Bitrix24 as a system for establishing and maintaining order in an organization is often used for project management. An example is the conclusion of a major contract or the execution of a production order. One responsible, external and internal participants, several dozen people. The duration of the project is from weeks to months. You may be interested in: Bitrix24 implementation Bitrix24 business processes A task Project management in Bitrix24 is carried out through working groups, tasks with subtasks, linking to CRM, calendars and shared files. The main way of communication is comments on tasks and operations on them: setting, closing, transferring. In practice, the manager may need to understand the “general status of the project”, without immersion and study of the situation.
Without modifications the project management system in Bitrix24 is convenient for participants who are thoroughly immersed in the project, and performers for individual tasks. There are no means of tracking progress, collecting reports, analytics. Decision To increase the transparency of the process, a few simple things have been implemented: The group has a “master task” with a checklist, which is Taiwan Phone Number List convenient to monitor progress; All group tasks are subordinate to the master task (they are subtasks of the first or second level); A special program code copies the comments and events in the subtasks of the group to the master task. At the same time, the belonging to the group of the task and the commentator, the subordination of tasks, and so on are controlled. Why was this done? What's the point? The fact is that when we open a task in a large project, only the comments made in it are visible.
But often important events are noted in the comments below. Employees may not even open the parent task while working on their site. It turns out like this: the performer does not write where it is convenient for the manager to look. There is no time to look through all the subtasks and it makes no sense. Therefore, a module was created that aggregates information. This simple action increases the transparency of the work for the curator from the customer or top-level manager, while at the same time hiding the details of the process from those who should not see them. Related Tools The described solution is useful if you only need to see task statuses and comments. If the main thing is numerical KPIs and reports on them, a CRM add-on will help, like the one that was made for the Nectarine Internet marketing agency (see case description.
Case Transparency of the project management system in Bitrix24
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