Description

Delegator is a powerful tool for manually reassigning tasks and responsibilities within Bitrix24. It’s an essential solution for smoothly transferring workloads when an employee is on leave, resigns, or undergoes role changes.

Benefits of Delegator

• Easily locate all areas within the portal where a user is involved.
• Quickly transfer tasks, deals, chats, and more to another employee.
• Streamline the handover process across multiple system modules.

Core Features

Delegator provides a straightforward solution for locating and reassigning user workloads in the following modules:

• CRM (Deals, Leads, and other objects)
• Tasks and business process templates
• Open Channels
• Workgroups and Projects
• Calendar

How It Works

1. Select User and Modules: Choose the modules where you need to search for the employee’s assignments.
2. Find Objects: Click "Find User" to view all sections where the employee is involved.
3. Delegate: Choose the recipient for each section and click "Delegate X Tasks" – the app will reassign all selected items to the chosen person.

Compatibility and Limitations

No Subscription Plan Requirements: Delegator adapts to the available modules in your Bitrix24 portal.

Manual Delegation: is available for all active objects in the selected modules.

System Limitations:

• Requires administrator rights.
• Supports up to 5,000 objects per section at a time.
• Does not support delegation of task templates, business process tasks, or calendar events.