Freelo Help Looking for: de

Looking for: de

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…


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…


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…


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…


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 deleted 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 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…


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 create a new task

…bar on the left, or add to a specific To-Do list in project detail or via keyboard shortcut wherever in Freelo. What can you set when adding a task? Assignee De


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…


Expanded roles

…n's purchased plan. Project manager = Can create projects under the captain's account. Admin = Can see and do the same activities as the captain in the particul…


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…


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…


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.…


How to assign a task

…, which can be also assigned to users. It allows you to divide the activities for more users and tick off the subtasks step by step. Once the user is assigned t…


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…


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…


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…


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…


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…


How to order tasks in To-Do list

You might want to systematically order your tasks in one To-Do list. In particular To-Do lists you can setup the tasks order according to: Due date Task priorit…


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…


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…


How to create a project

…ate a new project is via the plus icon at the top of the header > Create a project. How to create a new project in Freelo. 2. In the section All projects You ca…


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…


Archived project

…king on it again. You cannot edit an archived project. In order to make changes such as add tasks, comment or edit notes in the archived project, you have to ma…


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…


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…


How to assign task to more users

…the task to the successful completion. However, you can divide the work over a task to more than one user thanks to subtasks. Changing the assignee There is alw…


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…


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…


Daily cost reports

…ork reports per day. Example of daily reports per one user. Detailed reports, month and week overviews found in the section Weekly and Monthly. Export CSV repor…


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…


How to check percentage task fulfillment

…ross the projects. Labels are visible on Dashboard, project detail and in task detail. The same way works for subtasks as well. Mark the task percentage by labe…


Budgets in To-Do lists

…penses related to your projects. Cost reports are gradually deducted from the preset budget. Only the Captain or the Admin of the project can set and change the…


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…


How to create a To-Do list

…name for your new To-Do list. You can also set its budget, default assignee, users who will have access to this To-Do list, a time fund, and pin a note to it.…


Filtering of project activities

…ed tasks between projects Removed users Changed task labels Deleted sub/tasks And many more... Overview of Activities We have created a completely new section f…


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…


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…


Connect Gmail and Freelo

…enerated according to the e-mail subject and so is the task description which copies the e-mail message. You can edit this information or let them be. E-mail at…


Freelo API and API key

…eelo to another service you use. You will need a programmer/developer to do this. For example, you can send reports from Freelo to an accounting program or tran…


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…


How to add Time and Cost reports manually

…ime or costs over tasks allows you to track the financial side of the project from the point view of real numbers. The fastest way to report the time is using t…


How to change your password

…o to Settings. Change your password via section Settings. Under Security and Login, you can change your password. Enter your new password, then confirm it in th…