General Overview

Navigating around Cerri from the Home page.

• Go to: Home icon (upper-left corner of screen)

• Click on the left bar application icons to access them: Task, Time, Expense, Project, Resource and Portfolio

• If you are an admin, click on the Settings icon bottom-left to access Company settings

• Click on the Company icon bottom-left to switch or add a new company.

• Click on your Profile avatar top-right to access your profile settings

• Click on the Bell icon top-right to access Notifications
  

• When in an app, click on the arrow icon bottom-left to expand and collapse the app menu
  

• Related Articles

• Task Details

  An overview of the task card’s General tab. From navigation menu go to: Task > My tasks Click on a task to open its task card The task card will automatically open to its General tab Under Description click on Enter a description to add a task ...

• Project Details

  Get a snapshot overview of your project’s information, progress and stats. From navigation menu go to: Project > All projects Click on the desired project name to open it Go to left-menu Details to view: Project details: the name, start and end dates ...

• Resources

  Create human resources, enter their details and define their general roles and permissions within the system. From navigation menu go to: Settings > Human resources Click on New human resource Enter resource details in the available fields: Email, ...

• Human Resources

  Create human resources, enter their details and define their general roles and permissions within the system. From navigation menu go to: Resource > Human resources Click on New human resource Enter resource details in the available fields: Email, ...

• Generic Resources

  Create and define new generic resources in your organisation. From navigation menu go to: Resource > Generic resources Click on New generic resource + to create a new generic resource Enter a Name, select a Resource Type and assign Cost/Billable ...