The Dashboard in Freelo's main page and the general board of all the sub/tasks across projects. You can edit, start tracking time or finish the sub/tasks stra…
Due dates are alpha and omega of effective work – not only in Freelo. You can set them for the whole project or just for specific tasks and subtasks. You can vi…
You can connect the calendar with sub/tasks due dates from Freelo to Google Calendar, Outlook, or any other calendar app you use on your device. Your calendar w…
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…
…everything even easier, they can also have already set due dates, sub/task, or assignees. This is what a project template looks like. How to create a template…
…n time. Let Freelo work for you. Use repeated tasks in everyday processes. It can be used for: Invoicing a client for regular services Colleague's birthdays PPC…
…nd also choose who you want to be notified in case of any updates. Do you know you can use emojis anywhere in Freelo?Emojis are great to highlight a name of the…
…nges Follow the item and receive notifications in case of updates Pin to a project so no one can miss it Copy (create a template and use it over and over) Move…
…d URL. All payloads follow the same JSON format. Only the “data” element is different for every event type. As you will note, the recording format is the basic…
Please keep in mind dark mode is an experimental feature that is still being developed. Do you prefer to work at night or do you just want to protect your sight…
…asks with reports When you move a task with statements, a modal window pops up in the application. You can choose from the option Keep statements in the source…
…o-called Weekly Sprints in Freelo. What does it mean? On Monday we discuss what needs to be done during the week = Sprint. We go through task responsibilities,…
…only your own reports. In the top blue bar click Reports > Daily in the Reports section. An overview of the daily reports can be found in the Daily section. Se…
…someone comments on a sub/task you created. When someone updates a sub/task you created (changes the due date or assigned user). When someone comments on a sub…
…e colour or highlight the text to make your comment more readable. Other formatting options are adding a bullet point, empty space, numeration, quotation, or em…
…and deadline to more subtasks at the same time. 3. In the modal window of a task Modal window of a task (pop-up window with task details) appears via keyboard s…
…nee directly. How to assign a task on project detail. Use modal window of the task to quickly edit itYou can quickly edit the name, assignment to the user and d…
…ur avatar in the top right corner > Keyboard shortcuts. A modal window with list of shortcuts appears. Overview of keyboard shortcuts in Freelo. You will see fo…
…nd reports from Freelo to an accounting program or transfer data from CRM to Freelo. How to use Freelo API Thanks to the API, you can connect any system that ha…
…e a project from a template (structure can be edited later) Date from which the task due dates will be created Display = rows, kanban board, table, mind map, ti…
…. Freelo will try to repeat the payment 7 times in a row (7 days in a row). Change of invoicing details To change the billing information, overwrite the data in…
…ver the particular bar you can see costs and time per month/day. Example of daily overview. Filter summaries Clear filters in the summaries ensure that you see…
…the structure of a specific To-Do list, with tasks and due dates, use a public link. Another similar option is to share a particular task with discussion and a…
…s via three-dot menu. A window appears where you select the date from the pre-set option or your own via Custom. Confirm via Save. Select date and time in the f…
…d then create a new To-Do list on the Tasks page. Then, a modal window will appear where you can choose a name for your new To-Do list. You can also set its bud…
…oject at the same time and help you fully manage projects. Project manager is automatically an Admin of the project that they create. How to appoint a Project m…
…ct know-how. Descriptions of processes and manuals. RecommendationDo not share passwords in notes. Password manager apps are way better for this. Note details w…
…em to multiple users. Assigned subtasks are also visible on Dashboard. Subtask has own page with discussion, can have due date, label, priority, reminder and yo…
…nd Token Paste the keys to the form and click on Upload the data and Import. Enter the Trello API Key and API Token to Freelo. Alert!Import to Freelo always tak…
…ou want. You can restore archived projects anytime with all data kept, just the way you left them. How to work with archived projects. Project filtering & Proje…
…reports tab. How to view another user's completed tasks. Dashboard Another option is to use the Dashboard which is a general board of all the tasks across pr…
…s from the email even faster. You can set task solvers, due dates etc.
…deleted project Deleted projects can be restored within 30 days in the Last deleted section. Check the article about task overviews. You can restore only your…
…d to the boards view in Trello, we recommend importing your data from Trello to Freelo and using the kanban board. Example of a kanban project. Switching to Kan…
…lists or Notes. Access to To-Do lists The main section with data is a To-Do list which is a list of tasks that are related. To-Do list includes tasks, discussio…
…r tasks with a priority You can filter tasks by priority on Dashboard. Go to Dashboard and in the left menu find a filter Task priority. Click Filter tasks and…
…ect budget. Reporting back in timeIt is not possible to backdate time or finances to an already closed project budget. For proper budget deductions, always thin…
…a To-Do list Assign all tasks to one user Add the same due date for all the tasks Add a budget for To-Do list if you are a Captain or an Admin of the project E…
…ul help when switching between a couple of tasks during the day. If you click the search icon, you’ll see a list of your last visited tasks. It helps you jump b…
…nt to alert your colleague/client about a task or subtask updates, set up the following of the sub/task. The user gets notifications about all changes within th…
…s a page where you can find everything that matters to you: Data and account status information Recent activities Assigned sub/tasks Created sub/tasks Completed…
…n use a three-dot menu to sort the tasks by priority or due date. It is also useful in a Kanban view. Move within one project Each task can be moved via drag &…
…and click the pencil icon that appears. This will open a modal window with all the To-Do list settings, including the time budget. In the Time fund field, you…
…enerated. In the generated page are subtasks, comments, due dates and files, that you can download. Example of generated public page for a task. Share To-Do lis…
…gs one by one for specific tasks. You can also set them in bulk. Set up followers and assignees to a To-Do list. Setting up a follower for new tasks Set the def…
…the bottom of the page, or click here. We won't delete your data straightaway. All your details will stay there for another 60 days, just in case you change you…
…omeone adds a comment, completes the task or change its due date. There are two types of notifications: Freelo notifications in the app – these have default set…
…it keeps all the tasks, comments, documents, subtasks, due dates and assigned users (as long as they have an access to a new project). Via three-dot menu on th…
…and Surname Preferred language All changes confirm via Save data. Example of personal information settings. In this section, you can set up email notifications.…
…ifications to be sent to you every few hours throughout the day. Example of notification frequency every few hours. Notification every morning about general cha…