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…
…raight from the Dashboard. Subtasks are colored yellow for better orientation. It helps you filter tasks by deadlines, assignees, creation date, or status. Clic…
Is there something you do regularly? Do you sometimes forget? We have very useful help for you: create a repeated sub/tasks. Repeated tasks (or recurring tasks…
In case you are project captain (owner) or Admin, you can set up financial budget and time capacity for particular project. Budgets keep you on track. You have…
Raynet is Czech CRM system that helps businessmen to have a perfect overview. The whole company knows what is happening in Raynet and has better access to infor…
…pe of a file – picture, document, PDF, MP3m MP4, .doc, .xml etc. Uploaded files and documents in the discussions can be seen straight away with a preview. Audio…
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…
Budgets 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…
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…
…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 view the due dates of…
…anager are available roles in the Business. Both roles can set only the Project Captain. Glossary of the basic terms Captain = Project owner. Only active projec…
…ve is available for each To-Do list. In case you want to delete a To-Do list you have to archive it first. Archive To-Do list Every user invited to a project wi…
…right side of the top blue section. You can view the task detail of each sub/task using a keyboard shortcut. Hover over the sub/task + press Q or double click…
…ted 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 - Captains.…
…ormation (account name, avatar, language) You can edit the settings of multiple users at once using the Settings Template How to verify domain Access the Securi…
…tant links that are related to the project? In the project detail, there is a section called Pinned items, where you can add information and files you want to h…
…n the sub/task. Typically when someone adds a comment, completes the task or change its due date. There are two types of notifications: Freelo notifications in…
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…
…a comment when creating a task, when commenting on a task detail, or in project notes. Task descriptionAre you wondering how to never forget anything and alway…
…our project. The Users section can be found in the project detail. In this section, you can set who can access which To-Do list. This feature ensures that every…
…jects and All projects. In the following step, you select whether you transfer your project to another user or request the project transfer from another user. H…
…signees of the tasks, in particular To-Do list, you can preset who receives notifications. You can set who is notified about new activities in the existing or n…
…your colleagues or clients, another way than in Freelo? Sometimes it is useful to send data in classic tab. Maybe you also need to print some tasks for a meeti…
…he company must have at least one verified company domain (set this up in Business Panel > Security > Domains). Check out the detailed guide on verifying a comp…
…o copy a task. Copy via the three-dot menu Go to a project detail or particular To-Do list. You can copy a task via the three-dot menu on the left from a task n…
…ifferent companies or external teams. Just divide the work between more projects and invite particular users. Your account is linked to the email address that y…
…ive your own project. As a Project Captain, you can also Delete the project completely. No one else can do that. Archive project as Admin Go to the project deta…
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…
…to copy it one by one. Just share the discussion via a secret public link. The page is just for reading. No one can do any changes. How to share discussion Go…
…ication (2FA) for securely signing in to your account. How Set up Two-Factor Authentication Go to Settings via your avatar in the top-right corner Set up your 2…
…want to check out the tasks that you or your team have completed? You can get an overview of completed tasks in one of the following ways. User's profile Find s…
…e blue top bar. This view (screen below) helps you to move between multiple projects quickly. Just click the Project name and Freelo redirects you to the projec…
…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 fie…
Click on your profile at the top right and select Settings. In the upper part, you can change your personal information. What can you change in a profile? Profi…
Using Freelo and Outlook together? Then you’ll love our Outlook Freelo add-in. With just a few clicks, you can turn an email into a task directly in Freelo. 1.…
…(arrow icon) is very well known. We wanted to make moving between tasks and subtasks easier, so we added back button. It is available in modal window of sub/ta…
…eful when you want to check: Which sub/tasks have been completed Changed due dates New created sub/tasks Moved tasks between projects Removed users Changed task…
…t in the address bar and then press Install. That way will get push notifications and gain access to Freelo in one click. How to install the Freelo PWA. Pin the…
…n of the installed Freelo extension in Chrome with API key settings. To connect, simply enter your user email and API key, which you can find in your Freelo set…
You might need to copy or move a To-Do list between projects – including all tasks and related information. The Move, Copy, ... feature is available for every T…
…nt in the future. Go to the Users section in a project and set who can see particular To-Do lists. Each user must have access to at least one To-Do list in the…
…ew of the daily reports can be found in the Daily section. Set up the filters - choose users, projects and time period for which you want to see the summary rep…
…received email to your colleague in Freelo so it does not get lost. Addon enables you to create a task from Gmail directly. The task must be placed in a partic…
…rammer can use. Freelo has its own API and here is the complete documentation in English. This allows you to program a larger or smaller superstructure and conn…
…ure via your avatar in top-right corner, go to the section Settings and scroll down to the section Dark mode. You can choose whether you want to always work in…
We know that email is an important tool, you can set up your notifications and receive them via email as well. Thanks to email notifications you can reply from…
…ugh, emojis show up. You can use them in any text field — whether it is a comment, a note, a task name, a To-Do list or a project. Emoticons are also useful whe…
…ur contacts in your mail application, so you don’t need to return to Freelo each time you need them. How does it work Generate email address for particular To-D…
…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 best to find a solutio…
Freelo currently 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 mor…