> 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/projects-board.md).

# Project Boards

{% embed url="<https://www.youtube.com/watch?v=sLkB_PVnSHw>" %}

The Project Board shows your Projects as cards arranged by Pipeline Stage. It gives you an at-a-glance view of where every Project stands, makes bottlenecks obvious, and lets you advance work by dragging a card from one Stage to the next.

Project Boards work the same way on Mac, iPhone, and iPad. Where a step differs by device, you'll find it under the tabs below.

**Key facts:**

* A Project Board shows Projects organized by Pipeline Stage in draggable card columns
* Only Projects with a Pipeline assigned and a status of New or In Progress appear on the board
* The board shows one Pipeline at a time
* Each Project card shows linked Contacts, next activity, due date, days in Stage, priority, and owner
* Moving a Project to the next Stage resets the days-in-Stage counter
* Drag a Project to the bottom of the board to mark it Done, Cancelled, Deferred, or Abandoned
* Pipelines can only be created and edited in Daylite for Mac

## Understanding The Project Board

The **Projects Board** offers an overview of how your Projects are moving through each Pipeline, and helps you identify which ones you should focus on.

{% tabs %}
{% tab title="Mac" %}
The Project Board is in the Sidebar under **Projects**.

<figure><img src="/files/vxIQR7ts5NsZeOAvv8Lo" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="iPhone" %}
The Project Board is in the **All** menu under **Projects**.

<figure><img src="/files/gJzjIkGQydq7lIP18Hi6" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="iPad" %}
The Project Board is in the Sidebar under **Projects**.

<figure><img src="/files/4hR5SyFhqkZdxJEviHrd" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

The board has:

1. A **Pipeline filter** — selects which Pipeline to display
2. **Filters** — narrow the view by owner, due date, create date, category, or keyword
3. **Sort** and **View Options** — control how Project cards are ordered and what they show
4. **Stage columns** — one column for each Stage in the selected Pipeline
5. **Project cards** — one card for each Project

### Choosing a Pipeline

The Project Board shows one Pipeline at a time, because every Pipeline has its own Stages. Select the Pipeline you want by clicking the **Pipeline** filter.

Pipelines and their Stages are created in Daylite for Mac and appear identically on every device. For more on building them, see [Project Pipelines](https://docs.daylite.app/help/mac-fundamentals/projects/project-pipelines).

### The Project Card

Each card carries the details you need to judge a Project without opening it.

**Linked People and Companies** — the Contacts associated with the Project.<br>

<div align="left"><figure><img src="/files/PGKOTBUw7Ea9x0yhkeIt" alt="" width="411"><figcaption></figcaption></figure></div>

**Next activity** — the next scheduled Task or Appointment.

<div align="left"><figure><img src="/files/uHFlXOdlZdXjTcXkfEbh" alt="" width="392"><figcaption></figcaption></figure></div>

**Due date** — the Project's target completion date, if it has one.

<div align="left"><figure><img src="/files/Jxb0ZOdlpkfYMsyBWkn1" alt="" width="440"><figcaption></figcaption></figure></div>

**Days in Stage** — how long the Project has sat at its current Stage. This is what tells you a Project is stalling. Moving it to the next Stage resets the number.

<div align="left"><figure><img src="/files/RaPMIDCJgAAu6d6Ck0Lo" alt="" width="419"><figcaption></figcaption></figure></div>

**Priority** — the Project's importance on a 1–10 scale.

<div align="left"><figure><img src="/files/nm2CsZXpKHOujd3Pl5IW" alt="" width="395"><figcaption></figcaption></figure></div>

**Owner** — who the Project is assigned to, shown at the bottom right of the card as a small photo.

<div align="left"><figure><img src="/files/vTP4R6rnKKM5XSGMAGn9" alt="" width="426"><figcaption></figcaption></figure></div>

### View Options

**View Options** hides or shows the details on a Project card, so you can strip the board down to what you care about.

<div align="left"><figure><img src="/files/T4GnQFOIDOyLZwoCHJfL" alt="" width="188"><figcaption></figcaption></figure></div>

### Filtering and Sorting

Within a Pipeline, filters narrow which Projects appear on the board:

<div align="left"><figure><img src="/files/OCOJoxp2yCIDomf8pItq" alt=""><figcaption></figcaption></figure></div>

* **Owner** — Projects belonging to one team member, or all owners at once
* **Due date** — Projects due within a set timeframe, up to a year past or future
* **Create date** — Projects created within a set timeframe, up to a year past or future
* **Category** — Projects matching a particular Category
* **Keywords** — Projects matching a particular Keyword

Click **↑↓ Sort** to change the order of cards within each Stage column:

<div align="left"><figure><img src="/files/TMDyCwb9jo0GqkgyaUPG" alt="" width="375"><figcaption></figcaption></figure></div>

* **Due Date** — by target completion date
* **Created** — by the date the Project was created
* **Name** — alphabetically
* **Priority** — by priority level
* **Next Activity** — by the next scheduled Task or Appointment
* **Days in Stage** — by how long the Project has been at its current Stage

## Using the Project Board

### Starting a Project from the Board

A Project needs a Pipeline assigned to appear on the board, so this is the fastest way to make sure a new Project lands there.

{% tabs %}
{% tab title="Mac" %}

1. Select the Pipeline you want to add the Project to.
2. Click **New Project** in the Project Board.

<div align="left"><figure><img src="/files/pw08Z1qSOYx8an24F1yE" alt="" width="563"><figcaption></figcaption></figure></div>

The Project appears in the **Not Started** column and stays there until you move it to a Stage.

<div align="left"><figure><img src="/files/RXvKw0wuOQQ7FJ2USTyo" alt="" width="375"><figcaption></figcaption></figure></div>
{% endtab %}

{% tab title="iPhone" %}

1. Go to **Projects** in the **All** menu.
2. Tap the **+ New Item** button and create a new Project.
3. Select **set pipeline**, then choose the Pipeline you want the Project to appear under.<br>

   <figure><img src="/files/GPFUXf0kxSU4aV90khfI" alt=""><figcaption></figcaption></figure>
4. Set the **Stage** you want the Project to start at, and add any Activities, Tasks, a Start Date, and Notes.

<figure><img src="/files/KBI5CFQMuc59hpDPRFkm" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="iPad" %}

1. Go to **Projects** in the Sidebar.
2. Tap the **+ New Item** button and select **New Project**.<br>

   <figure><img src="/files/h4V9JVyjes8OYBAlypQu" alt=""><figcaption></figcaption></figure>
3. Select **set pipeline**, then choose the Pipeline you want the Project to appear under.<br>

   <figure><img src="/files/M81XFavhytP7foH4RGNg" alt=""><figcaption></figcaption></figure>
4. Set the **Stage** you want the Project to start at, and add any Activities, Tasks, a Start Date, and Notes.<br>

   <figure><img src="/files/2GOh86AQkDg2aGF4QxtG" alt=""><figcaption></figcaption></figure>

{% endtab %}
{% endtabs %}

For every other way to create a Project, see [How to Create a Project](https://docs.daylite.app/help/mac-fundamentals/projects/how-to-create-a-project).

### Moving a Project to the Next Stage

1. Drag a Project card from its current Stage to the next one.
2. Drop it on the Stage column. The Project moves to that Stage with today as the Start Date.

{% tabs %}
{% tab title="Mac" %}

<figure><img src="/files/ILRWNeKvJed6uEzWqhyj" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="iPhone" %}

<figure><img src="/files/htptb0GxggS6mYxwPgFh" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="iPad" %}

<figure><img src="/files/XoeCr55c0erMETxH6KkD" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Tip:**

To start a Stage on a different date, drop the card on the **Stage title** instead. Daylite opens the **Advance Stage** window, where you can set the **Start Date** and leave **Notes**.
{% endhint %}

### Changing a Project's Status

The board shows only Projects with a status of **New** or **In Progress**. Changing a Project to any other status takes it off the board — which is how you clear finished and dead work out of your view.

1. Begin dragging a Project card. Four statuses appear at the bottom of the board: **Cancelled**, **Deferred**, **Abandoned**, and **Done**.
2. Drop the card on the status you want. Daylite asks you to confirm.

{% tabs %}
{% tab title="Mac" %}

<figure><img src="/files/F4AB7MdU5TJFb5zdJXCc" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="iPhone" %}

<figure><img src="/files/1SaoYAp03QHUsGlioFZS" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="iPad" %}

<figure><img src="/files/UlG7mIRMw4EtrCqTs2V4" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

Daylite updates the status in the Details and Activity View. The Project leaves the board and remains available under **All Projects**.

{% hint style="info" %}
**Picked the wrong status?**&#x20;

The confirmation that appears after you drop the card names the status it applied. Click the status to choose a different one before the confirmation disappears.
{% endhint %}

### Spotting Bottlenecks

The board is at its most useful when you read the columns rather than the cards. A Stage holding far more Projects than the ones around it is where your process is backing up.

In the example below, five Projects are sitting in **Approval** and three in **Review/Edit**. Whatever happens at those Stages is the constraint on everything behind them, so that is where the attention belongs.

Sort by **Days in Stage** to see the same problem one Project at a time — the cards that have sat longest rise to the top of each column.

## Frequently Asked Questions

**Why doesn't a Project appear on the Project Board?**

A Project needs a Pipeline assigned to appear on the board. Without one, it shows up only in **My Projects** and **All Projects**. Projects with a status other than New or In Progress are also hidden.

**Can I create Pipelines on iPhone or iPad?**

No. Pipelines can only be created and edited in Daylite for Mac. Once created, the Pipelines and their Stages are visible on every platform.

**What happens to a Project's Tasks when I move it to a new Stage?**

Nothing. Moving a Project to a new Stage does not affect its existing Tasks.

**Can the Project Board show more than one Pipeline at once?**

No. Every Pipeline has its own Stages, so the board displays one at a time. Use the **Pipeline** filter to switch between them.


---

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