How To Show Tasks, Project, & Opportunity On My Calendar?

In addition to appointments that you schedule, you can show important dates on your calendar which are based on other records in Daylite

You can add:

  • Task with due dates
  • Projects with due dates
  • Opportunities with Due Dates
  • Contact's Birthdays & Anniversaries

Follow the steps below to see how you can add these to your Calendar

Mac

Mac

  1. Choose My Calendar
  2. Click the gear button icon
  3. Select the items you want to have on the calendar

iPhone & iPad

iPhone

  1. Tap Home
  2. Tap Settings
  3. Choose Calendar
  4. Slide which items you want to have on the calendar on

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