How to create projects

Learn how to create projects inline, using the create button and with the Cerri mobile app.

Inline

Note: Available in Central App only

  • Click on Project in the main field
  • Fill in the Project Name
  • Press Tab to complete other columns if needed

Using Create Button In Central App

  • Click on the Create Button in the bottom left corner of your screen
  • Choose Project
  • Fill in the Project Name
  • Double click on the project line to open up the Project Card
  • Fill in all relevant Fields

Using Create Button In Task App

  • Click on the Create Button in the bottom left corner of your screen
  • Choose Project
  • Go into the Main Field and Add Task
  • Fill in the Task Name
  • Tab over to fill in all relevant Fields

From Cerri Mobile App

  • Login to your Cerri iOS Mobile App
  • Press the + Button on the bottom right hand corner of your screen
  • Click on New Project
  • Fill in the Project Name
  • Click on the Fields to fill in relevant information

From Cerri Mobile App via Task Creation

  • Login to your Cerri iOS Mobile App
  • Press the + Button on the bottom right hand corner of your screen
  • Click on New Task
  • Fill in Task Name
  • Click the Project Line
  • Press the + Button
  • Create the new Project Name
  • Click on the Fields to fill in relevant information

 

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