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How to create task automation rules in Bitrix24
Keeping your day-to-day work tasks organized can be a challenge. In this post we show how task management can be optimized with system automation rules. Bitrix24

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Automation rules in task management Bitrix24

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A thousand tasks to solve yesterday, a thousand more demands that arise throughout the day and the focus on results, the sense of urgency and task management end up getting lost.

Don't worry, this It's not just your problem. The good news is that there are some tips and tools that can help you resolve this. And the resource task automation rules Bitrix24 is one of them.

Leave her Bitrix24 take care of your workflow for you! Automate rules and notifications, set deadlines automatically. Get a head start on big projects, automating as much work as possible - it's faster than doing everything manually anyway!

Create a automation rule in Bitrix24. It will include a trigger - when this happens, do this - and a set of actions or operations to be performed, for example, send a notification via email after certain conditions are met.

The automation rules can be very simple: Make a task start when you receive a new message from someone, or have tasks escalate for managers with different priorities.

Keep track of the most important information using automated workflows in Bitrix24 - Automatically set reminders, notifications and deadlines for your projects.

As automation rules are action-specific algorithms, automatically executed when the task reaches a certain stage.

With Bitrix24, you define your own automation rules and the platform automatically sends notifications, changes deadlines and responsible parties or other action determined by you. Task management will become even easier.

Rules are available in views Kanban e Planner. To understand better, watch this video below:

Task automation rules

available to employees

If you're looking for a way to lower your labor costs, RPA could be the answer. With the Robotic Process Automation (RPA), routine tasks can be automated quickly and easily at much lower prices than automation human would demand!

A RPA is a new way of automate routine tasks. It's fast, cheap and efficient - all qualities that will help your business grow!

The rules of automated workflow They are also known as smart rules or business processes.

O Bitrix24 allows you to create several automation rules:

Change responsible person

The task may have its responsible updated, at Bitrix24, according to the criteria you define. For example, change the person responsible as the task progresses through its stages or changes status.

Create, edit or delete task

You can also create a rule for a certain task to be created, edited or deleted from a specific action.

Enviar email

Is there a task that needs to be formalized by email? You can automate this process by creating a email sending rule as soon as your particular trigger happens.

Notificação

To keep the day's top activities on your radar, create rules for receiving notifications as soon as they are close to their deadline, for example.

Change stage and status

In the same way that you can update the person responsible for a task, you can also change the status and stage through management rules. automation.

Add message to activity stream

Do you have any information you need to communicate to your team? Create a rule to automatically add messages to the activity stream.

Custom automation rules

In addition to these predetermined rules, you can also create your own rules according to your business.

Using Webhooks, the platform can connect with third-party services. To define the rule, simply enter the handler address and the necessary parameters.

You can also download Marketplace automation rules.

Other legal resources for Management

Tasks in Bitrix24

O Bitrix24 offers several possibilities that will make your more efficient and effective task management.

The resources allow you, for example, to monitor tasks from start to finish and even set deadlines to ensure that projects are carried out at the correct time.

We have listed some, check them out:
  • Gantt diagram
    Tasks can be viewed on the Gantt Chart. The graph visually shows a dashboard with the tasks that need to be performed, the precedence relationship between them, when they will start, the duration, the person responsible and the estimated completion date.

    This makes it easier to task management: It becomes simpler to monitor the progress of the project and make sure the entire team understands their responsibilities.
  • Checklist
    You can also follow your project step by step and organize yourself even more by adding a checklist to a task. As outdated as it may seem, the checklist continues to be very effective for managing tasks and increasing productivity.

    With it, it becomes easier to understand what stage a task is in progress. The feature provides more security, efficiency and focus for teams.
  • Task Dependency
    Popular in project management, it allows you establish a connection between tasks and determine which are the main and which are dependent. In summary: a task, to be completed, depends on the completion of one or more tasks.

    To establish a dependency, it's simple: just drag the arrow from one task to the other, within the task view. Gantt chart. From there, moving a task can change the start/end dates of other tasks in the project.

    This way, your entire team can quickly see which tasks are pending and know when to start their part of the work.
  • Workload management
    You can estimate the time that should be invested in each task, monitor it and, once completed, check the actual time spent.

    This planning allows for greater efficiency in executing tasks and identifying those that are almost overdue.

    From this, it is possible generate reports – weekly, monthly, annual or customized – with the time spent on tasks in a sector of your company or a specific employee.

    The feature is also interesting for knowing who is busy, who is not, when and doing what.
  • Task model
    On the platform, you will still find the task template feature. It works like this: you fill out a predefined form and, based on its conditions, the Bitrix24 Generates new tasks automatically.

    In the form, you add all the conditions that the tasks generated by that model will have, such as the name of the task and the users involved.
  • Recurring tasks
    Do you know those common processes in the routine of most companies? Hiring and firing employees, incorporating new clients, regular meetings, starting projects or sending newsletters, for example.

    No Bitrix24, you can turn them into recurring tasks and program when they should start, end and what frequency the repetition parameter should be. You can also copy, edit, suspend, or delete templates for recurring tasks.
  • Accountants
    This feature – common in messaging apps, emails and social networks – helps you not forget important tasks.

    The accountant shows when you, or another user, has a task that is late or has no deadline.

    Through it, it is also possible to see the number of tasks in progress, those that you are helping, in addition to those created and followed by you.

Conclusion

There are several organizational resources available to help with task management and enhance the efficiency of your business, both at an individual and collective level.

The new version of Bitrix24, recently presented, brought many new features related not only to task management, but also in communication, CRM, contact center, websites and much more.

Project management It's an important part of any business, but it can be tricky to manage large projects and tasks.

This is where the Bitrix24! This software streamlines workflow for all types of businesses, making it possible manage your tasks efficiently.

You can use a platform that allows you to establish automated rules for each project or task - saving you time on tedious manual labor like creating a list from scratch each week.

Create your free account today and test how this powerful tool will help improve your productivity, as well as make it easier than ever to managing a successful company.

Count on the services of Bytebio when looking for efficient project management solutions that are designed specifically with small and medium-sized businesses in mind!

Know the plans of Bitrix24!

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