Experience how our new Boards plugin makes working with tasks and projects fun again. Having Kanban boards in your projects doesn’t just make them clearer – you can now see at a glance what status a task is in and even reduce the number of tasks altogether!

Kanban was originally developed by Toyota to optimize production processes. In recent years, Kanban has been used more and more frequently in other industries for project planning in order to make processes more visual, efficient, and leaner. Boards are a great help when it comes to distributing tasks in a team or displaying progress and bottlenecks in a project.

This is what a Kanban board in Daylite looks like:

With our new Boards plugin, you can not only create a board for each project, but also use Boards’ technology to get an overview of your current projects and opportunities.

All tasks assigned to a project appear as tickets on your boards. Boards can have different views (Minimal, Standard, Expanded). Create as many custom columns as you like, within which you can move your tickets via drag and drop. You can see at a glance which user is intended for which task and how high their workload is within a project. You can sort your project boards horizontally according to different criteria, such as priority, user, or category, depending on the perspective you want to take.

By moving a ticket, you not only assign a new processing status to a task, but you can also delegate the task to a coworker. Being able to add status/phase columns is especially useful for tasks with the “in progress” state, allowing you to analyze your progress even better.

Overview boards for projects and sales opportunities

The overview boards for projects and sales opportunities quickly show you the status of your projects and opportunities. This makes it easy for you to forecast your sales when opportunities arise and also gives you a simple controlling option for your projects. See immediately how many ongoing projects an employee has, which sales opportunities are in the hot phase or which projects and opportunities are stuck in certain phases.

Experience boards live

Please sign up for our free webcasts which take place on a regular basis. We’ll show you an overview of the features and possibilities of our Boards extension for Daylite and would be happy to answer your questions!

Register for Webcast

How much does Boards cost?

Boards is part of our plugin flatrate.

How do I install the iOSXpert PluginCenter?
For all those who want to jump right in working with boards, we have created a number of interesting HelpCenter articles:

What is the Kanban Method?

What is Boards?

What does Boards cost?

>> more articles

 We are here to help!
Any questions? Contact our team or visit our HelpCenter.

With the latest release of Web&Map, we deliver a number of great improvements for your Daylite workflow!

Use the web to capture addresses

In the edit card for creating new companies you will now find a loupe symbol next to the name field. Click on the loupe to start a search for addresses in Apple Maps.

Are you looking for the nearest Starbucks? Just enter the name and with one click you can transfer the address, phone numbers and URL from the web to your Daylite database. Capturing address details has never been quicker!

Do you have an existing address, but the state or postal code is missing? Using the map symbol next to the address field, you can now automatically complete your addresses!

Improvements in the Map section of Web&Map

The map section of Web&Map in the sidebar can do even more now! Search for addresses or company addresses directly in the map section. You can choose whether the search is to be carried out in your Daylite database or on the web. Company data from the Apple Maps service can be transferred to your database with one click, and you can start a vicinity search right away.

Do you want to know which customers you have in New York close to the Time Square? Simply search for the Time Square and click on vicinity search!

Do you have many on-site appointments and would like to display those on a map? Now you can also add coordinates to your appointments and display them in Web&Map.

Test the new functions in Web&Map today. By the way, for all subscribers of Web&Map the new functions are completely free of charge.

Learn more about Web&Map in our HelpCenter articles:

What is Web&Map?

How do I search for contacts, appointments, and addresses in Web&Map?

How do I create a new company record with Web&Map?

How do I view all Daylite locations in Web&Map?

 

How do I install the iOSXpert PluginCenter?

 We are here to help!
Any questions? Contact our team or visit our HelpCenter.