Project Pipelines in Daylite
Create the Stages your Projects move through, attach Tasks that come due relative to each Stage, and assign a Pipeline to track work on the Projects Board.
A Pipeline in Daylite is a sequence of Stages that defines the process a Project follows from start to finish. Pipelines let you standardize how work moves through your business, ensure every Project follows the same steps, and visually track progress on the Projects Board.
Pipelines are shared across your team — every user sees the same Stages and can advance Projects through them.
Key facts:
A Pipeline is a sequence of Stages that defines a Project's workflow from start to finish
Pipelines can only be created and edited from Daylite for Mac
Each Stage can have predefined Tasks and Appointments with due dates set relative to the Stage's start or end date
Daylite can skip certain days of the week so Pipeline Tasks are never due on days off
Pipelines apply to either Projects or Opportunities, not both
Pipelines are configured in Daylite > Settings > Pipelines
How Pipelines work for Projects in Daylite
Each Pipeline consists of named Stages arranged in order. A typical Project Pipeline might look like:
Requirements → Planning → Execution → Delivery → Review
When you assign a Pipeline to a Project, the Project appears on the Projects Board under its current Stage. As work progresses, you or your team drag the Project card from one Stage to the next.
Each Stage can have its own predefined Tasks and Appointments with due dates set relative to the Stage's start or end date.
When you advance a Pipeline to the next Stage, you set the start date of that Stage. Any Tasks with due dates set to "after start" are due that many days after the start date. If any Tasks in a Stage have due dates set to "before end," you also have the option to set the end date of the Stage.
You can also configure Daylite to skip certain days of the week so that Pipeline Tasks are never due on your days off.
How to create a Project Pipeline in Daylite
Pipelines can only be created and edited from Daylite for Mac.
Navigate to Daylite > Settings > Pipelines.
Click the + button at the bottom of the Pipeline list to create a new Pipeline.
Select Add Project Pipeline.
Enter a Name for the Pipeline.
Click + Add Stage to create a Stage.
Enter a name for the Stage.
Repeat to add additional Stages.
Adding Tasks and Appointments to a Stage
You can attach Tasks and Appointments to each Stage so they are created when a Project reaches that Stage.
Select a Stage in the Pipeline.
Click + New task... to add a Task, or + New appointment... to add an Appointment.
Enter the Task or Appointment details.
Click due and set the timing to either after the stage starts or before it ends, then specify the number of days.
This relative timing ensures that no matter when a Project reaches a Stage, the due dates adjust automatically.
How to Assign a Pipeline to a Project in Daylite
Open the Project.
Select a Pipeline from the Pipeline field.
The Project appears on the Projects Board under the selected Pipeline.
Alternatively, you can create a new Project directly from the Projects Board by selecting a Pipeline first and clicking New Project. The Pipeline is assigned automatically.
How to View Pipeline Progress in Daylite
There are two ways to view a Project's Pipeline progress:
On the Projects Board: The board shows all Projects in a Pipeline arranged by Stage. Each Project card shows how many days it has been in its current Stage, helping you identify stalled work.
In the Tasks and Pipelines tab: Select a Project from My Projects or All Projects, then choose the Tasks and Pipelines view. This shows all Tasks grouped by Stage, with overdue Tasks highlighted in red and a count of remaining Tasks per Stage.
How Pipelines Relate to Activity Sets in Daylite
Pipelines and Activity Sets both help you standardize your process, but they work at different levels:
A Pipeline defines the stages a Project moves through and provides visual tracking on the Projects Board.
An Activity Set defines a complete checklist of Tasks and Appointments applied to a Project all at once, regardless of Stages.
You can use both together. For example, assign a Pipeline to track high-level progress, and apply an Activity Set for the detailed task list within each Phase.
Activity Sets are created in Daylite > Settings > Activity Sets. For details, see Settings: Activity Sets.
Frequently Asked Questions
Can I use the same Pipeline for both Opportunities and Projects in Daylite?
No. A Pipeline applies to either Opportunities or Projects, not both. In the Pipelines list, Project Pipelines are shown with a hammer icon and Opportunity Pipelines with a dollar sign icon. If your Opportunity and Project stages are similar, create a separate Pipeline for each with the same Stage names.
Can I edit a Pipeline after Projects are already using it?
Yes. Changes to a Pipeline in Daylite > Settings > Pipelines apply to all Projects currently assigned to that Pipeline. Adding a new Stage makes it available immediately.
Can I create Pipelines on iPhone or iPad?
No. Pipelines can only be created and edited from Daylite for Mac. Once created, the Pipeline Stages are visible and usable on all platforms.
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