Learn how to create tasks inline, using the create button, with the Cerri mobile app and with the Cerri plugin.
Creating tasks inline allows you to quickly add multiple tasks.
Using Create Button
Note: Available in Task App only
From Cerri Mobile App
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
How to convert emails into personal tasks
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 a personal or assigned task; select a project, set the due date and if applicable, choose who it should be assigned to.