How to Work in Bitrix24: A Step-by-Step Guide for Beginners

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With the help of the Bitrix24 system , you can optimize business processes and automate sales. Even on the free plan, users have access to many convenient tools. It does not matter what area of ​​business you work in - the functionality of the program can be easily adapted to your needs. In this article, you will learn how to learn to use Bitrix24 from scratch.
Program versions
The creators of Bitrix24 offer two versions of the service - a cloud version for the browser and a boxed version.

If you are comfortable working in the cloud, you can purchase a commercial subscription and get access to an extended list of functions. The creators of the service also offer a free plan with a basic set of tools and an unlimited number of users.

The cloud and boxed versions are similar in many ways. However, the boxed version contains tools that are not available in any of the cloud plans. The open source code in the boxed version allows you to adapt the interface and functionality to the specifics of the company's activities.

You can also download the mobile app for free and install it on your phone or tablet. In the app, you can work on tasks, communicate with your team and clients, make video calls, etc.

Now let's move on to the self-study guide for "dummies" so that you can use the tools that Bitrix24 offers.

Getting started with the program
To access the tools, you need to register in the system and create a company account.

Registration and account creation
Go to the main page and click "Get it for free" . To register in the system, you can enter your email address or one of your social media accounts, such as VKontakte . After that, the program will create a new account, and your company will receive a digital name.

Naming a company
To specify the company name, click on the pencil, which is located in the upper left corner next to the inscription "Bitrix24" . In the same window, you can enter the domain. Sometimes the desired domain name is already taken, and in this case, the system offers several alternative options.

All tariffs allow you to change the name of the company portal for free. Please note: this opportunity is given once. Only the "Professional" tariff allows you to rename the domain again .

Team Creation
In the upper right corner there is a button "Invite" . Click it and a menu will appear in front kenya whatsapp data of you, with which you can add employees to the portal. The invitation option is initially available to the administrator. If you want any employee to be able to invite users, find the corresponding function in the settings.

There are several ways to add employees in Bitrix24:

Quick registration via link. Copy the link and share it with your team.
By phone number or email. Enter employees' phone numbers or email addresses so that the system sends them a message with a registration link.
You can also register each employee yourself. Fill in the fields in the corresponding tab, and the user will receive an email with a login and password for authorization.
Another option is to use the help of an integrator. In order not to waste time on setting up, you can conclude an agreement with the official partners of Bitrix24 developers.


Setting up a company structure
To change the structure, go to the menu and select the "Employees" tab . You can add any number of departments, supplement them with subdepartments, etc. You can assign names to departments and appoint managers for them. If you need to transfer an employee from one department to another, hold down the icon with the name of this user and drag it to the desired window.


Working with Bitrix24 functionality
Let's take a step-by-step look at how to use the tools that the system offers.

Setting tasks
Select "Tasks and Projects" from the menu . Hover over the "Tasks" tab and a plus sign will appear. Click on it. In the field that opens, write the name of the task and add its description. If necessary, create a checklist to control which steps have been completed. If the task is important, mark it with a tick. Assign someone who will be responsible for completing the task and write down the deadline.

Several people can work on one task at once. Each of them is assigned a certain status. For example, the assigner is the one who created the task and receives notifications about its progress. The assigner appoints the person responsible. This employee is the direct executor of the task. The person responsible can be assisted by a user with identical rights, i.e. a co-executor. You can also add an observer in Bitrix24 - someone who will receive notifications about the progress of work on the task.

At the bottom of the task creation field is the "Additional" tab. It allows you to:

create a new project and assign a task to it;
add tags;
connect reminders to the task;
create a task template, etc.
Templates deserve a special mention. Thanks to this feature, you don’t have to waste time creating tasks that are often repeated. The option is not available on the free plan, but you can test it in demo mode for 15 days.


Setting up the calendar
Due to routine, many important moments fall out of sight. To control deals, negotiations and other business processes, use the calendar. With this option, you can also plan your schedule - both personal and work. Bitrix24 allows you to create any number of calendars for a variety of purposes.

Chat and calls
When you register in the system, you automatically get access to a chat with an assistant from Bitrix24 and a general chat for all employees. When you create a new project, an additional chat also appears. Employees who work on this project can communicate in it. Types of chats in Bitrix24:

open - for the whole team;
closed - for individual employees;
private - for one-on-one communication with a chosen interlocutor.
In addition, the program allows you to make audio and video calls. For group calls, you need a separate private chat. Please note: calls are not recorded.

Time and reports
These features are intended for managers and HR staff. Please note: Time and reports are only available in paid plans.

What functions does Bitrix24 provide:

Absence schedule. The schedule is a table that displays sick leaves, time off, maternity leave, etc. Thanks to this function, the manager and HR always know who is absent from work, for how long and for what reason.
Meetings and planning sessions. To hold a meeting with employees, it is enough to indicate the date, time and place of its holding.
Bitrix24.Time. The function involves installing the application on the tablet and connecting the device's camera. With Bitrix24.Time, you can track any actions of employees.
The time tracking function with daily reports deserves special attention. With its help, the manager can always find out what exactly this or that employee was doing on a particular day.

The tools in the timekeeping category allow you to:

view statistics for the entire company;
control the beginning and end of the working day of each specialist;
track schedule violations by departments and employees;
Calculate and analyze working days.
There is nothing complicated in the operation of the timekeeping system. At the beginning of the day, employees click on "Start working day" and at the end - click on the "Finish" button . Also, breaks need to be marked in the system.

Accounting for working hours is directly related to the execution of tasks. Reports on the activity of subordinates are generated based on the data on the work done. Everything that an employee did during the day, he must record in "Tasks and Projects" . The manager's task is to convey to the team why it is important to display their activity in the system. There is no point in simply clicking the "Start" and "Finish" buttons . In order to evaluate the productivity of personnel, the manager must understand what exactly the employee worked on on a given day.


Working with documents
The company's document flow is carried out through "Disk" . The administrator determines access rights to folders. "Disk" in Bitrix24 allows you to work with files of any format.