Bitrix24 Task and Project Setup
The company grows, employees increase, but tasks are still assigned via personal messages or Excel. After a month — chaos: overdue, duplicates, lost assignments. The manager spends hours figuring out who did what. We encounter this constantly. Our specialization is to configure the Bitrix24 tasks module end-to-end: from audit to training. Over more than 5 years, we have configured the tasks module for 50+ companies — from startups to federal chains. We know all the pitfalls: incorrect roles in projects, missing templates, non-working robots. We fix them and train the team. The result is a transparent picture across all projects, a 35% reduction in task assignment time, and no 'lost' assignments. Administration budget savings reach 40%.
How to set up task templates?
Task templates are the foundation of standardization. We create templates for typical processes: request intake, contract approval, technical specifications. Each template contains a name, description, checklist, assignee (or role), and relative deadlines. Example: the 'Prepare commercial proposal' template, when created, unfolds a parent task and three subtasks — data collection, calculation, approval. Via REST API (Bitrix REST API documentation) (task.item.add) templates integrate with CRM: a robot in a deal at the 'Proposal' stage creates a task for the manager. We configure fields: linking to a project, tags, checklist, observers.
Task templates reduce task assignment time by 5 times compared to manual creation. Comparison:
| Parameter | Manual creation | Templates + robots |
|---|---|---|
| Time per task | 5-10 minutes | 0 minutes |
| Error risk | High | Minimal |
| Standardization | None | Complete |
Why is the Gantt chart needed?
For projects with sequential stages — ad launch, website development, construction — the Gantt chart is indispensable. It shows the timeline of all tasks, their dependencies, and critical paths. Dependencies are set via the 'Previous task' field in the card. If task A shifts, task B automatically shifts. We configure the Gantt view in the project: filters, groups, PDF export. Deadline control becomes visual: the manager sees the workload a month ahead. According to Bitrix24 help, this reduces the risk of missed deadlines by 30%.
Automation: robots on task statuses
Robots are the key to making the tasks module work without manual control. We configure triggers: task creation, status change, overdue, change of assignee. Examples:
- Task moved to 'Completed' → robot sends notification to project chat.
- Overdue → robot increases priority, notifies the assigner.
- Task under review → robot assigns a reviewer from a list.
| Trigger | Action | Example |
|---|---|---|
| Status change to 'Completed' | Notify assigner | Task completed — manager knows |
| Deadline overdue | Increase priority, create subtask | Critical task not forgotten |
| Task creation from CRM | Assign responsible from deal card | Lawyer gets task for contract |
Robots are configured in the Tasks → Robots section. We use events OnTaskUpdate, OnTaskAdd.
Projects and groups
Tasks live in projects (workgroups). A project unites tasks, participants, and files in one place. Without a project, tasks are scattered across personal lists — the manager doesn't see the big picture. We configure:
- Participants and roles: owner, moderator, member.
- Kanban stages: 'New', 'In progress', 'Under review', 'Ready'.
- Project templates: standard projects with pre-filled tasks.
What's included in the work
- Audit of current processes: how tasks are set, who is responsible, which projects exist.
- Design: create groups for departments, Kanban stages, access rights.
- Development of task templates with checklists and subtasks.
- Setup of robots and integration with CRM (deals, leads, invoices).
- Team training: Gantt, timer, templates.
- Documentation of settings and regulations.
- Test run and adjustments.
Timelines and cost
Typical timeline for tasks module setup: 2 to 5 working days depending on process complexity. Cost is calculated individually after an audit. We'll assess your project for free — contact us.
Why choose us
We are a team of certified Bitrix developers with many years of experience. We have implemented 50+ Bitrix24 setup projects. We guarantee results: all processes will work according to regulations, no 'forgotten' tasks. We provide a warranty on settings — 1 month of free support after delivery. Order a tasks module audit — it's free and takes no more than an hour.