Bitrix24 Community

Automated Tasks

B24_12079177 User Posts: 1 Joined: 04/24/2017	#1 04/26/2017 10:44:27 Is there a way to assign automated tasks when a deal progresses a stage? Currently, I can see that you can but I want to be able to use the task template I made or at least have it appearing as a task and not as an activity on the deal and I also want to have it appear as a check list.

Yana Prokopets Administrator Posts: 4246 Joined: 09/20/2013	#2 04/28/2017 16:38:00 Hi! Yes, please contact our Helpdesk for details. Thank you. Best, Yana.

Athens Taxi Cab User Posts: 1 Joined: 05/26/2017	#3 05/26/2017 22:00:17 thats not very helpful for others to answer like that

Yana Prokopets Administrator Posts: 4246 Joined: 09/20/2013	#4 08/14/2017 16:53:04 Hi! You can use an easy way to add tasks to the deals when it moves to the particular stage with the help of CRM Automation Rules - For Employees > Task: Here is how the task form looks: You cannot select an existing task template to add it here, but you can create a new one with the help of this form - it will be applied for this rule only. Alternative way is to use extended business process designer. Best, Yana.

3,000,000+

organizations
are already using Bitrix24