Freelo Help Work with Tasks

Work with Tasks

Multi-project task

Link a single task across projects without unnecessary duplication. This feature is useful for tasks related to multiple projects or departments – changes sync…


Connecting Freelo with Outlook

Using Freelo and Outlook together? Then you’ll love our Outlook Freelo add-in. With just a few clicks, you can turn an email into a task directly in Freelo. 1.…


Estimates on tasks

You can set estimates above tasks if you want to allocate time capacity to individual users. This function can be used, for example, when planning tasks for…


Task description

Each task has a Task description section. It ensures that no important information gets lost in the discussion. This section can be found right below the name…


Relations

The relations feature gives you an overview of the continuity of tasks and subtasks. You can set up and view the relations in the task, project details,…


Custom fields

If you want to add extra information to your tasks compared to the preset categories, you can use the custom fields feature. You can insert text or a number…


Create new tasks via URL with preset information

Now you can create new tasks via URL with preset information such as project, To-Do list, subtasks, comments, and deadlines (fixed and floating). [ht_message…


Back button in modal window

Back button (arrow icon) is very well known. We wanted to make moving between tasks and subtasks easier, so we added back button. It is available in modal…


How to check percentage task fulfillment

In some projects you might need to check the tasks regarding the fulfillment status. There are several ways how to mark percentage fulfillment, although the…


Subtasks with deadlines

The new subtasks are not only the checklist to tick the parts of the task anymore. Subtasks are now enriched with deadlines and discussion. They are shown in…


Site internal links

Each project, To-Do list, task and subtask has unique URL address. Unique internal link has also each comment so you can simply reply. Task link Task's link is…


Reply to a comment

Now you can use recently added feature reply to comment in Freelo. You can reply to a specific part of a comment or whole comment. Reply to the part of a…


How to delete a task

Every user can delete a task or subtask. That's why you need clear rules, how to use such a tool. There are few options to prevent loosing tasks in Freelo and…


Voice and screen recording

The main place for user communication in Freelo is undoubtedly the Discussion. For this reason, it is important for us to make it as comfortable as possible…


Overview of completed tasks

Do you want to check out the tasks that you or your team have completed? You can get an overview of completed tasks in one of the following ways. User's…


How to assign task to more users

You can assign just one user to the task in Freelo. That assignee can be changed anytime. It's because we think, that just one user should be responsible for…


Task labels

Thanks to task labels you can mark and categorize tasks and subtasks throughout all your projects. The simply-looking feature brings a whole amount of new…


Task and subtask priorities

There is a few ways of prioritizing tasks and subtasks in Freelo. It is very simple and straightforward. The priority is symbolized by the exclamation mark…


Export / Download CSV

Do you need to share data with your colleagues or clients, another way than in Freelo? Sometimes it is useful to send data in classic tab. Maybe you also need…


History of task changes (changelog)

Thanks to task history you have an overview of all activities in every task and subtask. It is easy to check what exactly and when happened. Overview of the…


Kanban Board

Do you prefer the Kanban view and you rather see your tasks categorised in columns? In Freelo, you can create a Kanban Board, which is a board with tasks…


Copying a task

Just as you can move the task, change the project hierarchy, it also can be copied. Copying is a good way to make it easier to work with typified tasks that…


How to move a task

You can move each task within the To-Do list, between To-Do lists in one project or from one project to another. Tasks andMove, copy, ... function. TIP When…


Following tasks and subtasks

Following a sub/task means that you will receive notifications about new activities in the sub/task. Typically when someone adds a comment, completes the task…


Discussions and comments

The cornerstone of communication is a discussion in Freelo. It is made up of comments. Comments are the main entity in which you can write assignments and…


Freelo Calendar of tasks and subtasks

A Calendar with tasks and subtasks can be really helpful. It's an effective overview of all deadlines of the sub/tasks. It is an easy way to plan out work with…


How to set up repeated tasks and subtasks

Is there something you do regularly? Do you sometimes forget? We have very useful help for you: create a repeated sub/tasks.  Repeated tasks (or recurring…


How to add subtasks

There are several ways to create new subtasks in particular tasks. In case you want to know all details about subtasks and their features check subtasks with…


How to assign a task

When you assign a task to someone it means you want the user to start working on it. The assigned user can be changed anytime, but it is always one person at…


How to create a new task

There are a few ways to create a new task in Freelo. Via the plus button in the upper blue bar on the left, or add to a specific To-Do list in project detail…

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