How do I create a task in Bitrix24?
Click Tasks > New Task to create a new task.
- General task settings. First, you need to configure general task settings.
- Roles in tasks. There are four roles in tasks: Responsible person, Creator, Participants and Observers.
- “Options” button.
- Additional task settings.
How do I create a Bitrix template?
Open Tasks section > click More > Templates > Add. Fill the task template form. All the settings will be saved and you won’t need to fill the task form next time. You can edit the task template or created tasks at any time.
How do I create a recurring task in Bitrix24?
Recurring tasks feature in Bitrix24 allows you to automate the process of task creation. Simply create a task, activate the repeat option, set the repeat task frequency, assign the task to a responsible user, and you’re good to go.
How do I add a quote template to Bitrix24?
How to create a template
- Go to the CRM section > Settings > Payment options > Payment Systems.
- Click the Create payment system button.
- Next, specify the template name and description, select the handler (Quote or Invoice). Note that you can create a template not only in English.
What are the options available in a private workgroup in Bitrix24?
Workgroup features Activity Stream: group members will see group messages & activities here. Drive: group document library. Tasks: group tasks section – kanban, Gantt, subtasks, recurring tasks, templates, email tasks to external users, create tasks from email, etc. Calendar: group calendar.
How do I use Bitrix24 app?
Use Bitrix24 on the go – from your smartphone or tablet….Working in Bitrix24 requires neither desk nor desktop. Create your own online workspace using our mobile app:
- Download Bitrix24 mobile app.
- Invite your team members via email or SMS.
- Wait for them to join.
- Start collaborating!
What are the options available in a private workgroup in bitrix24?
How do I edit an invoice in bitrix24?
Available actions Open the actions menu to view, edit, copy, delete the invoice. Click the cogwheel button to export invoices and access recurring invoice templates. Read more in these articles – Export CRM data and Recurring Invoices. To create a new invoice, click the Create invoice button.
What is Bitrix24?
Bitrix24 is a collaboration software with complete tools for management, collaboration, and communication. Bitrix24 gives you a unified platform for your files, projects, messages, tasks, and contacts. You can immediately use the platform by simply registering for an account and then inviting your colleagues.
How do I log into Bitrix24?
Enter your Bitrix24 account address, email address (phone number or login), and password > click the Log in button. Alternatively, you can sign in to your Bitrix24 Network account using the Log on using login and password option to access any of your multiple Bitrix24 accounts and open it in the desktop application.
What is my Bitrix24 address?
When you create a new Bitrix24 account, it is automatically given a random name (address) – e.g. b24-n5902fca7a9b82.bitrix24.com. You can change it for the other name that suits your company better – e.g. mycompany.bitirx24.com.
How to set a deadline for a bitrix24 task?
Bitrix24 will automatically set a deadline when the task will be created. Configure your tasks templates access permissions if you want other employees to use these templates. There are two access levels available: Full task template access – employee will be able to edit and use this template.
How does the bitrix task checklist template work?
This way any user can easily see which task checklist items are done and which ones aren’t. When every item on the checklist is completed, the task can automatically close itself as 100% completed. Third, checklist templates (both recurring and non-recurring).
How to add a stamp to a bitrix24 document?
Let’s add a place for a stamp to the document template. Paste any image to the document template, set its size and position. Bitrix24 will replace this image with your company stamp. Right-click this image and click Properties . Click Options and paste {MyCompanyUfStamp} into Name field.
How to choose a template in bitrix24 CRM?
Choose the country this template is bound to. The last step is choosing auto numbering template. Auto numbering is a rule that automatically numbers documents in Bitrix24 CRM. You can install additional document templates – open the templates list and click the cogwheel button > Load templates from library > select the country.
