Freelo Help Looking for: es

Looking for: es

Files and attached documents –⁠ how to upload documents to Freelo

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…


Project templates and adding tasks from a template

 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…


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 the…


Subtasks with deadlines

…of the task anymore. Subtasks are now enriched with deadlines and discussion. They are shown in the Calendar, Dashboard and Timeline you can include them in yo…


Freelo glossary for the whole crew

Sometimes terms can be quite confusing, especially when the tool is new to you. We have prepared a glossary of  the most common Freelo terms, names of items and…


Dashboard, the main Freelo page

…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 there f…


Insights alias Projects, Users and Teams Overview in the Business panel

Insights is the first page in the Business panel. It brings 3 types of overviews: Projects Users Teams The Business panel is available for the captain of the Bu…


Expanded roles

 Admin of the project and Project manager are available roles in the Business. Both roles can set only the Project Captain. Glossary of the basic terms Captain…


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 ms…


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 o…


Setting the user's access

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…


Personalised Roles

In Business panel (under Business plan in Freelo, you can find a section called Company captain, it enables you to change the personalised role settings. This f…


Project Notes

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…


Filtering of project activities

Thanks to the Latest project activities, you can take a look at news in projects. There are 3 sections where you can check project actions. Now you can filter b…


How to export due dates to Google Calendar, Outlook, Mac and Windows Calendar

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…


Freelo Calendar of tasks and subtasks

…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's workl…


Discussions and comments

…ain entity in which you can write assignments and attach files. Most of the activities and notifications are based on comments. You can add a comment when creat…


Payment per user in the Business plan

…e launched a new pricing. It contains the payments for Business plan - the only plan that has payments per user. The plan is suitable for large companies and co…


Due dates of tasks and projects

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…


How to add files from Google Drive, Dropbox or OneDrive

…t to the folder where everyone from your team can easily access it as the item type Link. For example, solve the proofreading in the Google document or directly…


Change the owner of a project

 It often happens that the users test Freelo in the 14-day trial and start several projects, but are unable to work on them once the trial ends since they exce…


Delete or restore deleted project

…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 - Captains. However, t…


How to search in Files

…, 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 section reg…


How to download files in tasks/comments

…is very easy. 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…


Project summaries, overview of costs and profits

…hs, statistics and reports? So take advantage of our Summaries. You can easily find out which activities have too high costs or which are the most profitable. T…


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 t…


Desktop application

Freelo does not have 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. P…


Default follower and assignee in To-Do list

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…


How to turn on the Business trial

Business plan offers many premium features – from user management. Do you want to try out the functions of the Business plan? I am already a Freelo user In case…


Create a task from email

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…


Access to To-Do list

The project captain or the Admin of the project can restrict someone's access to To-Do lists. It can be done when creating a To-Do list or at any point in the f…


Archived project

An archived project does not count into your project limit (active projects). You can have an unlimited number of archived projects. Archived projects can be ac…


Following tasks and subtasks

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


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 act…


Back button in modal window

…asily go back where you started. Close the modal window via ESC or click anywhere outside the pop-up modal window. Animation how the modal window works. Check t…


Custom fields

…nt 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 into these f…


Budgets in To-Do lists

…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 Ca…


Task and subtask priorities

…e exclamation mark icon in different colors: No priority (does not display) Low priority (green) Medium priority (orange) High priority (red) How to set task pr…


Copying a task

…ypified tasks that are often repeated and have the same process. TIP: How to use copying tasks for simple processThe task can include subtasks, so it can be use…


Daily cost reports

…o have a summary that shows the amount you and your colleagues have reported. If you are Admin of the project or project captain (owner), you see all users' rep…


Connecting Freelo with Outlook

…tlook App Store. The “Freelo for Outlook” add-in is only accessible with an active Microsoft 365 subscription. Typical cases where the add-in is not available:…


Copy or Move a To-Do list

…t 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 positions…


Freelo API and API key

…for programming applications. It is a collection of procedures, functions, classes or protocols of a library (or even another program or operating system kernel…


Connect Gmail and Freelo

A new feature makes creating tasks from Gmail so easy. Freelo Gmail Addon allows you to assign the received email to your colleague in Freelo so it does not get…


Dark mode

…k in dark mode or if you prefer to have it on at certain times of the day only. Dark mode is an experimental feature so some images and videos may not be displa…


Freelo Chrome Extension

…als to confirm, and the Google Chrome extension will be successfully connected to your Freelo account. User email and API key from the Account Settings. Connect…


Email notifications

…rticular project. And you will get notifications only for these projects. Example of how to set up notifications only for particular projects. Example of an e-m…


Change your plan

…ently offers one free plan and four paid plans - Team, Business and Enterprise. If your current plan is not enough for you and you need to create more projects,…


Account cancellation

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…


Emojis in text

…(logo Windows) + dot. Example of use of emojis. Project titles don't have to be boring and won't fit among others. Important projects can be distinguished and h…