Tasks View
The whole purpose of Task Management is to ensure that nothing falls between the cracks, and nothing gets missed.
Simply put, to be successful you have to make a list of Tasks and then make sure you regularly go back and look at that list.
If you do this each day, you can then decide which Tasks you should action now, which Tasks can be done another time, which Tasks are no longer relevant, and which Tasks have been done. This is sometimes referred to as a review.
The Tasks section can be found in the Sidebar. Tasks are grouped into several views depending on your platform.
Tasks are grouped into Worklist, My Tasks, Delegated, Done, and All Tasks in the Sidebar on the left hand side of the Daylite app.
Tasks are grouped by Inbox, Worklist, My Tasks, Someday, Categories and Keywords, Delegated, and Done in the Sidebar.
Inbox
This section applies to iPhone & iPad only.
The Inbox shows all the Tasks that have not been assigned to an Objective. Ideally, the Inbox should be empty, and it is a good idea to periodically sift through your Inbox and assign Tasks to the appropriate Tasks List.
Worklist Tasks
The definition of a Worklist Task is a task that is opened by the current user and is not yet done.
This is a list of any Tasks that has been given the status of Worklist, which means it is flagged as a Task that has a raised importance above other Tasks.
When adding a Task to Worklist the checkbox turns orange, and the Task is moved from the Due section to the Worklist section. Some people set a series of Worklist Tasks at the beginning of the day and these are then worked on during the day.
Did you know?
The Worklist section in the Home Screen does not by default display the Due date of the Task, because a Worklist Task is something you aim to get done today or as soon as possible. You can however choose the Worklist Task and assign a due date if necessary, such as a repeating due date.
A Worklist Task will also appear in the middle panel of your Home Screen.
Check the Pin icon on any existing Task to upgrade it to a Worklist Task. The Pin becomes a solid colour and the check box goes from black to orange.
You can also right-click on a Task to make it a Worklist Task.
A Worklist Task will also appear in the middle panel of your Today Screen.
Check the Pin icon on any existing Task to upgrade it to a Worklist Task. The Pin becomes a solid colour and the check box goes from black to orange.
My Tasks
This shows a full list of all Tasks that are owned by the current user or delegated to the current user and are not yet done.
Delegated
This will display a list of all Tasks that have been delegated to or by the current user. This is an excellent way to have oversight of all Tasks you have asked other users to do.
Done
This will display a full list of Tasks that have been marked Done by the current user and sorted by the Start date. This view may not be used very often, but you may find it is helpful to get a full list of the Tasks that have been completed recently.
All Tasks
Available on the Mac, All Tasks displays the full list of Tasks in Daylite including all users. The list is sorted by Due date which is coloured red if the Task is overdue. With this view you can easily see which Tasks are done or not done. It also supports filtering by User, by Category or by Keywords.
iPhone & iPad Specific Views
Daylite for the iPhone & iPad include additional specific views that help organzie your tasks so you can quickly view the difrerent type of tasks you're working with on a daily basis.
Someday
Tasks with the due date of Due Someday can be reviewed allowing you to see what you have on the horizon and when you're ready, start assigning specific due dates to each task.
Categories and Keyword Views
These views displa Tasks grouped by either assigned Categories or Keywords.
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