Delegating Tasks in Daylite

Delegation is one of the most productivity enhancing and exciting features in Daylite. It is the process of assigning a deliverable to another user. These can be tasks, projects, appointments and opportunities. The person delegating the deliverable can be kept up to date on changes made to the deliverable item. Using delegation effectively reduces the need for email forwarding, cc'ing and bcc'ing which can fill up everyone's inboxes.

Watch this video to learn how delegation in Daylite works:

Was this article helpful?

Thanks for your feedback

 please wait...

Still can't find what you're looking for?