The Projects Board

Estimated Time to Complete: 3 minutes

Daylite's Projects Board allows you to visually track the Pipeline Stages of all your Projects in one view, quickly and easily allowing you to prioritize what matters most and consistently meet your commitments. This feature streamlines project management and standardizes your team’s workflow, making it easier to maintain progress and deliver results efficiently.

You’ll love how the Projects Board simplifies project oversight and ensures everyone is on the same page, so nothing falls through the cracks!

NOTE: A Project must have a Pipeline assigned to it to be included in the Projects Board view.

Viewing the Projects Board

The Projects Board is located in the Sidebar under Projects.

It is comprised of:

1. The Pipeline Filter

2. Filters

3. Sort and View Options

4. Stages

5. Projects

1. Select which Project Pipeline you want to view in the Projects Board to see an overview of the stages and progress.

2. The Projects Board shows a column called Not Started for any of your new Projects. Projects stay here until you move them to an actual Stage in the Pipeline.

3. Move your Projects to the next Stage in your Pipeline by dragging them from one Stage to the next.

Pro Tip: As you move a project through the Pipeline, four different Statuses appear at the bottom of the Projects Board. At any time, you can choose to change the Project's status by dragging and dropping it onto one of the following options:

• Cancelled

• Deferred

• Abandoned

• Done

Summary

Congratulations! You are now flying high with a bird's eye view of all your projects - ensuring you are getting everything done quickly and precisely - impressing your clustomers!

To review, you have learned how to:

• View Your Projects Board

• Move your Project through the Stages

Want More?

Setting Up Pipelines In Daylite Preferences Starting A New Project In The Projects Board Filtering Projects Board