Daylite Help Center
  • Getting Started
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Execution & Delivery

  • Delegating Projects
  • Pipelines with Activity Sets
  • How to manage projects in Daylite
  • Task lists & filtering within Objectives
  • How to copy emails, tasks, appointments, notes, and attachments to a project
  • How to organize and prioritize tasks within a project
  • How to remove a pipeline from an objective

Categories

  • Execution & Delivery
  • Integration & Add-ons
  • Monitor & Report
  • Plan & Setup
  • Automating Workflows
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