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Daylite Academy

Course: Project Management

Section: Execute On Your Plans

Sometimes it’s not as easy to manage all these tasks, emails and details. Daylite’s project management tools assist you in accessing all these information centrally in one software. Every team member sees right away, who is handling which task, what the latest news on the communication is and what has to be done next.

Duration: about 60 minutes

Content

Introduction

THE BASICS OF A PROJECT

The roles within a project

When should I use projects?

Task lists in projects

Test: Project Basics

WORKING WITH PROJECTS

Creating a project workflow

Using a project workflow

Activity Sets

Test: Working with projects

Additional advice on working with projects

Creating a project from an opportunity

Introduction to advanced project management

Test: Projects from opportunities