Create Projects and Tasks

Create Projects and Tasks

Create projects and tasks in Cerri for collaboration in Teams.

  • From navigation menu go to: Project > My projects

  • Click on New project

  • Enter Project name and other information requested 

  • Click on Make this project visible to Teams

  • Click on Create a new project

  • Click on New task to add tasks to the project



    • Related Articles

    • Manage Projects and Tasks

      Integrate and synchronise your Cerri projects and tasks with Teams to manage them directly from there. IN TEAMS – Go to: Cerri icon (left bar menu) In the Default view you can see all your Cerri projects Click on Integrate next to any new projects to ...
    • Create

      Create and define the parameters of waterfall projects. From navigation menu go to: Project > Waterfall projects Click on New project Enter project name, then optionally define start/end dates, status, who is collaborating on the project, whether the ...
    • Create

      Create and define the parameters of agile projects. From navigation menu go to: Project > Agile projects Click on New project Enter project name, then optionally define start/end dates, status, who is collaborating on the project, whether the project ...
    • Create

      Create and define new project portfolios. From navigation menu go to: Portfolio > My portfolio Click on Add portfolio + to create a new portfolio Define portfolio details: – Enter a portfolio Name – Select a parent Category for your portfolio (if it ...
    • Access Agile Projects

      View and access all your agile type projects. From navigation menu go to: Project Under My projects you will see all projects created by you; the agile type projects can be identified by the purple Kanban icon next to the project name Under All ...