Streamlining Your Projects

For a project to run efficiently, and be completed on time, everyone needs to know what what is expected of them, who is involved in the project, and the timeline.

You can track progress, organize your tasks, and improve your efficiency by using Daylite to streamline your Projects. Improve your workflow by having everything in one place, a simplified process, and a team that understands what's expected of them.

What you'll learn:

  • Using checklists to define and simplify your processes
  • Staying focused on tasks with Pipelines
  • Streamlining your projects by tracking and reviewing your processes

Define your process with checklists

Checklists reduce errors and prevent duplicate work and time-wasting. Build Project checklists with Activity Sets so all your tasks and meetings are followed through perfectly.

Staying focused on tasks with Pipelines

Focus on the right things at the right time by defining each stage of your Project. By building Pipelines for your Projects, you can ensure your process is completed in the right order.

Track your projects and review your processes

Projects with better visibility finish on time. Track the progress of projects and meet your deadlines with streamlined processes.

You can also build snapshots and Project lists using Filters, which separate the data and show you only what you need to see.

Wrap Up

Streamline your business with documented processes, keeping everything in one place. Track your progress, improve your efficiency, and set the right expectations with your team in Daylite.

Want help creating the perfect project workflow? Let us pair you with a Daylite Expert who can fine-tune your business processes by implementing Daylite in your workflows.