Guide for new users

Start with Freelo

Follow these 6 simple steps to get your team up and running in Freel in no time. Each step includes practical tips and links to detailed tutorials.

1

Start with the distribution of projects

The right project structure is the foundation for clear work. Divide projects by clients, departments, or types of activities so that the entire team can easily navigate them.

Read the 7 rules of good project allocation →
2

Bring Freelo into your company

The success of a new tool depends on how well your team adopts it. Learn from best practices to get your company rolling out a new app so people actually use it.

How to introduce new software into your company →
3

Switch to Freelo from another tool

Are you using another tool and want to switch to Freelo? We've prepared a detailed guide on how to make the switch smoothly and without data loss.

How to switch to Freelo and keep your tasks in order →
4

Set the rules of teamwork

Effective cooperation needs clear rules. Find out how to set up communication, task allocation and responsibilities so that the team works like clockwork.

10 rules for effective teamwork →
5

Explore project templates

You don't have to start from scratch. Take advantage of ready-made project templates for different industries and types of work - from marketing to HR to software development.

View project templates →
6

Start with process management

Repetitive tasks need a clear process. Learn how to set up workflows and automations in Freele that save you time.

4 reasons to start a lawsuit →
Tereza Katherine Lucie Lucia

Do you need help?

Our customer care team will be happy to help you with anything. Take advantage of our webinars or book a tailored training session.