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…
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…
Link a single task across projects without unnecessary duplication. This feature is useful for tasks related to multiple projects or departments – changes sync…
…he 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 exceeded the limit of active…
Do you use a Microsoft account (Outlook, Microsoft 365, Azure AD) and want to register or sign in to Freelo quickly and without a password? It is possible. Free…
On the page All projects you can find a list of all the projects. Projects are divided into sections by their owners (Captains). Go to the list of All projects…
…ks 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 section Files. Comment…
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…
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…
…eline (Gantt chart) feature gives you a linear view of the project on a timeline. In the Timeline, you can work with tasks, easily change deadlines, move deadli…
…lo's main page and the general board of all the sub/tasks across projects. You can edit, start tracking time or finish the sub/tasks straight from the Dashboard…
…Company captain, it enables you to change the personalised role settings. This feature can be convenient in many situations. For example when you've invited yo…
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…
Do you have important links that are related to the project? In the project detail, there is a section called Pinned items, where you can add information and fi…
…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 invite 3 users…
…r a meeting. Export or download: To-Do list data The whole project Reports Export structure Exports To-Do list and project exports include the structure of task…
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…
…age in the Business panel. It brings 3 types of overviews: Projects Users Teams The Business panel is available for the captain of the Business plan and appoint…
…eone sends you a link to the cloud, put it directly to the project in Freelo. Add it to the folder where everyone from your team can easily access it as the ite…
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…
…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 tasks in the Calendar,…
Are you switching from Asana to Freelo? Here's a simple tutorial on how to transfer your projects. 1. Generate a token in Asana In Asana, go to My settings via…
…our PWA that has similar benefits as a native app. PWA app from Google Chrome You can download the Freelo PWA (progressive web application) directly from the br…
Page with all projects gives you an immediate overview of all the projects you are working on. There are your own projects and also projects you have been invit…
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…
…which activities have too high costs or which are the most profitable. Thanks to time tracking you can see how effective your team or you are. Click Reports in…
With the Freelo Chrome Extension, you can now add tasks directly to Freelo from any page in your Google Chrome browser. Just a few clicks and the task is instan…
…n create new tasks via URL with preset information such as project, To-Do list, subtasks, comments, and deadlines (fixed and floating). [ht_message mstyle="info…
…an API key in Freelo First, you need to copy your API key from Freelo, which allows you to link your projects with the Outlook Freelo add-in. Click your avatar…
Import projects from Basecamp 2If you want to import projects from Basecamp 2, please contact us at info@freelo.io. We could try to work something out.
…n creating a task, when commenting on a task detail, or in project notes. Task descriptionAre you wondering how to never forget anything and always keep track o…
We have prepared an easy way to import the boards from your Trello account to Freelo. You will need only two things: a generated API key and a Token from Trello…
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…
Just as you can move the task, change the project hierarchy, it also can be copied. Copying is a good way to make it easier to work with typified tasks that are…
…value will then be displayed as "not assigned". You can approve this estimate with a green whistle, then the time will automatically be added to the overall es…
…you to be aware of the costs and expenses related to your projects. Cost reports are gradually deducted from the preset budget. Only the Captain or the Admin o…
Your profile is a page where you can find everything that matters to you: Data and account status information Recent activities Assigned sub/tasks Created sub/t…
…can generate an unique email address and create new tasks from your email directly. Email addresses can be generated for each task. The text of the email is sa…
…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 the to…
…tailed instructions here. Paste this copied image directly from the clipboard in a comment form in Freelo. Use well known keyboard shortcuts: Mac CMD + V Window…
…. We would recommend this feature in case you create tasks from email in particular To-Do list. The task has an assigned user and you prevent forgetting. Both f…
Back button (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 windo…
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…
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…
…er it is a comment, a note, a task name, a To-Do list or a project. Emoticons are also useful when you need to highlight or distinguish important tasks or the e…
…and your colleagues have reported. If you are Admin of the project or project captain (owner), you see all users' reports. As an invited user you can see only y…
…ped. Do you prefer to work at night or do you just want to protect your sight? Be that as it may, dark mode is a great option for you. How to switch to dark mod…
…ent plan is not enough for you and you need to create more projects, use more data space or use roles Admin & Project manager features, you can easily change it…
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…
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 …