# 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. {% embed url="" %} ### 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. {% embed url="" %} ### 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. {% embed url="" %} ### 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](https://docs.daylite.app/help/mac-fundamentals/notes/using-notes) — the full guide to creating and linking Notes in Daylite. --- # 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/update-and-complete-work.md?ask= ``` 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.