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daylite-kanban

DayliteKanban

DayliteKanban is a template plug-in for Daylite (by Marketcircle) that gives you a Kanban-like board view of all of your opportunity and project pipelines.

For more details about Daylite, head to: https://www.marketcircle.com/

Usage

Download this project as a ZIP file. Unpack the ZIP file somewhere.

Start Daylite, and go to Daylite Preferences.

In Preferences click on "Report Templates":

Report Templates

In Report Templates select "New Template" -> "Select Template from Disk...":

Select Template from Disk

Navigate to where you unpacked the ZIP file and select the file labelled DayliteKanban.dl4wreport:

Select File

Verify that the template was loaded correctly:

Verify Template

You should now see the Kanban template under "Reports" -> "Tools" -> "Daylite Kanban"

Good luck!