…e parts of the task anymore. Subtasks are now enriched with deadlines and discussion. They are shown in the Calendar, Dashboard and Timeline you can include the…
Connect Freelo with Claude Code by Anthropic and let the AI assistant work with your projects, tasks, and time logs — creating tasks, moving deadlines, or analy…
…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…
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 o…
…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…
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 h…
…to come back to the sub/task later? Do you want to be reminded of the sub/task regardless of the deadline? It is simple with Reminder. Setting a sub/task remin…
…a form takes three simple steps. The form must be created under a captain's account with a paid plan to ensure access to all projects. You enter the captain's e…
…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…
…ject is the highest level in Freelo's structure. It is a folder of related To-Do lists, tasks and subtasks. Common topics are: the client you work for or cooper…
…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…
…mation such as project, To-Do list, subtasks, comments, and deadlines (fixed and floating). [ht_message mstyle="info" title="URL with preset information" show_i…
When a To-Do list is not needed anymore, it is possible to archive it. Archived To-Do lists can be restored anytime, including the entire history. Feature Archi…
…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…
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…
Thanks to default followers and assignees of the tasks, in particular To-Do list, you can preset who receives notifications. You can set who is notified about n…
…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.…
…, 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…
…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…
…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…
…e a native application. However, there is a way to create a desktop shortcut or download our PWA that has similar benefits as a native app. PWA app from Google…
…xport structure Exports To-Do list and project exports include the structure of tasks and subtasks. Export a To-Do list Do you need to copy the current structur…
…with a green whistle, then the time will automatically be added to the overall estimate for the task. How to approve a task estimate. How to view estimate in Ka…
…d to make moving between tasks and subtasks easier, so we added back button. It is available in modal window of sub/tasks. This feature is useful in tasks, wher…
…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…
…nally referred to as Guest Accounts, are free accounts intended for external users – typically clients or vendors. Each Business team can invite up to 100 Guest…
…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…
…unable to work on them once the trial ends since they exceeded the limit of active projects. Therefore, the team leader decides to subscribe to a plan in which…
…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…
…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…
…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'…
…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…
…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…
…the task to the successful completion. However, you can divide the work over a task to more than one user thanks to subtasks. Changing the assignee There is alw…
…lo Quick Add extension via its settings. Then click Save Credentials to confirm, and the Google Chrome extension will be successfully connected to your Freelo a…
…using Outlook LTSC – a special version of Microsoft Office designed for environments without internet access or with limited connectivity (more info here). Unf…
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 int…
…real-time overview – work logs from tasks are automatically deducted and you can see how close you are to the limit. Useful anywhere you need to keep an eye on…
…in SupportBox with one click — no switching between apps needed. Your colleagues in Freelo immediately see the customer context, deadline, and assigned solver.…
…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…
…Thanks to the API (Application Programming Interface), your developer or favourite no-code tool can communicate with Freelo and exchange data in both directions…
…. 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…
…y a To-Do list When copying, you can choose whether to include comments, files, watching users, and completed tasks. How to copy a To-Do list. TIP:Copying recur…
…ed tasks between projects Removed users Changed task labels Deleted sub/tasks And many more... Overview of Activities We have created a completely new section f…
…enu. Example of how to change your plan. Then, choose and order the plan you need. How to order the paid plan in Freelo.
…three-dot menu next to the name of the task) or on the task detail. This is where you find a task history on the page with all tasks. This is where you find a t…
…ot menu, go to Move, copy, … You can choose whether to copy descriptions, comments, files, followers, or completed tasks. At the bottom, you'll see the position…
…icks: the task name is generated from the subject line, the description from the email body, and attachments are imported automatically. This article walks you…
…ime or costs over tasks allows you to track the financial side of the project from the point view of real numbers. The fastest way to report the time is using t…
…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…