In the Pipelines Preferences, you can set up tasks and appointments that have @@ in their title.
When the pipeline is added to a Project or Opportunity in Daylite and the task or appointment is created, the @@ in the title will be replaced with the project or opportunity name.
1. Create a new Pipeline by going to Daylite from the top menu-->Preferences-->Pipelines and selecting the + from the lower left-hand corner. Specify the objective the Pipeline is for and make sure it's active:
2. Next, we want the titles of all newly created tasks and appointments within the Pipeline to include @@ where the name of an Opportunity or a Project should appear:
3. Once you apply the Pipeline in Daylite, @@ in tasks and appointments will be automatically replaced with the objective's name:
To learn how to include @@ in an Activity Set, click here.
Instructions for creating a Project/Opportunity Pipeline can be found here.