Add Your First Task

If it's not written down, it doesn't exist. Tasks in Daylite are how you capture everything you need to do: follow-ups, calls, to-dos — so nothing falls through the cracks.

Create a Task

1. Choose File > New > Task, or press Shift-Command-T.

2. Give it a clear, specific name — something like "Send proposal to Sarah" rather than "Proposal."

3. Add Details to describe what needs to be done.

4. Add a Due Date.

5. Click Save.

Why linking changes everything

When you link a Task to a Contact, an Email to an Opportunity, or a Note to a Project, Daylite builds the complete story for you. Open any record and its Activity view shows every conversation, every task, every meeting, every file — all in one place, in order.

The more you link, the smarter Daylite gets. Six months in, you can open a client's record and see every interaction your team has ever had with them — without searching, without asking a colleague, without guessing. That makes up your business memory.

Your Task now appears under My Tasks in the sidebar.

Tip: Be specific with Task names. A Task called "Call Frank to confirm the photoshoot price" is far more useful than "Call Frank" — especially when you're reviewing a long list at the start of your day.

Your Worklist

Not every Task needs attention right now. For the ones that do, add them to your Worklist. Click the pin icon on any Task to bring it into focus. Worklist Tasks appear front and centre on your Home screen, so you always know what to focus on today.

In the next step, you'll link this Task to the Contact you created and see how Daylite starts connecting your work to the people it involves.

Learn more: Task Management — the complete guide to creating, editing, and organizing Tasks.