Using Tasks to Prioritize
Estimated Time to Complete: 5 minutes
Last updated
Estimated Time to Complete: 5 minutes
Last updated
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!
A new Task can be created by clicking the + New Task button.
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!
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.
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.
Pro Tip:
Aim to keep your Worklist focused and small.
If other items come up that take priority, review your Worklist to decide which Tasks need to be removed. This will help you stay focused on the utmost priorities.
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
Congratulations! You have made your day more focused and efficient with Tasks!
To review, you have:
