People leave. Their work stays with the team.

Handover finds everything a person owns in Bitrix24: tasks, deals, leads, groups, workflow tasks. It moves it all to a colleague in one run, then checks on its own that nothing was lost.

For the portal administrator. No server of ours: it runs inside your Bitrix24.

One real handover

This is how a head of sales’ work moved on our own portal. The app paced its requests by itself so it never hit the Bitrix24 limit.

1,112items moved
≈ 8 minfrom start to final check
0left behind
Leads880→ 0
Deals196→ 0
CRM activities: calls, emails33→ 0
Tasks2→ 0
Quotes1→ 0
Drive files108 copied

How it works

Pick two people

Who is leaving and who takes over. Photos and positions come from your portal.

Find the work

Handover shows a count for every section. Untick anything you want to keep.

Transfer

One click. You see what is moving right now and how long the step has taken.

Close it out

A second check. When 0 is left, block the account by typing the last name.

What moves, and what does not

Moves
  • Workgroupsnew owner; the leaver can be removed
  • Tasksresponsible, creator, participant, observer
  • CRMdeals, leads, companies, contacts, quotes, smart processes
  • CRM activitiesopen calls, emails, meetings
  • Open Channelsoperator replaced in the queue
  • Workflow taskspending tasks delegated
  • Departmentthe head role
  • Drivecopy of personal files to the receiver
Does not move
  • Calendarthe portal blocks edits to other people’s calendars
  • Live line chatsclose them by hand
  • Email and group chatsthe portal does not expose them to apps
  • Webhooksstop working after blocking
  • Robots and templateswhere the person is the responsible user

The app shows this list itself after every handover.

Why you can trust it with your portal

0

servers of ours. Data never leaves your Bitrix24. No analytics, no trackers.

2 per second

requests at most, so the portal never throttles it. Faster on Enterprise.

1 confirmation

needed to block an account. Blocking never happens on its own.

Permissions, and why

Installed and used by the administrator. Each permission serves exactly one job.

Workgroupsfind the person’s groups and change the owner
Tasksfind and reassign tasks
CRMchange the responsible person on records and activities
Userssearch people, show photos, block the account
Business processesdelegate workflow tasks
Open Channelsreplace the operator in queues
Departmentspass the head role
Drivecopy personal files

Questions

Where does my data go?

Nowhere. The app runs in your browser and talks only to your portal. It stores one setting in the browser: sound.

Can I undo it?

You can move the work back with the same app, but not instantly. Robots that react to a new responsible person will run during the handover.

How long does it take?

About 1,000 records in 5–8 minutes. The app shows what it is doing right now and never goes quiet.

Why were a couple of Drive files not copied?

The portal sometimes refuses single files. Handover lists them so you can copy them by hand.