.png)
Project & Task Management
- Using projects in Daylite
- Insight View for Projects
- How to create a project pipeline
- Exporting project data demo video
- How can I add a subtask in Daylite?
- How To Add Due Dates To Tasks With The Mini Calendar
- 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?
- 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 do I set default notifications for tasks and appointments?
- Reminders, Alarms & Notifications
- How do I create a follow-up task or appointment?
- How to create a project from an opportunity
- The Project
- Pipelines with Activity Sets
- Activity Sets demo video
- Prioritizing your Tasks with Smart Lists & Keywords
- Sorting tasks by owner within a Project