Categories for persons & companies
To make it easy to differentiate between people and companies, there are categories that you can assign yourself.
Each category can be assigned a colour. It is advisable to use the same categories for persons and companies. You can only use one category per data record. We recommend using no more than 7-8 categories for persons or companies
Examples of person and company categories:
Categories for appointments & tasks
In Daylite, everyone can see and change their own appointment entries as well as those of their colleagues.
It is advisable to use categories for appointments. An appointment category should classify the type of appointment. By type, we mean the type of activity that characterises an appointment. You are most flexible if you follow the example below.
Select a separate category for each activity for which you are interested in how much time you spend on it in a week, a month or any other period.
Examples of appointment & task categories:
Categories for projects & opportunities
Use the project categories to divide your projects into different types.
Examples of project categories:
Examples of opportunities:
Learn more useful tips in our Daylite Academy
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