New in Daylite: Manage Projects from Start to Finish with Projects Board

Product Updates / January 31, 2023 / Thanny Schmitz

The revenue a small business can generate is directly tied to the amount of work it can accomplish. After all, the more productive you are, the more money you make. And for that to happen, you likely have to often juggle multiple projects at the same time and hustle to do more with the same team. That’s why you must rely on a tool that gives you complete control of your projects from start to finish.

We’re happy to introduce the Projects Board to boost your project management and help you get more done on Mac, iPhone and iPad. This new feature will accelerate your team’s project planning and execution on your Apple devices, taking your business to the next level.

Graphic shows a blue background with a screenshot of Daylite's new feature, the Projects Board. Title reads "Introducing the Daylite Projects Board"

Introducing Daylite Projects Board

Similar to our most recent feature, the Opportunities Board, the Daylite Projects Board helps you visually track the progress of your projects and prioritize what’s most important so you can consistently deliver on your promises. It helps you simplify the management of your projects while standardizing your team’s work progress intuitively.

You’ll find a new item called Projects Board under the new Projects section in the Daylite sidebar on Mac, or in the Objectives tab on iPhone or iPad. This board is directly connected to your Project Pipelines and shows stages of the selected pipeline as columns, with cards for each project organized by their current stage. 

See the Full Picture

The Projects Board gives you an at-a-glance view of the active projects in the pipeline and the stages they’re at. It helps you easily identify where there may be bottlenecks or areas of concern, such as projects that are getting stuck at a particular stage, so you and your team can focus on moving them along. You can simply double-click a card to see the project’s details as well as related activities and upcoming tasks.

At the top of the Board, you can see the total count of how many projects are in the selected pipeline and in each stage, so you can get a better sense of how your projects are progressing and take action to move them along.

When a project is ready to move forward, you can easily drag and drop the card to the next stage, moving it along in the pipeline. If a project is completed or cancelled, drag it to the corresponding area at the bottom of the board so you can focus only on the projects that require your attention.

Screenshot of the Daylite Projects Board, showing the process of dragging and dropping a project card to the "Done" area in the bottom of the board, signalizing that the project has been completed.

Easily drag and drop the cards to move projects to the next stage or to the corresponding area in the bottom of the board once the project is completed.

Oversee Your Team’s Workload

Powerful filtering options allow you to sort projects by Owner, Next Activity, Due Date, and more to get different perspectives on your projects, so you always know which projects your team is working on and which you should focus on first.

Sorting projects by Owner allows you to learn if any team member has challenges with their projects so that you can collaborate and work on them together. On the other hand, the Due Date filter ensures your team never misses a deadline, while the Next Activity shows the upcoming tasks and appointments related to each project. In addition, the Days in Stage filter shows you the projects that are “stuck” in a certain stage for too long, so you can follow up and get it going again.

Wrapping Up

One of our missions is to empower small businesses to collaborate better in teams and execute more projects. That’s why we designed our product with the small business in mind. And now, we have made it even easier for you to work on more projects simultaneously, so you can grow your revenue and expand your business.

The Projects Board in Daylite is a new way for you and your team to manage your projects, as it helps you:

  • Streamline projects, so you and your team follow the right steps
  • Keep track of the next steps for each project
  • Get an overview of where your projects are at
  • Prioritize work to focus on what’s most important
  • Manage your team’s workload

The Daylite Projects Board is available in Daylite version 2022.51 or later for macOS 12 Monterey, iOS 15 and iPadOS 15 or later. Follow this Learn Article to learn how to take advantage of this new feature now.

Staying up to date with the latest macOS gives you Apple’s newest features and important security updates. As a friendly reminder, Daylite requires macOS 11 and iOS 15 or later to operate. We encourage you to update to the latest version your Apple devices can support.

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