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TO-DO LISTS IN FREELO

To-Do Lists: Categorize Your Tasks and Keep Your Project Organized

Every project needs structure. To-do lists in Freelo help you organize your work into meaningful categories so you always know what’s being worked on, where, and who’s responsible for it.

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A project in Freelo with several to-do lists and tasks The End of a Pile Sorted ✓ Everyone knows what's being discussed where
DO YOU KNOW?

When everything is in one long list

01

”The assignments are all jumbled together in one messy pile”

Fifty tasks lined up one after another, all equally important, and you can’t find anything. To-do lists organize tasks into meaningful groups. Preparation in one group, implementation in another, proofreading in yet another. You can see right away where each task belongs.

02

”I don't know what goes where or where to look for it”

Client A’s tasks get mixed up with internal tasks, which in turn get mixed up with marketing. In Freelo, each to-do list contains only related items—one project, one phase, one department. No more hunting for items across projects.

03

”No one can view or update the list in Excel”

The task list is stored on one person's computer, and you have to figure out what's been completed during meetings. In Freelo, the task list is shared and dynamic: when you finish a task, the whole team sees it right away.

Tereza, Freelo customer support

”In Freelo, everything flows seamlessly: project → to-do lists → tasks → subtasks → checklists. Then you just choose whether to view your tasks as a list, a Kanban board, or a Gantt chart.”

Tereza Freelo customer support

To-Do List in Freelo

To-Do list je základem každého projektu ve Freelu. Seskupuje související úkoly do jedné smysluplné kategorie a v jednom projektu jich může být víc. Třeba podle fází, oddělení nebo klientů.
Within the To-Do list, you can create individual tasks and add assignees, due dates, labels, files, and comments to them. No complicated setup, no training required.
FOR TEAMS THAT ARE SWAMPED WITH TASKS

To-Do Lists: When You Need to Organize Your Tasks

01

Agencies, marketing and creatives

A single project involves dozens of tasks, from the brief to publication. Break them down into to-do lists by phase: Preparation, Creation, Proofreading, Publication. Everyone can immediately see what phase the project is in without having to ask.

02

Operations and Recurring Processes

Onboarding, invoicing, month-end closing—the same steps over and over again. Treat each process as your own to-do list and save it as a template. Next time, you’ll be up and running in a minute and won’t forget a single step.

03

Teams transitioning from notes and Excel

Tasks in your head, in your notebook, in ten spreadsheets. Move them to To-Do lists where the whole team can see them and they update automatically. One place, one truth.

SORTING

Assignments sorted into separate sheets, not all piled together in one heap

Instead of one long list, you can create as many to-do lists in the project as you need—organized by phases, departments, or clients. Each list contains only tasks that are related to one another. Open a project and you’ll immediately see what belongs where, instead of having to wade through fifty tasks listed one after another.

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A project in Freelo with tasks organized into to-do lists
SORTING

You can sort tasks by due date or rearrange them manually

In each to-do list, you can organize your tasks in a way that works best for you—for example, by due date, so that your upcoming deadlines appear at the top. You determine the order of the tasks, not the tool. What’s most important right now is right in front of you.

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Sorting Tasks in a To-Do List by Due Date in Freelo
SWITCHING BETWEEN PROJECTS

You can move or copy the entire to-do list to another project

Do you need to apply this best practice elsewhere? You can move or copy your to-do list—including tasks, deadlines, and other information can be moved or copied to another project without having to retype anything manually.

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Dialog Box for Copying and Moving a To-Do List to Another Project
BUDGET AND TIME ALLOCATION

You can track both your budget and hours worked right at the sheet level

With the To-Do List, you can set a budget and a time allocation, and see in real time how much time you’ve already used up and how much is left. Work reports are automatically generated as the team tracks time spent on tasks. This lets you know right away if a project is starting to go over budget.

More About Time Measurement
Budget and Time Allocation for the To-Do List in Freelo
E-MAIL, RIGHTS, AND TRACKING

You can customize each tab to your liking: from permissions to tracking

Požadavky z e-mailu rovnou překlopíte do úkolu v konkrétním To-Do listu. Díky tomu neskončí v zahlcené schránce, ale rovnou v projektu. U každého listu navíc nastavíte, kdo k němu má přístup a zapnete si sledování, ať vám změny v úkolech, které vás zajímají, neprotečou mezi prsty.

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To-Do List Settings: User Permissions and Tracking

How do I create a to-do list in Freelo?

Not sure how to create, set up, or edit a to-do list? A Freelo TuDů Assistantis here to help. Just message him, and he’ll give you advice.

Click on the yellow chat bubble in the bottom right. What a ride!

ToDoo

ToDoo writes...

LEARN HOW TO GET THE MOST OUT OF YOUR TO-DO LISTS

What Is a To-Do List and How Does It Work?

What Is a To-Do List?

How to Make a To-Do List

To-Do List vs. Task vs. Checklist. What's the Difference?

Personal vs. Team To-Do List

FAQS

Frequently Asked Questions About To-Do Lists

Free online demo of Freelo

  • Answers to all your questions, even the basic ones.
  • Analysis of the current situation and proposal of specific solutions.
  • A quick, practical demonstration of how to organize tasks into to-do lists.
  • Pleasant online meeting without commitment.

Pište na barbora.kowalczykova@freelo.io nebo volejte +420 774 229 550 (Mon-Fri, 9am-5pm).

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Team Freelo
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Get your tasks organized: Start using to-do lists in Freelo for free

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