Organizing all the Moving Pieces

The ability to switch your focus while juggling multiple Projects at once may seem like "just another day at the office", but if you sometimes feel like you are scrambling to keep track of all those details, the delay can be costly.

Daylite helps connect all those moving pieces, so even with long-term Projects, you can remember what you have done, who is currently working on parts of a project, and any decisions that have been made.

Keeping Track of Emails, Meeting Minutes, Files, and Documents

Daylite helps you keep a history of emails, Notes, Tasks, and Appointments that are attached to a Project. This is done by Linking these items to a Project.

Your Project's entire activity history loads immediately, keeping you organized so you can find what you need in a just a few seconds.

As an example, here is a Project called Amrita Puja Project. It has already been filled out so you can see:

• The Project Name

• The Project Details

• The Activities linked to the Project

• The People and Companies linked to the Project

Linking Items to a Project

When creating a brand new Project, you can add Items to by linking them to the Project.

You can also edit an existing Project, adding Items over time, as the Project evolves.

Each Item you add, whether it's an Email, a Task, a File or just a quick Note, can be viewed under Activity. You can also view People and Companies that are involved with the Project under Linked Items.

Adding Files to a Project

Every Project is unique, and always seems to end up having a long list of files attached to it: specs, contracts, pictures, spreadsheets, and more. By attaching them directly to a Project, Daylite ensures you don't ever have to scramble for a missing file again.

Select the desired Project from either My Projects or All Projects in the Daylite Sidebar.

Tap New File and select the file you want to attach to your Project.

Linking Dropbox, iCloud or Other File-Sharing Services

Every business has some kind of document solution, whether it's online like iCloud or Dropbox, or locally stored, such as folders on your computer, or a network storage device, like a shared hard drive. If this is the case, you can still link these files to a Project.

To begin, select the desired Project from either My Projects or All Projects from the Daylite Sidebar and tap Add File as you did in the previous example.

Select the location of the file. In this example below you have the choice of iCloud, Adobe, Google Drive or the device itself.

Sorting and Filtering Your Projects

Daylite lets you sort and filter your Projects quickly, so you can find that key pice of information at a moment's notice.

Sort your Projects by:

• Name

• Due Date

• Close Date

• Priority

• Category

Filter your Projects by:

• Status

• Company

• Keyword

Activity Icons

Every Item in the Activity list has a distinctive icon to indicate what type of Activity you are looking at. This serves a key function, as these icons act as visual cues, letting you locate the Activity you need even more readily.

Wrap Up

Organize all the moving pieces of a Project to track it's status, know who is working on what, and capture all the important decisions and details. Now that your Projects are organized, it is time to learn How to Streamline your Projects and achieve your goals sooner.