# Document and Share Decisions with Your Team

In a business, decisions are made every day, but many people don't document why they were made. This blind spot creates serious risk when the issue comes up again and no one remembers why they went down a certain path.

When you use Daylite to help remember your decisions, you will always stand on firm ground when you're considering a change of direction.

## Document Your Decisions

The first step to documenting your decisions is to create a Note Category. This will help you differentiate decisions from other types of Notes, and allow you to create filters and Note lists.

1. Choose **Daylite > Preferences** then select **Categories**.

   <figure><img src="https://93104246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLlEWglZXDeBB1GqbJlKq%2Fuploads%2Fgit-blob-910dfc487e69e3838bc91ffcc2abf93648382342%2F01.png?alt=media" alt="Daylite Preferences window selecting Categories"><figcaption></figcaption></figure>
2. Select **Notes**.
3. Click the **+** symbol to add a new Category and name it **Decisions**.

   <figure><img src="https://93104246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLlEWglZXDeBB1GqbJlKq%2Fuploads%2Fgit-blob-130805959cd7748f0ff177af4902443e60146569%2F02.png?alt=media" alt="Categories preferences selecting Notes"><figcaption></figcaption></figure>

{% hint style="success" %}
**Pro Tip:**

Make your decisions stand out by choosing a Category colour in the colour picker.
{% endhint %}

## Gather Decisions in One Place

Next, you can gather all your decisions in one place with a Note Smart List.

1. In the Daylite Sidebar select **Notes**.
2. Click the Filter button.

   <figure><img src="https://93104246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLlEWglZXDeBB1GqbJlKq%2Fuploads%2Fgit-blob-1b3214f8e5508fad53e3d20dc65fbb9102d16831%2F03.png?alt=media" alt="Notes View showing filter options"><figcaption></figcaption></figure>
3. Set your filter to **Match all**.
4. Filter for the Category **Decisions**.
5. Save the filter by clicking **Save as Smart List.**

   <figure><img src="https://93104246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLlEWglZXDeBB1GqbJlKq%2Fuploads%2Fgit-blob-3b52e13643eaa8c1859bbacc8df92f30f299519b%2F04.png?alt=media" alt="Decisions Smart List"><figcaption></figcaption></figure>
6. The list will appear on the left hand side, rename it **Decisions.**

<figure><img src="https://93104246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLlEWglZXDeBB1GqbJlKq%2Fuploads%2Fgit-blob-81ab3074cb3f23d7b692c1b15035c1b2ffbf3e2c%2F05.png?alt=media" alt="Daylite Sidebar showing New Smart List"><figcaption></figcaption></figure>

## Share Your Decisions

Documenting your decisions in a Decisions Smart List is a great way to stay focused, but what if you want to share your new Smart List with your team?

Sharing Smart Lists is quick and easy.

1. Hover your mouse over the **Decisions** Smart List icon on your sidebar.
2. Click **Shared With** and choose who you would like to share your Decisions Smart List with.

   <figure><img src="https://93104246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLlEWglZXDeBB1GqbJlKq%2Fuploads%2Fgit-blob-a04b8ff6979e4d143e26ef95811904d3c74a3562%2F06.png?alt=media" alt="Daylite Sidebar showing filter options"><figcaption></figcaption></figure>

Now everyone on your team will be able to trace back any past decisions, as well as contribute to the current decision making process.

## Wrap Up

The sum of a business often comes down to the decisions made over its history. Documenting your decisions allows you to look back at those pivotal moments, helping you to understand and make better decisions in the future.