Daylite Help
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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

Managing Projects

PreviousManaging New BusinessNextLinking

Last updated 1 year ago

Daylite allows you and your team to collaborate and manage Projects more efficiently.

Create and organize multiple Tasks within the Project, set deadlines, assign responsibilities to various team members, and track Projects from the first phone call to the last handshake.

Your Daylite Project is the go to location to find the latest emails, Notes and next Tasks that need to be carried out to move the Project forward. You can define Project milestones so everyone gets a sense of where you are in the Project compared to other online Projects.

Do you need help prioritizing Tasks in your Project?

Maybe you need to keep track of any time spent on a Project for billing purposes.

Daylite has you covered.