Take a Tour of Daylite
Daylite is a highly customizable application with a wide range of capabilities to make it easy for you to simplify your work life so your small business runs smoother. With centralized management of all its capabilities, Daylite helps to keep you productive, organized and focused.
Daylite is designed to work on all your Apple devices; whether you have an iMac, a MacBook, an iPad or iPhone. It may look a bit different on your iPhone than on your MacBook, but rest assured you will get the same great experience, as Daylite syncs your information across all your devices.
This tour of Daylite will give you a basic overview of the iPhone app, and how to find the information you need quickly and efficiently.
When you open the Daylite app for the very first time, you are presented with a blank slate. So where do you begin?
Why, at the beginning of course.
Tabs
When you open the Daylite app on your iPhone you are presented with five different Tabs along the bottom of your screen. Each of these Tabs are considered an important part of Daylite, as they are usually seen as an important part of your business day. As such, they are easily accessible.
Your Tabs will change.
As you move through the All Tab on the right hand side of your screen, your Tabs will update to include the Object you are viewing. As an example, if you tap the All Tab and choose Opportunities, it will then show in your Tabs.
Therefore your Tabs could include:
Today
Mail
Notifications
Calendar
Contacts
Opportunities
Projects
Tasks
The only Tabs to remain fixed in place are the Today screen and the All Tab.
Today Screen
The Today screen is designed to help keep your day organized, and shows you everything you have planned for the day at a single glance. The Today screen gives you an overview of your work day, your Task list, and your upcoming work week.
At the top of the Today screen you will find the + New Object button, which lets you create new Objects from one convenient location. Tap this button to create a:
New Appointment
New Meeting
New Task
Mail
By placing all of your email accounts in one convenient location, but keeping all of your email accounts separated within that location, Daylite allows you to easily add new People as Contacts, and save a copy of any emails that are sent and received in that Person’s history.
You can also add new Tasks and Appointments, or information such as Companies, job titles, phone numbers, addresses and more, by editing the Contact’s information right from within the Daylite app.
Notifications
You can set reminders for upcoming events, which will show in the Notifications tab. If you set a reminder for the Task in the Contact's Details it will alert you at the appointed time.
If the Notifications tab is not currently showing, you will still get a reminder alert which appears as small orange circle over the All Tab.
Calendar
Daylite overlays your business and personal calendars in one easy to access location. Any changes you make to these calendars are updated automatically, so no matter if it's a business luncheon, or your child's socccer practice, you will always arrive on time.
My Calendar is shows your daily, weekly and monthly Calendar events.
All Calendars lets you view, create, and edit different team member Calendars. It is important to note that the user name changes based on the Calendar selected, and you can only view one Calendar at a time.
You can also choose to show Tasks, Objectives, Birthdays, Anniversaries, and Resources for each Calendar.
Contacts
At the heart of every successful business are the relationships you build with your clients. As such, a customer's Contact information is of paramount importance.
Contacts are divided into People and Companies, and Daylite keeps both safe and accessible, no matter which device you are on.
Opportunities
Every person you meet is an Opportunity that could lead to that life long client. Daylite lets you sort and filter your Opportunities by names, dates, keywords and more, which means you can stay on top of your Opportunities with the tap of your finger.
All of your Opportunities can be found in the All Tab.
They are divided into three different sections.
The Opportunities Board
This is a truly unique feature of Daylite. It offers a customizable view of each of your Opportunities and where they are at every Stage of your Pipeline. You will know exactly what needs to happen before moving to the next Stage, so you can accomplish your goals.
My Opportunities
This displays every open Opportunity you are currently working on.
Selecting an Opportunity allows you can see which Stage it is in, and if you tap the > on the right side of the Deal, you can edit the Pipeline and the Stage that the Opportunity is currently in.
By tapping the Edit button you can add valuable details to the Contact record.
All Opportunities
This view allows you to see all of your Opportunities, whether they are Won, Lost or Suspended. This is a great way to review, update, and pursue Opportunities that may have fallen by the wayside.
Projects
Daylite places all your Projects in one convenient location, with three different ways to view that information.
The Projects Board
The Projects Board creates a top down approach, where you can choose your Pipeline, and view where each one of your Projects are, and at which Stage they are sitting. You can tell at at glance if any of your Projects have been sitting for too long, and what needs to happen before they move to the next Stage.
My Projects
This view shows all Projects with your name attached as the user. This can be either a Project you have created or one that has been delagated to you.
You can see what Stage your Project is at, it's Category and Status. It let's you create New Tasks, Appointments, Notes, Forms and Files, and finally, it shows you any linked Items attached to the Project. All of these items can be edited by tapping the Edit button.
All Projects
Although it may look identical, this view shows you every Project you have worked on, regardless of it's Status. This could be useful if you need to find an abandoned Project from a year ago that may need to be revisited.
Tasks
The Tasks section is grouped into Inbox, Worklist, My Tasks, Someday, Categories, Keywords, Delegated, and Done.
The Tasks Inbox gets Tasks off of your mind quickly by adding them to your Inbox until you have time to categorize them later.
The Worklist is designed to help you focus on what needs to be done right away. It helps to think of it as your "priority" list. You can add a Task to the Worklist by checking the Pin in your Tasks Inbox or My Tasks Details pane. This Pin will show as filled in orange when you are viewing your Worklist, which indicates the Task has been moved successfully.
My Tasks will show you every Task that you have set for yourself, including those with Subtasks, which will be highlighted in orange next to the main Task in your list. Each of these Tasks are grouped under their respective Project.
If you have not assigned a due date to a Task then it wil be filed under Someday. If you update this Task with a due date, or pin it to the Worklist, the Task will be moved automatically to the appropriate folder.
Delegated Tasks have been assigned to a different user on your Team. These Tasks can be viewed here, giving you oversight on Task completion.
Once a Task has been marked as completed, it is moved to the Done folder.
Details View
The Details View shows information about your Contact, which may include things like Category and Keywords. These are useful when you want to search by phone number, address, the Project or Opportunity they are associated with, or who the account belongs to. These details can be altered to reflect your business needs by clicking the Edit button at the top of the Details View.
As an example, you could navigate to All Tab > Contacts > People, and find your Details View.
Activity View
The Activity View shows every interaction you have had with the Contact to date. These activities could include email correspondences, follow-ups, reminders to send proposals, meeting notes and calendar appointments. The Activity View lists all these interactions chronologically by time, day and year.
Search, Sort and Filters
Daylite's Search for the iPhone is located in the All Tab, and once used, will appear in your Tabs until replaced my more recent Objects. It is designed to look through all of Daylite for any mention of what you type. This means even if you do a partial search, Daylite will display Contacts, emails, Tasks, Appointments and more with that information.
You can use Sort to display information the way you find most convenient. This feature changes depending on what Item you are looking at:
People:
First Name
Last Name
Category
Companies:
Name
Category
Opportunities:
Name
Forecasted Date
Create Date
Priority
Value
Category
Projects:
Name
Due Date
Create Date
Priority
Category
Tasks:
Opportunity and Project
Due Date
Category
Keyword
Priority
Selecting the Filter button presents you with options to filter your search based on, depending on the Object you have selected, Category, Keywords, Status and Priority. These filters help narrow your search, as you can set multiple filters at the same time.
Linking
You can link People to a New Company, or add them to an existing Company by selecting + Add Link from the LINKED ITEMS section of the Contact record.
You can also link People or Companies to a People record in the same manner.
Add Roles and Job Titles to that Person, link any emails or correspondence you have had, and fill in any details you like, all of which are searchable.
Settings
Setting up Daylite to look, feel and act the way that works best for you is crucial to your overall workflow. By customizing Daylite Settings you are setting yourself up for success.
Settings can be found by scrolling down to the bottom of the All Tab.
Here are a few essentials to help you get the most out of your Daylite experience.
Setting > Help is arguably once of the most important things to know. After all, if you have a question, you need an answer. Between the Help Center and Getting Started, you are in good hands.
Managing your team has never been easier thanks to the Settings > Users menu, which is found here. You can add' users, delete accounts, and see which invites are still pending.
Set your other Calendars to show in Daylite, or show your Daylite Calendar in other apps. Don't forget to let Daylite know what day of the week to start on.
By customizing your Categories and Keywords, you will be able to identify, label, and search for your Contacts quickly and easily. Be sure to avoid unnecessary duplication, and be as precise as you can to avoid confusion.
Roles and Relationships form the very core of your business. Not surprisingly, it's the core of Daylite as well.
Wrap Up
Daylite can help you organize your day, your business, and your life. Thanks to its intuitive structure, you can add that important Person to Contacts, check when your next Appointment is coming up in Calendars, and create Tasks and Notes so you never forget an important point during a call or meeting. All of these features, and more, tie together to guarantee your business runs smoothly.
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