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Task Management

Find innovative ways to tackle tasks with Daylite

Exclusively for Mac, iPhone & iPad

Task Management

Find innovative ways to tackle tasks with Daylite

Exclusively for Mac, iPhone & iPad

CRM Daylite Apple Mac Aufgaben Delegieren.png

Task delegation & linking

Define and delegate tasks to both yourself and your colleagues.
All the relevant information pertaining to a task, such as contacts, emails, or projects, is automatically linked and available for your reference.

CRM Daylite Apple Mac Aufgaben Liste.png

Worklist

Manage your open tasks with the worklist. Work with the ‘Getting Things Done’ (GTD) methodology and keyword your open tasks for additional clarity.

CRM Daylite Apple Mac Aufgaben Verteilung.png

The team tasks at a glance

Work with the ‘act rather than react’ mentality. Has a colleague suddenly become unavailable? No problem! With one click, you can see their outstanding tasks, redistribute them accordingly, and actively inform customers and partners.

Track Your Colleagues’ Tasks

Having visibility into which member of your team is tackling a specific task and the status of its progress not only helps you plan better but also keeps you up to date when addressing customers, partners and colleagues.
Daylite not only aids you in completing your own tasks but also provides a glimpse into what your colleagues are working on. Use keywords and task chains to manage your workflow even more efficiently.

Most important features

  • Email integration: Create tasks directly from Apple Mail.
  • Shortcut: System-wide appointment creation with shortcut
  • Task creation using voice command: Create tasks with Siri (via Apple Tasks).
  • Delegation: Assign tasks and keep the delegation process under control
  • GTD: Worklist for ‘Getting Things Done’ (GTD) task management
  • Access Control: Permissions-based access to all tasks in the company
  • Pipeline Templates: Work with preconfigured task chains
  • Task Lists: Use task lists in projects and opportunities
  • Kanban Boards: Convert tasks into tickets for Kanban Board with Daylite+
 
 

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This function belongs to the section: Execute On Your Plans.

 

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