Using The Projects Board
The Projects Board helps you visually track how your Projects are progressing, identify the bottlenecks, and prioritize what’s most important so you can always deliver on your promises.
Projects Board User Guide
The Projects Board offers an overview of how your Projects are moving through each Pipeline, and helps you identify which ones you should focus on.
The Projects Board is located in the Sidebar under Projects.
It is comprised of:
The Pipeline Filter
Filters
Sort and View Options
Stages
Projects
How The Projects Board Can Help
The Projects Board lets you see at a glance where there may be bottlenecks in your currently in-progress Projects. This view can help identify areas of concern, such as Projects that are stuck at a particular Stage, so you can focus on moving them along.
In the example below, there are five Projects under Approval and three Projects under Review/Edit, meaning these may be areas you want to focus on to prevent a bottleneck in your process.
Setting Up Pipelines In Daylite Preferences
The Projects Board is tied directly to the Pipelines you create in Daylite Preferences.
These Pipelines can only be created and edited from Daylite for Mac.
In Daylite for Mac, navigate to Settings > Pipelines.
Click the + button to enter Pipeline information. Be sure to select Projects and click Active from the Applies to section.
Click on New Stage to create a Pipeline Stage.
Click on + Add Stage to create additional Stages.
Select New task to create a Task that needs to be completed for each Stage.
Select New appointment to create an Appointment that needs to be completed for each Stage.
Select due and set the date to either after the stage starts, or before it ends.
After setting up your Pipelines on your Mac, select the Projects Board from the Daylite Sidebar on your iOS device.
The Pipelines and Stages will match what you have set up in the Preferences menu.
Starting A New Project In The Projects Board
Did you know?
A New Project must have a Pipeline assigned for it to be included in the Projects Board view.
To add a new Project to your Projects Board, begin by navigating to Projects in the Sidebar.
Tap the + New Item button, and select New Project from the drop down menu.
Next, select set pipeline and then choose the Pipeline you want your Project to appear under.
While you are at it, you can set the Stage you want the Project to start at.
Add Activities, Tasks, a Start Date and Notes to the Project as needed.
Moving Projects To The Next Stage
Move your Projects to the next Stage in your Pipeline by dragging them from one Stage to the next.
Dropping the Project onto a Stage's title prompts an Advance Stage window that lets you verify or change the Start Date and leave Notes.
Updating A Project's Status
The Projects Board only shows Projects that have a New or In Progress status. Projects with any other status will not be shown here, but are viewable in the Sidebar under All Projects. That is also why Projects disappear from the Projects Board when you change the Status to Cancelled, Deferred, Abandoned or Done.
As you begin to move your Project from one Stage to another, there are four different Statuses that appear at the bottom of the Projects Board. These Statuses are:
Cancelled
Deferred
Abandoned
Done
Dropping a Project onto any of these statuses prompts a window at the bottom of the Board to appear, which lets you verify or change the Status.
Filter by Pipeline
The Projects Board can show only one Pipeline at a time, since the Stages for each Pipeline are different.
Select the Pipeline you would like to view by clicking the Pipeline filter.
You can also choose to filter your Project by:
Owner - This option filters Projects by the Owner or assignee. You can filter by individual Owner, or view All Owners at one time.
Due Date - This option filters Projects by due date. You can look at due dates up to a year, both past and future.
Create Date - This option filters Projects by the date the Project was created, up to a year, both past and future.
Category - This option filters Projects by Categories, which can be designated in Daylite Preferences.
Keywords - This option filters Projects by Keywords, which can also be designated in Daylite Preferences.
Sorting Your Projects
You can change how you view Projects by clicking ↑↓ Sort and choosing from the following:
Due Date organizes each Project by due date.
Created organizes each Project by the date you created it.
Name organizes your Projects alphabetically.
Priority organizes your Projects by priority.
Next Activity organizes your Projects by next scheduled Task or Appointment.
Days in Stage organizes your Projects by the number of days they have remained in one Stage.
The Project Card
You can view an Project's Linked People and Companies here:
A Project's Next Activity will appear here:
If a Project has a Due Date it will appear here:
The Projects Board tells you how many days an Project has been at the current Stage. This feature helps identify which Project may be getting bottlenecked, and how best to move them along to the next Stage. Moving the Project to the next Stage resets this number.
On a scale of 1-10, how important is this Project? You can quickly view the Project's Priority here:
You can quickly see who owns or is assigned to a Project by looking at the bottom right side of the Project Card. If applicable, a small photo of the Owner will show.
View Options allows you to hide or show certain information from a Project's card, to help you focus on what is most important to you.
Wrap Up
The Projects Board offers an exciting new way to view every project in each of your pipelines.
You can view your entire Projects Pipeline at a glance, to help identify areas of concern, focus on your top priorities, and deliver on your promises.
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