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Then, instead of sharing a file, simply share the link to the document, safe in the knowledge you’re not sending an old version. You’ll see each others’ names highlighted next to the line they’re working on and see changes in real time. With Bitrix24’s collaborative task management solution, it’s not just about managing your tasks, we also help you work on them.Ĭollaborate on documents whether you’re in a remote team or sitting side-by-side and forget about endless email chains with hundreds of attachments. Furthermore, when your customer makes a purchase, you can automatically change their status and pass them from your sales team to your customer service team - all without lifting a finger. When you get a new lead in, you can automatically send a welcome email, assign them to one of your team, and set the first tasks for your team member. The Bitrix24 CRM lets you easily automate the fiddly little admin tasks for your sales and customer service teams, and lets them get on with their real jobs.
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You can also use automations to improve your customer relationship management system. However, you can take your task management capabilities to the next level with document workflow automation that includes single-stage approval, or a majority vote process. Level one automation would be to set reminders for meetings, events, and recurring appointments so you don’t have to rely on sticky notes and your memory. With Bitrix24, you can hand over a lot of your smaller admin jobs to our algorithms and concentrate on tasks that require a lot more critical thinking. Time is precious, and you don’t want to be wasting it on easy but time-consuming jobs. Time tracking simply has to be part of the best task management solutions so you can effectively create your workflows and be confident that you can deliver projects on time. With a bit of clever thinking in the beginning, you can get a clear idea of how long tasks take to complete. Bitrix24 comes with free time tracking capabilities so you can monitor the time taken for certain tasks and identify delays before they become a problem. One way of further drilling down into your project efficiency is to track the time of individual tasks so you can better plan in the future. For a more time-focused view, create Gantt charts where you can set deadlines and schedule you and your employees in a way that works. This gives everybody a fantastic big-picture view of how your projects are progressing, and immediately identifies what needs to be worked on.
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Set up Kanban boards that you can share with your entire team. Bitrix24 gives you a range of options to accommodate modern ways of working such as scrum, so your tools can help your productivity flourish. Next, you can attach all relevant documents to the task and cut out email back and forth where files can get lost.Īs companies make the shift to agile project management, the best task management solutions should not hold you back. This way, you can delegate tasks smartly, but still be able to see what is happening through your dashboard. You can then add everybody involved and give them a position, be it a responsible person, creator, participant, or observer. After you’ve decided on a task, you can give it a checklist before setting a deadline and giving it a priority. With templates, you can launch your task in no time and customize it later if needed. By setting up workflows with automations, you can save you and your team a lot of time, effort, and boring tasks.Ĭreating a task in Bitrix24 couldn’t be easier. For example, by tracking the time taken for each task, you can effectively schedule your future projects with data-driven timings.įurthermore, everybody could deal with automating some of their more repetitive tasks. Bitrix24 helps you implement structure to your tasks, which in turn helps improve your efficiency. With the right tools, you can make a huge improvement in your efficiency and your mental health. If you’ve ever found that your tasks are getting out of hand, it might not be your fault. Why do I need a task management solution?