What is a Project in Daylite?

A Project in Daylite is an objective that organizes all the work, people, and communication involved in delivering a defined outcome. Projects bring together Tasks, Appointments, Notes, Files, and linked Contacts in one place so your team can see what needs to happen, who is responsible, and where things stand.

Projects are one of the two objective types in Daylite — the other is Opportunities. Where an Opportunity tracks the pursuit of new business, a Project tracks the execution: client delivery, internal initiatives, onboarding processes, or any body of work with a defined end point.

Key facts:

• A Project tracks committed work — client delivery, internal initiatives, or any defined objective
• Each Project has a title, status, category, keywords, due date, priority, and owner
• Projects link to People, Companies, Emails, Tasks, Appointments, Notes, and Files
• A Project can be created from a won Opportunity, preserving linked Contacts and context
• Project statuses: New, In Progress, Done, Cancelled, Deferred, Abandoned

How Projects Work in Daylite

A Project is one of Daylite's core object types, alongside People, Companies, Opportunities, and Tasks. Every Project has:

• A title — a descriptive name for the body of work
• A status — the Project's current state (New, In Progress, Done, Cancelled, Deferred, or Abandoned)
• A category — a top-level classification that groups similar Projects together
• Keywords — tags that let you filter and organize Projects by topic, client type, or other criteria
• A due date — the target completion date
• A priority — a 1–10 scale indicating the Project's relative importance
• An owner — the team member responsible for the Project

Projects support Daylite's central concept of linking. You can link People, Companies, Emails, Tasks, Appointments, Notes, and Files to a Project, and everything appears in the Project's Activity View — a chronological history of every interaction and update.

When to Use a Project vs. an Opportunity in Daylite

Opportunities and Projects are both objectives in Daylite, but they serve different stages of a business relationship:

• An Opportunity represents potential business — a lead, a proposal, a pitch. It tracks value, probability, and forecast close date.
• A Project represents committed work — client delivery, an internal initiative, an onboarding process. It tracks Tasks, progress through Pipeline Stages, and completion.

An Opportunity can be converted into a Project once the work is won. Daylite creates the new Project, links it to the original Opportunity, and carries forward the associated Contacts and context.

Not every Project starts as an Opportunity. Internal initiatives, recurring processes, or work that arrives outside the sales pipeline can be created as standalone Projects.

Where to Find Projects in Daylite

Projects are located in the Daylite sidebar under Projects. Three default views are available:

• Projects Board — a visual board showing Projects organized by Pipeline Stage
• My Projects — a list of Projects assigned to you
• All Projects — a list of every Project in your Daylite database, regardless of owner

What You Can Do with a Project in Daylite

Once a Project is created, you can:

• Add and assign Tasks with due dates, so every step is tracked
• Schedule Appointments linked to the Project
• Attach Files and Notes for reference
• Apply an Activity Set — a reusable checklist of Tasks and Appointments that standardizes your process
• Assign the Project to a Pipeline to track progress through defined Stages
• Link People and Companies with specific Roles (Client, Vendor, Consultant, etc.)
• View the Activity View to see the full chronological history of everything linked to the Project
• Delegate Tasks to team members, who receive notifications when assigned

Frequently Asked Questions

Can I create a Project from an Opportunity in Daylite?

Yes. Select the Opportunity, click the … button in the header, and choose New Project from Opportunity. Daylite creates a new Project linked to the Opportunity with the same name, preserving the linked Contacts and context.

Can I have multiple Projects linked to one Opportunity?

Yes. While most Opportunities lead to a single Project, you can create multiple Projects from the same Opportunity if you are delivering multiple services that need to be managed independently.

Can I link a Project to another Project?

No, projects cannot be linked to each other.

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