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.
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 |
- Audit — we record current processes, measure time losses.
- Design — choose portal type, plan integrations.
- Implementation — configure business processes, permissions, interface.
- Test — pilot group tests scenarios, we fix issues.
- 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.
