Smart lists allow you to create a list of Daylite objects that share certain characteristics.
In Daylite, click on the filter icon:
Example smart list: Create a call list for the sales team
- Create a primary filter: tasks for that the title contains: Please contact
- Add a filter rule with the + icon and filter by Status is Open
- In another filter rule filter by Owner is Paul Presenter
- Save and name the list: call list for Sales
The smart list appears on the left under the selected area in Daylite - in our example under Tasks.
Smart lists that refer to a short period of time can be deleted after the work is done.
Related articles
How do I search for documents in the entire Daylite database with DayliteDocs?
How do I know how many members a group has?
How do I create a task in Daylite?
Can I sort tasks by date in Daylite?