Daylite Help
  • Home
  • Help Center
  • Release Notes
  • Welcome
  • Getting Started
    • Take a Tour of Daylite
    • Adding and Importing New Contacts
    • Sharing Your Contacts
    • Calendar Integration
    • Mail Management
    • Inviting Your Team to Daylite
  • Build Relationships
    • Using Filters Effectively
    • Capture, Track and Share Conversations
    • Remember the Details About the People You Meet
    • Tracking Your Referrals
    • Staying on Top of Follow Ups
  • Close More Deals
    • Capturing New Business
    • Following Up With Prospects
    • Organizing the Moving Pieces in a Deal
    • Using The Opportunities Board
    • Tracking How Many Deals Are in Your Pipeline
    • Tracking Stages with the Opportunities Board
    • Tracking Your Close Rate on Deals
    • Tracking Your Lead Source
    • Streamlining Your Sales Process
    • Tracking Deals by Size
  • Execute on Projects
    • Staying on Top of Due Dates
    • Organizing all the Moving Pieces
    • Stop Things from Falling through the Cracks
    • Using The Projects Board
    • Starting a New Project
    • Streamlining Your Projects
    • Using the Worklist to Focus on Your Top Priorities Today
  • Scale Your Business
    • The Hiring Process, Onboarding New Employees and Daylite
    • Delegating Tasks
    • Controlling Who Can See and Edit Information
    • Two-Factor Authentication
    • Passkeys
Powered by GitBook
On this page
  • Adding Due Dates and Reminders
  • Follow up on your Reminders
  • Your Daily Dashboard
  • Tracking Due Dates on your Calendar
  • Wrap Up
Export as PDF
  1. Execute on Projects

Stop Things from Falling through the Cracks

PreviousOrganizing all the Moving PiecesNextUsing The Projects Board

Last updated 1 year ago

How much time do you spend each day trying to keep things from falling through the cracks?

Last minute meetings, alarms you thought you set that don't go off, or due dates that creep up on you.

Daylite takes that stress away by helping you remember everything you need to accomplish, thanks to better visibility and easy-to-set reminders that keep you on task.

Adding Due Dates and Reminders

Navigate to My Tasks in the Sidebar and tap the + button to create a New Task.

Tap on Due, then using the date picker, choose when the Task is due.

When you set the due date, your default Task reminder is automatically applied. In most cases, that's it, you're done! If you need to, you can change the reminder, such as the time of day you want to be reminded, or add a second one.

Follow up on your Reminders

When a Task comes due, it appears in the Sidebar under Notifications.

Tap on Notifications and you will see a Reminder with the name of your Task.

You can choose to Snooze the Reminder for a period of time, or Dismiss the Reminder if it has been dealt with.

Your Daily Dashboard

The Today screen is your personal dashboard for the upcoming day and week. Any Task or Project that is due today, overdue, or has a due date within the next week will show up on your Today screen.

Get into the habit of checking the Today screen every day.

First look at Tasks and Projects due today, then move out towards the end of your week. Look for Tasks and Projects that are overdue or need extra attention or preparation, and prioritize completing those first.

Tracking Due Dates on your Calendar

You can also show upcoming due dates on the Calendar.

This will help prioritize Tasks, and is a fabulous visual reminder of anything that may need your attention.

To show Tasks on your Calendar that have due dates:

Select the Calendar you wish to display, then tap Tasks and Objectives.

Going forward, you will see your Tasks shown in the selected Calendar.

Tap the Task in order to view it within your Daylite Calendar.

Wrap Up

By setting Reminders for important to-dos, reviewing the Today screen daily, and using the Calendar to track upcoming Tasks, you will be able to keep things from falling through the cracks and set yourself apart from the competition.

Now you're ready to learn and make your business run smoother by

How to Organize All the Moving Pieces in a Project
Streamlining Your Projects.