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.