Bitrix24 CRM | Task & Projects | Bitrix24 Features | bitrix24 demo

Project Management and Tasks

Bitrix24 is exclusively designed to help organizations in managing personal and group level interactions. Tasks in Bitrix24 can be defined for oneself or it can be assigned to an employee, delegate after being received. The projects can have dedicated group/space where all the files, task, discussions related to the project are stored. These files can be seen and worked on by the users who are relevant to the project and given access to.

With perfect Task management tool, you can keep track of time spent on each task. The Tasks can be wisely integrated into the calendar. Most noteworthy, the projects can be created in the Extranet that helps in easy participation of partners, clients and many more.

Gantt Chart

Gantt Chart is a tabular way of representation in Bitrix24. Tasks and subtasks can be viewed in a chronological manner that displays status, responsible person, time spent and many more information related to the project. The Gantt Chart gives a bird’s eye view where the complete progress of the project can be observed at one place. On major front, Gantt Charts helps project managers to identify potential or existing delays in the project. Small changes like adding a subtask, deadlines can be modified directly from the chart.

Task Dependencies

Bitrix24 provides Task dependencies tool which allows a systematic logical relationship between the tasks. The tool supports all four dependency. You can establish a dependency by dragging an arrow from one task to another. Once a dependency is established, moving one task can automatically change start/end dates for other tasks in the project. You can customize the task in the dedicated custom fields available. Task dependencies tool is available in all free and paid Bitrix24 plans.

Kanban

Just like Gantt Charts, Bitrix24 also provides Kanban view for tasks and projects. This representation gives a systematic view by eliminating major areas of confusion in analyzing progress of projects. The stages in Kanban view are fully customizable and can be set by each user. Bitrix24 provides Kanban boards, cards and lists in all plans.

Employee Workload Management

Bitrix24 is equipped with a workload management system. This tool helps user in finishing more tasks on time. You can trace down the tasks which are very close to being overdue. Project coordinators can simply allocate tasks with estimate deadlines and check on actual time spent once the task is over. The tool creates Monthly reports on time spent on tasks for each department and each employee, makes it an easy process to check productivity.

Counters and roles

What if your Project Supervisors miss out on tracing an incomplete task? Well, Bitrix24 understands the possible human errors when it comes to project management. To combat such situations, task counters indicates out of all tasks created, some task have issue or is incompletely assigned (overdue, not evaluated after completion, or no deadline stated, etc.). Basically, Counters and roles helps supervisors to check on the tasks which require immediate attention.

Checklist

Bitrix24 lets you add a checklist to a task. You can follow the process at every step. It works best when the task consists of multiple steps or there are several participants involved. Participants can add points to the checklist and mark task completion. With Checklist tool, you can stay updated 24/7.

Templates and Automation

In Bitrix24, you can automate regular chores and regular work routines by repeating tasks and templates. Having variety of task templated supports subtasks and checklists and makes it ideal for repeating processes of hiring/terminating employees, onboarding new clients or initiating new projects. Tasks in Bitrix24 can be repeated in any time interval (i.e. every day, every week, once every 10 days, every Saturday). You can also find automation task creation of special events at Bitrix24 business process designer.

Workgroups

You can combine various employees into a workgroup which contains all integrated organizational tools and social networking needed to optimize operations. These workgroups no only store important data and files, it also serves as an equipped platform for planning, discussions, tracking and task management.

Task Reports

Any Task management tool is fruitful only if it can give a well-defined report of the project progress. It enables the supervisor to keep a watch on the assigned tasks and time durations allocated. You can see how many tasks are fulfilled, and how many are still being worked on. The Task Reports are highly customizable as you can submit it on a weekly, monthly, or yearly basis. It is advisable to set custom reporting dates. The Efficiency Report template helps you to check how efficiently your employees worked on the project. Similarly, it facilitates analysis of overall efficiency of various departments. All Task Reports can be imported as excel files.

Report Builder

Bitrix24 uses the universal report builder to aggregate, sort, and filter data and arrange them in different forms. With Report builder you can collect the data fields, check work efficiency, evaluate effectiveness, and total time spent on projects and tasks.

External Users

With Extranet access, Bitrix24 gives your business a super power where workgroups can be shared with external users such as clients, partners, freelancers and other service providers. The Extranet groups have all the same functionality but they are only able to keep check on workgroups and external users of the groups.

Tasks via Email

Bitrix24 is compatible with email and Task. It supports both email-to-task and task-to-email. Employees can start a new task by forwarding email to address available in the profile. Even email recipients can be segregated into participants, observers and responsible for task completion. The Email recipients can leave comments to the tasks without accessing Bitrix24 account. Every person involved in Email receives notification anytime the task is updated or have any status change

Tasks & Projects