A manager spends 30 minutes a day manually tracking tasks — who does what, where they are stuck. Team leads maintain lists of 80+ lines, half overdue, priorities invisible. A Kanban board in Bitrix24 solves this visually: columns as stages, cards as tasks, drag-and-drop. But out of the box, there are only three standard columns without your logic. We customize boards to fit your real process: custom stages, robots, and workload control. Over 5 years of experience and 50 projects. Certified Bitrix24 specialists guarantee results.
Contact us — we'll assess your processes and offer a solution.
How Kanban Solves Visual Control
Each workgroup in Bitrix24 has its own board. Stages are set in the configuration — these are not system statuses (New / In Progress / Completed) but custom stages of your process. For example, for IT: Backlog → Planned → In Development → Review → Testing → Done. For marketing: Idea → Approval → Production → Publication → Analysis. A task card shows the title, responsible person, deadline, and priority. Overdue tasks are highlighted — visible immediately. The board allows you to assess the status of all tasks in 10–15 seconds, while a list would take 1–2 minutes.
Why Customize Stages Instead of Using the Defaults?
Standard statuses are uniform across all tasks, while custom stages are tied to a specific project or pipeline. This allows you to set up robots and triggers on each transition. For example, a deal moves to 'Preparing Proposal' → a robot creates a task for the manager with a template and deadline. A task moves to 'Review' → a robot changes the responsible person to the team lead. A deal stays on a stage for more than 3 days → a trigger moves it to 'Needs Attention' and sends a notification. Robots are configured in the stage card (robot documentation).
Comparison: Kanban Board vs Task List
| Feature | Task List | Kanban Board |
|---|---|---|
| Status visualization | Only a status column | Cards in columns, drag-and-drop |
| Finding a task | Scrolling, filters | Visual scan by stage |
| Workload control | Manual counting | Counter in column header |
| Assessment speed | 1–2 minutes | 10–15 seconds |
| Priorities | Color labels | Position in column, deadline |
Kanban saves up to 30% of coordination time — that's 5+ hours per week for a team of 10.
Example Setup for an IT Department with Metrics
Consider an IT department of 8 developers. After setting up a Kanban board with 6 stages (Backlog → Analysis → Development → Review → Testing → Release), the time to find a task dropped from 2 minutes to 15 seconds. Configuring robots to automatically assign reviews on task transition saved 4 hours per week. A WIP limit of 3 tasks per developer (visual counter) reduced parallel tasks by 40% and increased delivery speed by 25%.
How to Set WIP Limits in Bitrix24?
Bitrix24 does not support hard WIP limits at the platform level, but there are workarounds. Visual control: a task counter in the column header — the manager sees the workload. Robot reminder: a business process checks the number of tasks on a stage and notifies the manager when a threshold is exceeded. For strict limits, a custom module or integration via REST API can be used.
Comparison of Board Types: Simple vs Custom
| Parameter | Simple Board | Custom Board |
|---|---|---|
| Stages | 3 standard | Up to 12 custom |
| Robots | None | On every transition |
| Cards | Minimum fields | All deal/task fields |
| WIP control | Not present | Counter + robots |
Customizing Card Display
We adapt the Kanban board to your fields. Choose which fields appear on the deal or task card: budget, client type, priority — remove the unnecessary, add the important. Sort within columns by deadline, priority, creation date. Quick filters by responsible person, tag, or due date.
What's Included in the Work
- Stage design to match processes (tasks and CRM) — analysis of current business processes, interviews with managers
- Creation of custom stages for each project and pipeline
- Setup of robots and triggers on transitions with notification logic
- Selection of fields to display on cards by role
- Recommendations for WIP limits and workload control
- Configuration of board access rights
- Team training (1 hour)
- Documentation on boards and access
We guarantee that after setup, your team will work in Kanban without confusion. Order a process audit — get a change plan within 1 day.