Microsoft and Cerri

Integrate Cerri and Microsoft to continue using your preferred environment while information gets automatically updates across applications.

 

 

 

 

outlook logo

 

Learn how to use Cerri’s Microsoft plug-in to convert emails into tasks and to store email attachments as files.

How to setup the Microsoft plug-in

  • Click on your Avatar in top right hand corner of your Cerri screen

  • Go to Edit Profile

  • Click on Apps & Plugins in the upper menu.

  • Scroll down to Plugins & Extensions

  • Click on Get next to Cerri Add-in for Microsoft Outlook

  • Follow instructions that follow

Or

  • Download directly from here

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Convert an email into a task in Outlook

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.

  • 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 to Task

  • 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 Project using the drop down menu

  • Set a Due Date

  • Type the assignee’s name in the Assign To field, if applicable (please note, the name will only appear in this field if they are members of the project)

  • Check Add to Calendar to add the task to your calendar

  • Add Attachments

  • Click Add Task to send this task to Cerri

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Store email attachments as files

Store email attachments directly to projects in Cerri

  • Select the Email you would like to convert into a file

  • Click on the Cerri Plugin at the top of your email

  • Click on Save Files

  • Select the Project to store the file(s)

  • Select the Category of files to store these attachments

  • Select the Attachment(s) to store as file(s)

  • Press Save to see the files in the selected project’s File category

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Store an email as a file

Store emails directly to projects in Cerri

  • Select the Email you would like to convert into a file

  • Click on the Cerri Plugin

  • Click on Save Email

  • Select the Project to store the email

  • Press Save to see the email in the Email category of the project folder in Cerri

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Create a task

Create a task directly from your Outlook inbox

  • Click on the Cerri plugin

  • Create a Task Name

  • Select the Project

  • Set a Due Date

  • Type the assignee’s name in the Assign To field, if applicable (please note, the name will only appear in this field if they are members of the project)

  • Check Add to Calendar to add the task to your calendar

  • Add Attachments, if applicable

  • Click Add Task to create the task which will appear in your Cerri environment

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outlook calendar logo

 

A two-way synchronization will allow you to see events from your Outlook calendar in your Cerri calendar and vice versa.

How to synchronize your Outlook and Cerri calendars

  • Click on your Avatar in top right hand corner of your Cerri screen
  • Go to Edit Profile

  • Click on Apps & Plugins in the upper menu.

  • Scroll down to Calendar synchronization

  • Click on Connect next to the Outlook logo

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How to stop your Outlook and Cerri calendar synchronization

  • Click on your Avatar in top right hand corner of your Cerri screen

  • Go to Edit Profile

  • Click on Apps & Plugins in the upper menu.

  • Scroll down to Calendar synchronization

  • Click on Stop synchronization next to the Outlook logo

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How to install the Cerri add-in on Microsoft Exchange or Outlook

  • Log-in to your Admin panel for Exchange or Outlook
  • Go to Organization on the left menu and select add-ins
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Click on the ‘+’ icon and then Add from URL from the popup menu

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Define visibility settings for your organization users

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