More agility in your workflows using the Bitrix24 tasks and projects module

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Recognized as one of the most complete systems in the world, it includes communication modules, project and task management, CRM management, websites, in addition to providing exclusive applications that can be used integrated with the tool.

With it, you can also build websites, create automation rules in your sales process, integrate your conversations with WhatsApp , build internal and external communication environments with employees and customers, create work groups, manage tasks through methodologies such as Kanban, Gantt and much more.

There’s a lot to share with you about Bitrix24, but today’s focus will be on the platform’s Projects and Tasks module. You’ll learn about some features that will help you and your team’s day-to-day activities at work. Come with me!

What is the Bitrix24 Tasks and Projects module?
If you are one of those people whose days are so busy that it is difficult to manage time and activities, the Bitrix24 tasks and projects module may be the best solution in this case.

Within this tool space, you can manage your entire workload, monitor activities and deadlines, create reports to track results and even synchronize automatic actions, capturing external data received in your Bitrix24, which can help in the sales process, for example.

And monitoring all of this can still be done using methodologies such as thailand telemarketing data Kanban, Planner, Gantt, among others. In other words, you choose the best format to manage all of your activities within the platform. But what are these methodologies?

Understanding the management methodologies available in Bitrix24
Previously, I presented some ways of managing tasks in Bitrix24. Now it's time to talk a little bit about each of them. Let's go!

Bitrix24 basically has 6 task viewing modes for you to track deadlines, progress, etc. They are: List, Deadline, Planner, Calendar, Gantt and Kanban.

Let's talk a little about each of them now:

List Mode:
This is an easier way to see your tasks and accomplishments at once, as everything is grouped in a linear fashion on the screen.

Bitrix24 List Module

In this case, you can configure information through columns, defining which ones are visible by clicking on the gear icon and selecting the desired fields.

List Module

Deadline Mode
The Deadline tab has a different layout than the list format, with cards also organized by columns, but which move automatically as their deadline approaches.

Bitrix24 Deadline Mode

It is also possible to move tasks manually. By doing this, their deadlines change according to the movement made.

Planner Mode
The Planner is an individual work tool regarding your tasks. In it, you can organize your activities by colors, for example.

This mode does not influence task deadlines, it only serves to organize them in a way that is better for you to follow your activities.

Planner Module

Calendar Mode
This format displays all deadlines within a single calendar. You can click on the filters and organize the periods in which you want to view your daily, weekly or monthly tasks.

Calendar Module

Kanban mode
Kanban is an essential part of good project management. It has a simple approach, organized by cards, as if they were post-its.

This is perhaps one of the most popular among agile methodology enthusiasts. It works as a virtual project management board.

Unlike planner mode, for example, Kanban mode has short steps for executing synchronized tasks.