How to create, rename and delete a folder in the sidebar

Creating a New Folder

In Daylite you can create folders in the sidebar to help organize your Lists and Smartlists.

1. Select an Object in the sidebar (i.e People, Companies, Projects etc)
   

2. Select File > New > New Folder from the Daylite menu bar

3. Provide a name for your New Folder
   

4. Once your folder has been created you can drag and drop Lists and Smartlists into the folder to help keep your categories organized.

Delete a Folder

You can easily delete a folder in a few steps if you no longer need it.

1. Hover your mouse over the folder you would like to delete

2. Click on the gear icon
   

3. Select Delete
   

Rename a Folder

You can easily rename a folder in a few steps if needed.

1. Hover your mouse over the folder you would like to rename

2. Click on the gear icon
   

3. Select Rename