Task Roles Setup in Bitrix24
All tasks are assigned to one person — they're creator, executor, and reviewer. Or the opposite: a task has 12 co-executors, nobody understands who's responsible for what, and the task stalls. Roles in Bitrix24 tasks aren't formality, they're a responsibility and visibility management system. When roles are set up correctly, each participant knows their zone: who does, who checks, who watches.
Four Roles in a Task
Each task in Bitrix24 has four roles:
| Role | What They Do | Rights |
|---|---|---|
| Creator | Creates task, accepts result | Can edit, close, reopen |
| Owner | Executes the task | Can change status, comment, log time |
| Co-executors | Help the owner | See task, can comment, log time |
| Watchers | Track progress | See task and comments, get notified |
Creator and owner are mandatory. Co-executors and watchers are optional.
Creator vs Owner
Common mistake: an employee creates a task for themselves — they're both creator and owner. Result: nobody to accept the result, task closes without review.
Best practice: creator is a manager or task requestor, owner is the executor. Creator gets notified when task completes and accepts or rejects the result.
Portal-level setup: Settings → Tasks → Allow Executor to Complete Task Without Creator Confirmation — disable this flag if quality control is needed.
Co-executors
Co-executors are added when a task requires multiple people. Each co-executor sees the task in their list, can log time and comment.
Limitation: co-executor can't change task status. Only the owner can. If a task requires parallel work with independent results — create subtasks with separate owners instead.
Watchers
A watcher is a role for those who need to know but don't participate. Typical scenarios:
- Project manager watches the team's tasks.
- Related department tracks a task they depend on.
- Client (if they have portal access via extranet) watches completion.
Watchers get notified about comments and status changes. If there are too many notifications — watcher can unsubscribe from the task.
Delegation
The owner can delegate a task to another employee. On delegation, the owner changes but the creator stays — the control chain is preserved.
Delegation: task card → Delegate button → select new owner. The previous owner automatically becomes a watcher.
Limitation: only the owner or creator can delegate. Co-executor and watcher don't have this right.
Task Access Rights
Besides roles in a specific task, general access rights exist:
- Task visibility. By default a task is visible only to participants (creator, owner, co-executors, watchers). A department manager sees their subordinates' tasks via "Employee Tasks."
- Project rights. Project owner sees all group tasks. Participant — only those where they have a role.
- Portal admin sees all tasks of all employees.
What We Configure
- Role policy: who creates tasks, who executes, who accepts
- Mandatory task acceptance by creator
- Task templates with pre-filled roles (owner, co-executors, watchers)
- Access rights: task visibility by departments and projects
- Delegation: training managers on proper task handoff
- Team training: difference between roles, when to add co-executor, when a watcher