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…
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…
…ar 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 Dea…
…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…
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…
…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…
…phases of the project such as Inbox, In progress/WIP, Done etc. TIP: Are you a previous user of Trello?In case you are used to the boards view in Trello, we re…
…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 Subtask…
…our comment. E-mail notifications are optional and you can set them up as you like in your profile Settings. There are few ways to assign a task. So let's have…
…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.…
…hed files and images. List of important project contacts. Meeting reports. Wiki pages and project know-how. Descriptions of processes and manuals. Recommendatio…
…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…
…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…
…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…
…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 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…
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…
…r. You can mark them as read or unread in case you want to return to them later. The unread notifications are yellow. Click the eye icon to mark the notificatio…
…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…
…ite 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…
…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…
…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…
There are a few ways to create a new project. Let's have a look. Creating a new project A project is the highest entity and level in Freelo’s structure. Before…
…ert your colleague/client about a task or subtask updates, set up the following of the sub/task. The user gets notifications about all changes within the sub/ta…
…. The capitain just needs to click on Payments and billing details via the avatar in the upper right corner of their profile. Then on the next page select Chang…
…ou can choose a 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…
…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…
…the file link in the cloud. File Link in Freelo - Google sheet. TIP: Inserting a file from a company server You can insert links to files from your company serv…
…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 particular…
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…
…directly in Google Calendar. However, tasks cannot be completed via third-party apps. 1) Go to the section Calendar in the upper blue bar, and click Share Cale…
…tion 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) and…
…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…
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…
…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…
…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 also…
…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…
…P: Recently visited tasksA very useful help when switching between a couple of tasks during the day. If you click the search icon, you’ll see a list of your las…
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…
…To invoice. In the left column filter tasks/projects/users etc. that you want to invoice. Then select particular items you want to bill. First page of invoicin…
…Recent activities Assigned sub/tasks Created sub/tasks Completed sub/tasks Uploaded files For better orientation, subtasks are yellow. Are you assigned too many…
…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…
…nal information. Via your avatar in the right corner go to Settings. Change your password via section Settings. Under Security and Login, you can change your pa…
…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…
…have more than one file in one comment (documents, pictures etc.) you can download them at once. Via three dot menu click Download files in comment. How to down…
…n) or Shift + Command (⌘) + 4 just for selected area. More detailed instructions here. Windows device Use keyboard shortcut with Windows logo + PRTSCN (for whol…
…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 what is a…
…lease contact us at info@freelo.io. We could try to work something out.
Check out the article about how to integrate Supportbox and Freelo on Supportbox blog: Jak propojit Freelo se Supportboxem