Daylite Help
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  • Help Center
  • Release Notes
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  • Overview
    • Introduction
    • Daylite Navigation
    • Apple Integration
    • Third Party Integration
    • Contact Integration
    • Calendar Integration
    • Email Integration
    • Managing New Business
    • Managing Projects
    • Linking
    • Segmenting
  • Contact Management
    • Managing Contacts
    • People
    • Companies
    • Importing Contact Information
    • Contact Integration
  • Calendars
  • Using the Daylite Calendar
  • The Value of Linking
  • Types of Calendars
  • Calendar Integration
  • Filling in a New Calendar Appointment
  • Calendar Settings
  • Opportunities
    • Opportunities
  • Email Integration
    • What is Daylite Mail Assistant?
    • Turning on the Daylite Mail Assistant Extension
    • The Daylite Mail Assistant Window
    • Sending an Email using Daylite Mail Assistant
    • Daylite Mail Assistant and Apple Mail
    • Filling in a Daylite Mail Assistant Record
    • Using Daylite Mail Assistant in Real Life
    • Mail Assistant Settings
  • Task Management
    • Overview
    • Tasks View
    • Creating a New Task
    • Editing Your Tasks
    • Viewing your Tasks in Calendar
    • Adding a File to your Task
  • Groups
    • Using Groups
  • Notes
    • Using Notes
  • Segmentation
    • How to Segment your Data
  • Linking, Roles and Relationships
    • Why is Linking Important?
  • Search
    • Using Daylite Search
  • Trash
    • What's in the Trash?
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  1. Overview

Daylite Navigation

PreviousIntroductionNextApple Integration

Last updated 1 year ago

Daylite offers a detailed view of your work day, your Task list, and your upcoming work week. The Daylite app is designed to help keep you organized, and shows you everything you have planned at a single glance.

Did you know?

The Sidebar is located on the left hand side of the app. This is where you can navigate to your Contacts, Tasks, Emails and much more.

You can create what are referred to as New Objects by clicking on the New Object Menu. Adding a new Object is just a fancy way of saying things like, “I want to create a New Task” or “I want to create a New Contact”. This feature is contextual, which means if you have selected the Calendar from the Sidebar, then the New Object Menu will offer you a + New Appointment; if you have selected Contacts from the Sidebar it will offer to add a + New Person.

You’ll see a Notifications Bell that turns bright red to show alerts and reminders of things like upcoming Meetings and Tasks. It is designed to draw your eye to anything that may be time sensitive. You will need to click on this bell to see your notifications.

By typing either full or partial searches, you can use the Quick Search field to find what you are looking for in Daylite.

As you can see, the Home View changes depending on what Object you are looking at in the Sidebar. Daylite also remembers which Object you were last viewing, and will launch the Home Screen accordingly.

In the screenshot below you will see your daily Calendar on the left side, any items that are Overdue or part of your Worklist in the centre, and a list of upcoming Tasks, Follow Ups, or other events on the left side of your Daylite app.

Change your Object in the Sidebar to People for example, and the New Object Menu will now offer to add a + New Person instead of a + New Appointment.

As a business owner, you need to know where to find information quickly, keeping you on track and focused. If an app is too complicated, or difficult to navigate, it’s purpose is lost.

The Daylite app is easy to use, with a lot under its hood.

Organized peace of mind.