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This course is part of our Daylite Business Coaching. You are already a Daylite Business Coaching customer? Login >>

Course: Task Management

Tasks are a huge part of our lives, be they in private life, in the family life, in the spare time or in work life.
Getting tasks done in time and managing them can be a hassle at times.
Daylite offers us a lot of tools to help manage our tasks and the team’s tasks.
We’ll show you how you can create tasks, edit them, delegate them and check them and how you can partially automate task management.

Duration: about 90 minutes

Content

Introduction

TASK MANAGEMENT BASICS

Tasks versus Appointments

Creating Tasks

Due Dates and Reminders

Estimated Time

Creating Subtasks

Test: Basics of Task Management

EDITING AND DELEGATING TASKS

Task or Project?

The Worklist

Delegating Tasks

My Tasks

All Tasks

Test: Editing and Delegating Tasks

WORKING WITH MULTIPLE TASKS

Task Lists

Creating Activity Sets

Using Activity Sets

Creating Multi-Tasks

Numbering Tasks

Transforming Tasks into Appointments

Sharing Tasks

Test: Working with multiple tasks