Using the Daylite Calendar
Last updated
Last updated
Have you ever created a meeting in your Calendar, entered the time, the date, and maybe an alert if your remember to, and then found yourself scrambling when the alert goes off and you suddenly realize you need to reschedule because something else has come up?
If this sounds familiar, then Daylite can help.
Daylite Calendars are unique in that you can link People and Companies to them. Any meetings you have had with People will appear on their timeline, plus when in Calendar view you can click Details for specific information about the meeting, such as a phone number or address. That means you do not to go looking in other places for information on who you are meeting with. You can also overlay other calendar accounts in the Daylite Calendar view. For example, you can have your work and personal calendar accounts show at the same time. This will help keep you from double booking because you couldn’t see both calendars at once.
Daylite is also unique because it shows any due dates you have added to your Tasks.
Calendar has two different viewing options. They will show the same information, so it really just comes down to personal preference.
Calendar View - This view lays out your Calendar in a traditional daily, weekly, monthly or yearly view.
Multi-Column List View - Appointments are listed in a spreadsheet and sorted by any criteria required.
You can view your Calendar by Day, Month and Year.
Clicking on Today will centre the calendar on the current day of the week. Selecting the < & > icons will advance or retract the calendar by one week.
The right sidebar pane lets you view linked Objects. We recommend that you keep this turned on for all Calendar views.
Daylite has two types of Calendars.
My Calendar is a personal or business calendar that shows the calendar entries for the person who is currently using Daylite. It shows:
Calendars items owned by the current user.
Calendar entries the user is linked to.
Calendar entries that have beem delegated to the current user.
This calendar contains all the Events, Tasks, and Appointments that are specific to you.
All Calendars are the Calendars of other users or Calendars that are based on a smart list filter.
On the left hand side of your Calendar you will see a small gear shaped button. By clicking on this small gear icon you will open a menu that offers a number of options.
This toggles Tasks on and off from the Calendar top display. Tasks are displayed according to due date, and can be easily moved to change the due date by drag and drop.
Tasks can be also colour coded with their Category when viewing them in the Calendars. For example, at the highest level, if your personal Tasks are blue, and your work Tasks are red then it helps you to differenciate between your Tasks when viewing your Calendar.
When you mark a Task as completed it will stay on the Calendar view for the rest of the day with the box checked, and then it will be removed the next day. Alternatively you can set Daylite to remove the Task immediately, although you may find it helpful to be able to view what Tasks have been done by keeping them on the screen for today only.
If you would like to change this setting, navigate to Settings > General > Remove done tasks. Now you can decide whether to remove the Task immediately after you have completed it, or to remove it from your Calendar daily instead.
This option will display Projects and Opportunities on the Calendar View.
Opportunities are displayed using the Forecast Close Date, and uses a $ icon. Projects are displayed using the Project Due Date, and uses a hammer icon.
If an Appointment has been given the Status of either Cancelled or Postponed the Calendar will display it with a strike through the text. You can choose to remove these meetings from the calendar view or keep them displayed.
Each Person’s record has a date field for their birthday and/or Anniversary.
By adding a birthday or anniversary to someone’s Contact card you can have it display in the Calendar with an icon. It is important to note that both Birthdays & Anniversaries show the same icon.
The ... button lets you create new information that will be linked to the currently selected Appointment. For example you might want to create a linked Note to the Appointment to record the minutes.
Weekends display in compressed format by default, and occupy half the width of the a week day.
If your business includes weekends they can be set to occupy the same width as a week day.
In either case you can select your preference by going to Settings > Calendar > Collapse weekends and checking the box on or off.
You can click and drag on the Calendar itself to produce a new Appointment.
Opportunities are displayed on the Calendar using the forecasted Close Date.
Projects are displayed on the Calendar using the Project Due Date.
You can change the amount of detail to display in a meeting by going to Settings > Calendar > Show appointment. This could include a Zoom link or where the meeting is taking place.
