more workflows are completed. Bitrix24 calculates this automatically across the company.

The journal calculates execution time from start to finish and rounds it down. This value may differ from the total time shown in the workflow list.

Complete assignments in a workflow

Assignments are tasks inside a workflow. They can be sequential or parallel.

Example: when organizing an event, you first approve the concept and then the program. At the same time, tasks like choosing a venue and approving marketing materials can run in parallel.

Sequential assignments. Complete these in order from the workflow form:

1. Open the workflow.
2. Review the assignment.
3. Complete it.
4. Move to the next step.

Parallel assignments. You can complete these from the workflow form or the journal.

To start a specific assignment:

1. Open the journal.
2. Select the assignment.
3. Click Start.

If order does not matter, complete them from the workflow form like sequential tasks.