Starting a New Project
If your team can't find what they're looking for, they won't be able to complete their projects on time.
Whether deliverables for customers or internal initiatives, Daylite helps you execute on your plans by keeping everything in one place.
What you'll learn:
- Starting a new project
- Adding all the details to a project
- Classifying a project
- Track the people on a project and their roles
Starting a new Project
You can start a project in a lot of different ways, but don't worry, Daylite's got you covered. Whether starting in Daylite from scratch, an email and even an Opportunity or on the iPhone or iPad, you won't have to stop.
The easiest way to start a new Project is the New Item button. This button will change depending on what you're viewing in Daylite, so to create a new Project, click All Projects or My Projects, then select + New Project
When you're not viewing Projects, click the down arrow next to the New Item button and choose New Project
From an email
Email is one of the most common ways a Project starts. Daylite includes the Daylite Mail Assistant, a plugin for Mail on the Mac. It allows you to capture new Projects straight from your inbox, and link the relevant email so you can reference your Project details.
- Click on + Next to Objectives.
- Type in the name of the project you want to start in the Search Bar
- Click on + New Project.
From an Opportunity
When you're ready to move a deal forward to the project stage, you don't need to start from scratch. Create a Project from an Opportunity and jump right in.
Tip: If you aren't using Opportunities yet, check out How to Capture New Business.
On the iPhone & iPad
You're not always in front of your Mac and that's where Daylite for the iPhone and iPad comes in.
The Projects you start while on the go will sync with your other Daylite devices, so you always have the most up to date information.
- Tap the Objectives tab
- Tap the Add Objective Plus button
- Choose to create a Project
Add The Details
Daylite gives you a lot of fields for your Projects. Don't panic! You don't have to use them all.
Use the information you have now, and as you improve your processes, start using the different fields as needed.
Every project should have a project name, start date, due date, as well as a description of the Project in the details field. If you need to capture more information, click add field at the bottom of the project card and add the field you need. For even more fields, check out Custom Fields and Forms.
Learn how you can leverage the details of your Projects and take your business further by watching the Execute on Plans & Projects with Daylite Webinar.
Tip: Adding the same field over and over again?
Add it as default! Choose Daylite > Preferences and select Defaults. Click Projects and add the fields you want to always to see.
Custom fields give you more flexibility. With 12 extra fields and 4 extra dates for Projects, you can choose what information you capture.
- Choose Daylite > Preferences and choose Custom Fields
- Select Projects
- Type the title of the custom field you wish to use
Get even more custom fields with forms
For even more customization and extra fields, you can create a form and capture much more in depth information about a Project. This is great when scoping out a Project or working on complex Projects that require a lot of information.
Once you have the basics down, it is time to classify the Project. Classifying your Projects is where Daylite sets itself apart. With Categories and Keywords, you can sort, filter, and segment your projects to learn what kinds of projects you are managing the most, and determine how to increase your productivity. With Roles you can quickly identify who on your team is responsible for what, and who you should speaking with at a company.
A category is the top-level classification. A Project has only one category, so think about how you want to organize your Projects.
Here are a few examples of how you can categorize your Projects:
- Product or service
- Personal Coaching
- Group Training
- Speaking Event
- Is this for you or a customer?
- Who owns the project?
- Human Resources
- Executive team
To choose a Category, click on the Category pop-up menu. If no category fits, click Edit Categories... to open Daylite Category Preferences and create a new Category.
Keywords are a more flexible way to classify your Projects. A Project can have as many keywords as you want, so you can use them for multiple reasons.
Here are a few examples of how you can use Keywords to classify your Projects:
- Website Revamp
- Customer Acquisition
- Increasing Customer Satisfaction
- Type of Client
- Big Contract
- Additional service or product options
- Additional Photographer
- 2-week coaching session
- 2 bedroom
To add Keywords click on the Plus button next to Keywords and type the Keyword you want to add.
Link the people working on a project, like a project manager, designer, decision maker or other roles you may have. Then add your customers so you can make sure that if you need to contact them, you're reaching out to the right person.
With all the details about a project now in one place, your team has the tools to execute your plans and take your business further. Now you're ready to Organize All The Moving Pieces In A Project, Stop Things Falling Through The Cracks, and Streamline Your Projects.