Freelo Help Looking for: pl

Looking for: pl

Project templates and adding tasks from a template

…ities? If not, we highly recommend starting with project templates in Freelo. You can use a template simply as a checklist of steps. It will help you keep the s…


Dashboard, the main Freelo page

…pper left corner and go there from anywhere in the app. Example of the main Freelo page – Dashboard. Task view options On the Dashboard, you can set different v…


Files and attached documents –⁠ how to upload documents to Freelo

…nd 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 particular task) using the sec…


Freelo glossary for the whole crew

…e you discuss task details and move it to the successful completion. Tasks can have an assigned user, due date, priority, attached files and you can track time…


Plans in Freelo

…ake the most out of Freelo, you can opt for one of the paid plans: Business and Enterprise. Freelo Plans: Free - zero cost plan. You can have up to 3 active pro…


Expanded roles

…wner. Only active projects count to the captain's purchased plan. Project manager = Can create projects under the captain's account. Admin = Can see and do the…


How to add subtasks

…e task has a process where you want to ensure the proper completion of all its parts. You want to copy the task with subtasks and use it in other projects in th…


Payment per user in the Business plan

…unched 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 corpor…


Create new tasks via URL with preset information

…reelo.io?createTask=true&td=3:5 [/ht_message] Practical examples Project for the new task Preset the project for the newly created task by adding pid=project nu…


Reply to a comment

Now you can use recently added feature reply to comment in Freelo. You can reply to a specific part of a comment or whole comment. Reply to the part of a commen…


Paid plan vs Free account

Every registered user starts with a 14-days Trial plan. During this period you can try all the features that Freelo offers. What is going to happen after the 14…


Freelo Calendar of tasks and subtasks

…iew of all deadlines of the sub/tasks. It is an easy way to plan out work with your team, keep track of people's workload or create new tasks directly for speci…


Discussions and comments

…you can save a comment and finish the sub/task > Save & Complete task. Or you can set a reminder when saving a comment > Save & Remind. Apart from the normal t…


Overview of completed tasks

…u 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…


Filtering of project activities

…useful 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 ta…


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…


Change your plan

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…


Good to know about projects

…ar. This view (screen below) helps you to move between multiple projects quickly. Just click the Project name and Freelo redirects you to the project detail. Pr…


Switching between multiple Freelo accounts

…pany and want to keep them apart. One PC is used by more people at work – everyone has their own Freelo account. Switch via Google Chrome profile The easiest wa…


Export / Download CSV

…cture of To-Do list? You don't need to rewrite anything, simply just export it. The text form can be entered as a new project template. Feature Export is in eve…


Due dates of tasks and projects

…hboard, in the project detail or under individual tasks. Sample calendar when setting the project final date. All sub/tasks that have a due date are visible in…


Email notifications

…via email as well. Thanks to email notifications you can reply from your email to the task in Freelo directly. Go to your profile Settings (via the avatar in t…


Custom fields

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…


Create a task from email

…enerated addresses directly to your contacts in your mail application, so you don’t need to return to Freelo each time you need them. How does it work Generate…


How to assign task to more users

…lity you know who has to move the task to the successful completion. However, you can divide the work over a task to more than one user thanks to subtasks. Chan…


Estimates on tasks

…ity to individual users. This function can be used, for example, when planning tasks for the team on a weekly, monthly or quarterly basis. Tips invited users wi…


Copying a task

…have the same process. TIP: How to use copying tasks for simple processThe task can include subtasks, so it can be used to create a simple process. From this ta…


Change the owner of a project

…jects. Therefore, the team leader decides to subscribe to a plan in which you can have more than three active projects per account. But what about the projects…


Following tasks and subtasks

…in 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 i…


How to assign a task

…o a task then automatically receives notifications. For example when someone else comments the task, changes a deadline or likes your comment. E-mail notificati…


Freelo API and API key

What is API? The abbreviation Application Programming Interface refers to an interface for programming applications. It is a collection of procedures, functions…


How to add Time and Cost reports manually

…e fastest way to report the time is using time tracking. Simply just click the play icon at the task and start. But you can also track manually, which is useful…


Delete or restore deleted project

If your plan has a limited 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 th…


Back button in modal window

…tail. Use keyboard shortcut mouse over a sub/task + Q to display a sub/task. The advantage is that at the background stays the current page and you can easily g…


Copy or Move a To-Do list

…her to copy descriptions, comments, files, followers, or completed tasks. At the bottom, you'll see the positions of the original and copied To-Do lists. Confir…


Emojis in text

…ar. (It works globally, not just in Freelo). TIP: How to display emoji bar on Mac OS and Windows?Mac OS – Control + Command ⌘ + Space. Windows – Win key (logo W…


Default follower and assignee in To-Do list

…the followers and assignees. This feature is great for example in kanban, where you have To-Do lists organised per task status (Inbox, In progress, Done). If y…


Freelo Chrome Extension

…o extension in Chrome with API key settings. To connect, simply enter your user email and API key, which you can find in your Freelo settings. Click on your ava…


Daily cost reports

…cular user, you can check his/her work reports per day. Example of daily reports per one user. Detailed reports, month and week overviews found in the section W…


Archived project

…t. 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 detail and on the right…


Account cancellation

…r that. If something is missing or bothering you in Freelo, please contact us. We’ll do our best to find a solution. If you’ve already made your decision, go to…


Dark mode

Please keep in mind dark mode is an experimental feature that is still being developed. Do you prefer to work at night or do you just want to protect your sight…


Connect Gmail and Freelo

…you to create a task from Gmail directly. The task must be placed in a particular project and To-Do list. Optional is setting the assignee and task due date. T…


How to add files from Google Drive, Dropbox or OneDrive

…ur team can easily access it as the item type Link. For example, solve the proofreading in the Google document or directly under the file in Freelo, where there…


Connecting Freelo with Outlook

…r Outlook Now install the Freelo add-in as shown in the example: Go to the Apps section and download Freelo for Outlook. Then sign in using your email and the c…


History of task changes (changelog)

…iew: Due date edit New comment Subtask activated Subtask completed Task assigned New subtask New task Activities overviewAll actions are in report Activities an…


Access to To-Do list

…t. Go to the section Users in a project, click on the green plus button and select the particular user you wish to invite. Unselect the option Invited users wil…


Budgets in To-Do lists

…the Admin of the project can set and change the budget. Example of a To-Do list with a budget. You can create a new budget or edit an already existing one for e…


How to change your password

…Button. In case you do not remember your current password, please use the forgotten password.


How to archive or delete To-Do list

When a To-Do list is not needed anymore, it is possible to archive it. Archived To-Do lists can be restored anytime, including the entire history. Feature Archi…