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How to download files in tasks/comments

File downloading from a discussion is very easy. You can download one item or all attached files in one comment. When you click the file name, downloading start…


Export / Download CSV

…u also need to print some tasks for a meeting. Export or download: To-Do list data The whole project Reports Export structure Exports To-Do list and project exp…


Freelo glossary for the whole crew

…ist is always located in a particular project. There is an unlimited amount of To-Do lists in each project. Useful features are financial budget of To-Do list a…


Files and attached documents –⁠ how to upload documents to Freelo

…can be played directly in Freelo so there is no need to download it. Examples of using files: Company's WIKI or knowledge base - sort files, notes, links and d…


How to set up repeated tasks and subtasks

…ng correctly and as you need: New repeated task is created only when the previous repeated task is completed. When there is a repeated task with a due date, the…


Email notifications

…ns options Email notification setup options. Notifications only for selected projects You can choose for which projects you want to receive email notifications.…


Dashboard, the main Freelo page

…e whether you want to see the subtasks and tasks, or tasks only. Show the subtasks via the checkbox in the upper right part > Showing subtasks. How to show subt…


Delete or restore deleted project

…delete old ones in order to create a new one. Projects can only be deleted by their owners - Captains. However, they can be archived by Project Managers. Archiv…


Expanded roles

…er are available roles in the Business. Both roles can set only the Project Captain. Glossary of the basic terms Captain = Project owner. Only active projects c…


Insights alias Projects, Users and Teams Overview in the Business panel

…ections via a bar. 1. Projects In the Projects section are only the projects you are the captain of. In the graphic view you can check: Tasks after deadline Act…


How to invite a user to a project

…t way to invite users to Freelo. Who can invite new users? Only the project captain (owner) or Admin of the project. In case you have a Free plan, you can invit…


How to export due dates to Google Calendar, Outlook, Mac and Windows Calendar

…Google Calendar is also available. You can choose to share only the tasks with a due date assigned to you, or all tasks regardless of who they are assigned to.…


Freelo Chrome Extension

…rkspace – perfect for efficient, uninterrupted work.  Downloading the Google Chrome extension After downloading and installing the Freelo Quick Add extension…


Guest Accounts

…s Panel, then go to User management. Who can manage Guests Only the following users can invite someone as a Guest: Company Captain or any Project captain with a…


Notifications in Freelo

…g notifications When filtering notifications, you can pick only certain days from which you want to see the notifications. Simply do so by clicking Select time…


Daily cost reports

…you see all users' reports. As an invited user you can see only your own reports. In the top blue bar click Reports > Daily in the Reports section. An overview…


Integration of Raynet CRM and Freelo

…login from Raynet, account name in Raynet (from Raynet URL only the account name behind the slash - https://app.raynet.cz/ACCOUNTNAME/) and API key generated in…


Discussions and comments

…lay audio and video files directly in Freelo. No need to download formats such as MP4, MOV, AVI, WAV, or MP3. The maximum size of the attached file is 1 GB for…


Multi-project task

…o lists within the same project (each task can be assigned only once per project). All reports are assigned to the project and To-Do list where the task was ori…


Create new tasks via URL with preset information

… - presets the To-Do list to which the task is added (will only work in combination with pid) https://app.freelo.io?createTask=true&pid=1024&tlid=3299 tt - pres…


Invoicing in Freelo

…nt you can create a real invoice via one of our integrated online apps. Click Invoice via and select the app. Billed reports are in section Invoices. Integrate…


Connecting Freelo with Outlook

…d-in as shown in the example: Go to the Apps section and download Freelo for Outlook. Then sign in using your email and the copied API key from your Freelo acco…


Access to To-Do list

…ck on the checkbox next to Sees all To-Do lists and select only those you want the user to have access to. Animation of setting access to To-Do lists for a user…


Good to know about projects

…tion 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 use project…


Desktop 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 Chrome You can download…


Kanban Board

…n invited user, you can set the chosen layout for yourself only. Select Rows, Columns or any other view and confirm via Save settings for this project. Change t…


How to set up email notifications

…ecific projects If you want to receive email notifications only for specific projects, you can check the Only for certain projects option. Then, you can select…


How to assign a task

…to the section Assignee and select the user. The task can only be assigned to one user only. Click Save. How to assign a new task to someone. TIP: Always assig…


How to turn on the Business trial

…ave 14 days to try all the Business functions for free The only people who have access to the Business panel are the captain and the Company captain (a person t…


How to create a project

…name a project Competence to change the name of the projectOnly the Captain or the Project Manager can change the name of the project. Just click the project na…


Estimates on tasks

…Dashboard. On Project detail If you want to view estimates only for a given project, you can view them in a tabular view on the Project Detail. Estimates on Pro…


Budgets in To-Do lists

…ost reports are gradually deducted from the preset budget. Only the Captain or the Admin of the project can set and change the budget. Example of a To-Do list w…


How to move a task

…ou can move tasks between projects that belong to one user only. If the project is not yours you are able to move the task only to a project that is owned by th…


Archived project

…into your project limit (active projects). You can have an unlimited number of archived projects. Archived projects can be accessed by captain and any of the in…


Keyboard shortcuts

…me in handy when you're creating a task assignment and suddenly remember other tasks that need to be completed – you can create them including all the attribute…


Mind map

…map is included in paid plansMind map is a feature you'll only find on our paid plans. If you want to try out all the benefits of the Freelo paid plans, the Tr…


Import your boards from Trello to Freelo

…e boards from your Trello account to Freelo. You will need only two things: a generated API key and a Token from Trello. The import takes a few minutes, so let'…


Due dates of tasks and projects

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…


How to paste screenshot from clipboard

…le desktop screen) or use Snipping Tool for selected areas only. More detailed instructions here. Paste this copied image directly from the clipboard in a comme…


How to assign task to more users

…thanks to subtasks. Changing the assignee There is always only one user assigned to a task. The assigned user can be changed at any time. For example I work on…


How to archive or delete To-Do list

…ist. How to restore archived To-do list. Delete To-Do list Only archived To-Do lists can be deleted. After the archiving To-Do list, it can be restored or delet…


Copy or Move a To-Do list

…u can move To-Do lists where you already have some reports only within the projects with a same currency. To-Do lists can also be moved within a project. This h…


Freelo Calendar of tasks and subtasks

…te a sub/task it won't be visible in the Calendar anymore (unless you change the settings). Switching between months, weeks, days Use the arrow keys on the keyb…


Freelo API and API key

…projects. Report of tasks, To-Do lists or projects. Bulk download files. Track activity over projects. See the full Freelo API documentation with samples. Where…


Filtering of project activities

…you want to see the latest activity for specific projects only. Time period - newest, oldest. List of completed task by a particular user. Recent activities on…


Dark mode

…or if you prefer to have it on at certain times of the day only. Dark mode is an experimental feature so some images and videos may not be displayed right. This…


How to edit a To-Do list

…r to all tasks. The changes to assignee and due date apply only to existing tasks. Confirm by clicking the Save button. How to change the default task assignee…


How to create a new task

There are a few ways to create a new task in Freelo. Via the plus button in the upper blue bar on the left, or add to a specific To-Do list in project detail or…


Integration of Make and Freelo

Make is a no-code automation platform. This integration enables you to connect Freelo to other applications via API, thanks to which you can create your own aut…


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…