Tips, Shortcuts, and Helpful Features

You've got the foundations down. Here are some features and shortcuts that make working in Daylite faster and easier once you're in a daily rhythm.

Open Multiple Tabs

Just like a browser, you can open multiple tabs in Daylite. Working on a deal while checking a contact? Open them side by side. Press command + T or select File > New Tab to open a new tab.

Once you have a tab open, click the + at the end of the tab headers to add another tab. You can also click and drag tabs to reorder them.

Pin Your Favorites

Records you access all the time — a key client, an active project, your main Smart List — can be added to your Favorites Bar for one-click access. Drag any record or list to the Favourite Bar, or drag it out to remove it.

Get Around Daylite Faster With Shortcuts

Being a native app, Daylite supports your standard macOS shortcuts. Learn these additional shortcuts and you'll be working like a Daylite power user in no time.

Shortcut	Action
Command-L	Link
Shift-Command-T	New Task
Shift-Command-B	New Appointment
Shift-Command-O	New Opportunity
Command-Option-F	Go to Search
Command-T	New tab
Command-W	Close Tab
Command-E	Edit
Command-S	Save
Option-click Calendar arrows in Week view	Move the week view forward or backward by one day
Option-click Calendar arrows in Month view	Move the month view forward or backward by one week
Command-Left/Right Arrow	Move backward or forward in the Calendar
Option-Command-Left/Right Arrow	Move backward or forward in smaller increments
Command–1 through Command–9	Jump to the matching item in your Favorites bar

Never Lose a Thought: Search from Anywhere

You can set a custom keyboard shortcut that opens Daylite Search from anywhere on your Mac, even when you're using another app. Go to Daylite > Settings > General, then set your Daylite Search Shortcut.

Search across Contacts, Emails, Tasks, Opportunities, Projects, and Notes — whether you remember a name, a word from an email, or part of a task title.

Capture Any Task Without Breaking Your Flow

You can set a custom keyboard shortcut to create a new Task from anywhere on your Mac, even when you’re using another app.

Go to Daylite > Settings > General, then set your Quick Task Entry Shortcut. Once it’s set, use that shortcut whenever you need to capture a task quickly without stopping what you’re doing.

Create Video Meeting Links Without Leaving Daylite

Daylite can generate Zoom, Google Meet, or Microsoft Teams links directly when you create an Appointment — no switching apps to copy and paste a link. Set up your preferred provider in Daylite > Settings > Calendar.

Learn more: Keyboard Shortcuts — the full list of every shortcut in Daylite.