How do I create and use pipelines in Daylite?

This article covers creating and using a pipeline in Daylite. 

Creating and using a pipeline

1. Open Daylite -> Settings -> Pipelines
2. Create a pipeline with different stages, tasks, and appointments
3. Delegate the tasks to the responsible user
4. Set categories, keywords and due dates depending on the start or end point.
5. Open the Projects tab in the left sidebar of Daylite and select a project.
6. Open Tasks and Pipeline and select a pipeline.
7. When one stage is completed, select the next stage.

Related articles

How do I delegate tasks?

How do I create an activity set?
How can I create a new project?
How do I manage and prioritize tasks in Daylite?