Daylite Help
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  • Welcome to Daylite
    • Introduction to Daylite Trial User Guide
  • Adding Your Apple Contacts
    • Adding Your Apple Contacts to Daylite
  • Setting up Mail
    • Setting Up Mail
    • Adding an Email to Daylite
  • Prioritizing Your Day
    • Using Tasks to Prioritize
  • Opportunities
    • Creating a New Opportunity
    • The Opportunities Board
  • Projects
    • Starting a New Project
    • The Projects Board
  • iPhone and iPad
    • Daylite for iPhone and iPad
  • Smart Lists
    • Creating a Smart List
  • Tackling Your Inbox
    • Tackling Your Inbox
  • Tabs and Favorites
    • Tabs and Favorites
  • Different Ways to View Daylite
    • A Different Perspective
  • Congratulations and Summary
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  1. Welcome to Daylite

Introduction to Daylite Trial User Guide

NextAdding Your Apple Contacts to Daylite

Last updated 10 months ago

Welcome to your Daylite Trial User Guide - created as a companion resource for your 14-day trial experience. We know time is precious, so we have provided practical tools you can implement in minutes, so you can immediately begin to see how Daylite will help you organize your business.

This guide has been designed with the recommendation you engage daily, building on the tools from the previous step; however, if you want to move through the guide more quickly, you are fully supported in that journey.

Goal of this Guide

Over the next two weeks, we'll provide you with practical, hands-on tools that help you get Daylite up and running, showing you firsthand how Daylite can transform your workflows, boost productivity, and streamline business management, and overall—revolutionize your business!

Guide Structure

Each step in this guide includes:

  1. Feature Introduction: Brief overview of the feature.

  2. Importance: Why this feature is essential in enhancing productivity and workflow.

  3. Setup Instructions: Step-by-step setup guidance

  4. Usage Tips: Practical examples of how to start using this feature so you see the immediate difference Daylite can make.

  5. Want More? Summary of feature and options to explore advanced functionality if you wish.

Recommended way to engage with this guide to reap maximum benefits of your trial:

  • Engage Regularly: Each step builds on the last, so spend a few minutes each day on the guide to continually expand and master your Daylite learning experience.

  • Hands-On Practice: Implement the steps in real-time to solidify understanding and see benefits.

  • Keep Going!: If you are on a roll and want to jump ahead - move through the guide at your own pace using the 'previous' and 'next' options at the bottom of each step.

  • Seek Support: At any time, book a with one of our team members so we can show you how Daylite can be customized to your needs.

  • Bookmark our Glossary of Terms: Use our for unfamiliar terms to stay informed.

Let's get started and unlock the full potential of Daylite together!

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