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Introduction To Bitrix24 Task and Project Management

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Natalja Loschkareva
Author: Natalja Loschkareva
16 May 2018
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NEW
Contact Center
Documents in CRM
Documents templates
Documents auto numbering
Book a resource
Paste images from the clipboard
Tasks recycle bin
CRM Cleanup
Calendar view for leads and deals
Bitrix24 Summer Sale - Time to Save Big
Sales Boost
"Client" field in lead/deal forms
Bitrix24 and GDPR compliance
Modify symbolic codes in documents templates
How to start?
Getting Started
What's Bitrix24?
Activity Stream
Send messages from Activity Stream
Appreciation badges & announcements
Polls
Smart follow mode
Favorites & Default Filters In Activity Stream
Views in Bitrix24 Activity Stream
Add Email recipients to Activity Stream posts
Record video & share it with your team
Smart Search & Filters For Activity Stream
Create Activity Stream Post From Email
Company Pulse
Hide tasks from Activity Stream
Chat to Activity Stream
Create files from Activity Stream
Tasks
Efficiency
Tasks Efficiency
Involvement
Team load or Involvement in tasks
Tasks Reports
Tasks Reports Overview
Employee Workload Planning
Working With Tasks
Working with tasks
Gantt Chart
Task Planner
Kanban for tasks & projects
Task Time Tracking
Task Dependencies
Tasks with subtasks templates
Tasks recycle bin
Import tasks list
Custom fields for tasks
Create Tasks From Email In Bitrix24
Export tasks
Filters & Smart Search For Tasks
Repeat task
Create Task
Task Reminder
Subtasks
Share tasks templates with other users
Set up tasks between different Bitrix24 accounts
Supervising tasks
Tags in tasks
Group actions with tasks
Email tasks to external users
Tasks templates
Checklists in tasks
Tasks Slider
Convert post to task
Chats and Desktop App
Chats
General Public chat
Paste images from the clipboard
Private group chat
Add emoji to Bitrix24 chat
New Chat Statuses
Chat to Task
Bitrix24 Messenger Overview (chats, voice & video calls)
Workgroup chat
Receive email notifications
Giphy chat bot
Create calendar event from chat
Public chats
CRMBot
Chat with users of different Bitrix24 accounts
Desktop app help
Desktop app troubleshooting & help
How to update Bitrix24 Desktop app
Multiple accounts in Bitrix24 Desktop app
Desktop app vs web messenger chat
Send desktop app logs to Helpdesk
HD video conferencing with screen sharing
Delete Bitrix24 Desktop app on MacOs
Internal calls between employees
Workgroups
Extranet
External users in workgroups ( Extranet )
Move employees to Extranet
Projects & workgroups in Bitrix24
Workgroup Lists
Workgroup tasks
Workgroups & CRM
Workgroup access permissions
Wiki overview
Workgroup chat
Categorize workgroups by tags
Delete workgroup
Workgroup notifications
Workgroup with dismissed owner
Move workgroup to archive
Manage all account workgroups
Calendars
My Calendar
Connect Google calendar
Connect Outlook to Bitrix24 calendar
Add New Event To Calendar
Connect external calendar (CalDav)
New Calendar
Synchronize Bitrix24 calendar with Android device
Configure favorite calendars
Create calendar event from chat
Connect Mac Calendar to Bitrix24
Give access to my Bitrix24 calendar to other users
Connect Bitrix24 Calendar to Mobile devices
Fix Bitrix24 Android app sync issues
Company Calendar
Company calendar
New Calendar
Bitrix24 Drive
Company Drive
Company Drive Overview
Get internal and public links (share files and folders)
Document collaboration
Connect To Drive
Business Processes for Document Approval
Company Drive synchronization
Recycle bin
My Drive
My Drive Overview
Bitrix24 Drive synchronization
Synchronization problem notification
Get internal and public links (share files and folders)
Upload or create files
Integration with Office 365, Google Docs, MS Office Online
Drive, Files & Folders Access Permissions
Restore deleted files
Download from external Drive
Drive Cleanup
Disconnect Google Drive, Dropbox, Box, Yandex Disk from Bitrix24
My Cloud Storage
File Revision History
Network Drive
Open Files Locally or In The Cloud
Document Lock & Disable Public Links
Recycle bin
Webmail
Connect your own mail domain to Bitrix24
Email services (Email Connector)
@bitrix24.com mailbox
Manage users mailboxes
Webmail overview
Use SMTP server to send emails
CRM
CRM Stream
CRM Stream Overview
CRM call recording issues
Activities
How to send emails from CRM
Automatic Dialer
CRM Activities
NEW Activity Type In Bitrix24 CRM - Visit
Leads
How to work with leads
NEW CRM Slider Panel
Book a resource
Repeat leads
Lead Statuses
Automate lead creation
Convert leads (generate new CRM records)
Report view for leads (analytical dashboards)
Address in Google Maps for Bitrix24 CRM
Calendar view for leads and deals
Bitrix24 CRM without leads
Exceptions list
Lead Sources
"Client" field in lead/deal forms
Kanban view for leads
How to add custom lead sources
CRM counters
Funnels in analytical reports
Work with regular customers without creating repeat leads
Contacts
Contact details page
Add new contacts
Multiple connections between companies & contacts
Companies
Multiple connections between companies & contacts
Add new CRM company
Import companies details
Deals
Book a resource
Multiple Pipelines and Sales Funnels in Bitrix24 CRM
Kanban View In Bitrix24 CRM
Calendar view for leads and deals
Move deals between pipelines
Sales Boost
Recurring deals
"Client" field in lead/deal forms
Add new deal
CRM counters
Deals dashboards
Funnels in analytical reports
Generate quotes & invoices from deals
Documents in CRM
Documents in CRM
Documents templates
Documents auto numbering
Modify symbolic codes in documents templates
History
My CRM data is lost
CRM History
Quotes
How to create a quote
Quotes & Invoices settings
Invoices
How to create an invoice
Quotes & Invoices settings
Recurring Invoices
Client's address in the invoice
Invoice analytical reports (dashboards)
Online Payment Options
Products
Add products to CRM
Product import
Access to product catalog
Actions with product catalog list
Add custom fields to product catalog
Reports
Reports wizard
Sales Funnel
Multiple Pipelines and Sales Funnels in Bitrix24 CRM
CRM web forms
CRM web forms configuration
Use Bitrix24 CRM Web Forms Inside Facebook Lead Ads
CRM web forms overview (video)
Website widget
Website widget: chat, web form and callback
Lead capture form for your website
Live chat identification of authorized users
Use Bitrix24 website widget for WIX
Callback form - how to configure & how it works
CRM for service providers
Book a resource
Calendar view for leads and deals
CRM Start
Sales Targets
Start CRM
CRM Settings
CRM Access Permissions
Access Permissions in CRM
Access permissions when users are moved between departments
CRM workflows
CRM Automation Rules And Triggers
Webhooks
New Marketing Automation - Advertising
Auto-response and follow-up CRM email workflow
Typical mistakes in business processes creation
Automation Rules tips
Assign Leads Automatically using a Business Process
Closed won deals business process
CRM Business Proccesses overview
Business process autorun when added option
Currencies
Currencies
Locations
Taxes in CRM
Units of measurement
Custom fields
Custom fields & forms in CRM records
Statuses and dropdowns ( selection lists )
Custom fields in CRM analytical reports
Custom fields in CRM dashboards (analytical reports)
Duplicate control
Duplicate Control
Email integration
CRM Email Integration
Enable email tracker (personal email)
Enable email tracker (company email)
Remove Powered by Bitrix24 signature from email
Email templates in Bitrix24 CRM
Filters & Views
New CRM Grid
New Filters In CRM
Import & Export
Import to Bitrix24 CRM
Export CRM data
Integration
Twilio integration
Other settings
Other settings
CRM Cleanup
How To Switch To A New CRM Slider Panel (beta)
Joomla plugin for Bitrix24 (coming soon)
Merging The Bitrix24 CRM And The Helpdesk
Search in Bitrix24 CRM
Payment details settings
My Company Details
Contact or company details templates
Payment systems
PayPal Configuration
CRM Marketing
Start
CRM Marketing Overview
CRM Marketing Access Permissions
Campaings
Types of Campaigns
Ads
Retargeting In Ad Networks
Sales Boost
Sales Boost
Segments
Create a new Segment
My Templates
Create new marketing campaign template
Settings
Limit on outgoing emails
Preventing Spam
Employees
Employees
How to add new users to Bitrix24
Bitrix24 user access levels
Delete users
Number of administrators for my Bitrix24
Employees list
Change 1st administrator
Synchronize Bitrix24 users details with Android device
Bitrix24 Contacts integration with Apple products
Company Structure
Give user administrator rights
Company Structure overview
Departments in Bitrix24
Lists
Records Management Overview - Lists
Workflows in Lists
Sites
How to create sites
Create your site in Bitrix24.Sites
Create your multi-page website
Open channels website widget
Add CRM web form to your website
Create a multi-language site
Sites settings
Website and page settings
Animation in Bitrix24.Sites
Connect your website to your own domain
UTM parameters
Add your website to Google
Bitrix24.Sites
Bitrix24.Sites Terms of Use
Time and Reports
Absence chart
Working with Absence chart
Worktime
Work time & work reports employee guide
Switch on / off Clock (Worktime)
Worktime Summary
Work reports
Work time & work reports employee guide
Work Reports
Meetings & Briefings
Meetings & Briefings overview
Applications
For developers
How to add new apps to Bitrix24 & REST API
Marketplace apps support
Plivo app for Bitrix24
Knowledge Base App
Freshbooks integration
Zoho migration app
Get Bitrix24 marketplace apps support
Update, delete or set access for Marketplace apps
Contact Center
Contact Center
Open Channels
Manage Open Channels
New Options For Bitrix24 Open Channel
Canned Responses in Open Channels
Open Channel settings
Live Chat
Website widget: chat, web form and callback
Bitrix24 Live Chat For Websites
Lead capture form for your website
Live chat identification of authorized users
Use Bitrix24 website widget for WIX
Viber
Connect Viber
Telegram
Connect Telegram bot
Facebook
Facebook: connect messages
Facebook: connect comments
Instagram
Connect Instagram
Bitrix24.Network
Connect Bitrix24.Network
Microsoft Bot Framework
Connect Skype, Slack, Kik, Twilio, GroupMe, SMS, email, etc. to Bitrix24 via Microsoft Bot Framework
Open Channels Statistics
Open Channels Statistics and Export
Access Permissions For Open Channels
Open Channels Access Permissions
Open Channels Reports
Telephony
Connection
Connect SIP PBX to Bitrix24
Connect office PBX
Connect cloud hosted PBX
Rent a number in Bitrix24
Connect Bitrix24 telephony to your own number
Telephony options overview
Test call with zero balance
Call transcription
Tech requirements for Telephony module
Active Call form
Rent a toll-free number
Call errors
Outgoing calls
Disconnect the rented number
Rent a number: FAQ
Balance & Statistics
Call details
Record calls
Telephony charges
Add telephony credits
Telephony Users
Extension numbers for employees
Groups (queues)
Queues
Sip Phones
Zoiper softphone configuration for Android
Sip Phones connection issues
Sip phones settings
Access Permissions
How To Set Access Permissions For Bitrix24 Telephony
Call Forwarding
Configure call forwarding
Rented numbers - Call forwarding
SIP PBX - Call forwarding
Forward call to specified number option
Configure IVR
IVR
Telephony Settings
Check connection quality
Telephony settings page
Call intercept in Bitrix24
Main outgoing number is not applicable for outgoing calls
Advanced Telephony
Outgoing calls - numbers starting at 8
Telephony & CRM integration
Time Settings for phone numbers
Workflows
My Requests
Workflow section description
Workflows in Activity Stream
General requests & workflows configuration
Leave approval
Edit configured workflow
Workflows overview
Purchase requests
Expense Report
Business trip
Add files to Leave Request workflow
Business processes configuration
Actions
Document Processing workflow actions
Visual Modeler
Using expressions in activity parameters
Other actions in business processes
Actions in business processes
Insert Value Form
Interactive Settings
Constructions
My actions in business processes
Using Macros in Expressions
Types
Types of Business Processes
Setting the Template Parameters
Status Driven Business Process Template
Sequential Business Process Template
Subscription
Upgrade
Advantages of commercial Bitrix24 Cloud plans
How much does Bitrix24 cost
Discontinuing Bitrix24 Services
Invoices & Payment Confirmations
Purchase Through Local Reseller
Supported Currencies
Available Cloud Subscriptions
Processing Errors (Failed Transaction)
Countries Where Bitrix Products Can Be Purchased
What happens when my trial expires
Upgrades and Downgrades
How to buy a commercial subscription
How is Bitrix24 licensed
Change Billing Cycle
Value Added Tax Issues (VAT Charges)
Apply promo code (coupon)
Credit the amount already paid toward the next purchase
Grace period for cloud accounts
Supported Payment Methods
Discounts and Special Offers
Update Billing Info
What happens to my Bitrix24 if I stop using it
Refund policy
Automatic Renewals & Balance Top-Up
Update Payment Method (Credit Card & PayPal)
Is Bitrix24 Cloud a free service?
On premise version
Bitrix24 On-Premise editions comparison
Active subscription to Bitrix24 On Premise
User packs
Renew subscription for Bitrix24 On Premise
Place order for Bitrix24 On Premise
Purchase Telephony for Bitrix24 On Premise
Telephony fees & payments
Phone Rental Services
SIP-Connector Subscription
Telephony Credits
How calls from or inside Bitrix24 are charged for?
Business Tools
Business tools
Reasons to upgrade from Free plan to Bitrix24 Plus
Why Bitrix24 Standard Plan Is The Most Popular One
Get Unlimited Capabilities With Bitrix24 Professional Plan
My Bitrix24 Plan
Delete \ Cancel My Bitrix24
Unlimited communications
Subscription Cancellation
Data backup
Free 30-Day Demo
Advanced Telephony
Bitrix24.Vacation subscription option
What happens to data in Bitrix24 if you stop paying
Purchase History
My purchase history - my Bitrix24 invoices
Terms of service
Settings
Settings Page
Bitrix24 Settings Page
Customize Bitrix24 Theme
Customize Bitrix24 account name (connect own domain)
Change interface language
Change default Bitrix24 account name (address)
Bitrix24 Menu Design & customization
In what languages is Bitrix24 available?
Apply menu changes to all account users
Number of administrators for my Bitrix24
Add own logo
Migration between various Bitrix24 zones
Firewall configuration
Bitrix24 and GDPR compliance
Manage Email Accounts
Manage users mailboxes
Event log
Access log
General questions
Authorization
Log in to Bitrix24 Desktop app
Change Bitrix24 password
Bitrix24.Network
Forgot my Bitrix24 password
Quick Registration Options
Change my Bitrix24 login
Log in to Bitrix24 Mobile app
How To Create A New Account From Bitrix24 Network
Login problems
Office 365 Integration
OTP (one time password)
How to register & confirm email address
Change 1st administrator
Log in via Social Networks
What is Bitrix24 login
How to find my Bitrix24 account
Search
Search in Bitrix24 Intranet
Bitrix24 self-hosted version
Bitrix24 On-Premise editions comparison
Install new modules in Bitrix24 On-Premise
Difference between Cloud & Self-hosted ( on premise )
Technical support for Bitrix24 On-Premise
In what languages is Bitrix24 available?
Migration to Bitrix24 Self-hosted
Control panel in Bitrix24 self-hosted
Bitrix Virtual Appliance Update
Bitrix24 Self-hosted Customization For Project Management
Bitrix24.CRM - Update 17.5.4
Menu customization
Integration with MS Sharepoint lists
Mobile app
Mobile app features
Mobile App installation & authorization
Fix Bitrix24 Android app sync issues
Notifications
Configure notifications
Report Spam
Report spam \ unsolicited messages

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