Manage Projects and Tasks

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 upload and sync them with Teams

  • Go to Teams (left bar menu) and click on your team Cerri to view all your integrated projects which are displayed as channels

  • Click on any project then select the Cerri tab at the top to see all the tasks within that project

  • Perform a variety of actions on your task list from Teams:
    – Add tasks
    – Filter and search your tasks
    – Export task list

  • Click on any task to view its task card with all its details

  • Perform a variety of actions on task cards directly from Teams (and see them reflected in Cerri in real time):
    – Edit start/end dates
    – Edit status
    – Edit priority
    – Add/remove assignee(s)
    – Complete assignments
    – Add/remove/download files

  • Click the Posts tab at the top to comment/chat directly with project team members



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