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

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

Roxy Roxy

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)
    In Daylite, My Tasks is open and highlighted in the sidebar.

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

  3. Provide a name for your New Folder
    In Daylite, a new Folder was created under Tasks in the sidebar. It is highlighted and ready to rename.

  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
    In Daylite, a folder under Tasks has an arrow pointing to its gear icon.

  3. Select Delete
    In Daylite, a drop-down menu appears, from the folder under Tasks, with “Delete Folder” highlighted.

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
    In Daylite, a folder under Tasks has an arrow pointing to its gear icon.

  3. Select Rename
    In Daylite, a drop-down menu appears, from the folder under Tasks, with “Rename Folder” highlighted.