Starting a New Project

Estimated Time to Complete: 5 minutes

Closing a deal is amazing - but now you must deliver.

Daylite's Project management tools remove the stress of coordinating all the moving parts Projects have, like remembering deadlines, completing Tasks and follow-ups, and delegating responsibilities.

Linking items to your Projects will keep important information related to the Project like Contacts, emails, and Notes all in one place, helping you get a complete picture of what’s happening so you never miss important details or deadlines. Impress your clients and win repeat business!

Let's start delivering with Projects! Here's how!

What is a Project?

A Project is used for tracking the steps involved with delivering the service or product once you have closed a deal.

Start a New Project

The easiest way to start a project is to create a new Project with the New Item button from the home screen: Home > + New > New Project.

Populating the New Project Card

When you create a Project in Daylite, linking all relevant information not only centralizes this information to the project specifically, it also links directly into the rest of Daylite, meaning it can be accessed anywhere in Daylite you happen to be. The more information you can fill out, the richer your data and tracking become. And don't worry - you can always come back to a Project and fill in additional details as you acquire them.

Below is an example of a Project card. You are encouraged to fill out as much as you can, paying close attention to fields specific to Projects, including:

Link - Contact and Company of lead

Roles - Quickly identify who on your team is responsible for what, and who you should speak with at a company.

Select/Apply - Appropriate Pipeline

Status - as your project progresses, you can change the status to reflect how far along it is

Priority - manage time and effort by establishing the amount of attention projects require

Due/Start Dates - set your dates to stay on track

Delegate - if applicable, you can delegate this project to others

More ways to create a Project

Start a New Project with a New or Existing Contact

You can create a Project from a new or existing Contact. For example, if you were on the phone with a client and wanted to create a new Project for them, this would link the new Project to the Contact automatically.

1. Click on People in the Contacts section of the Daylite Sidebar.

2. Select the relevant Person.

3. Select the … icon in the Activity View.

4. Select New Project from the menu.

Start a New Project from an Email

Email is one of the most common ways a Project starts. Daylite includes the Daylite Mail Assistant, an extension for Mail on the Mac. It allows you to capture new Projects straight from your inbox, and link the relevant email so you can reference it later from the Project Activity.

1. If you would like to add an email to Daylite, click the Add to Daylite button.

1. The button will then change to In Daylite, which indicates that the current email has been added to Daylite.

2. Click New Project under the Projects and Opportunities section.

Start a New Project from Tasks

Another way to start a New Project is from an existing Task. You can convert an existing Task into a New Project in a few easy steps.

1. Click on My Tasks under the Tasks section in the Daylite Sidebar, then select the Task you want to convert to a New Project.

2. Next, choose Edit > Convert Task to Project.

1. The Task will be successfully converted into a Project, and placed in My Projects, under Projects in the Daylite Sidebar.

Start a New Project from an Opportunity

You can also create a new Project from an Opportunity, just like you can with Tasks.

1. Click on My Opportunities under the Objectives section of the Daylite Sidebar, then select the Opportunity you want to convert to a New Project.

2. Choose Edit > New Project from Opportunity.

1. The Opportunity will be converted into a Project, and placed in My Projects, under Opportunities in the Daylite Sidebar.

Summary

Congratulations! You're well on your way to completing your deliverables, impressing your customers and winning repeat business!

To review, you have:

• Learned how to start a New Project

• Filled in a Project Card

• Added to your business history

Want More?

Setting Up and Creating Pipelines Sorting your Projects Stop Things From Falling Through the Cracks Staying on Top of the Multiple Date Dates that Come with Multiple Projects