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 possibleIt's faster than doing everything manually, anyway!
Create a automation rule in Bitrix24It will include a trigger, "when this happens, do this," and a set of actions or operations to be performed, for example, "send an email notification after certain conditions are met."
Automation rules can be quite simple : have a task start when you receive a new message from someone, or have tasks escalate to managers with different priorities.
Keep track of the most important information using automated workflows in Bitrix24Set reminders, notifications, and deadlines automatically for your projects.
Automation rules are specific algorithms for an action, executed automatically 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.
The rules are available in the Kanban and Planner views . To understand them better, watch the video below:
Task automation rules available for employees
If you're looking for a way to lower your labor costs, RPA might be the answer. With Robotic Process Automation (RPA), routine tasks can be automated quickly and easily at much lower prices than human automation would require!
RPA is a new way to automate routine tasks . It's fast, inexpensive , and efficient—all qualities that will help your business grow!
Automated workflow rules 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 so that a specific task is created, edited, or deleted based on a specific action.
Enviar email
Do you have any tasks that need to be formalized via email? You can automate this process by creating an email sending rule that triggers an event.
Notificação
To keep your day's key activities on your radar, create rules to receive notifications as soon as they approach their deadline, for example.
Change stage and status
Just as you can update the person responsible for a task, you can also change its status and stage using automation rules.
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 to third-party services . To define the rule, simply enter the handler address and the necessary parameters.
You can also download automation rules from the Marketplace.
Other legal resources for Task Management 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: The tasks can be visualized in the Gantt Chart. The chart visually shows a dashboard This includes the tasks that need to be done, their order of precedence, when they will begin, their duration, who is responsible, and the expected completion date. This facilitates the... 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 track your project step-by-step and get even more organized by adding a checklist to a task. As outdated as it may seem, the checklist is still very useful. very effective for managing tasks and increasing productivityWith it, it becomes easier to understand at 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 primary tasks and which are the dependent tasks. In short: a task, to be completed, depends on the completion of one or more other tasks. To establish dependencies, it's simple: just drag the arrow from one task to another within the visualization of... Gantt chartTherefore, moving a task can modify 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 begin their part of the work.
- Workload management: can you estimate the time that should be invested in each task, monitor it and, after completion, check the actual time spent. This planning allows for greater efficiency in task execution and identification of those that are almost overdue. From this, it is possible generate reports (weekly, monthly, yearly or customized) tracking the time spent on tasks by a specific department in your company or by a particular employee. This feature is also useful for knowing who is busy, who is not, when, and what they are doing.
- Task template: On the platform, you'll also find the task template feature. It works like this: you fill out a predefined form and, based on its conditions, the Bitrix24 It automatically generates new tasks. In the form, you add all the conditions that the tasks generated by that template will have, such as the task name and the users involved.
- Recurring tasks: You know those common processes in the daily routine of most companies? Hiring and firing employees, onboarding new clients, regular meetings, starting projects, or sending newsletters, for example. In 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.
- Counters: This feature, common in messaging apps, emails, and social networks, helps you not to forget important tasks. The counter shows when you, or another user, has a task that is late or has no deadlineThrough it, you can also see the number of tasks in progress, those you are assisting with, as well as those you have created and are following.
Conclusion
There are several organizational resources available to help manage tasks and enhance the efficiency of your business, both individually and collectively.
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 is an important part of any business, but managing large-scale projects and tasks can be complicated.
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 set automated rules for each project or task, saving you time on tedious manual work such as creating a list from scratch every week.
Create your free account today and see how this powerful tool will help improve your productivity and make running a successful business easier than ever.
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!
Do you need help setting up automation rules for? Bitrix24 in your company? Contact Us.
