> For the complete documentation index, see [llms.txt](https://docs.daylite.app/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.daylite.app/help/mac-fundamentals/projects/project-pipelines.md). # Project Pipelines in Daylite 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. 1. Navigate to **Daylite > Settings > Pipelines**.

2. Click the **+** button at the bottom of the Pipeline list to create a new Pipeline.

3. Select **Add** **Project Pipeline**.

4. Enter a **Name** for the Pipeline.

5. Click **+ Add Stage** to create a Stage. 6. Enter a name for the Stage.

7. 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. 1. Select a Stage in the Pipeline. 2. Click **+ New task...** to add a Task, or **+ New appointment...** to add an Appointment.

3. Enter the Task or Appointment details. 4. 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 1. Open the Project. 2. Select a Pipeline from the **Pipeline** field.

3. 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.daylite.app/help/mac-fundamentals/projects/project-pipelines.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.