Do you have processes for frequently recurring activities? If not, we highly recommend starting with project templates in Freelo. You can use a template simpl…
An online form in Freelo lets you collect requests, enquiries, or feedback from anyone — and every submission automatically creates a new task. Think of it like…
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…
Guests, internationally referred to as Guest Accounts, are free accounts intended for external users – typically clients or vendors. Each Business team can invi…
You can set estimates above tasks if you want to allocate time capacity to individual users. This function can be used, for example, when planning tasks for the…
…of the task anymore. Subtasks are now enriched with deadlines and discussion. They are shown in the Calendar, Dashboard and Timeline you can include them in yo…
…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 there f…
The expanded roles – Project Manager, Admin, and Company Captain – are available on the Business plan and give selected users the permissions to manage projec…
Who gets to see what in Freelo? Access to each To-Do list, note and work log can be set individually – for each user separately. Here you'll learn how to manage…
…iew dashboard for Captains and Company Captains in the Business panel, where you can see in one place how your projects are doing, what users are working on, an…
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…
Now you can create new tasks via URL with preset information such as project, To-Do list, subtasks, comments, and deadlines (fixed and floating). [ht_message ms…
The Roles feature in the Business panel lets you set precisely the permissions each user needs – and restrict actions they shouldn't be able to perform in a pro…
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…
…jects, tasks, and time logs — creating tasks, moving deadlines, or analysing team workload using natural language. All it takes is installing a plugin with a si…
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…
…veryone in the project finds them in one place, without endless searching through conversations. Next time, when someone sends you a link to the cloud, put it d…
The Business plan gives you access to all Freelo features without limits - custom fields, user management, and security features like two-factor authentication…
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…
Files pile up fast in projects – and then comes the moment when nobody knows where "that October contract" is. Freelo's Files section has filters and sorting op…
…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…
…MB) First and last name App language App settings for features that apply across all of Freelo Changing your passwordIf you want to change your password, go to…
…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…
Freelo does not have 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. P…
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…
Project Summaries in Freelo show you which activities have high costs, where profits are generated, and how efficiently your team completes tasks – all clearly…
The Business plan in Freelo adds advanced project management features - Timeline with a Gantt chart, task dependencies, user management, and an Insights overvie…
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…
Task discussions collect attachments from comments — images, documents, and other files. Freelo lets you download files individually or all at once as a ZIP, fr…
Do you have a client who doesn't use Freelo but loves sending emails? Or do you want to receive requests from external systems directly as tasks? With the creat…
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…
…o temporarily put it aside – all its history, tasks, and files are preserved, but you cannot actively work on it. It's useful when a project is finished or temp…
You can restrict individual users' access to To-Do lists in a project - useful when working with clients who should only see part of the project. Set it up in t…
…tlook App Store. The “Freelo for Outlook” add-in is only accessible with an active Microsoft 365 subscription. Typical cases where the add-in is not available:…
Sometimes you need to move or copy one or more entire To-Do lists from one project to another, along with all their tasks and information. Whether you are reorg…
…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…
Thanks to task history you have an overview of all activities in every task and subtask. It is easy to check what exactly and when happened. Overview of the act…
…hours and amounts across projects – yours and your colleagues' – filtered by user, project, or time period. Find them via Reports → Reports → Daily in the top…
…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…
…asily go back where you started. Close the modal window via ESC or click anywhere outside the pop-up modal window. Animation how the modal window works. Check t…
…nt 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 into these f…
…e exclamation mark icon in different colors: No priority (does not display) Low priority (green) Medium priority (orange) High priority (red) How to set task pr…
…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…
…cks: the task name is generated from the subject line, the description from the email body, and attachments are imported automatically. This article walks you t…
…(logo Windows) + dot. Example of use of emojis. Project titles don't have to be boring and won't fit among others. Important projects can be distinguished and h…
…t 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 positions…
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…
…one click — no switching between apps needed. Your colleagues in Freelo immediately see the customer context, deadline, and assigned solver. For instructions o…
…ently offers one free plan and four paid plans - Team, Business and Enterprise. If your current plan is not enough for you and you need to create more projects,…
…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…