Using Tasks to Prioritize

Creating Tasks in Daylite is transformative! Not only does this consolidate all your to-dos in one place, you can link those to-dos to the additional relevant details like Contacts, Emails, Projects, and more, building your detailed history within Daylite.

Even more, you can prioritize your Tasks and focus on the most important things, with Daylite's built-in Worklist.

With Tasks, rest assured that all necessary information is easily accessible, keeping you focused, sharp, and efficient. Let your reputation for focus, attentiveness and efficiency precede you!

Let's create and prioritize some Tasks! Here's how!

Creating a Task

1. A new Task can be created by clicking the + New Task button.

1. You can store a lot of information in the Task details but for now, let's focus on the title, pertinent details, a category (for context), and a due date with a reminder!

Prioritize Your Tasks with a Worklist

Now that you have created Tasks, the Worklist section is a tool designed to help you focus on your top priorities for today in one location, making them easily viewable.

How to Add a Task to the Worklist

When you select either an existing Task or create a New Task, you can add it to the Worklist by clicking the pin icon within the Task itself. Clicking on the pin icon moves the Task into the Worklist section. A Task that is in the Worklist will have an orange pin icon. When a Task still needs to be completed but is no longer a priority, click the pin again to remove it from your Worklist.

Viewing Your Tasks and Worklist

Created Tasks, and Tasks that have been pinned to your Worklist, can be viewed from: a. Home View b. Daylite Sidebar under Tasks > My Tasks c. Top of Calendar

Summary

Congratulations! You have made your day more focused and efficient with Tasks!

To review, you have:

• Located Tasks in the Daylite Sidebar

• Created a New Task

• Prioritized your Tasks using the Worklist

• Added to your business history

Want More?

Editing your Tasks Delegating your Tasks Add Files to your Task