Timeline and Activities in CRM: Overview of Methods

If you are developing integrations for Bitrix24 using AI tools (Codex, Claude Code, Cursor), connect to the MCP server so that the assistant can utilize the official REST documentation.

The timeline is the primary workspace in the CRM entity detail form. It records:

  • system information about working with the entity: stage changes, payments, and the creation of entities based on the current one
  • user information: CRM activities (tasks, e-mails, calls) and timeline entries (comments, documents generated from templates, application log entries)

Quick navigation: All Methods and Events

User documentation: Timeline in Bitrix24, Universal Activity in Bitrix24

How to Choose a Section

The timeline holds two kinds of objects: activities and timeline entries. Each has its own group of methods.

What You Need

Section to Open

Create a call, meeting, e-mail, or another activity in the entity detail form

Activities in CRM

Leave a text comment with files in the entity detail form

Timeline Comments

Write a service message from an application to the timeline

Log Record Journal

Link an existing timeline entry to another CRM entity

Timeline Record Bindings

Add a short note to an activity or a comment

Notes on Timeline Records

Display a custom application interface inside a timeline entry

Additional Content Blocks

Pin an entry to the top of the timeline

Actions with Records in the Timeline

Activities

Activities in CRM are divided into incoming and scheduled:

  • Incoming — activities received from the customer, such as an e-mail or a call. For these activities, it is important to correctly specify the parameter DIRECTION = 1 so that the incoming CRM activities counter works
  • Scheduled — activities created by employees, such as tasks or universal activities

More details about activities and methods for managing them can be found in the article Activities in CRM: Overview of Methods.

Timeline Entries

Timeline entries are divided into two types:

  • Comments. You can add, delete, modify, and retrieve comments through the group of methods crm.timeline.comment.*
  • Log entries. You can add, delete, modify, and retrieve log entries through the group of methods crm.timeline.logmessage.*

You can manage the relationships of timeline entries with CRM entities using the methods from the group crm.timeline.bindings.*.

How to Get Started

  1. Identify the CRM entity in whose timeline you are going to work: look up its type entityTypeId in the CRM Object Types reference, and retrieve the entityId identifier with the crm.item.list and crm.item.add methods.
  2. Choose the object: an activity — with the crm.activity.* methods, a comment — with the crm.timeline.comment.* methods, a log record — with the crm.timeline.logmessage.* methods.
  3. Create the object and retain its identifier from the response.
  4. Extend the entry if needed: with a note crm.timeline.note.save, with content blocks crm.timeline.layout.blocks.set, or by pinning it crm.timeline.item.pin.
  5. Subscribe to activity and comment events to track changes in real time.

Widgets

You can embed an application into activities and timeline entries. Thanks to the embedding, you can use the application without leaving the CRM entity detail form. For embedding, there are special places in the timeline:

Typical use-cases and scenarios

Additional Features

Text notes can be added to activities and timeline comments and deleted. Use the group of methods crm.timeline.note.*.

Content blocks can be added to timeline comments and deleted. Use the group of methods crm.timeline.layout.blocks.*.

Overview of Methods and Events

Scope: crm

Who can execute the methods: depends on the method

CRM Activities

Activity methods are covered in the Activities in CRM section.

Method

Description

crm.activity.*

Create, update, retrieve, and delete activities of all types

crm.activity.binding.*

Manage the links between an activity and CRM entities

crm.activity.type.*

Manage custom activity types

crm.activity.todo.*

Manage universal activities

crm.activity.configurable.*

Manage configurable activities

crm.activity.badge.*

Manage badges of configurable activities

crm.activity.layout.blocks.*

Manage content blocks within an activity

Event

Triggered

onCrmActivityAdd

When an activity is created manually or via the crm.activity.add method

onCrmActivityUpdate

When an activity is updated manually or via the crm.activity.update method

onCrmActivityDelete

When an activity is deleted manually or via the crm.activity.delete method

Timeline Comments

Method

Description

crm.timeline.comment.add

Adds a new comment to the timeline

crm.timeline.comment.update

Updates a comment

crm.timeline.comment.get

Gets information about a comment

crm.timeline.comment.list

Gets a list of all comments for a CRM item

crm.timeline.comment.delete

Deletes a comment

crm.timeline.comment.fields

Gets a list of timeline comment fields

Event

Triggered

onCrmTimelineCommentAdd

When a comment is created manually or via the crm.timeline.comment.add method

onCrmTimelineCommentUpdate

When a comment is updated manually or via the crm.timeline.comment.update method

onCrmTimelineCommentDelete

When a comment is deleted manually or via the crm.timeline.comment.delete method

Notes for Timeline Entries

Method

Description

crm.timeline.note.get

Retrieves information about a note

crm.timeline.note.save

Saves a note

crm.timeline.note.delete

Deletes a note

Managing Timeline Entry Relationships

Method

Description

crm.timeline.bindings.bind

Adds a binding of the timeline record with a CRM entity

crm.timeline.bindings.list

Retrieves a list of relationships for a timeline entry

crm.timeline.bindings.unbind

Removes the binding of the timeline record with a CRM entity

crm.timeline.bindings.fields

Retrieves the fields of the relationship between CRM entities and timeline entries

Additional Content Blocks

Method

Description

crm.timeline.layout.blocks.set

Sets a set of additional content blocks in the timeline entry

crm.timeline.layout.blocks.get

Retrieves the set of additional content blocks installed by the application for the timeline entry

crm.timeline.layout.blocks.delete

Deletes the set of additional content blocks installed by the application for the timeline entry

Application Log Entry Journal

Method

Description

crm.timeline.logmessage.add

Adds a new log entry to the timeline

crm.timeline.logmessage.get

Retrieves information about a log entry

crm.timeline.logmessage.list

Retrieves a list of all log entries for a specific entity

crm.timeline.logmessage.delete

Deletes a log entry

crm.timeline.icon.*

Manages entry icons

crm.timeline.logo.*

Manages entry logos

Actions with Timeline Entries

Method

Description

crm.timeline.item.pin

Pins a record in the timeline

crm.timeline.item.unpin

Unpins a record in the timeline
Previous
When Deleting Bank Details
Next
Overview of Methods