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Sales team collaboration Work with chat, video calls, tasks, calendar, file storage, online documents
Sales enablement Get estimates, invoices, payments, catalog, inventory, e-signature, CRM store
Analytics & reports Analyze sales funnel, employee performance, Sales Intelligence, BI Builder dashboards
Mobile CRM Leads, deals, invoices, payments, telephony, emails, inventory, calendar at your fingertips
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CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
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Task tracking Take advantage of checklists & sub-tasks, task summary, time tracking, focus & supervisor mode
API & integrations Connect your tasks to other services via API integration for advanced task automation
Project management Use projects, workgroups, project planning, roles, access permissions
Employee performance Get productive with task reports, workload management, task efficiency & KPI
Mobile tasks Task creation, task tracking, notifications, comments, chat on the go
Project collaboration Take advantage of checklists & sub-tasks, task summary, time tracking, focus & supervisor mode
Automation Save time with automatic task creation and workflow automation
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
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Collaboration Power up your teamwork
Online workspace Use chat, activity feed, comments, reactions, company-wide video announcements
Online documents & file storage Store, share and edit documents online easily with co-workers using company drive
Workgroups Create workgroups, invite external users, set access permissions and work on tasks and projects
Online meetings Do more with video calls, video conferencing, screen sharing, call recording and custom backgrounds
Shared calendars Plan with company & personal calendar, open time slots, meeting room booking, calendar sync
Mobile communications Team messenger, video calls, comments, calendar, notifications anywhere
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
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Sites & Stores Create websites that sell
Website builder Use our free CMS, templates, hosting, AI-generated images and texts to create awesome sites
Social selling Sell your products directly via Facebook, Instagram, WhatsApp or Telegram
Website forms Capture leads with custom order forms, registration & feedback forms, and forms with conditional fields
Landing pages Generate leads with capture forms, automated funnels and Google Analytics integration
Online store Maximize ecommerce with inventory management, order processing, delivery and online payments
Mobile sites & online stores Responsive design, online orders, client management in your pocket
Website widget Enable widget to chat with site visitors, use popular messengers and accept callback requests
Online marketing tools Increase sales with email marketing, Facebook or Google Ads, marketing automation, CRM integration
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
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HR & Automation Optimize workflows & manage HR data
Employee management Use employee profiles, company structure, access permissions, Active Directory
Culture & engagement Get company news, polls, appreciation badges, tags, personal notifications
Mobile HR Chat, video calls, employee profiles, approvals, notifications on the go
Work management Track employee performance with KPI, work reports, supervisor view
Internal communications Communicate via video announcements, memos, public and private chats
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
Information management Work with knowledge bases, online documents, file storage, access permissions
Automation Streamline operations with requests, approvals, expense reports, RPA, workflow automation
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CoPilot
CoPilot Your AI-powered assistant in Bitrix24
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
See all CoPilot features
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Bitrix24 Tasks ⇆ MS Excel
Free

Bitrix24 Tasks ⇆ MS Excel

This application allows you to import/export tasks from Bitrix24 to MS Excel and vice versa.

Install
Free
  • Rating
    No ratings
  • Installations
    1424
  • Developer
    YII
Description
The application allows you to unload tasks from Bitrix24 to MS Excel for further editing, adding and mass deleting tasks, with the ability to load back all tasks with changes from the MS Excel file to Bitrix24.

Features:
  1.    It is not allowed to create tasks without specifying a title and responsible user.
  2.    To create a new task, the ID field must be left blank, otherwise the task with the specified ID will be updated.
Installation instructions
Technical support
Data security
Added: 03/05/2024
Technical Support
Support requests are accepted at https://t.me/bitrix24excel
Installation instructions
Capabilities/limitations/features of the application:
  1. Support for MS Excel files with the .xlsx extension.
  2. Bidirectional conversion Bitrix24 ⇆ MS Excel.
  3. It is not allowed to create tasks without specifying the task name and responsible
Video instruction on how to use the application - link to the Youtube playlist.

Data security
detailed
Bitrix24 Tasks ⇆ MS Excel
The application requests access to the following data:
app-scope-icon
Tasks
full access: view, create, edit and delete tasks, check lists, comments, files, dependencies, costs; view, create, edit and delete stages
app-scope-icon
Workgroups
full access: view, create, edit and delete workgroups; manage users
app-scope-icon
Users (basic)
read user list and contact information
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