Turn chat requests into tasks without retyping. And have your Freelo tasks at your fingertips in Teams, even when you're not currently heading into Freelo.
The Freelo integration with Microsoft Teams is a free app that connects Teams chat with your projects and tasks in Freelo. Instead of rewriting requests from messages, you can convert them directly into tasks and have them at hand right in the channel.
You can make a task even from a private message. Like the one your boss jussst sent you in the chat.
ToDoo writes...
Do you work in your clients' Teams and get requests in chat instead of Freelo? You can create a task directly from a message, so you don't have to retype anything and nothing gets lost.
They mainly go to Freelo to check off a completed task. In Teams, they open a tab, see what's next, and complete the task right there. They no longer need to switch windows.
Around a campaign or a website launch, a group is created in Teams where the details are discussed. Alongside the discussion, you can pin tasks from the To-Do list to it, so the whole team sees what is happening where.
A client writes in a channel that they need a flyer edited. Next to the message, you click on the three dots, select More actions → Create task in Freelo, and choose a project and To-Do list. The name and description are populated from the message, and you can see images in Freelo as a preview. The request no longer depends on whether someone remembers it.
How to create a task from a message
We need to edit the flyer for the spring event by Friday.
We have the materials in a shared folder.
I'll take it.
Task discussions often kick off in chat instead of Freelo. You can add an important note from Teams the same way as a comment to an existing task. The text will be pre-filled, and you can edit it before sending. The context stays with the task it belongs to.
More about integration
The client approved the texts.
Great, design?
He will send it tomorrow.
Thanks, I'll write it down.
Pin a tab with tasks from a selected project to a channel or chat. You can have all To-Do lists in it, just some of them, or even multiple projects at once. In the table, you can complete a task, assign a solver, set a due date, or add a tag.
Get it from Microsoft Marketplace
Client
Newsletter materials
Tomorrow
MP
Campaign
Website banners
March 18
HN
Graphics
Social Media Posts
March 20
JK
Campaign
Video ad
27/3/
LK
Campaign
Proofreading
March 12
AD
Web
Click on the task name to open its details: description, subtasks, comments, assignee, due date, and tags. You can edit the task or add a comment with an attachment. When you need more, the Open in Freelo button takes you straight to the app.
Try Freelo for free
Client
Newsletter materials
Tomorrow
MP
Campaign
Website banners
March 18
HN
Graphics
Social Media Posts
March 20
JK
Campaign
Trade fair poster
24 March
TK
Client
Video ad
27/3/
LK
Campaign
Proofreading
March 12
AD
Web
Petra Lišková
No surprises. Upfront about what the integration can't do yet.
Yes. You can install the Freelo app for Microsoft Teams for free from the Microsoft Marketplace. You need a Freelo account for it. If you don't have one yet, try Freelo for 14 days for free.
Detailed instructions with screenshots can be found in the Microsoft Teams integration help.
A user with admin rights in Microsoft Teams. If you don't have them, ask your IT administrator. The tab is then managed by the person who created it, and others will see their name in its settings.
No. The tab respects Freelo permissions, so everyone sees only tasks from projects they have access to in Freelo. You can safely pin it even to a channel shared with a client.
In both. You can create a task or comment from a message in a channel as well as in a private chat, one-on-one or in a group. You can pin a tab with tasks to a channel or chat.
Not yet. The integration runs in Microsoft Teams with a work or school account, in both the desktop and web versions.
No, the integration does not connect calendars. It handles converting messages into tasks and comments, task overviews in channels, and quick task edits. You can get deadlines into your calendar by exporting from Freelo.
You will see images in Freelo as a preview directly in the task or comment. Other files are not copied; only a link to the file in SharePoint is inserted into Freelo.
In the blog post, you will find when the integration makes sense, what it can do, and what it cannot do yet. In the help section, we will then guide you with screenshots through the installation, account linking, and tab setup.
