The task module works without the CRM, but its real value shows when they are connected: a task opens straight from a deal, with nothing copied between two systems.
The same task list appears as a flow in Kanban, a timeline in Gantt, day by day in the calendar and as a filterable table in list view. Whichever view the team works in, the data is the same.
That lets different roles see the same work from their own angle: the field team uses Kanban, the project manager Gantt, management the reports.
Opening the same ten tasks by hand for every new customer wastes time and risks omissions. Task and project templates take that over.
A template can hang off a trigger: an implementation project when a deal is won, an onboarding task set when a new employee is added.
Seeing who is loaded with what, from data rather than guesswork, is the precondition for distributing work properly. The workload report compares planned time against time actually spent.
For teams billing by the hour that same data also underpins invoicing.
Flow and timeline views of the same data.
Sprint planning, story points and a backlog.
Repeating task sets opened in one click.
Recording and reporting time spent on tasks.
Seeing who is loaded with what, on a chart.
Opening a task from a deal without losing context.
How would this work in your process?
In a free 30-minute call we listen to your workflow and map out how this would run in your company.
The modules we most often roll out alongside this one; they reinforce each other in the same setup.
A performance conversation should start from data both sides accept. We configure Bitrix24's task reports, workload charts and efficiency scores around the way your company actually works.
Logging hours on its own produces a pile of numbers. The value comes from knowing which work those hours went into, so we tie time records directly to tasks and projects.
Scheduling shouldn't cost you a day of phone calls. We set up a booking flow where clients choose the service, the specialist and the time; and every booking lands in the CRM with its record.
When team communication drifts into personal messaging apps, company knowledge leaves with it. We set up Bitrix24 messaging, channels and video meetings in the same place as tasks and CRM.
CRM is the most used module in Bitrix24 and where most implementations start. Every touch with a customer collects on the same record; who called, what was said, which quote went out.
Whichever channel a customer writes from, the message lands on the same screen and on the same customer record. Agents do not switch apps to switch channels.
Automation takes over the work your team does but should not have to: opening tasks, sending reminders, moving stages, firing notifications.
Yes. Tasks and projects work independently; some teams use them purely for internal work. Used with the CRM you also get things like opening a task straight from a deal.
Projects are unlimited from Standard upwards. The free and Basic plans have limits; current details are on the pricing page.
Yes. Finish-to-start dependencies can be defined between tasks, so when one slips the dependent ones move with it.
Working-time and task-time tracking come with the Professional plan. Details are on the time tracking page.
Book a free intro call and we'll walk through your process and show which settings fit you.
