This article covers managing and prioritizing tasks in Daylite.
In Daylite, make sure you navigate via the sidebar to the Tasks > My Tasks section.
My Tasks
The My Tasks section represents all the Daylite tasks assigned to you. On top you'll find an Inbox area with tasks that you haven't yet linked to a project or opportunity.
The tasks for projects and opportunities are displayed below the Inbox and can be moved up and down via drag&drop for easy prioritization.
Tasks can also be edited right from this view. Click their checkboxes to mark them Done or click the task once to highlight it, then enter relevant information on the right side as you receive them during the work day.
Note: Make sure you assign categories to your tasks. Once done, the category colour is displayed on the left of the checkbox in this view. When you add due dates, they'll be displayed on the right side.
Related articles
How do I create multiple tasks at once?
How do I number tasks in Daylite?
How do I set due dates and estimated duration in Daylite?