Daylite reports : Daylite CRM Software Help : Blue Rock Portland Mac Help
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Daylite reports : Daylite CRM Software Help : Blue Rock Portland Mac Help

tip+tricks > cool things to do by dragging onto the calendar.
quickly change a Task's due date!
create new Appointments for the dragged Project and Opportunity!


The quest for improved efficiency is never-ending. I'd like to share a great feature in Daylite that has helped me tremendously. Take a look at the screenshots and descriptions below.

#1 In this one, I'm dragging 2 Tasks from my Due List [located to the right of the calendar] and dropping them on a date in the calendar: this makes the Due Date for both of those Tasks equal to the date that I dropped them on. drag Tasks to calendar

#2 In this one, I'm dragging a Project from my Due List [located to the right of the calendar] and dropping it on a date in the calendar: this creates a new Appointment that's linked to that Project.
[hint: same concept applies when you drag an Opportunity from your Due List onto the calendar]
drag Project to calendar
 
I love these huge timesavers; give them a whirl!


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