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Subtasks with deadlines

…e parts of the task anymore. Subtasks are now enriched with deadlines and discussion. They are shown in the Calendar, Dashboard and Timeline you can include the…


Freelo MCP

…lo. Instead of switching between tabs, you let ChatGPT, Claude, or Gemini list or create tasks, track time, or search comments — in natural language, in your ow…


Claude Freelo Skill – Control Freelo with AI

Connect Freelo with Claude Code by Anthropic and let the AI assistant work with your projects, tasks, and time logs — creating tasks, moving deadlines, or analy…


Files and attached documents –⁠ how to upload documents to Freelo

…le – picture, document, PDF, MP3m MP4, .doc, .xml etc. Uploaded files and documents in the discussions can be seen straight away with a preview. Audio and video…


Dashboard, the main Freelo page

…yellow for better orientation. It helps you filter tasks by deadlines, assignees, creation date, or status. Click the Home icon in the upper left corner and go…


Task description

Each task has a Task description section. It ensures that no important information gets lost in the discussion. This section can be found right below the name o…


Forms

…form takes three simple steps. The form should be created under a captain's account to ensure access to all projects. Enter your email and API key; after that,…


How to delete a task

Every user can delete a task or subtask. That's why you need clear rules, how to use such a tool. There are few options to prevent loosing tasks in Freelo and h…


Sub/task reminder

…to come back to the sub/task later? Do you want to be reminded of the sub/task regardless of the deadline? It is simple with Reminder. Setting a sub/task remin…


Delete or restore project

…imited 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 their owners – Captain…


Freelo CLI

…distributed as a single executable file – it requires no Node.js, Python, or Docker. It's a good fit for developers, DevOps engineers, and AI agents who need t…


Freelo glossary for the whole crew

…ject is the highest level in Freelo's structure. It is a folder of related To-Do lists, tasks and subtasks. Common topics are: the client you work for or cooper…


How to record a bug from the app using Jam.dev

Jam.dev is a tool that lets you quickly record your screen and automatically attach technical data from your browser (e.g. errors from the developer console). T…


Expanded roles

 The expanded roles – Project Manager, Admin, and Company Captain – are available on the Business plan and give selected users the permissions to manage projec…


Due dates of tasks and projects

…of tasks in the Calendar, on the Dashboard, in the project detail or under individual tasks. Sample calendar when setting the project final date. All sub/tasks…


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…


Create new tasks via URL with preset information

…mation such as project, To-Do list, subtasks, comments, and deadlines (fixed and floating). [ht_message mstyle="info" title="URL with preset information" show_i…


Account and App Settings

…e green checkbox. The settings apply across all projects. Hide chat – use this if you do not want the TuDů AI chatbot or the Freelo support option to appear in…


Default follower and assignee in To-Do list

Thanks to default followers and assignees of the tasks, in particular To-Do list, you can preset who receives notifications. You can set who is notified about n…


Discussions and comments

…erstone of communication is a discussion in Freelo. It is made up of comments. Comments are the main entity in which you can write assignments and attach files.…


Share task detail/discussion

…all the comments in a discussion transcribed or even forwarded to someone. You don't have to copy it one by one. Just share the discussion via a secret public…


Desktop application

…e 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. PWA app from Google…


How to add subtasks

…subtasks in particular tasks. In case you want to know all details about subtasks and their features check subtasks with deadlines. When to use subtasks Subtas…


Estimates on tasks

…with a green whistle, then the time will automatically be added to the overall estimate for the task. How to approve a task estimate. How to view estimate in Ka…


Export / Download CSV

…xport structure Exports To-Do list and project exports include the structure of tasks and subtasks. Export a To-Do list Do you need to copy the current structur…


Guest Accounts

…nally referred to as Guest Accounts, are free accounts intended for external users – typically clients or vendors. Each Business team can invite up to 100 Guest…


Back button in modal window

…d to make moving between tasks and subtasks easier, so we added back button. It is available in modal window of sub/tasks. This feature is useful in tasks, wher…


Following tasks and subtasks

…notifications: Freelo notifications in the app – these have default settings. E-mail notifications that you can set as you like in the profile Settings. You can…


Change the owner of a project

…unable to work on them once the trial ends since they exceeded the limit of active projects. Therefore, the team leader decides to subscribe to a plan in which…


Good to know about projects

…s 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 via the blue top bar. T…


Freelo API and API Key

…Thanks to the API (Application Programming Interface), your developer or favourite no-code tool can communicate with Freelo and exchange data in both directions…


Archived project

Archiving a project is a way to temporarily put it aside – all its history, tasks, and files are preserved, but you cannot actively work on it. It's useful when…


How to add files from Google Drive, Dropbox or OneDrive

…put it directly to the project in Freelo. Add it to the folder where everyone from your team can easily access it as the item type Link. For example, solve the…


Freelo Calendar of tasks and subtasks

…ks 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 your team, keep track of people'…


Copying a task

…ow to use copying tasks for simple processThe task can include subtasks, so it can be used to create a simple process. From this task, you can create a new one…


Create a task from email

…d as a comment in Freelo. Files and attachment will be included. We recommend that you save the generated addresses directly to your contacts in your mail appli…


Daily cost reports

…vited users only their own. In this article you will find a description of filtering, CSV export, and the Invoice section for billing preparation. An overview o…


Freelo Chrome Extension

…lo Quick Add extension via its settings. Then click Save Credentials to confirm, and the Google Chrome extension will be successfully connected to your Freelo a…


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…


Connecting Freelo with Outlook

…using Outlook LTSC – a special version of Microsoft Office designed for environments without internet access or with limited connectivity (more info here). Unf…


Account cancellation

…. We’ll do our best to find a solution. If you’ve already made your decision, go to Settings and click I want to cancel my account at the bottom of the page, or…


Connecting Freelo with SupportBox

…in SupportBox with one click — no switching between apps needed. Your colleagues in Freelo immediately see the customer context, deadline, and assigned solver.…


Budgets in To-Do lists

…real-time overview – work logs from tasks are automatically deducted and you can see how close you are to the limit. Useful anywhere you need to keep an eye on…


Copying/Moving To-Do Lists

…y a To-Do list When copying, you can choose whether to include comments, files, watching users, and completed tasks. How to copy a To-Do list. TIP:Copying recur…


Access to To-Do list

…rwise they will have access to all of them. Practical Use Hide internal To-Do lists from clients - invite a client to the project and give them access only to t…


Emojis in text

…ticons when writing a comment. Practical use cases Colour-coded projects – add an emoji at the start of a project name to visually distinguish work areas at a g…


Change your plan

…enu. Example of how to change your plan. Then, choose and order the plan you need. How to order the paid plan in Freelo.


History of task changes (changelog)

…three-dot menu next to the name of the task) or on the task detail. This is where you find a task history on the page with all tasks. This is where you find a t…


Connect Gmail and Freelo

…icks: the task name is generated from the subject line, the description from the email body, and attachments are imported automatically. This article walks you…


Copy or Move a To-Do list

…ot menu, go to Move, copy, … You can choose whether to copy descriptions, comments, files, followers, or completed tasks. At the bottom, you'll see the position…