Organizing all the Moving Pieces
Last updated
Last updated
The ability to switch your focus while juggling multiple Projects at once may seem like "just another day at the office", but if you sometimes feel like you are scrambling to keep track of all those details, the delay can be costly.
Daylite helps connect all those moving pieces, so even with long-term Projects, you can remember what you have done, who is currently working on parts of a project, and any decisions that have been made.
Daylite helps you keep a history of emails, Notes, Tasks, and Appointments that are attached to a Project. This is done by Linking these items to a Project.
Your Project's entire activity history loads immediately, keeping you organized so you can find what you need in a just a few seconds.
As an example, here is a Project called Amrita Puja Project. It has already been filled out so you can see:
The Project Name
The Project Details
The Activities linked to the Project
The People and Companies linked to the Project
When creating a brand new Project, you can add Items to by linking them to the Project.
You can also edit an existing Project, adding Items over time, as the Project evolves.
Each Item you add, whether it's an Email, a Task, a File or just a quick Note, can be viewed under Activity. You can also view People and Companies that are involved with the Project under Linked Items.
Every Project is unique, and always seems to end up having a long list of files attached to it: specs, contracts, pictures, spreadsheets, and more. By attaching them directly to a Project, Daylite ensures you don't ever have to scramble for a missing file again.
Select the desired Project from either My Projects or All Projects, then tap New File and select the file you want to attach to your Project.
Daylite lets you sort and filter your Projects quickly, so you can find that key pice of information at a moment's notice.
Sort your Projects by:
Name
Due Date
Create Date
Priority
Category
Filter your Projects by:
Status
Category
Keyword
Every Item in the Activity list has a distinctive icon to indicate what type of Activity you are looking at. This serves a key function, as these icons act as visual cues, letting you locate the Activity you need even more readily.
Organize all the moving pieces of a Project to track it's status, know who is working on what, and capture all the important decisions and details. Now that your Projects are organized, it is time to begin and achieve your goals sooner.
