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Create new tasks via URL with preset information

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…


Dashboard, the main Freelo page

…raight from the Dashboard. Subtasks are colored yellow for better orientation. It helps you filter tasks by deadlines, assignees, creation date, or status. Clic…


Project budget setup

The financial budget and time capacity in Freelo show you at a glance whether a project is still in the black - or you've gone over the line. Set them once in t…


Forms

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…


How to set up repeated tasks and subtasks

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…


Integration of Raynet CRM and Freelo

Raynet is Czech CRM system that helps businessmen to have a perfect overview. The whole company knows what is happening in Raynet and has better access to infor…


Budgets in To-Do lists

…ch a specific phase of your project actually costs? The budget and time fund on a To-Do list give you a real-time overview – work logs from tasks are automatica…


Files and attached documents –⁠ how to upload documents to Freelo

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


Project settings and Pinned items

Do you want to organise your project your way? You can set the order of sections for yourself as well as for other users invited to the project. Do you have imp…


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…


How to archive or delete To-Do list

…ve is available for each To-Do list. In case you want to delete a To-Do list you have to archive it first. Archive To-Do list Every user invited to a project wi…


Expanded roles

…ges the entire account. In this article you'll find how to set up and remove each role, and what makes each one unique. Glossary of the basic terms Captain = Pr…


Due dates of tasks and projects

…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 view the due dates of…


Delete or restore project

…ted 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 – Captains.…


Account and App Settings

Click on your avatar in the upper right corner and select Settings. In the upper part you can change your personal information. What you can change in Settings…


Freelo Calendar of tasks and subtasks

…right side of the top blue section. You can view the task detail of each sub/task using a keyboard shortcut. Hover over the sub/task + press Q or double click…


Setting company domain and forcing two-factor authentication

…cess Freelo - no third parties, no unwanted access. Simply set up your domain in the Business panel and Freelo will automatically verify that all team members l…


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…


Setting the user's access

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…


Following tasks and subtasks

…n the sub/task. Typically when someone adds a comment, completes the task or change its due date. There are two types of notifications: Freelo notifications in…


Estimates on tasks

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…


Change the owner of a project

…stered Freelo email. This procedure is primarily for the safety and protection of our users. Example of the change request email. If you make this change, all p…


Discussions and comments

…a comment when creating a task, when commenting on a task detail, or in project notes. Task descriptionAre you wondering how to never forget anything and alway…


Setting Up Invoicing in Freelo via Vyfakturuj.cz

…data. Once you enter your API key, only a few clicks stand between your time reports and a finished invoice. In this article, you will find a step-by-step setup…


Default follower and assignee in To-Do list

…signees of the tasks, in particular To-Do list, you can preset who receives notifications. You can set who is notified about new activities in the existing or n…


Export / Download CSV

…your colleagues or clients, another way than in Freelo? Sometimes it is useful to send data in classic tab. Maybe you also need to print some tasks for a meeti…


How to set up email notifications

You can set all email notifications and alerts in Settings. You will find it in your profile (your avatar at the top right) > Settings. Go to Settings via your…


Setting Up Invoicing in Freelo via Fakturoid

…e an invoice – without manually re-entering data. Once you set up the connection via API credentials, only a few clicks stand between your time reports and a fi…


Setting Up Invoicing in Freelo via iDoklad

…e an invoice – without manually re-entering data. Once you set up the connection via API keys, only a few clicks stand between your time reports and a finished…


Share task detail/discussion

…to copy it one by one. Just share the discussion via a secret public link. The page is just for reading. No one can do any changes. How to share discussion Go…


Copying a task

…o copy a task. Copy via the three-dot menu Go to a project detail or particular To-Do list. You can copy a task via the three-dot menu on the left from a task n…


Freelo API and API Key

Freelo API lets you connect Freelo with other tools you use – automatically, without manually transferring data. Thanks to the API (Application Programming Inte…


Switching between multiple Freelo accounts

…seful when you want to keep work and personal projects completely separate, or when you collaborate for two different companies and don't want their projects to…


Overview of completed tasks

…want to check out the tasks that you or your team have completed? You can get an overview of completed tasks in one of the following ways. User's profile Find s…


Archived project

…is finished or temporarily on hold and you don't want to delete it. An archived project does not count into your project limit (active projects). You can have a…


Copying/Moving To-Do Lists

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…


Desktop application

…t in the address bar and then press Install. That way will get push notifications and gain access to Freelo in one click. How to install the Freelo PWA. Pin the…


Custom fields

…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 fie…


Connecting Freelo with Outlook

Using Freelo and Outlook together? Then you’ll love our Outlook Freelo add-in. With just a few clicks, you can turn an email into a task directly in Freelo. 1.…


Back button in modal window

…(arrow icon) is very well known. We wanted to make moving between tasks and subtasks easier, so we added back button. It is available in modal window of sub/ta…


Access to To-Do list

…king with clients who should only see part of the project. Set it up in the Users section of the project; available to you as the captain or Admin of the projec…


Daily cost reports

The daily cost reports give you a complete overview of tracked hours and amounts across projects – yours and your colleagues' – filtered by user, project, or ti…


Emojis in text

…ugh, emojis show up. You can use them in any text field – whether it is a comment, a note, a task name, a To-Do list or a project. Emoticons are also useful whe…


Copy or Move a To-Do list

You might need to copy or move a To-Do list between projects – including all tasks and related information. The Move, Copy, ... feature is available for every T…


Connect Gmail and Freelo

The Freelo Gmail Addon lets you create tasks directly from emails – without switching between apps. Assign an incoming email to your team in just a few clicks:…


Create a task from email

…ur contacts in your mail application, so you don’t need to return to Freelo each time you need them. How does it work Generate email address for particular To-D…


Email notifications

We know that email is an important tool, you can set up your notifications and receive them via email as well. Thanks to email notifications you can reply from…


Account cancellation

…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 best to find a solutio…


Connecting Freelo with SupportBox

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


Change your plan

Freelo currently 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 mor…