Here is a quick recap of the most important updates from the past month. Now, you can:
- Complete sequential assignments in a workflow form. After completing an assignment, the next one will automatically appear.
- Find materials of workgroups and projects. You may need this after disabling some tools or switching to a lower plan.
Complete sequential assignments in a workflow form
Assignments are actions to be performed within a workflow. Now, you can complete them one by one right in a workflow form. After completing an assignment, the next one will automatically appear.
Workflows: new interface and features
Find materials of workgroups and projects
Bitrix24 workgroups and projects include tasks, files, and posts. These remain available even if you change your plan or temporarily disable tools in the settings. Use filters in the Tasks, Drive, and Feed sections to find what you need.
Where group and project materials are stored
Updated articles
In September 2024, we also updated several articles. Check out the new materials to better understand the product.
Automation. Explore how to automate tasks in CRM and set time for executing workflow activities.
Configure task execution time in workflows Automation rules and triggers in CRM: Task management
BI Builder. Learn how to use datasets to create charts on deals and leads to analyze key business performance indicators.
BI Builder datasets: deals
BI Builder datasets: leads
Tasks and projects. Discover the main task features and how to create workgroups and projects in Bitrix24.
Tasks in Bitrix24
Create a workgroup and a project
Other updates.
CRM Form features and settings
How to perform an MTR test
How to generate a HAR file
Data security in Bitrix24.Docs
Configure access permissions to meeting rooms
Configure reminders in Bitrix24 e-Signature for HR
Download and install Bitrix24 mobile app