Streamlining Your Projects

For a Project to run efficiently, and be completed on time, everyone needs to know what is expected of them, who is involved in the Project, and the timeline. You can track progress, organize your Tasks, and improve your efficiency by using Daylite to streamline your Projects. Improve your workflow by having everything in one place, a simplified process, and a team that understands what's expected of them.

Staying Focused on Tasks with Pipelines

Pipelines help you visually track which Stage each Project is in, or act as a guide to make sure you or your team are following each step in order.

Focus on the right things at the right time by defining each Stage of your Project. By building Pipelines for your Projects, you can ensure your process is completed in the right order.

Did you know?

Pipelines and Stages must be set up using an iMac or MacBook before viewing them on your other devices.

1. Navigate to Daylite > Preferences > Pipelines.

1. Select New Pipeline and fill in the Name, Description, and select Applies to Projects.

1. Fill in New Stage details.

2. You may add additional stages by clicking the Add Stage button.

In the following example you can see:

1. A list of Pipelines.

2. Tasks lists created for each Stage in a Pipeline.

3. Details of the selected Task.

Viewing Pipelines and Stages on your Device

You can now view your newly created Pipelines and Stages by selecting My Projects or All Projects from Tabs.

Whether creating a New Project or viewing an existing one, you will see the Pipelines and Stages are exactly the same as what you created on your iMac or MacBook.

You can see at a glance which Pipeline and Stage your Project is currently at, as well as Tasks, Appointments, Emails etc, that have been linked to this Project.

Track your Projects and Review your Processes

Projects with better visibility finish on time. Track the progress of Projects and meet your deadlines with streamlined processes.

The Projects Board lets you see at a glance where there may be bottlenecks in your currently in-progress Projects. This view can help identify areas of concern, such as Projects that are stuck at a particular Stage, so you can focus on moving them along.

Filtering your Project Checklists

You can also build Project lists using Filters, which separate the data and show you only what you need to see. For example, you could:

• Filter by the Status of the Project - follow up on Abandoned or Deferred Projects.

• Filter by a single Category or multiple Keywords.

Wrap Up

Streamline your Projects with documented processes, keeping everything in one place. Track your progress, improve your efficiency, and set the right expectations with your team in Daylite.

Would you like more information on Using The Projects Board, or Starting a New Project?

Do you need some assistance coming up the perfect Project workflow? One of our Daylite Experts can help fine-tune your business processes by implementing Daylite in your workflows.