> 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/what-is-a-project.md). # What is a Project in Daylite? A Project in Daylite organizes the Tasks, Appointments, Notes, Files, and Contacts behind a piece of work, so your team knows what to do, who owns it, and where it stands. A Project in Daylite is an objective that organizes all the work, people, and communication involved in delivering a defined outcome. It brings 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. Where an Opportunity tracks the pursuit of new business, a Project tracks the execution.
**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: | Fields | Description | | -------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Title | A descriptive name for the body of work | | Status |

The Project's current state:

Active

Inactive

| | Category | Top-level classification that groups similar Projects together | | Keyword | Tags that let you filter and organize Projects by topic, client type, or other criteria | | Due Date | The target completion date | | Priority | 1–10 scale indicating the Project's relative importance | | 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 ## Using Project's with Pipelines or Activity Sets Pipelines and Activity Sets both help you turn a repeatable process into predefined Tasks and Appointments that Daylite creates on a Project for you. Where they differ is structure. See how much more you can do with your Projects using Pipelines and Activity Sets. **Pipeline** — use this when the work moves through **sequential stages**. Activities appear as you advance, and you’re expected to finish one stage before the next. {% content-ref url="/pages/omi2GmD8D9tbsL47XZUs" %} [Pipelines](/help/mac-fundamentals/tools-and-utilities/pipelines.md) {% endcontent-ref %} {% content-ref url="/pages/tte3IHB9xboAmGdhKI8E" %} [Pipelines Settings](/help/mac-fundamentals/settings/mac-settings/primary/pipelines-settings.md) {% endcontent-ref %} **Activity Set** — use this when you want a **single batch** of Tasks and Appointments created **all at once**. Dates are calculated from a start or end date you enter. {% content-ref url="/pages/U7IVx7gYBkE9xH2O9zUt" %} [Activity Sets Settings](/help/mac-fundamentals/settings/mac-settings/primary/activity-sets-settings.md) {% endcontent-ref %} ## 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. *** --- # 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 by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.daylite.app/help/mac-fundamentals/projects/what-is-a-project.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. 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.