Let vacation be vacation.
Give a teammate the reins while someone is away. Schedule the return before they even leave.
Temporary handoffPass the work.
Keep the
momentum.
Reassign tasks and CRM records in Bitrix24. Cover a vacation or hand over a role, with a clear view of every change.
Available on Bitrix24 Market by EMCsoft
Good hands. Same momentum.
AL
AnnaGoing on vacationMR
MaxTaking it from hereTasks
Deals & leads
Contacts & companies
Back to Anna when she’s backAutomatic return at your chosen date and time
Illustrative example · fictional team members
One handoff.
All the moving parts.
TasksLeads & dealsContacts & companiesCRM activitiesSmart processes
People move.
Your work shouldn’t stall.
A change of plans shouldn’t turn a handover into a project of its own.
A departure, not a dead end.
Hand tasks and customer records to the person taking over. Skip the one-by-one reassignment.
Permanent transferNew roles. Clear ownership.
Redistribute responsibility as your team evolves. Make room for the work that comes next.
Workload redistributionFrom “who’s taking over?”
to handed over.
You set the conditions.
Handoff handles the transfer.
- 1
Choose the handoff
Pick the people, records, and a temporary or permanent transfer.
- 2
Check before you change
Preview the scope. Use a dry run to simulate without changing data.
- 3
Run it. Follow every change.
Track item statuses in the history and retry errors when needed.
A big handoff.
A clear picture.
This is your team’s real work. Know what’s about to happen, and see what happened after.
A preview, before the commitment
Check the scope and simulate your setup before changing ownership.
A record of the result
Operation history and individual item statuses keep the outcome visible.
A return that respects changes
With Force return off, manual ownership changes made after the transfer are preserved.
Bring related records along
The “Change Related Responsible” CRM rule helps update ownership in linked records.
Pass the work.
Make room for what’s next.
Add Handoff to your Bitrix24
and set up your first transfer.
Install Handoff Opens Bitrix24 Market
You’ll need installation permissions
and REST API access on your portal.
What can I transfer?
Tasks, CRM activities, leads, deals, contacts, companies, invoices, quotes, and smart process items. Choose the entity types when setting up your handoff.
Can work return after a vacation?
Yes. Set a return date and time for a temporary transfer. Keep Force return off to preserve ownership changes made manually after the handoff.
Can I check before making changes?
Yes. Preview counts the selected items. Dry run simulates the operation without changing your Bitrix24 data.
What do I need to install it?
App installation permissions and a portal with REST API access. The CRM rule also requires automation or business process capabilities on your Bitrix24 plan.
Where can I find the current terms?
Current terms, requested permissions, and installation instructions are available on the Handoff listing in Bitrix24 Market.