Today’s project managers remain moving throughout their typical working day. If you are looking for a software to attract stakeholders while managing different tasks and projects, try using Bitrix24 Project Management software.
SaaS with a smile
Bixtrix24 integrates the easy-to-use features of the intranet design into a versatile platform for managing business, time and business documents on weekdays. Whether you are a project manager or an intermediate supervisor, you can find ways to use this SAASy software.
Bitrix24 Project Management comes with several versions. A free version is ideal for small businesses that comes with 5GB of free storage and allows 12 users. The standard version comes with 50GB storage and allows unlimited number of users at a price of $99/month. The Professional Edition offers 100GB of online storage and costs $199/month. The Standard Edition and Professional Edition offer extranet capability.
After the subscription, Bitrix24 will assign a URL string. Access the Bitrix24 site by typing a string in the browser using the security prefix https://. If you go to the company website, there is no login button.
When you start Bitrix24, a help window opens. A series of 10 slides outlining the various features of the Bitrix24. Once you pass them, you will realize that you can’t use the software until you invite your contacts. If someone does not accept your invitation, you cannot designate him as a contact or participant.
Visitors do not need to be online once they accept the invitation, but they cannot be added as contributors or observers unless they accept the invitation to join. When you open Bitrix24 Project Management for this purpose, you will receive a letter explaining to your staff. Enter your email address and send an invitation.
Activity Stream, Tasks and Calendar
The activity stream is actually similar to Facebook that keeps displaying activities and communications all day long. Colleagues can comment on a project and update them according to various projects when there are new descriptions or activities for a particular project or event.
The task is displayed under the Activity Streams tab in the left panel. Click Tasks to view the current task and create a new one. On the right side, you can view all tasks listed in the stream. You may also use filters to see the subcategories of the task. You can also export your work to Excel or Outlook.
Next is your Calendar. You may enter events directly in the calendar, or the calendar can retrieve the date of the created task. It shows strips for every task or event you have entered, and you can specify a color code. Added colleagues can share their calendars with each other. You may also sync Bitrix24 calendar to any desktop or mobile calendar app. To do this, click Add and select the CalDav option from the drop-down window (on Windows).
You can see the string you need to enter in the image below, and your calendar will show your Google activity as green, and salmon will display the Bitrix24 entry.
Manage documents, photos, workgroups and clients
Using the File tag, you can access all the documents uploaded to Bitrix24 Project Management. Click Edit to customize the displayed title. As your group grows, you need to create a folder so that each job or workgroup contains a unique set of files.
With photo categories, you can upload all the images you want from other photos to almost any content.
Then you can create a workgroup. Bitrix24 Project Management consists of several pre-defined workgroups. You can edit to provide the group name associated with the task. Each workgroup has a contact list, calendar, tasks, and more. I found a department in the community service organization, such as enrollment, counselor, IT and maintenance. We sent a message to the maintenance team about the recent storm damage. The message is also shown in my activity stream.
The following is the CRM tool. You can import leads and contacts. It also allows you to create tasks or events related to a client or workgroup contact, assign participants, and send messages. In this screenshot, we created an idea to provide CPR training to other companies and will provide cost analysis. You can also assign a date and time for any event.
There is a company part where you can manage charts and documents. For example, you can upload useful tools or documents to employees, including employee manuals and organizational structures. Bitrix24 will open in the default organization chart. You can edit and add it to your organization’s organizational structure.
The top right corner of the “Tasks” section is the Gantt chart. You can click on it to visualize the interval between work dates. In the upper right corner of the Gantt view, you can add tasks from the template. You must first create a template, once you add it, you can apply it to a similar task, or you can reuse it in a task by spacing it over the year.
As the Bitrix24 platform grows, you can also upload regular and generic documents. The file named Documents is displayed under the Company heading placed in the left panel. You can also upload documents (such as the HR manual), and anyone on the intranet get the access of them as you upload them and provide them to those who are performing certain tasks. It also allows you to create a wiki in various workgroups to insert the text, links, and photos your team needs.
Bitrix 24 also includes a reporting wizard that allows you to create documents and reports for employees or stakeholders. You can also access documents by sharing them with customers on your extranet. This is especially useful for limiting participants to a free version of the intranet. You can create a report and export it to Excel or Outlook. There, you can send reports to your contacts with just a few clicks.
Add-ons are a feature that allows you document collaboration. You may access all versions of the documents on the Task tab.
My wish list
If Bitrix24 processes my wish list, my rating above will improve:
There seems to be a problem setting the correct calendar date. When I created the job, I found that Bitrix24 Project Management identified it to be created yesterday. In the forum, several people mentioned clicking on a square, the square preceding it is selected. Bitrix24 people have promised to solve this problem in the forum, but you may still find some rough edges softening.
There are some typos everywhere – see one of the illustrations below. In fact, this is a big problem, but it is not crucial. If the stakeholders can access the Bitrix24 Project Management through the Internet, don’t give a good impression, anyone can see the typo. Bitrix people need some time to get rid of some mistakes.
Finally, I hope that even if some people don’t accept Bitrix24 to join the invitation, I can add participants or observers. We have a specific class of employees who have email but do not access it frequently. Specifying your service personnel to each project to prepare for the field trip, I am unable to assign a non-response request to the program.
Final Rating: 5/5
You must try Bitrix24 Project Management!
At the end of the initial helplessness, I don’t know if you really can’t go until you invite other contacts to find it in Bitrix24 Project Management, which is quite intuitive and interesting. With this tool, you can combine your work in the cloud area so you can access it even if you are away from your office. Through the relaxed style of the platform, you can see the sharing and management of documents on Facebook and Google+ and send emails to find other people’s calendars for customers, look at your own calendar, and you can calculate all the information about sales figures. .
Of course, you can’t surpass the value of the free version, but even a C-note is not a bad deal. Try the free version. If you like, you can upgrade.