February 2026 - present
Bitrix24 Built Around Real Company Workflows
Portal screens edited to anonymize names, photos, conversations and client data. Video montage of these screens. SOFTIK is shown in preview mode. Original interface: Russian; captions: English.
I develop an existing corporate Bitrix24 portal in response to requests from employees and managers. I improve tasks, conversations, time tracking, contracts, calendars and CRM so they support everyday work and use consistent data.
My work covers the complete workflow: understand the problem, agree on rules with the company, update the interface and server logic, check related processes and maintain the solution through platform updates.
Problems I Worked On
- Finding the right conversation among many chats and seeing who is waiting for a reply.
- Keeping logged hours linked to the correct task, project and contract, including after changes to subtasks.
- Accounting for employee schedules, availability and breaks when planning meetings.
- Filtering and exporting contacts using information from their linked companies.
- Resolving accumulated inconsistencies and adapting to Bitrix updates while preserving existing workflows.
Improvements and Their Value
1. Chats That Make Important Conversations Easier to Find
I added search across messages and task comments, with filters for projects, chat types and employee roles. Users can find open or overdue tasks and conversations marked “Waiting for my reply” or “Waiting for a reply.” The list shows task status, deadlines and pending-reply indicators.
I also improved navigation from search results to the relevant chat, employee mentions when sending files and the display of messages with attachments.
Value: employees can return to the right conversation and find requests needing attention. Pending-reply indicators follow defined conversation rules; they aid navigation rather than evaluate the content of an answer.
2. Time Tracking Linked to Tasks and Contracts
I improved time entry through task cards and the work-log table, including work types, contracts and categories. I added task-tag search and filtering, with tags included in Excel exports. UID details reveal links to the client, project and contract, and warn when they differ from the task links. Contract and category labels appear directly in the task card.
Changes to task links support an agreed transfer of subtask data and logged time. A before-and-after preview shows the changes and affected time entries. The contract is checked against the selected project client. Separate contracts are not replaced without confirmation. I corrected date shifts across time zones while preserving durations and the selected working day.
Value: managers can examine time spent by project and contract, while employees log time within their familiar workflow.
3. Reviewing and Resolving Accumulated Inconsistencies
I developed reports comparing task links with time records and highlighting differences in project, contract and category. Exports include detailed hours and records requiring review.
For approved corrections, I prepared tools with a preliminary plan, current-data checks, change logs and a verified rollback procedure. Ambiguous cases remain subject to individual review.
Value: the company gets a clear list of issues and a controlled correction process, rather than changing historical records in bulk without reconciliation.
4. Daily Planning, Meetings and Employee Availability
I improved the “Today’s Plan” widget, bringing personal entries, meetings and addressed reminders together. Calendar changes include breaks between meetings, available-time hints and configurable exceptions.
Chat statuses use employee work schedules and calendar availability, accounting for time zones. I refined planned-hour calculations for holidays, sick leave and other absences under company rules.
Value: employees can choose better times to contact colleagues, see their daily plan and examine planned versus logged hours. Chat availability reflects schedules and calendar commitments, not actual employee productivity.
5. Contacts and Company Information in One List
I added filters and columns for linked companies to the contact list, including city, service partner, industry and client attributes. Contact and company criteria can be combined without manually copying properties between records.
When a contact belongs to multiple companies, filtering respects those links without duplicating the contact. Field visibility and export respect user permissions. New company-column exports are protected against executing formulas embedded in values.
Value: managers can select the clients they need and prepare the resulting list for further work directly in CRM.
6. Platform Maintenance and Everyday Usability
I improved task cards, subtask ordering and administrative task transfers between employees while preserving statuses and logged time. I developed reminders and notifications through the corporate bot, corrected dates and removed repeated messages.
Settings for selected extensions are available within the portal. I adapted extensions to Bitrix core changes and added permission checks and error handling to keep internal service details out of user-facing responses.
Value: the company can adapt its familiar platform to its own rules, and employees receive improvements in the screens they already use.
SOFTIK: A Corporate Bot and the Foundation for an AI Assistant
I developed the SOFTIK module for Bitrix24: an assistant that brings tasks, meetings, time tracking and reminders into a conversation with an employee.
The module implements workflows for:
- Today’s plan: tasks due today, overdue tasks, meetings and logged hours.
- Time entry: select a task and duration, then confirm before saving.
- Reminders: missing time entries, overdue tasks, prolonged inactivity and tasks awaiting acceptance.
- Pending replies: cards for unanswered requests and a defined sequence of reminders.
- On-demand reports: time-entry reconciliation for a period, missing entries and absence information, using available data.
- Assistant management: select employees and workflows, set working hours and message-frequency limits, and review activity logs.
The module includes task-access checks and confirmation before writing data. The assistant is designed to support work without excessive notifications or broader employee permissions.
SOFTIK is being developed into an AI assistant with a company knowledge base. The foundation for connecting a cloud model is in place. This will enable the assistant to find internal instructions, explain working procedures and help employees with tasks. Access to information will respect each employee’s permissions.
Value: employees get one clear entry point for daily actions, while the company can gradually extend the assistant around its own rules and tasks.
How I Support Quality
I added automated checks for important workflows: task and time-record links, filters, dates and time zones, calendars, data access and exports. Historical-data corrections have dedicated reports and logs.
I document extension points and checks required after updates. Function-level checks are complemented by verification of the user workflow on the portal: platform or company-setting changes can affect customizations.
My Role and the Project’s Value
I understand company processes and turn employee requests into concrete software changes. My work spans interfaces, server logic, data, permissions and integrations, followed by feedback and refinement.
This project demonstrates my experience in the long-term development of a corporate system. Its value is making tasks, conversations, contracts and time tracking more convenient and consistent within a tool the company already uses. Improvements in speed and manual workload can be measured on selected workflows; I do not claim unverified figures in this case study.
Technologies
PHP, Bitrix24, JavaScript, CRM, tasks, calendars, business processes, custom fields, AJAX, Excel exports, scheduled jobs, webhooks and bot integrations.