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CRM / Bitrix24 · tasks · quality control

Tasks and quality control for a multi-department site on Bitrix24

Client: NDA Category: CRM / Bitrix24 Stack: Bitrix24, Smart Process, checklists, work groups Timeline: 3–4 weeks
Problem

A large site with many departments had no control over work quality: tasks were assigned verbally, issues were "resolved" by word of mouth, and some just got lost.

Constraints

Many independent work groups with different processes — the rollout could not break current work or drown people in extra fields and statuses.

What I did
  • Set up department work groups, each with its own task-assignment process
  • Smart processes for recurring quality-control scenarios
  • Review checklists for every department instead of verbal agreements
  • A single digital workspace showing who owes what
Architecture
Work groups Smart processes Review checklists Digital workspace
Result

Tasks stopped getting lost or settled by word of mouth: every department has its own process, a review checklist, and a visible work status.

What can be reused
Work-group template with a quality-control checklist Smart processes for recurring per-department tasks