Handoff

**Complete description (EN)**

Handoff is a Bitrix24 Market app for safe, large-scale reassignment of responsible users in Tasks and CRM.  
It helps teams quickly transfer workload when an employee is on vacation, leaves the company, or when ownership must be redistributed temporarily or permanently.

**What business tasks it solves**
- Mass transfer of responsibility from one employee to another.
- Temporary handoff with automatic return on a selected date and time.
- Controlled transition during vacations, role changes, and offboarding.
- Post-change visibility with detailed history, logs, and item-level statuses.
- Automation of related CRM updates through a custom CRM robot.

**Key features**
- Preview mode before launch (count items by selected entities).
- Bulk reassignment for:
- Tasks
- CRM activities
- Leads
- Deals
- Contacts
- Companies
- Invoices
- Quotes
- Smart Process Automation (SPA, dynamic entities)
- Dry run mode (simulation without changing data).
- Job lifecycle controls: start, monitor, cancel, retry errors.
- Automatic return for temporary transfers.
- Safety logic for return:
- If `Force return` is OFF, items manually changed after transfer are not overwritten.
- If `Force return` is ON, original responsible is restored regardless of manual changes.
- Built-in notifications for participants.
- CRM automation rule: “Change Related Responsible” for updating linked records after standard CRM automation steps.
- Multi-tenant architecture for accounts with strict per-account data isolation.

**Requirements and dependencies**
- Bitrix24 account with access to REST API.
- App installation rights in Bitrix24.
- For automation rule features: CRM automation/business process capabilities must be available in your Bitrix24 plan.
- Internet access from Bitrix24 to the app backend endpoint.
- No on-premise software installation is required on the customer side.

**External systems and partner services**
- The solution uses a secure external backend and database infrastructure for job processing, logs, and scheduling.
- Billing/license checks may involve external vendor billing services.
- No additional third-party modules are required from the customer unless explicitly stated by your Bitrix24 environment policy.