…ts — images, documents, and other files. Freelo lets you download files individually or all at once as a ZIP, from the entire discussion or from a single commen…
An online form in Freelo lets you collect requests, enquiries, or feedback from anyone — and every submission automatically creates a new task. Think of it like…
…u also need to print some tasks for a meeting. Export or download: To-Do list data The whole project Reports Export structure Exports To-Do list and project exp…
…ist is always located in a particular project. There is an unlimited amount of To-Do lists in each project. Useful features are financial budget of To-Do list a…
…can be played directly in Freelo so there is no need to download it. Section Files within the project Freelo WIKI & ideas. How to add new items in the section…
…or Claude and type normally. The connection is free – you only pay your Freelo subscription and your AI tool plan. AI sees only what you have permission to see…
…ng correctly and as you need: New repeated task is created only when the previous repeated task is completed. When there is a repeated task with a due date, the…
…ns options Email notification setup options. Notifications only for selected projects You can choose for which projects you want to receive email notifications.…
…er are available roles in the Business. Both roles can set only the Project Captain. Glossary of the basic terms Captain = Project owner. Only active projects c…
…e whether you want to see the subtasks and tasks, or tasks only. Show the subtasks via the checkbox in the upper right part > Showing subtasks. How to show subt…
…delete old ones in order to create a new one. Projects can only be deleted by their owners - Captains. However, they can be archived by Project Managers. Archiv…
…ections via a bar. 1. Projects In the Projects section are only the projects you are the captain of. In the graphic view you can check: Tasks after deadline Act…
…t way to invite users to Freelo. Who can invite new users? Only the project captain (owner) or Admin of the project. In case you have a Free plan, you can invit…
…Google Calendar is also available. You can choose to share only the tasks with a due date assigned to you, or all tasks regardless of who they are assigned to.…
…rkspace – perfect for efficient, uninterrupted work. Downloading the Google Chrome extension After downloading and installing the Freelo Quick Add extension…
…s Panel, then go to User management. Who can manage Guests Only the following users can invite someone as a Guest: Company Captain or any Project captain with a…
…you see all users' reports. As an invited user you can see only your own reports. In the top blue bar click Reports > Daily in the Reports section. An overview…
…lay audio and video files directly in Freelo. No need to download formats such as MP4, MOV, AVI, WAV, or MP3. The maximum size of the attached file is 1 GB for…
…complete installation guide — the integration is free, you only pay for your Freelo and Claude plan. What is Claude Freelo Skill Claude Freelo Skill is a direct…
…nt you can create a real invoice via one of our integrated online apps. Click Invoice via and select the app. Billed reports are in section Invoices. Integrate…
…login from Raynet, account name in Raynet (from Raynet URL only the account name behind the slash - https://app.raynet.cz/ACCOUNTNAME/) and API key generated in…
… - presets the To-Do list to which the task is added (will only work in combination with pid) https://app.freelo.io?createTask=true&pid=1024&tlid=3299 tt - pres…
…d-in as shown in the example: Go to the Apps section and download Freelo for Outlook. Then sign in using your email and the copied API key from your Freelo acco…
…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 Chrome You can download…
…n invited user, you can set the chosen layout for yourself only. Select Rows, Columns or any other view and confirm via Save settings for this project. Change t…
…ck on the checkbox next to Sees all To-Do lists and select only those you want the user to have access to. Animation of setting access to To-Do lists for a user…
…tion just above the list of projects and templates. If you only want to search within projects (not between templates), go to this category. How to use project…
…to the section Assignee and select the user. The task can only be assigned to one user only. Click Save. How to assign a new task to someone. TIP: Always assig…
…name a project Competence to change the name of the projectOnly the Captain or the Project Manager can change the name of the project. Just click the project na…
…ecific projects If you want to receive email notifications only for specific projects, you can check the Only for certain projects option. Then, you can select…
…ave 14 days to try all the Business functions for free The only people who have access to the Business panel are the captain and the Company captain (a person t…
…into your project limit (active projects). You can have an unlimited number of archived projects. Archived projects can be accessed by captain and any of the in…
…ou can move tasks between projects that belong to one user only. If the project is not yours you are able to move the task only to a project that is owned by th…
…n connect any system that has an API with Freelo. Most commonly these are internal systems, accounting tools, CRMs, and similar. The connection runs automatical…
…Dashboard. On Project detail If you want to view estimates only for a given project, you can view them in a tabular view on the Project Detail. Estimates on Pro…
…ost reports are gradually deducted from the preset budget. Only the Captain or the Admin of the project can set and change the budget. Example of a To-Do list w…
…of contracts or invoices – filter the type to PDF and see only documents, without images or links Auditing visual assets – the Images filter shows everything g…
…le desktop screen) or use Snipping Tool for selected areas only. More detailed instructions here. Paste this copied image directly from the clipboard in a comme…
…thanks to subtasks. Changing the assignee There is always only one user assigned to a task. The assigned user can be changed at any time. For example I work on…
…r to all tasks. The changes to assignee and due date apply only to existing tasks. Confirm by clicking the Save button. How to change the default task assignee…
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…
…ist. How to restore archived To-do list. Delete To-Do list Only archived To-Do lists can be deleted. After the archiving To-Do list, it can be restored or delet…
…u can move To-Do lists where you already have some reports only within the projects with a same currency. To-Do lists can also be moved within a project. This h…
…te a sub/task it won't be visible in the Calendar anymore (unless you change the settings). Switching between months, weeks, days Use the arrow keys on the keyb…
…you want to see the latest activity for specific projects only. Time period - newest, oldest. List of completed task by a particular user. Recent activities on…
…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 displayed right. This…
…me in handy when you're creating a task assignment and suddenly remember other tasks that need to be completed – you can create them including all the attribute…
There are a few ways to create a new task in Freelo. Via the plus button in the upper blue bar on the left, or add to a specific To-Do list in project detail or…
Make is a no-code automation platform. This integration enables you to connect Freelo to other applications via API, thanks to which you can create your own aut…
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…