Task and Project management

Whether you are a major software developer or a small law firm, you will  have a blast running projects in Bitrix24 cause it’s super-easy and  streamlined to the point of perfection.

Create workgroups, assign project roles, set tasks with deadlines, follow task  updates via notifications, monitor work progress in real time, and get reports from your teammates.

Choose from a variety of project management methodologies (Kanban, Gantt chart, etc.) or simply organize  tasks the way you want them.  For large teams, we have a time clock and shift schedule, which allow effective time management bringing order and stability into processes that tend to get chaotic.

"Plans are worthless. Planning is essential."
~ Dwight D. Eisenhower

The lists

From personal ToDos and simple tasks to complex projects – Bitrix24 CRM applications helps delegate and coordinate, making sure the job is done properly and on time.

Personal tasks can be scheduled or assigned to a colleague or work-group. Projects can also be assigned to a work-group and clients can have access to tasks and documents related to their company's projects..

Repeat tasks and task templates help you automate regular chores and recurring work routines.

It automatically tracks time on tasks, but also allows for manual entry. It has a calendar task display and task planner views.

Most important monitor and manage tasks with a Gantt chart or Kanban reports.

The communication

The main tools for project communication are email integration, instant messenger chat and calls and the activity stream.

The Activity Stream page is like a company notice board on an intranet with unified, interactive update feed where all the changes and new additions to projects. It is a user-friendly page that keeps information real-time and relevant.

The internal messenger delivers system notifications and instant messages. All messages are saved in a history and are indexed by the search function, and the most recent messages appear at the top of the list.

Every employee can link their mailbox to Bitrix24. The system will collect all inbound and outbound messages no matter whether you work with emails inside CRM or in the mailbox interface.

The documents

Access to project documents that are the most recent and updated version is key to the success of any project. With Bitrix24 you get secure online document storage, multi-user editing, version history, document lock and custom document approval workflows.

Secure online document storage, online multi-user editing and custom document approval workflows are just a few advantages of Bitrix24’s document management system.

Bitrix24 comes with two types of Drives. My Drive is a personal file storage to which colleagues do not have access to. Employees can place private files here in complete confidence. Company drive can be used for documents available to all users.

Bitrix24 also works with Dropbox, Google Drive, OneDrive and other cloud file storage vendors. 

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