I'm wondering about the diff between tasks and projects.

If I have a project, I guess it has tasks under it. But can tasks also stand alone?

Hi there

There is great information in Apple Help (choose Help > Daylite Help from the menu bar) that explains these things in detail. Articles like "About Tasks" and "About Projects" will explain these concepts clearly.

Generally, you are correct—tasks are very lightweight to do's, while projects are larger containers that contain all correspondence, tasks, appointments, notes, etc. that may be related to a larger project.

HTH,

I use both. As a photographer I use projects for things like large commercial jobs where there are many people or resources involved, shooting locations, quotes, and much correspondence to get to the final delivery of product. I also use them for weddings to track progress of people, albums, photographs, etc.

I use tasks for the smaller jobs. My Task Categories are basically the workflow of a session. Process proofs, Process Orders, Order at Lab, Delivery, and stuff like that. I really don't need a Project to handle these and tasks (and sometimes sub-tasks) handle these quite nicely.

The bigger challenge usually for new users and those not in a typical sales/crm use of Daylite is how to decide what is an opportunity and what is a project. e.g. I use "Write Books" as an opportunity for me and Book 1, Book 2, etc. as Projects, and Do research on topic of Book 1, Call Contact at Organization X (publishing company) for Book 2 as Tasks under the relevant Project. Minor notes can be made in the Task esp. if the same task becomes its own follow up, e.g. continue discussions next week. More detailed notes, or text of web page listing instructions for authors can be kept in Notes that can be linked to any or all of these Opportunities, Projects, Contacts, Organizations, etc.

In that DayLite is quite good (though still nothing like my beloved but defunct Arrange by Common Knowledge of years past). Hope this helps.

If they had not so badly mucked up the so-called Synch abilities with AddressBook and iCal, it really would become a much more powerful tool, since you could have taken your appoitnments from DayLite on your iPhone, Windows Mobile PocketPC, iPod, etc.

But, that piece is very poorly designed. And unreliable as far as I can see.

Imran