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.
#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]
I love these huge timesavers; give them a whirl!
Daylite Reports and Help from Blue Rock Mac, Portland OR
storeyourdorm@threesco if you end up buying it and need any customization Cynthia @daylitehelp is amazing. It sure has made our life easier!12 December
KurtZimmermanDaylite + Daylite Server + Daylite Touch + Cynthia @daylitehelp = awesome combo for law firm case management. Thank you Cynthia.30 April
