For companies seeking productivity and organization, efficient task and project management is essential. With Bitrix24, you have access to robust tools that help track the progress of activities and manage projects collaboratively and integratively. DaYo Intelligence & Performance, a specialized partner in Bitrix24, provides complete support to customize and optimize the use of the platform, ensuring your team makes the most of every feature. In this article, we will explore the best practices and functionalities of Bitrix24 for managing tasks and projects with the strategic support of DaYo.

Introduction to Tasks in Bitrix24 with DaYo's Support

Bitrix24 allows you to break down work into tasks and subtasks, making it easier to organize and track team responsibilities. With the support of DaYo, each task can be configured to reflect the specific processes of your business.

• Creating Tasks and Subtasks: In Bitrix24, creating main tasks and subtasks makes management clearer and more efficient. DaYo assists your team in configuring these tasks, ensuring that each stage of the work is organized according to the company's needs.

• Defining Deadlines and Responsibilities: With DaYo, your company can define deadlines and assign responsibilities strategically, allowing for more efficient and personalized management.

Progress Visualization with the Kanban Board

Visualizing task progress on the Kanban board of Bitrix24 facilitates monitoring the stages and improves time management. DaYo can help set up the Kanban board to align with your team's workflow.

• Configuring the Kanban Board: DaYo adjusts the Kanban board according to your company's processes, creating columns and stages that reflect the cycle of each task.

• Tracking Progress: With DaYo's support, your team learns to track and move tasks in the Kanban as stages are completed, optimizing real-time visibility of progress.

Project Management with the Gantt Chart

The Gantt chart in Bitrix24 is a fundamental tool for managing project schedules. DaYo ensures that your team uses the Gantt effectively, organizing the flow and interdependencies of tasks.

• Mapping the Schedule: DaYo configures the Gantt chart so that each task and dependency are mapped on the timeline, facilitating project schedule management.

• Identifying Dependencies: DaYo assists in configuring dependencies, ensuring that each step follows a logical sequence and allowing a continuous workflow.

Task Automation for Efficiency Gains

Task automation in Bitrix24 reduces manual work and ensures that activities flow without the need for constant intervention. DaYo helps your team configure automations to streamline processes and optimize time.

• Task Automation Configuration: With DaYo, you can set up automatic triggers for specific tasks, such as notifications upon completing a step or assigning new activities after completing the previous one.

• Automatic Notifications: Set up automatic notifications with DaYo's support, keeping the team informed about deadlines and helping to avoid delays.

Tracking and Performance Reporting with DaYo

DaYo assists your company in generating and interpreting performance reports from Bitrix24, enabling a detailed analysis of tasks and projects.

• Task Reports: With Bitrix24, you can generate reports on the status of tasks and the time spent on each activity. DaYo helps your team interpret these reports and identify areas that need improvement.

• Dashboards: DaYo configures dashboards so your team has a centralized view of the progress of each project, facilitating decision-making.

Collaboration on Tasks and Projects with Bitrix24 and DaYo

With Bitrix24, collaboration becomes more integrated, allowing team members to share information and work together in real-time. DaYo guides your team to leverage these collaborative features to improve efficiency.

• Comments and Feedback: DaYo trains your team to use the comments section on tasks, facilitating information sharing and instant feedback among collaborators.

• Document Sharing: DaYo also guides your team on using attachments and documents directly within tasks, keeping all information accessible and centralized.

Bitrix24 offers a range of tools for task and project management, helping companies organize their activities and enhance collaboration. With the strategic support of DaYo, your team can customize each feature, from the Kanban board to the Gantt chart and automations, adapting Bitrix24 to the specific needs of the business. Start exploring these functionalities with DaYo and discover how Bitrix24 can transform task and project management in your company.

Ready to optimize your team's task and project management? Contact DaYo and discover how to implement Bitrix24 in a personalized and strategic manner!