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Dashboard, the main Freelo page

 The Dashboard in Freelo'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 stra…


Due dates of tasks and projects

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…


How to export due dates to Google Calendar, Outlook, Mac and Windows Calendar

You can connect the calendar with sub/tasks due dates from Freelo to Google Calendar, Outlook, or any other calendar app you use on your device. Your calendar w…


Freelo Calendar of tasks and subtasks

A Calendar with tasks and subtasks can be really helpful. It's an effective overview of all deadlines of the sub/tasks. It is an easy way to plan out work with…


Freelo glossary for the whole crew

…successful completion. Tasks can have an assigned user, due date, priority, attached files and you can track time over the task. Subtask Subtask is the next lev…


How to set up repeated tasks and subtasks

…n time. Let Freelo work for you. Use repeated tasks in everyday processes. It can be used for: Invoicing a client for regular services Colleague's birthdays PPC…


Files and attached documents –⁠ how to upload documents to Freelo

…nges Follow the item and receive notifications in case of updates Pin to a project so no one can miss it Copy (create a template and use it over and over) Move…


How to create a new task

…nd also choose who you want to be notified in case of any updates. Do you know you can use emojis anywhere in Freelo?Emojis are great to highlight a name of the…


Export / Download CSV

Do you need to share data with your colleagues or clients, another way than in Freelo? Sometimes it is useful to send data in classic tab. Maybe you also need t…


Two-way integration with Google Calendar

…ight corner > Settings > Integration and select Google Calendar. Example of Freelo and Google Calendar integration settings. Then, add the Google account that y…


Back button in modal window

…tasks easier, so we added back button. It is available in modal window of sub/tasks. This feature is useful in tasks, where are subtasks with more details such…


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…


Create new tasks via URL with preset information

…p;r=p td - presets the task term 2021-09-30 - only sets the date https://app.freelo.io/?createTask=true&td=2021-09-30 2021-09-30T20:45 - sets date and time http…


Filtering of project activities

…t to check: Which sub/tasks have been completed Changed due dates New created sub/tasks Moved tasks between projects Removed users Changed task labels Deleted s…


Guest Accounts

…volve clients directly in task execution. Protect sensitive data through strictly limited permissions. Click the helm icon to access the Business Panel, then go…


Daily cost reports

…only your own reports. In the top blue bar click Reports > Daily in the Reports section. An overview of the daily reports can be found in the Daily section. Se…


How to create a To-Do list

…d then create a new To-Do list on the Tasks page. Then, a modal window will appear where you can choose a name for your new To-Do list. You can also set its bud…


Discussions and comments

…e colour or highlight the text to make your comment more readable. Other formatting options are adding a bullet point, empty space, numeration, quotation, or em…


Import your data from Asana to Freelo

…he copied token into the box. Then simply click on the Load data for import button. You will see a list of your Asana projects. Select which ones you want to ex…


How to add subtasks

…and deadline to more subtasks at the same time. 3. In the modal window of a task Modal window of a task (pop-up window with task details) appears via keyboard s…


Estimates on tasks

…he Project, you can view the task estimates simply in the modal window after clicking the Task parameters button. How to vies estimate in Kanban Board. View est…


Freelo API and API key

…nd reports from Freelo to an accounting program or transfer data from CRM to Freelo. How to use Freelo API Thanks to the API, you can connect any system that ha…


How to assign a task

…nee directly. How to assign a task on project detail. Use modal window of the task to quickly edit itYou can quickly edit the name, assignment to the user and d…


How to create a project

…e a project from a template (structure can be edited later) Date from which the task due dates will be created Display = rows, kanban board, table, mind map, ti…


Import your boards from Trello to Freelo

…nd Token Paste the keys to the form and click on Upload the data and Import. Enter the Trello API Key and API Token to Freelo. Alert!Import to Freelo always tak…


Change the owner of a project

 It often happens that the 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 exce…


Expanded roles

…roject at the same time and help you fully manage projects. Project manager is automatically an Admin of the project that they create. How to appoint a Project…


How to assign task to more users

…em to multiple users. Assigned subtasks are also visible on Dashboard. Subtask has own page with discussion, can have due date, label, priority, reminder and yo…


Good to know about projects

…ou want. You can restore archived projects anytime with all data kept, just the way you left them. How to work with archived projects. Project filtering & Proje…


Delete or restore deleted project

…deleted project Deleted projects can be restored within 30 days in the Last deleted section. Check the article about task overviews. You can restore only your…


Create a task from email

…s from the email even faster. You can set task solvers, due dates etc.


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…


How to turn on the Business trial

…n the top right corner > Business panel. In the following modal window that appears, confirm turning on the trial version. How to try out the features of the Bu…


How to notify other users about the task

…nt to alert 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 th…


How to move a task

…n use a three-dot menu to sort the tasks by priority or due date. It is also useful in a Kanban view. Move within one project Each task can be moved via drag &…


How to edit a To-Do list

…a To-Do list Assign all tasks to one user Add the same due date for all the tasks Add a budget for To-Do list if you are a Captain or an Admin of the project E…


How to delete a task

…eports > Last deleted items. This report keeps items for 30 days. Last reported items in Reports. Place mouse over the deleted item and appears blue button Rest…


History of task changes (changelog)

…vities in particular task.   You can individually view: Due date edit New comment Subtask activated Subtask completed Task assigned New subtask New task Activit…


Account cancellation

…the bottom of the page, or click here. We won't delete your data straightaway. All your details will stay there for another 60 days, just in case you change you…


How to add Time and Cost reports manually

…u can write a note or report it retroactively on a specific date. Report time retroactively and confirm via Save. Reports as costs You can take the task reports…


Budgets in To-Do lists

…and click the pencil icon that appears. This will open a modal window with all the To-Do list settings, including the time budget. In the Time fund field, you…


Freelo Chrome Extension

…hrome browser’s extension bar. Icon of the installed Freelo extension in Chrome with API key settings. To connect, simply enter your user email and API key, whi…


How to check percentage task fulfillment

…can be filtered across the projects. Labels are visible on Dashboard, project detail and in task detail. The same way works for subtasks as well. Mark the task…


Copy or Move a To-Do list

…it keeps all the tasks, comments, documents, subtasks, due dates and assigned users (as long as they have an access to a new project). Via three-dot menu on th…


Following tasks and subtasks

…omeone adds a comment, completes the task or change its due date. There are two types of notifications: Freelo notifications in the app – these have default set…


How to order tasks in To-Do list

…To-Do lists you can setup the tasks order according to: Due date Task priority Oldest tasks first Newest tasks first Sort ascending (A-Z) Sort descending (Z-A)…


How to set up email notifications

…ifications to be sent to you every few hours throughout the day. Example of notification frequency every few hours. Notification every morning about general cha…


Connect Gmail and Freelo

…d To-Do list. Optional is setting the assignee and task due date. The task name is generated according to the e-mail subject and so is the task description whic…


Connecting Freelo with Outlook

…r Outlook with a Microsoft 365 licenseIf you're using a standalone version of Outlook without Microsoft 365 (e.g., LTSC version or a one-time purchase of Office…


Change your plan

…ough 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 by clicking on Ch…