How to create, rename and delete a folder in the sidebar

Creating a New Folder

In Daylite you can create folders in the sidebar to help organize your Lists and Smartlists.

  1. Select an Object in the sidebar (i.e People, Companies, Projects etc)
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  2. Select File > New > New Folder from the Daylite menu bar

  3. Provide a name for your New Folder
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  4. Once your folder has been created you can drag and drop Lists and Smartlists into the folder to help keep your categories organized.

Delete a Folder

You can easily delete a folder in a few steps if you no longer need it.

  1. Hover your mouse over the folder you would like to delete
  2. Click on the gear icon
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  3. Select Delete
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Rename a folder

You can easily rename a folder in a few steps if needed.

  1. Hover your mouse over the folder you would like to rename 2 . Click on the gear icon
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  2. Select Rename
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