# Track Your Work

So far you've been working with individual contacts, tasks, emails, and appointments. Now it's time to see how Daylite helps you manage bigger things — deals you're trying to close and projects you're delivering.

{% embed url="<https://www.youtube.com/watch?v=p2ZpzzC5IRI>" %}

### **Track Deals with Opportunities**

An Opportunity is anything you're trying to win — a proposal, a lead, a potential sale. Creating one gives you a single place to track everything related to that deal.

1. Click **Opportunities** in the sidebar.
2. Click **+ New Opportunity**.
3. Give it a name — like "Website redesign for Acme Co."
4. Link it to a Contact (the person or company the deal is with).
5. Choose a **Pipeline** — this defines the stages the deal will move through (e.g., Lead → Proposal → Negotiation → Won).
6. Click **Save**.

<div align="left"><figure><img src="/files/JKsoNEUJykqjzFrZEy6e" alt="" width="563"><figcaption></figcaption></figure></div>

### **Manage Delivery with Projects**

A Project is work you've committed to — something that has tasks, people, and a timeline. Where an Opportunity tracks "are we going to win this?", a Project tracks "how do we get this done?"

1. Click **Projects** in the sidebar.
2. Click **+ New Project**.
3. Name it, link it to the relevant Contact or Company, and choose a Pipeline.
4. Click **Save**.

{% embed url="<https://www.youtube.com/watch?v=TMarfKMY1-A>" %}

### **See Your Pipeline on the Board**

This is where it gets visual. Click **Opportunities Board** or **Projects Board** in the sidebar. You'll see a kanban-style view with your Pipeline stages as columns. Each Opportunity or Project appears as a card that you can drag from one stage to the next as work progresses.

<figure><img src="/files/DNgIqhIgKAeJxkA8Jab5" alt=""><figcaption></figcaption></figure>

The Board gives you an instant picture of where everything stands — which deals are stuck, which projects are moving, and what needs attention.

{% hint style="info" icon="lightbulb" %}
**How It All Connects**

Because you linked a Contact to your Opportunity, any emails, tasks, or appointments you link to that Contact (or to the Opportunity directly) will show up in the Activity view. The full history of a deal or project builds itself as you work.
{% endhint %}

**Learn more:** [Opportunities](https://docs.daylite.app/help/mac-fundamentals/opportunities/opportunities) | [Projects Board](https://docs.daylite.app/help/learn/execute-on-projects/streamline-projects) — deeper guides on pipelines, stages, and boards.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.daylite.app/help/getting-started/track-your-work.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.