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…
…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…
…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…
…ear as they can be. The label should have a clear meaning. Only then your team can assign labels to the tasks correctly. Label as task Status Create labels: Sta…
…business dinner. You do not have to enter the time. Report only the amount of money in this case. Have a look at how to invoice reports in Freelo. Tip: Automati…
…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…
…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…
…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…
…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.…
…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…
…e to recover. Last call is after 5 hours. Freelo considers only a HTTP status code in the 2xx range to be a successful response. Freelo does not follow a 3xx re…
…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…
…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…
…al 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 creating…
…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…
…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…
…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 100MB. Cl…
…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…
…der of reports. Export to CSV Anything you filter can be downloaded as a CSV file that you can open in Excel or any other chart editor. Click the icon in the to…
…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…
…which To-Do list. This feature ensures that everyone sees only what you want. For example, your client can access only the To-Do list given for your communicat…
…ion and and choose a payment option: Monthly - payment is only possible online via the payment gateway. Annually - payment is possible online via the payment g…
…ns options Email notification setup options. Notifications only for selected projects You can choose for which projects you want to receive email notifications.…
…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…
…re subtasks, comments, due dates and files, that you can download. Example of generated public page for a task. Share To-Do lists and projectsSame way can be sh…
…Select all to see completed tasks across all projects, or only pick one/some of them. Users - click on Select all or only pick individual users. Date. Filterin…
…If you are the invited user, you can set this for yourself only. Tip: Settings templateIf your company has a verified company domain in Freelo, the Captain or C…
…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…
…not connected to email. It is within Freelo notifications only. Every task and subtask can have one Reminder only. Overview of sub/task reminders You can find…
…o request template transfer from the current owner to you (only if you are invited to the template) – Request from users. Transfer a template to another user or…
…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…
…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…
…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…
…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…
…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…
…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…
…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…
…elete a filter. Export to CSV Anything you filter can be downloaded as a CSV file that you can open in Excel or any other chart editor. Exported reports can be…
…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…
…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…
…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…
…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…
…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…
…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…
…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…
…g important tasks is adding them to My priority list which only you can view.
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…
…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'…
…you assigned too many subtasks? You can hide them and see only tasks. For hiding subtasks, activate box Hide subtasks. Example of how to hide subtasks. Are yo…
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…