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This is a 16 minute clip of the full length video to give you an idea of what is in it. The full length video (1 hour 13 minutes) will help your learn about the Calendar & Time Mangement in Daylite. I am going to help you set up your Calendar so that you can see everything you need on a daily, weekly, and monthly basis. I am also going to teach you the MacAngel Method of Time Management inside of Daylite. We will talk a little more about the philosophy behind why the task lists are set up as they are and how you can achieve a weekly GTD review in Daylite.

INTERMEDIATE

Opportunities & Projects:

This is a 4 minute and 47 second clip of the full length video to give you an idea of what is in it. The full length video (1 hour 49 minutes) will help you understand exactly what an opportunity is. How to set up pipelines for it and also how to set up the products that then go into an estimate so that you can send that off to people. I will show you, once an opportunity is won, how to change it into a project. How to link things up to the project and also track the project through to completion by setting up pipelines and activity sets.

INTERMEDIATE

Letter Templates, Print Layouts & Reports

This is an 11 minute and 14 second clip of the full length video to give you an idea of what is in it. The full length video (1 hour 45 minutes) will give you an introduction to where to put things in Daylite so that you can get the data out into a letter, a print layout or a report. It gives you a good understanding of letter merging and an introduction to the report engine and how to start learning about the report engine. It is fairly technical in nature and I would say is more geared toward intermediate to advanced Daylite users.