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July 21, 2007

The Art of Self Management :: Part II

As promised, I've done my assessment of both Mark/Space's Missing Sync and Market Circle's Daylite.

Let's begin with Daylite. I have to say the program is pretty great. It is designed (oddly) to work in the same manner in which I personally organize my information so I found I didn't have to change my way of thinking to match the program.

Dl_overview_screenshotI created my first database and Daylite sync'd my contacts etc right into the program. I began by setting up the calendar and task lists. There are A LOT of categories in which to file your info so I deleted a lot of those and kept the categories that work for me. The interface and display was very helpful...by setting up a Project, and it's associated task list, it was extremely useful to be able to view "the next activity" listed for any given long range project. Kept me right on task. I knew what I was doing and what I had to do next. What a time/stress saver because I didn't have to keep this info in my head anymore and I could truly focus on the task at hand.

I also LOVED what Daylite calls "The Pipeline" which is a series of stages needed to progress through a project until its completion. Because I deal with a lot of email correspondence from clients, I also appreciated the fact that I could sync my contacts/emails to a project in Daylite. Sooo... when I boot up a project in Daylite all my info is there. I can see the emails associated with the project, the contacts involved, and the series of tasks needed to be done.

Daylite also provides the ability to track "Opportunities" which I also found to be a nice surprise. As you get requests from potential clients you can add those for followup and progress....very nice! Daylite interfaces with Billings which is the next program I'll be reviewing to keep my accounting paperwork organized.

Now for the crappy part. Originally I found Daylite via Missing Sync. I had just purchased my first Blackberry and the ability to sync my daily management program with my Blackberry is KEY! At the Missing Sync website I read that Missing Sync is compatible with Daylite. Which indeed, I guess, it is...or could be. I don't know I must have misread the info. The problem is...Daylite is NOT compatible with Missing Sync. So despite the two weeks I've spent falling in love with Daylite... I will not purchase the program until I can sync (without having to jump thru hoops) with my Blackberry.

Additional info: I very much liked the little work timer that came with Daylite. With that timer I could begin a project, start the timer and actually have a accounting of the REAL time I was spending working for any given project/client. Daylite records those minutes/hours for later reference. Regardless of my decision to not purchase Daylite until synchronization is supposed with my Blackberry...I need the timer! I went in search of finding the stand alone application for Work Timer. Here is the freeware download for Work Timer 2.04 at Apple.

All in all I can say that Daylite would be an extremely good self management system for designers running their own shops or artists who want to manage their business and tasks. There are a host of features that I really can't get into here at ArtLOOK because I'm not writing a manual, but here is the link for Daylite's features. As for me, well... I love the gadgets and require certain beloved pieces of software to keep my business in check. But when it comes to "brain dumping" and sketching out ideas... I'll never give up my Moleskine.

Shot_ms_bb_mainMissing Sync: Mark/Space's Missing Sync is a synchronization application for MAC and your handheld device. I chose Missing Sync instead of the free PocketMac, which I heard had some issues. Supporting Windows Mobile, Palm OS etc, my interest was in Blackberry. I purchased Missing Sync for under $40 and I can report it works pretty well, and as advertised, with the exception of the whole Daylite compatibility issue. It transferred my contacts and my calendar very nicely. And it has the capability to also transfer selected photos and music from Iphoto and Itunes. Photos taken with the Blackberry can also be transferred very easily over to your computer. Being that I have an Ipod I don't use the music transfer for my Blackberry but another nice feature is the Notebook that is bundled along with Missing Sync. Notebook allows you to create, edit, categorize and sort notes on your MAC (or handheld) and then sync them. Missing Sync is made by people who love MAC and the interface is quite nice, easy to use and best of all...IT WORKS!

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