You can attach files and documents to tasks when adding a new comment or you can upload a file to a project as such (without the need of adding it to a particul…
…mmunication 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. Most of the…
Freelo payments options Check the billing information and and choose a payment option: Monthly - payment is only possible online via the payment gateway. Ann…
…ia keyboard shortcut wherever in Freelo. What can you set when adding a task? Assignee Deadline Who receives notifications Task priority Task label Subtasks TIP…
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…
…s in everyday processes. It can be used for: Invoicing a client for regular services Colleague's birthdays PPC review Meetings 1-to-1 retrospective Features of…
Notes are text documents related to the project. They help you keep important project information, such as: Links to all related materials. Attached files and i…
The notification center in Freelo (the bell icon) works on a similar basis as, for example, on Facebook. When you have new notifications there is a red badge wi…
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…
Do you have set processes for frequently recurring activities? If not, we highly recommend starting with project templates in Freelo. You can use a template s…
Most likely you already know mentions from social networks such as Facebook or Instagram. In Freelo it works the same way. In a comment you can mention another…
…racking over tasks and subtasks. 1. Play button in header When you start working on something click the play button in the upper blue bar and the time starts to…
…fications about new activities in the sub/task. Typically when someone adds a comment, completes the task or change its due date. There are two types of notific…
…and subtasks. You can view the due dates of tasks in the Calendar, on the Dashboard, in the project detail or under individual tasks. Sample calendar when setti…
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 th…
Inviting colleagues or clients to Freelo is easy. Click on the plus icon in the upper blue bar on the left > Add User. The fastest way to invite users to Freelo…
…You can download one item or all attached files in one comment. When you click the file name, downloading starts immediately. Another way is via three-dot menu…
…The Search tool is in the upper blue bar in Freelo. If the entered text matches tasks, projects, or users, the search offers those items. It's very fast. What…
…In case you are used to the boards view in Trello, we recommend importing your data from Trello to Freelo and using the kanban board. Example of a kanban projec…
For each To-Do list, you can generate an unique email address and create new tasks from your email directly. Email addresses can be generated for each task. The…
…You can change the email address the notifications will be sent to. If you do not specify the other email address, the notifications will be sent to your login…
Time to time there is a situation when you need all the comments in a discussion transcribed or even forwarded to someone. You don't have to copy it one by one.…
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 mov…
…ep you on track. You have an immediate overview if there is enough money left or it has been overdrawn. Who can see the budget?Financial budget and time capacit…
…ubtasks and their features check subtasks with deadlines. When to use subtasks Subtasks come in handy in following cases: The task has a process where you want…
…n 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 default. However yo…
Sharing screenshots is a very easy way to show others your view. There is a difference according to the device you use. MacOS device Use Shift + Command (⌘) + 3…
Next time, when someone sends you a link to the cloud, put it directly to the project in Freelo. Add it to the folder where everyone from your team can easily a…
…ets in To-Do lists help you to be aware of the costs and expenses related to your projects. Cost reports are gradually deducted from the preset budget. Only the…
A To-Do list is one of the core elements in Freelo. It contains tasks that are related to the same activity or project, or belong to one client. Add a new To-Do…
If you want 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…
…ave a look. Creating a new project A project is the highest entity and level in Freelo’s structure. Before you start assigning tasks to others, you need to crea…
…To-Do list In the detail of To-Do list, go to the context menu (three dots) and click Share via public link… You can email it or add a link to another task. It…
…ed project. In order to make changes such as add tasks, comment or edit notes in the archived project, you have to make it active again. Project can be archived…
…e list of All projects via the blue top bar. This view (screen below) helps you to move between multiple projects quickly. Just click the Project name and Freel…
…n All projects via Projects. Every project has a three-dot menu on the right. Find the section My projects and your projects have the option Delete the project…
…lters for users, projects, task labels, time or project currency and get exactly the view you need. Example of weekly overview. When having the mouse over the p…
…y to make it easier to work with typified tasks that are often repeated and have the same process. TIP: How to use copying tasks for simple processThe task can…
…cedures, functions, classes or protocols of a library (or even another program or operating system kernel) that a programmer can use. Freelo has its own API and…
…ticular file, first go to a project detail. In the project menu find Files. There are all attachments from tasks in that project and also files uploaded to this…
…that matters to you: Data and account status information Recent activities Assigned sub/tasks Created sub/tasks Completed sub/tasks Uploaded files For better or…
…ed bars are totals of reported money and hours. The last green bar enables you to download the CSV report of the filtered overview. Click Download report and sa…
…ilter tasks/projects/users etc. that you want to invoice. Then select particular items you want to bill. First page of invoicing in Freelo. How to mark reports…
…or particular projects. Example of an e-mail notification When you receive such an email, you can reply directly from your email client or go to Freelo via Show…
…gs. Under Security and Login, you can change your password. Enter your new password, then confirm it in the second field to avoid typos. Click Verify for passwo…
…restrict someone's access to To-Do lists. It can be done when creating a To-Do list or at any point in the future. Go to the Users section in a project and set…
…App You can use Freelo in several languages. To switch between the languages go to the bottom of the App. Example of switching between languages.
…n. There are your own projects and also projects you have been invited to. Simply click Projects in the top blue bar and select All Projects. Are you not sure w…
Are you sure you want to cancel your account? It makes us sad to hear that. If something is missing or bothering you in Freelo, please contact us. We’ll do our …
Check out the article about how to integrate Supportbox and Freelo on Supportbox blog: Jak propojit Freelo se Supportboxem