TASKS & PROJECTS

1. Smart Task Management

Create, assign, and track tasks across teams and departments with ease. Every task includes:

• Deadlines and priorities
• Subtasks and checklists
• File attachments and comments
• Reminders and task dependencies
• Task templates for recurring work
• Auto-notifications and progress updates

Users can filter tasks by priority, status, owner, department, or custom fields. Task views include list, kanban, deadline-focused, and calendar format.

2. Project Workspaces

Manage multiple projects in parallel with structured workspaces. Projects can have:

• Defined start/end dates and milestones
• Assigned project owners or managers
• Task groups and phases (e.g., planning, execution, delivery)
• Linked CRM deals or clients
• Gantt chart visualization for timeline control
• Budget and resource allocation tracking (optional)

Bitrix24 also supports project templates for faster onboarding of new initiatives.

3. Gantt Charts & Timeline Management

Stay on top of your schedule with interactive Gantt charts that display project structure, dependencies, and real-time progress. Drag-and-drop features let you adjust timelines dynamically without losing control over deadlines or relationships between tasks.

Benefits:

• Visual progress tracking
• Critical path analysis
• Risk assessment through delay visibility
• Quick adjustment of overlapping dependencies

4. Time Tracking & Workload Management

Ensure accountability and resource optimization by enabling time tracking and monitoring team workload:

• Clock-in/clock-out for tasks or workdays
• Time spent on each task or subtask
• Manager view of team utilization
• Workload distribution dashboard to avoid burnout
• Approvals for overtime or logged hours

Ideal for service-based companies or project billing environments.

5. Task Automation and Triggers

Automate repetitive processes with Bitrix24’s task automation tools:

• Auto-assign tasks based on triggers (e.g., form submissions, CRM stage change)
• Auto-close tasks after checklist completion
• Escalate overdue tasks to managers
• Notify clients when milestones are reached
• Trigger follow-up tasks after project delivery

You can build powerful business processes using a visual designer—no coding required.

6. Integrated Communication

Eliminate the chaos of email threads and fragmented tools. Bitrix24 includes real-time communication:

• Task-linked comments and activity logs
• Group chat and mentions within tasks
• Video calls and screen sharing for project teams
• Mobile app notifications and updates

All communication stays tied to its respective task or project, making auditing and collaboration seamless.

7. Roles, Access Rights & Permissions

Control who sees and edits what within a project. Create custom user roles such as:

• Project Manager
• Task Assignee
• Observer or Consultant
• Reviewer or Approver
• Department-level leads

You can restrict access to documents, timelines, or sensitive data—especially useful for cross-functional or client-facing projects.