How to create tasks

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

Inline

Creating tasks inline allows you to quickly add multiple tasks.

  • 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
  • Task will move into the Project if one was selected
  • 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

Using Create Button

Note: Available in Task App only

  • Click on the Create Button in the bottom left corner of your screen
  • Choose Add Task
  • Fill in the Task Name
  • Tab down to fill in all the relevant fields such as start date, due date and tags
  • Under Action Items you can break down the main task into smaller to do’s
  • Under Attached Files you can attach documents or add relevant links

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 Task
  • Fill in the Task Name
  • Click on the Fields to fill in relevant information

From Email

Cerri lets you quickly convert emails into tasks by forwarding or sending an email directly to your Cerri ’emailtotask’ address.

Using your Cerri email address

  • Click on your Avatar in top right hand corner of your Cerri screen
  • Go to Profile Settings
  • Copy your Email to Task Address
  • Open your Email Client (Outlook, Gmail, Lotus, etc.)
  • Create New Contact
  • Paste this Email to Task Address
  • Save email address as a New Contact (suggested name ’emailtotask’)

How to convert emails into personal tasks

  • Send New or Forward existing email to your ’emailtotask’ contact (email address)
  • Task will arrive in your Task App Inbox

How to convert emails into assigned tasks

  • Send New or Forward existing email to assignee’s email address and “BCC” your ’emailtotask’ address.
  • Task will arrive in your Task App “Assigned to” folder, and the assignee’s Task App Inbox.

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 a personal or assigned task; select a project, set the due date and if applicable, choose who it should be assigned to.

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
  • Set a Due Date
  • Enter the name of the person you want to Assign the Task to (please note, the name will only appear in this field if they are members of the project)
  • Add the task to your calendar by clicking on the Add to Calendar link at the bottom of the popup
  • Click Add Task to send this task to Cerri

Download the plugin here

Available_on_the_App_Store_(black)

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