Project & Task Management
- Basic Project Reporting
- How can I convert a subtask into a regular task
- Syncing Daylite Reminders with Apple's Reminders App
- How do I create Activity Sets?
- Activity Sets demo video
- How do I customize Pipeline Preferences?
- How to create a project pipeline
- Exporting project data demo video
- How to create pipelines with activity sets
- Automating a Checklist and Schedule for a Project
- Converting Opportunities into Projects
- Delegating Tasks in Daylite
- How to Manage Tasks In A Team & Delegate To-Dos
- Why can't I see the custom Category or Keyword that I created in my Opportunities or Projects?
- Insight View for Projects
- How to track the status of your projects
- How to check the status of projects by filtering or creating a snap shot
- Using @@ in Activity Sets
- How to use Notifications in Daylite
- How do I set default notifications for tasks and appointments?