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FAQ: Tasks in BItrix24

Bitrix24 tasks help organize team work: assign tasks and manage large projects. Tasks allow tracking employee progress, controlling deadlines, and distributing responsibilities. We gathered frequently asked questions about tasks.

This article will help you learn:


Why not all tasks appear in the report

The report for the specified period includes tasks that are:


Access permissions to task templates that employees have on Basic and Standard plans

Users have standard access permissions to task templates:

  • All users can create task templates.
  • Users can view and manage only the templates they created. This rule applies even if other employees are assigned as the creator and assignee.
Access permission settings for task templates are available on Professional and Enterprise plans.
Bitrix24 plans
Tasks: Access permissions

Why a recurring task shows an incorrect deadline

In recurring tasks, the deadline is calculated from the task creation date. If the template has the "Skip weekends and holidays" option enabled, the deadline will consider the working hours set in Bitrix24.

The task deadline does not account for the user's time zone and is calculated based on server time.


Why tasks linked to CRM are deleted

Reason. If a CRM item, such as a deal, is deleted, tasks linked to it are moved to the recycle bin.

Solution.
1. Go to the CRM section - More - Settings - CRM Settings.
2. Select the Other tab - Other Settings.
3. Open the Activities tab and enable the "Keep tasks when deleting CRM entities" option.


Why a task detaches from a project after editing

Problem. After editing, a task detaches from a project, a workgroup, or a flow.

Reason. If a user without editing rights modifies a task in a specific workgroup, the task may lose its connection to the project, a workgroup, or a flow. This happens if the task is created from a template or in a flow, and the user is not a member of that workgroup.

Solution. Ensure the user has joined the necessary workgroup or has editing rights for tasks in that workgroup.
Access permissions for workgroups and projects


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