…le – picture, document, PDF, MP3m MP4, .doc, .xml etc. Uploaded files and documents in the discussions can be seen straight away with a preview. Audio and video…
…yellow for better orientation. It helps you filter tasks by deadlines, assignees, creation date, or status. Click the Home icon in the upper left corner and go…
…imited amount of active projects, you can always archive or delete old ones in order to create a new one. Projects can only be deleted by their owners - Captain…
…sts over tasks. It helps you keep an eye on the financial side of the project and also see where you waste too much time. Time and money reports can be used as…
…project template looks like. How to create a template In order to use templates for individual tasks, To-Do lists, or projects, you first need to create a proj…
…bar on the left, or add to a specific To-Do list in project detail or via keyboard shortcut wherever in Freelo. What can you set when adding a task? Assignee De…
…n's purchased plan. Project manager = Can create projects under the captain's account. Admin = Can see and do the same activities as the captain in the particul…
…contacts. Meeting reports. Wiki pages and project know-how. Descriptions of processes and manuals. RecommendationDo not share passwords in notes. Password manag…
…of tasks in the Calendar, on the Dashboard, in the project detail or under individual tasks. Sample calendar when setting the project final date. All sub/tasks…
…'t forget the weekly report and an accountant will have all details always on time. Let Freelo work for you. Use repeated tasks in everyday processes. It can be…
…erstone 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 attach files.…
…t's have a look at how to create task labels, and manage or delete them. Creating labels Task labels can be created in the project, To-Do list, or task detail.…
…all the comments in a discussion transcribed or even forwarded to someone. You don't have to copy it one by one. Just share the discussion via a secret public…
…f you need to find a particular file, first go to a project detail. In the project menu find Files. There are all attachments from tasks in that project and als…
In Freelo you can decide where the invited users have access to projects. When you invite someone to a project the user can see all To-Do lists and tasks by def…
…subtasks in particular tasks. In case you want to know all details about subtasks and their features check subtasks with deadlines. When to use subtasks Subtas…
…, which can be also assigned to users. It allows you to divide the activities for more users and tick off the subtasks step by step. Once the user is assigned t…
…in the section Payments and invoicing information. How to order a Freelo Business plan. Change of a plan If you need more licenses or want to change the payment…
…s you can find a list of all the projects. Projects are divided into sections by their owners (Captains). Go to the list of All projects via the blue top bar. T…
…notifications: Freelo notifications in the app – these have default settings. E-mail notifications that you can set as you like in the profile Settings. You can…
…ks 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 your team, keep track of people'…
…king on it again. You cannot edit an archived project. In order to make changes such as add tasks, comment or edit notes in the archived project, you have to ma…
…w from rows to columns or any other view. Go to the project detail page (house icon in the project menu) and click on the Settings icon > Project settings. Clic…
…ow others your view. There is a difference according to the device you use. MacOS device Use Shift + Command (⌘) + 3 (for the whole desktop screen) or Shift + C…
…put it directly to the project in Freelo. Add it to the folder where everyone from your team can easily access it as the item type Link. For example, solve the…
…ate a new project is via the plus icon at the top of the header > Create a project. How to create a new project in Freelo. 2. In the section All projects You ca…
…ency you want to report. How to set up budget Go to project detail and via the setting icon on the right click Set project Budget. How to set budget for a proje…
…you can set: Task or subtask following Task or subtask reminder Add task or subtask to My task priorities Features within the notification center. Browser notif…
…rs and save them for next time. Filters can be edited and ordered. Click the arrow icon next to the green button Filter > Save filter > input the name of filter…
…t Moving tasks within one To-Do list helps you to set the order. For example when you need the most important task at the top of the To-Do list. Go to the proje…
…signed sub/tasks Created sub/tasks Completed sub/tasks Uploaded files For better orientation, subtasks are yellow. Are you assigned too many subtasks? You can h…
…d as a comment in Freelo. Files and attachment will be included. We recommend that you save the generated addresses directly to your contacts in your mail appli…
…vite a user to a particular project directly. Go to project detail and find the section Users. Click on the green plus icon. Select users from the menu. You can…
…ow to use copying tasks for simple processThe task can include subtasks, so it can be used to create a simple process. From this task, you can create a new one…
…help you around. The navigation appears in the following order Project. > To-Do list > Task. Search quickly using a keyboard shortcut This keyboard shortcut Al…
…ork reports per day. Example of daily reports per one user. Detailed reports, month and week overviews found in the section Weekly and Monthly. Export CSV repor…
…penses related to your projects. Cost reports are gradually deducted from the preset budget. Only the Captain or the Admin of the project can set and change the…
…alendar, Outlook, or any other calendar app you use on your device. Your calendar will update automatically based on changes made in Freelo. In addition to expo…
…ption is to share a particular task with discussion and all details. How to share To-Do list In the detail of To-Do list, go to the context menu (three dots) an…
…. We’ll do our best to find a solution. If you’ve already made your decision, go to Settings and click I want to cancel my account at the bottom of the page, or…
…name for your new To-Do list. You can also set its budget, default assignee, users who will have access to this To-Do list, a time fund, and pin a note to it.…
…h priority (red) How to set task priority Go to the project detail, To-Do list or task detail. On the left from task name is visible the icon of exclamation mar…
…ight click Download the report and get the CSV table with a detailed report. How to download reports of Billed items in Freelo. Example of downloaded CSV tab.
…ltiple files in one comment. All attachments will be downloaded in a .zip file. How to download all files from the discussion at once Do you have a lot of attac…
…imported users from Trello Export from Trello does not provide users' emails so it needs to be done manually. Go to the Import board from Trello page in Freelo.…
…o to Settings. Change your password via section Settings. Under Security and Login, you can change your password. Enter your new password, then confirm it in th…
…PWA app on your computer. Sub/task following Go to sub/task detail and scroll down, below the comment form. There is a section called Followers. You see current…
…invited or archived project? Check our Glossary. It is divided into 5 sections: Favorite projects - here you will find all favorite projects that you have mark…
…eelo to another service you use. You will need a programmer/developer to do this. For example, you can send reports from Freelo to an accounting program or tran…
You can set all email notifications and alerts in Settings. You will find it in your profile (your avatar at the top right) > Settings. Go to Settings via your …