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How to use Google plug-in

Learn how to use Cerri’s Google plug-in to convert emails into tasks and to store email attachments as files.

Convert an email into a task

Take an existing email and send it to Cerri as a personal or assigned task; select a project, set the due date and if applicable, choose who it should be assigned to.

  • Select the Email you would like to convert into a task
  • Click on the Cerri Plugin at the top of your email
  • Click on Convert Email to Task
  • The email subject will become the Task Name (you have the option to edit this field)
  • The email content will become the Task Description
  • Select the Project using the drop down menu
  • Set a Due Date
  • Type the assignee’s name in the Assign To field, if applicable (please note, the name will only appear in this field if they are members of the project)
  • Check Add to Scheduler to add the task to your calendar
  • Add
  • Click Add Task to send this task to Cerri

Download the plugin here

Create a task

  • Click on Cerri plugin
  • Fill in the Task Name
  • Select the Project using the drop-down menu
  • Set a Due Date 
  • Type the assignee’s name in the Assign To field, if applicable
  • Add a Description
  • Add to Calendar
  • Add Attachments
  • Press Add Task

Store email attachments as files

  • Select the Email you would like to convert into a file
  • Click on the Cerri Plugin at the top of your email
  • Click on Save Files
  • Select the Project to store the file(s)
  • Select the Category of files to store these attachments
  • Select the Attachment(s) to store as file(s)
  • Press Save
  • See the files in the selected File Category of the project folder

Download the plugin here

Store email as a file

  • Select the Email you would like to convert into a file
  • Click on the Cerri Plugin
  • Click on Save Email
  • Select the Project to store the email
  • Press Save
  • See the email in the Email Category of the project folder

Download the plugin here


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