Folders in Daylite allow you to manage your lists and smart lists even better. This article covers how to create, rename and delete a folder in the sidebar.
Create a folder
- Choose a data record type in the Daylite sidebar on the left, e.g. tasks or opportunities
- Navigate from within the Daylite menu bar on top to File -> New -> New Folder
- Enter a name for the folder you'd like to create
- Drag the Daylite filter lists you'd like to have in the folder onto it
Delete a folder
- Hover with your mouse pointer over the folder you want to delete
- Click on the now shown gear icon next to the folder name
- Click at Delete "folder name"
Rename a folder
- Hover the mouse pointer over the folder you want to rename
- Click on the now shown gear icon next to the folder name
- Click at Rename "folder name"