You can attach files and documents to tasks when adding a new comment or you can upload a file to a project as such (without the need of adding it to a particul…
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…
In Freelo you can decide where the invited users have access to projects. When you invite someone to a project the user can see all To-Do lists and tasks by def…
…rts can be used as invoicing details. Time tracking The easiest way to report the time over task or subtask is using time tracking. Another way is adding time a…
…you want to know all details about subtasks and their features check subtasks with deadlines. When to use subtasks Subtasks come in handy in following cases: Th…
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…
…s in the upper blue bar in Freelo. If the entered text matches tasks, projects, or users, the search offers those items. It's very fast. What can you search for…
Is there something you do regularly? Do you sometimes forget? We have very useful help for you: create a repeated sub/tasks. Repeated tasks (or recurring tasks…
…can you set when adding a task? Assignee Deadline Who receives notifications Task priority Task label Subtasks TIP: Create a task using Quick addThere are many…
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…
…t to the folder where everyone from your team can easily access it as the item type Link. For example, solve the proofreading in the Google document or directly…
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…
…ain entity in which you can write assignments and attach files. Most of the activities and notifications are based on comments. You can add a comment when creat…
…or subtask reminder Add task or subtask to My task priorities Features within the notification center. Browser notificationsCheck out browser push notification…
…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's workl…
…, first go to a project detail. In the project menu find Files. There are all attachments from tasks in that project and also files uploaded to this section reg…
…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 - Captains. However, t…
Inviting colleagues or clients to Freelo is easy. Click on the plus icon in the upper blue bar on the left > Add User. The fastest way to invite users to Freelo…
…hs, statistics and reports? So take advantage of our Summaries. You can easily find out which activities have too high costs or which are the most profitable. T…
…it is always one person at the time. The assigned user is responsible for the task. There are subtasks, which can be also assigned to users. It allows you to d…
…is very easy. You can download one item or all attached files in one comment. When you click the file name, downloading starts immediately. Another way is via…
…u an proforma invoice by e-mail, and you can find all invoices for Freelo in the section Payments and invoicing information. How to order a Freelo Business plan…
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…
…Projects section just above the list of projects and templates. If you only want to search within projects (not between templates), go to this category. How to…
…Change email for notifications You can change the email address the notifications will be sent to. If you do not specify the other email address, the notificati…
…e. MacOS device Use Shift + Command (⌘) + 3 (for the whole desktop screen) or Shift + Command (⌘) + 4 just for selected area. More detailed instructions here. W…
For each To-Do list, you can generate an unique email address and create new tasks from your email directly. Email addresses can be generated for each task. The…
…means that you will receive notifications about new activities in the sub/task. Typically when someone adds a comment, completes the task or change its due date…
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…
…Financial budget and time capacity of the project can be accessed only by its owner or admin. Invited users see their own reports only. Project currency When cr…
…so set its budget, default assignee, users who will have access to this To-Do list, a time fund, and pin a note to it. Creating a new To-Do list including setti…
…board with tasks organized in columns. Each To-Do list corresponds to a column so you can name them according to the individual phases of the project such as I…
…in To-Do lists help you to be aware of the costs and expenses related to your projects. Cost reports are gradually deducted from the preset budget. Only the Ca…
…en, choose where the new item should be created. When it comes to tasks, these are the possible actions: Convert a task to a subtask Convert a task to a To-do l…
…ypified tasks that are often repeated and have the same process. TIP: How to use copying tasks for simple processThe task can include subtasks, so it can be use…
…o have a summary that shows the amount you and your colleagues have reported. If you are Admin of the project or project captain (owner), you see all users' rep…
…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 the s…
…to you: Data and account status information Recent activities Assigned sub/tasks Created sub/tasks Completed sub/tasks Uploaded files For better orientation, s…
…'s have a look. Creating a new project A project is the highest entity and level in Freelo’s structure. Before you start assigning tasks to others, you need to…
…link. The page is just for reading. No one can do any changes. How to share discussion Go to task detail and find Share via public link… in the right menu. Sam…
…for programming applications. It is a collection of procedures, functions, classes or protocols of a library (or even another program or operating system kernel…
…ted to Fakturoid, iDoklad and Vyfakturuj.cz invoicing services, but you can use API to connect to other systems. Thanks to integration you can invoice your repo…
…e structure of a specific To-Do list, with tasks and due dates, use a public link. Another similar option is to share a particular task with discussion and all…
…p to 2MB) Your Name and Surname Preferred language All changes confirm via Save data. Example of personal information settings. In this section, you can set up…
…ions. Mentions are in all discussions – tasks, subtasks, notes and files. Example of discussion with mention. One-time notification In case you mention a user o…
…rticular project. And you will get notifications only for these projects. Example of how to set up notifications only for particular projects. Example of an e-m…
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…
Change your password in the section Personal information. Via your avatar in the right corner go to Settings. Change your password via section Settings. Under S…
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…
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.