Connect Your Email Account

Email is where most of your business conversations happen. Connecting it to Daylite means those conversations stop living in a silo — they become part of the full picture alongside your contacts, tasks, and deals.

Add Your Email Account

1. Go to Daylite > Settings > Mail > Mail Accounts.

2. Click Add Mail Account.

3. Sign in with your email provider — Gmail, Outlook, iCloud, or any IMAP account.

Once connected, your inbox appears right inside Daylite.

Add an Email to Daylite

Not every email needs to be saved — just the ones that matter to your business. To store one:

1. Select an email in your inbox.

2. Click Add to Daylite in the action bar.

If the sender is already a Contact in Daylite, the email is automatically linked to them. If they're linked to an active Opportunity or Project, the email gets linked there too — no extra work needed.

Turn an Email Into a Task

If an email needs a follow-up or next action, create a Task directly from the Action Bar — no switching apps, no copying details by hand.

1. Click the New Task icon i.e. the checkbox-plus in the Action Bar.

   
2. A New Task window opens with the email subject pre-filled as the task name.

3. Fill in the Set a due date and reminder.

4. Click Save.

The Task is now linked to the email and the Contact automatically — no manual linking needed.

Turn email into action

Open the Contact record for the person who sent that email. Click Activity. You'll see the email right there in their timeline, alongside the Task you linked in the last step. This is linking at work — your full history with someone, building itself over time.

Learn more: Mail in Daylite — the full guide to setting up and using email in Daylite.