Daylite Navigation
Daylite offers a detailed view of your work day, your Task list, and your upcoming work week. It is designed to help keep you organized, and shows you everything you have planned at a single glance.
Key navigation elements in Daylite include:
The Sidebar — Your main navigation hub. From here you can access your Contacts, Tasks, Emails, Calendar, and much more.
The New Object Menu — Create new items in Daylite such as People, Companies, Appointments, and Tasks. This menu is contextual — the options it shows depend on what you're currently viewing.
Notifications — Alerts and reminders for upcoming Meetings, Tasks, and other time-sensitive items.
Quick Search — Find anything in Daylite using full or partial search terms.
The Home View — Your at-a-glance dashboard. Daylite remembers which view you were last using and loads it when you return.
Did you know?
Daylite remembers which Object you were viewing, and will pre-load that view if you come back to that view later. For example, if you use the Sidebar to choose People or Appointments and then close Daylite, the next time you open the app it will remember what you were viewing, and pre-load that same information.
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, its purpose is lost.
The Daylite app is easy to use, with a lot under its hood. Organized peace of mind.
Choose your platform for a detailed walkthrough:
The Sidebar
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.
The Sidebar is located on the left hand side of the app. It is hidden until you tap the Sidebar icon, giving you the maximum display area no matter what you are currently viewing. This is where you can navigate to your Contacts, Emails and much more.
Tap the Sidebar icon located on the upper left hand side of the app.
The Sidebar slides out to reveal your Contacts, Tasks, Emails and much more.
Creating New Objects
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.
Adding a new Object is just a fancy way of saying things like, "I want to add a New Person" or "I want to add a New Appointment".
You can create what are referred to as New Objects by tapping the New Object Menu, which can be accessed from two locations.
The first location above the Sidebar lets you create Daylite's full range of Objects, such as People, Companies, Projects, Opportunities, etc.
This feature is also contextual, which means if you have selected the Home or Calendar View from the Sidebar, then the New Object Menu will offer you a New Appointment, a New Meeting, or a New Task; if you have selected Contacts > People from the Sidebar it will offer to add a + New Person.
Notifications
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.
Notifications can be found in the Sidebar, and are grouped together to show alerts and reminders such as upcoming Meetings and Tasks. If you have Notifications waiting for you to acknowledge, an orange circle with the number of unviewed Notifications will appear in the Sidebar.
Overdue Reminders will prompt you to tap either Snooze or Dismiss at the top of the Reminders screen.
Search
By typing either full or partial searches, you can use the Quick Search field to find what you are looking for in Daylite.
By selecting the Sidebar menu and then selecting Search, you can use the Quick Search field to find what you are looking for in Daylite. These could be either full or partial searches, and will look for anything that corresponds to your search request, including Emails, Appointments, People and more.
Home & Today
The Home View
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 right 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.
The Today Screen
Sidebar Icon - The Sidebar slides into view when tapped, otherwise stays hidden by default. This is to make sure to give you as much viewable display area as possible.
Worklist - The Worklist will show all Items that you have placed a Pin beside. It acts like an old school “tack board”, showing you the most pressing Items to work on first.
The Worklist Button - Placing a Pin on this Item will move it to the Worklist.
The Edit Button - Lets you add additional details to the Item as needed. As always, the more information you can add to your Object, then better off you are in the long run, especially when it comes time to recall important information about your client or meeting.
Add Link - Linking a new or existing Contact, File, Task or Note to a Company or Project can be a really powerful tool.
Add an Activity - Choose to add a New Appointment, New Note, New Form or New File, all of which are viewable under the Activity section of the Home Screen.
Subtasks - Subtasks can be assigned to your Item from here.
Reminders - It is always a good practice to set a Reminder to your Item. You don’t want to miss that important meeting.
Status - This refers to whether your deal is considered Open, Closed, Lost or Won.
More Details Button - There is a lot of information you can add to an Item beyond the default settings. Remember, the more detail you can add to an Item, the more it will help you build and maintain client relationships.
Additional Actions - You can tap to add this Item to your Inbox or Worklist. Choosing to add the Item to the Worklist from here acts just like the Pin icon at the top of the app, adding this Item to your list of “really import things to do today”.
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