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 on the left hand side of the Daylite app. Tasks are grouped into Worklist, My Tasks, Delegated, Done, and All Tasks.

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. A Worklist Task will also appear in the middle panel of your Home Screen.

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 defualt 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.

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.

Or you can right hand click on a Task to make it a Worklist Task.

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 either not marked Done, or 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

This will display a full list of Tasks in Daylite including all users, based upon viewing permissions of course. 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.