Plan Your Day

You've added contacts, tasks, emails, and appointments to Daylite. Now let's put it all together into a daily routine that keeps you focused and in control.

Start with Home

Click Home in the sidebar. This is your command centre — it shows your Worklist, upcoming Appointments, and recent activity in one view. It's designed to answer one question: What do I need to focus on today?

Build Your Worklist Each Morning

Your Worklist helps you keep your most important Tasks front and centre, without getting lost in every Task on your plate.

Open the Worklist view to see Tasks that are due, overdue, or already pinned to your Worklist. When there’s something you want to keep visible, click the pin icon to add it to your Worklist. Those pinned Tasks also appear on your Home screen, so you can quickly see what you’ve chosen to focus on today.

A good daily habit: start your day by checking your Worklist, not your full Task list. It gives you a focused view of what needs attention now, so you can decide what to tackle first and keep your day moving.

Tip: The Worklist view is a great way to focus on Tasks that are due or overdue. As you get more comfortable in Daylite, you can also create Smart Lists for other focused Task views, such as Tasks with no due date, Tasks for a specific project or client, or Tasks related to a certain type of work. We’ll cover Smart Lists later in this guide.

Use Your Calendar & Tasks

Once Tasks are visible on your Calendar, switch to My Calendar to plan your day around both your Appointments and Task due dates.

Your Calendar shows where your time is already committed. Your Tasks show what still needs to get done. Seeing them together helps you plan with the full picture, instead of jumping between views or guessing what you can fit in.

Learn more: Using the Worklist to Focus on Your Top Priorities — how to get the most out of your daily task review.