Update and Complete Work

Creating things in Daylite is only half the story. The real value comes from keeping them current — updating progress, capturing details, and marking things done as you go.

Complete a Task

When a Task is done, check it off:

1. Find the Task in your list, Worklist, or from a linked records activity

2. Click the checkbox next to it.

Completed Tasks move to your Done list, and they stay visible in the Activity timeline of anything they were linked to — so you always have a record of what was completed and when.

Update an Opportunity's Stage

As a deal progresses, move it forward:

1. Open the Opportunities Board.

2. Drag your Opportunity card from one stage to the next.

That's it. Everyone on your team can see where things stand at a glance.

You can also update a stage from inside the Opportunity record — open it and change the Pipeline Stage in the details pane.

Add a Note

Not everything fits neatly into a task or an email. Meeting takeaways, client preferences, internal decisions — this is what Notes are for.

1. Open any record — a Contact, Opportunity, or Project.

2. Click + Add Link or use the New Note option in the Activity section.

3. Write your note and save.

The Note is now linked to that record and appears in its Activity timeline. Next time you or a teammate opens that Contact or Opportunity, the context is right there — no digging through old emails or chat messages.

Build the Habit

The more you update Daylite as you work, the more useful it becomes. A quick note after a call, a task checked off after a meeting, a deal moved to the next stage — these small actions add up to a complete history of your business relationships and work.

Learn more: Using Notes — the full guide to creating and linking Notes in Daylite.