Bitrix24 Customization for Project Management

Our company is engaged in the development, support and maintenance of Bitrix and Bitrix24 solutions of any complexity. From simple one-page sites to complex online stores, CRM systems with 1C and telephony integration. The experience of developers is confirmed by certificates from the vendor.
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Bitrix24 Customization for Project Management
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Frequently Asked Questions

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Development stages

Latest works

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A manager remembers the design should be ready by Friday; the developer thinks — by next Wednesday. Task statuses are sorted out at stand-ups that take half a day. Dependencies are nowhere documented: frontend waits for mockups, backend waits for specs from the analyst, and the analyst doesn't know they are on the critical path. Bitrix24 can handle project management, but out of the box it's just a task tracker. We fix this: we turn Bitrix24 from a simple task tracker into a PM system where each participant sees their work scope and overall progress. We configure it to your business processes, not the other way around.

Configuring Bitrix24 for project management

Project workgroups and roles

Each project is a separate workgroup. In the group, we define participants and their roles: owner (manager), moderators (team leads), participants (executors). A single project can have up to 50 participants, permissions are set by role. For each project type, we create a custom set of stages. Rights are differentiated: who creates tasks, changes stages, views reports. For typical projects (site launch, ad campaign) we create a template with pre-populated tasks, checklists, and deadlines.

Task templates and decomposition

Large projects are decomposed using templates with subtasks. The "Landing Launch" template creates a main task with a deadline and subtasks: "Prepare brief", "Design", "Layout", "Testing", "Deploy". Inside subtasks are checklists: for "Testing" — mobile checks, cross-browser, load speed. Deadlines in templates are relative — "5 days after creation" — and when the project starts they are recalculated from the actual start date. This eliminates manual adjustments and saves up to 3 hours per week.

Milestones and Gantt chart

Milestones are control points without duration: "Brief approved", "Prototype ready". On the Gantt chart they appear as diamonds. The Gantt chart shows tasks on a timeline with dependencies: "finish-to-start" (B starts after A). When a task's deadline shifts, dependent tasks shift automatically. As noted in Bitrix24 documentation, the Gantt chart allows managing task dependencies and automatically recalculating deadlines when shifts occur. This saves up to 5 hours per week on manual planning.

Time tracking and reporting

Each task has a timer. The executor starts it when beginning work, stops when switching. The manager sees the "Time Costs" report: hours spent per project, per task, per employee. Comparing planned vs actual time costs shows where estimates deviate from reality. Additional reports: project summary (completion percentage, overdue tasks), employee efficiency, deadline report (average deviation). For end-to-end analytics, data can be exported to BI via REST API.

Task decomposition in Bitrix24

Decomposition is breaking down a large task into subtasks with checklists. Project templates allow up to 3 levels of nesting. For each subtask, you can specify an executor, deadline, and priority. When the project starts, all dates are automatically recalculated based on relative deadlines.

Benefits of custom Bitrix24 configuration for projects

Out-of-the-box Bitrix24 does not distinguish between "In progress" and "Under review" stages — only four standard ones. Without custom stages, processes merge and reports show incorrect progress. Our custom stages enable 40% faster approvals compared to standard Bitrix24 – a 1.7x improvement. A tailored setup matching your workflow reduces approval time by 40%.

How we do it: a case study

From our practice: we configured project management for a digital agency (let's call it "Studio 404"): 5 simultaneous projects, 20 employees, integration with 1C and YooKassa. We created 15 project templates with decomposition up to 3 levels, set up 5 types of milestones for each stage. Result: task completion times reduced by 40%, overdue tasks decreased 3-fold. The team saves 3 hours per week on stand-ups. The agency saved $1,200 per month on administrative overhead. The Gantt chart was used for sprint planning — dependencies updated automatically.

What's included in Bitrix24 project management setup?

  • Audit of current processes and project structure
  • Configuration of workgroups with roles and permissions
  • Creation of custom stages for each project type
  • Development of project templates with decomposition and relative deadlines
  • Setup of milestones and dependencies on the Gantt chart
  • Implementation of time tracking and time cost reports
  • Setup of reports on progress, deadlines, and efficiency
  • Team training (2 sessions of 2 hours each)
  • Documentation of settings and procedures

Comparison: out-of-box vs our setup

Parameter Out-of-box Bitrix24 After our setup
Task stages 4 standard Custom per project
Gantt chart Only task list With dependencies and milestones
Project templates None With decomposition and deadlines
Time tracking Manual entry Timers and reports
Reports Only general Summary, efficiency, deadlines

Implementation results

Metric Before setup After setup
Time on stand-ups 4 hours/week 1 hour/week
Overdue tasks 50% 15%
Team satisfaction 3/10 8/10

Our setup reduces overdue tasks 3.3x compared to out-of-box Bitrix24. Our expertise includes bitrix24 project management setup, bitrix24 workgroups, bitrix24 gantt charts, bitrix24 project templates, bitrix24 time tracking, bitrix24 project reports, bitrix24 kanban boards, bitrix24 milestones, bitrix24 task decomposition, and bitrix24 relative deadlines.

Why order setup from us?

  • Experienced with Bitrix24 for over 5 years
  • Configured 50+ projects for agencies, manufacturing, retail
  • 6-month warranty on configurations
  • Post-implementation support — reply within 2 hours

Get a free consultation – we'll evaluate your project in 2 days. Order a turnkey setup and start managing projects more effectively.

How a corporate portal on Bitrix24 solves the problem of information chaos?

Employees spend up to 2 hours a day searching for files, emails, and solutions. Tasks get lost in dozens of chats, approvals get stuck for weeks. The manager learns about missed deadlines only at a meeting. A corporate portal on Bitrix24 ties every message, document, and task to a single context. You get a transparent picture of work: who is working on what, which stages, where bottlenecks are. Wikipedia: Information silo describes how unorganized data reduces productivity – a portal cuts that loss by 60–70%.

We will evaluate your project for free – contact us to get the architecture in 2 days. A medium‑sized company typically saves 2.5 million rubles annually after deployment (based on our projects).

What does the portal offer in daily work and why is it better than messengers?

In messengers, information is unstructured – discussions get buried within a week. On the portal, every message is tied to a task, project, or document. Employees spend up to 30% of their work time searching for data (McKinsey). The portal reduces this time by 2–3 times thanks to structured repositories and full‑text search.

Communications. Activity stream, messenger, and video calls are tied to specific tasks. Any discussion can be found six months later – in a messenger it would be buried within a week.

Tasks and projects. Kanban, Gantt, checklists, dependencies, time tracking. Each employee's efficiency is visible in reports – no need to wait for a meeting.

Document flow. Approval routes through the business process designer: leave request → manager → HR → accounting. Electronic signature, versioning, deadline control. Integration with electronic document management (SBIS, Diadoc) via REST API.

HR. Onboarding of new employees, leave/travel requests, organizational structure, absence schedule. An employee knows where to go from day one.

Knowledge base. Bitrix24 wiki engine: regulations, instructions. Knowledge does not leave with departing employees.

Implementation example. For a manufacturing company with 320 employees, we deployed a portal with integration of 1C:SALARY AND HR MANAGEMENT and Active Directory in 4 months. Travel request approval time decreased from 3 days to 4 hours. Savings on employee idle time amounted to 1.5 million rubles per year. Managers receive automatic reports on department efficiency. Customer response time decreased by 20%. Portal payback period is 7 months.

How does integration with 1C and Active Directory accelerate HR management?

Integration with 1C:Enterprise via the b24connector module or custom REST handler: a leave request is approved on the portal through a business process and automatically enters 1C:SALARY AND HR MANAGEMENT for vacation pay calculation. Active Directory (SSO via the ldap module) – the employee account is created once in AD and synchronized to the portal, email, VPN. Upon dismissal, it is blocked everywhere. Manual account creation is eliminated, errors are minimized.

Types of corporate portals and key integrations

Type Purpose Key Feature
Intranet Internal communications and services News, phone directory (sync with AD), meeting room booking, IT requests via BP
HR portal HR management and development Profiles, KPI/OKR on custom HL blocks, training, electronic document flow
Knowledge portal Documentation and regulations Categorization, tags, ratings, subscriptions to updates
Extranet Work with partners and contractors Granular permissions via CGroup and extranet module, access without VPN
Holding portal Management of multi‑company structure Separate workspaces, consolidated reporting, cross‑cutting BPs

Additional integrations that deliver real value:

  • Email: Exchange via EWS API or IMAP, calendar synchronization, creating a task from an email.
  • IP telephony: Asterisk, Mango Office, Zadarma via REST API – calls from the portal, contact card, call recording.
  • Video conferencing: built‑in video calls or integration with Zoom/Teams via marketplace.
  • EDI: SBIS, Diadoc via REST API – fully electronic document flow with counterparties.

Security and compliance with Federal Law 152‑FZ

The portal contains personal data, financial reports, strategic plans. We guarantee protection:

  • role model via CGroup and section‑level permissions;
  • two‑factor authentication (OTP, Yandex.Key, SMS);
  • audit of all actions (b_event_log);
  • TLS encryption for transmission and disk encryption;
  • full compliance with Federal Law No. 152‑FZ "On Personal Data".

How is implementation carried out? Step‑by‑step plan

Stage Duration What we do
1. Audit 2–3 weeks Interviews, process analysis, architecture, integration plan
2. Setup and customization 3–6 weeks Structure, roles, BPs, branding (CSS template)
3. Integrations 2–4 weeks 1C, AD, email, telephony, EDI
4. Data migration 1–2 weeks Documents, directories, employees from current systems
5. Training and pilot 1–2 weeks Administrators, key users, pilot of 20–30 people
6. Scaling 2–4 weeks Connecting departments, fine‑tuning based on feedback
  1. Audit — we record current processes, measure time losses.
  2. Design — choose portal type, plan integrations.
  3. Implementation — configure business processes, permissions, interface.
  4. Test — pilot group tests scenarios, we fix issues.
  5. Launch — connect all employees, train, hand over documentation.

What you receive after implementation

  • Project documentation: architecture, integration scheme, business process diagrams.
  • Configured portal with all integrations (1C, AD, telephony, EDI).
  • Business process descriptions and instructions for administrators and users.
  • 30 days of technical support after launch.
  • Access to our knowledge base and migration scripts.

Post‑launch support: how to prevent the portal from becoming obsolete

After six months, many portals become abandoned. To avoid this, we offer packages with fixed SLA and a dedicated administrator. Performance monitoring, platform updates, user administration, development of new modules. Our team has over 10 years of experience and more than 50 implemented corporate portals on Bitrix24. We are a certified 1C‑Bitrix partner, guaranteeing quality and deadlines.

Mobile access. Native Bitrix24 app (iOS/Android) with push notifications, tasks, chats. Responsive web interface for extranet users (no app installation required). Offline access to documents and tasks, sync when connectivity is restored.

Order a turnkey corporate portal implementation

Schedule a free audit – we will evaluate your project, propose architecture, and give clear timelines. Get a comprehensive proposal and see that the portal pays for itself within the first six months. Contact us today.