> 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/task-management/overview.md).

# Overview

Let’s face it, staying organized can be very challenging.

Every day you have to deal with phone calls, emails, meetings, projects, and so much more. For many of us, setting tasks is second nature. We set short term tasks for ourselves every day, and set longer term ones to be accomplished next week, or next month, or next year. Sometimes we are able to check those tasks off our list, and sometimes we end up re-evaluating them. The trick to being successful is having an easily accessible & reliable place where where you can see all of the tasks that you have set yourself.

This is another area that Daylite excels in.

Daylite’s Task management lets you set **Next Actions**, which is needed to progress things forward. you can filter by User, Category or Keywords, and since Tasks are built right into Daylite they are an excellent way of keeping track of everything that needs to be done.

Daylite lets you contextualize your Tasks, linking them to People, Notes, Objectives, Projects and more. You can also link Tasks to an email, with the help of Daylite Mail Assistant. This means you do not have to look in other apps or documents to find out the details about the Task in hand.

Once a Task is linked it provides vital information about that Object.

In this section we will explore in detail how Tasks work in Daylite, and as always, show you how Tasks can work for you.


---

# 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/task-management/overview.md?ask=<question>&goal=<endgoal>
```

`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.
