Learn how to assign tasks inline, from the mobile app, and using the Cerri plugin, including assigning tasks to yourself.
This can be done in Task and Central App.
Note: When you assign tasks from Task App, the task moves into the “Assigned to” folder. To get an overview of all the tasks in a project, click on Central app, select your project and click on Tasks. To show/hide completed tasks in the list, click […] on the top bar and select “Show completed tasks” or “Hide completed tasks.”
From Cerri Mobile App
Cerri lets you quickly convert emails into assigned tasks by forwarding or sending an email directly to your Cerri ’emailtotask’ contact address.
Using your Cerri email address
How to convert emails into assigned tasks
Note: If you try assigning a task to someone who’s not a Cerri user, you will receive a notification with an error message. In order to complete task assignment, this user needs to be invited to your company’s Cerri environment.
Using Cerri plugin
Take an existing email and send it to Cerri as an assigned task; select a project, set the due date and choose the assignee.