{"id":244155,"date":"2020-09-28T14:58:12","date_gmt":"2020-09-28T12:58:12","guid":{"rendered":"https:\/\/daylitepro.com\/daylite-crm-software\/daylite-all-features\/blueprints-and-checklists\/"},"modified":"2022-06-15T11:34:34","modified_gmt":"2022-06-15T09:34:34","slug":"blueprints-and-checklists","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/blueprints-and-checklists\/","title":{"rendered":"Blueprints and Checklists"},"content":{"rendered":"

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Blueprints and checklists<\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#ffffff” text_font_size=”23px” header_font=”||||||||” header_2_font=”||||||||” header_2_text_color=”#ffffff” header_2_font_size=”22px” text_orientation=”center” custom_margin=”0px||37px||false|false” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

Your workflow as project template
<\/span><\/h2>\n

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Exclusively for Mac, iPhone & iPad<\/h3>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|off|off” module_class=”orange rays” _builder_version=”4.16″ use_background_color_gradient=”on” background_color_gradient_stops=”#00b7e3 0%|#008be2 100%” background_color_gradient_start=”#00b7e3″ background_color_gradient_end=”#008be2″ height=”400px” height_tablet=”” height_phone=”659px” height_last_edited=”on|phone” custom_padding=”40px||5px||false|false” top_divider_color=”#d6d6d6″ bottom_divider_color=”#e09900″ global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ width=”90%” max_width=”1160px” min_height=”114px” custom_padding=”20px||0px|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”4px||||false|false” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#ffffff” text_font_size=”50px” text_line_height=”1em” header_font=”||||||||” header_text_color=”#ffffff” header_font_size=”36px” header_2_font=”||||||||” text_orientation=”center” min_height=”28px” custom_margin=”||35px|||” global_colors_info=”{}”]<\/p>\n

Blueprints and checklists<\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#ffffff” text_font_size=”23px” header_font=”||||||||” header_2_font=”||||||||” header_2_text_color=”#ffffff” header_2_font_size=”22px” text_orientation=”center” custom_margin=”0px||37px||false|false” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

Your workflow as project template
<\/span><\/h2>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/iosxpert.biz\/en\/try-our-software\/” button_text=”Experience Daylite live” button_alignment=”left” _builder_version=”4.16″ custom_button=”on” button_text_size=”22px” button_text_color=”#fd7e4b” button_bg_color=”#ffffff” button_border_width=”2px” button_border_color=”#ffffff” button_border_radius=”5px” button_font=”||||||||” background_layout=”dark” custom_margin=”||34px|||” global_colors_info=”{}”][\/et_pb_button][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#ffffff” header_font=”||||||||” header_2_font=”||||||||” header_2_font_size=”8px” header_3_text_color=”#ffffff” text_orientation=”center” custom_margin=”3px|||||” global_colors_info=”{}”]<\/p>\n

Exclusively for Mac, iPhone & iPad<\/h3>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_video src=”https:\/\/vimeo.com\/466116733″ thumbnail_overlay_color=”rgba(0,0,0,0.6)” _builder_version=”4.16″ custom_margin=”-15px||||false|false” custom_margin_tablet=”7px||||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”||||false|false” box_shadow_style=”preset1″ global_colors_info=”{}”][\/et_pb_video][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.5.6″ _module_preset=”default” custom_padding=”15px||3px||false|false” global_module=”237192″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” width=”90%” max_width=”1160px” custom_padding=”3px||3px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_dcsbcm_divi_breadcrumbs_module homebreadcrumbtext=”Home” hide_currentbreadcrumb=”off” _builder_version=”4.16″ _module_preset=”default” body_font_size=”13px” body_line_height=”0em” custom_padding=”||||false|false” global_colors_info=”{}”][\/et_pb_dcsbcm_divi_breadcrumbs_module][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Features” _builder_version=”4.16″ custom_padding=”25px|0px|30px|0px|false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”2px||6px|||” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/menschen-orange.png” alt=”or.png” title_text=”or.png” _builder_version=”4.16″ max_width=”30%” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb title=”Activity sets: Better than any checklist” _builder_version=”4.16″ header_font=”|600|||||||” header_font_size=”18px” header_line_height=”1.4em” body_font=”||||||||” body_line_height=”1.8em” text_orientation=”center” width=”100%” custom_margin=”25px||||false|false” custom_margin_tablet=”” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||||false|false” custom_padding_tablet=”” custom_padding_phone=”||25px||false|false” custom_padding_last_edited=”on|phone” animation=”off” border_color_all_image=”rgba(0,0,0,0.1)” global_colors_info=”{}”]<\/p>\n

With Daylite, you can create task chains, designate timelines and define responsibilities for each individual task. Remind your entire team of outstanding tasks with one click.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/ziel-orange.png” alt=”gor.png” title_text=”zor” _builder_version=”4.16″ max_width=”30%” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb title=”Turn your workflow into a project template” _builder_version=”4.16″ header_font=”|600|||||||” header_font_size=”18px” header_line_height=”1.4em” body_font=”||||||||” body_line_height=”1.8em” text_orientation=”center” width=”100%” custom_margin=”25px||||false|false” custom_margin_tablet=”” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|phone” custom_padding_tablet=”” custom_padding_phone=”||25px||false|false” custom_padding_last_edited=”on|phone” animation=”off” border_color_all_image=”rgba(0,0,0,0.1)” global_colors_info=”{}”]<\/p>\n

Dealing with a similar or reoccurring project? Turn your project workflow into a template by defining specific project phases and creating tasks\/deadlines for your team.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/geld-orange.png” alt=”zor.png” title_text=”gor.png” _builder_version=”4.16″ max_width=”30%” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb title=”Uniform sales procedure” _builder_version=”4.16″ header_font=”|600|||||||” header_font_size=”18px” header_line_height=”1.4em” body_font=”||||||||” body_line_height=”1.8em” text_orientation=”center” width=”100%” custom_margin=”25px||||false|false” custom_margin_tablet=”” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|phone” animation=”off” border_color_all_image=”rgba(0,0,0,0.1)” global_colors_info=”{}”]<\/p>\n

To ensure future consistency across your team and procedures, turn your sales methodology into an accessible template. <\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”27px||5px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”4px||7px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#777777″ text_line_height=”1.8em” link_font=”||||||||” ul_font=”||||||||” ol_font=”||||||||” quote_font=”||||||||” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”32px” header_line_height=”1.4em” header_2_font=”||||||||” header_2_text_color=”#000000″ header_2_font_size=”35px” header_2_line_height=”1.3em” module_alignment=”center” text_orientation_last_edited=”off|desktop” global_colors_info=”{}”]<\/p>\n

Define your workflow once and benefit continuously<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”18px||15px|||” global_colors_info=”{}” width__hover_enabled=”on|desktop”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_line_height=”1.8em” global_colors_info=”{}”]<\/p>\n

With routine tasks and recurring activities, minor details can sometimes slip through the cracks. Constantly recreating similar to-dos can be monotonous and time consuming. With Daylite, you can create templates for tasks, projects or sales opportunities and set reminders for each. Sift through a variety of different display settings to view your open tasks and projects. <\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_margin_tablet=”” custom_margin_phone=”||10px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”29px||40px||false|” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_color=”rgba(0,0,0,0.05)” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”||40px|||” border_width_all=”1px” border_color_all=”#ef8b23″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#777777″ text_line_height=”1.8em” link_font=”||||||||” ul_font=”||||||||” ol_font=”||||||||” quote_font=”||||||||” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”32px” header_line_height=”1.4em” header_2_font=”||||||||” header_2_text_color=”#000000″ header_2_font_size=”35px” header_2_line_height=”1.3em” module_alignment=”center” global_colors_info=”{}”]<\/p>\n

Most important features<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.8em” custom_margin=”||14px||false|false” custom_padding=”|20px||20px|false|false” global_colors_info=”{}”]<\/p>\n

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