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Project & Task Management
- Activity Sets demo video
- Prioritizing your Tasks with Smart Lists & Keywords
- How to filter my tasks by date
- Sorting tasks by owner within a Project
- Task lists & filtering within Objectives
- How frequently can I remove completed tasks from my Worklist?
- Is there a way to bulk remove task entries from my worklist?
- Daylite Task Explained
- How to Create a Task
- Creating Opportunities in Daylite
- How to remove a pipeline from an objective
- If I delete a Task or Appointment, will it also delete my Project or Opportunity?
- How to add people to projects
- How To Create A Project
- How to manage projects in Daylite