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How to add tasks to a project

Learn how to add tasks to a project in task app, central app, from mobile and using the Cerri plugin.

Permission Based Feature

In order to create tasks within a project you have to be the Project Owner or have “Edit” or “Create” permission. Otherwise, you will not see the option to add a task inline or via the Create button on the bottom left hand side of your screen.

In Task App

  • Click on the Project in the left hand menu
  • Click on Add Task in the main field
  • Fill in the Task Name
  • Press Tab to complete other columns if needed
  • To add more details, open Task Card by double clicking on the task line or clicking on this icon Screen Shot 2016-06-20 at 11.20.11 AM

In Central App

  • Expand the project in left hand menu and click on Tasks (or click on Tasks in the main field)
  • Click on Add Task in the main field
  • Fill in the Task Name
  • Press Tab to complete other columns if needed
  • Press Enter to finish the task creation
  • To add more details, open Task Card by double clicking on the task line or clicking on this icon Screen Shot 2016-06-20 at 11.20.11 AM

From Cerri Mobile App

  • Login to your Cerri iOS Mobile App
  • Click on Your Tasks
  • Open up the Project to add tasks
  • Press the + Button on the bottom right hand corner of your screen
  • Fill in the Task Name
  • Click on the Fields to fill in relevant information

 

From Email

Using Cerri plugin

Add the Cerri plugin to Outlook or Gmail and convert emails into tasks by forwarding or sending an email directly to your Cerri ’emailtotask’ contact address.

Gmail and Microsoft Outlook Plugin

  • 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
  • A popup will appear with the following fields: Task name, Project, Due Date, Assign to and task description
  • 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 Email Attachments to be attached to the task description and to be stored in Files section
  • Select the Project using the drop down menu
  • Click Add Task to send this task to your Cerri project

Download the plugin here

Available_on_the_App_Store_(black)

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