…ities? If not, we highly recommend starting with project templates in Freelo. You can use a template simply as a checklist of steps. It will help you keep the s…
…nd 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 particular task) using the sec…
…here 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…
…e task has a process where you want to ensure the proper completion of all its parts. You want to copy the task with subtasks and use it in other projects in th…
…re are 2 ways to start tracking over tasks and subtasks. 1. Play button in header When you start working on something click the play button in the upper blue ba…
…you can save a comment and finish the sub/task > Save & Complete task. Or you can set a reminder when saving a comment > Save & Remind. Apart from the normal t…
…iew of all deadlines of the sub/tasks. It is an easy way to plan out work with your team, keep track of people's workload or create new tasks directly for speci…
…s and invoicing information. How to order a Freelo Business plan. Change of a plan If you need more licenses or want to change the payment frequency you can eas…
…task is created only when the previous repeated task is completed. When there is a repeated task with a due date, the new task is created with a due date from…
…ar. This view (screen below) helps you to move between multiple projects quickly. Just click the Project name and Freelo redirects you to the project detail. Pr…
…hboard, in the project detail or under individual tasks. Sample calendar when setting the project final date. All sub/tasks that have a due date are visible in…
…udget. You can check how much money you have left. Add multiple To-Do lists or sub/tasks Do you know that your To-Do list will include certain sub/tasks? You ca…
…iting 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. W…
…dited later) Whether you want to create a project from a template (structure can be edited later) Date from which the task due dates will be created Display = r…
…data from Trello to Freelo and using the kanban board. Example of a kanban project. Switching to Kanban in a project You can set a kanban board as a layout for…
…have the same process. TIP: How to use copying tasks for simple processThe task can include subtasks, so it can be used to create a simple process. From this ta…
…items. It's very fast. What can you search for? Projects Templates To-Do lists Tasks Subtasks Comments Notes Files Users TIP: Recently visited tasksA very usefu…
…ny notifications at all, it is possible to turn them off completely. Summary notifications by email There are three options you can pick: Send me an email every…
…in 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 i…
…Freelo (the bell icon) works on a similar basis as, for example, on Facebook. When you have new notifications there is a red badge with a number. You can mark t…
…via email as well. Thanks to email notifications you can reply from your email to the task in Freelo directly. Go to your profile Settings (via the avatar in t…
What is API? The abbreviation Application Programming Interface refers to an interface for programming applications. It is a collection of procedures, functions…
…n Recent activities Assigned sub/tasks Created sub/tasks Completed sub/tasks Uploaded files For better orientation, subtasks are yellow. Are you assigned too ma…
…o a task then automatically receives notifications. For example when someone else comments the task, changes a deadline or likes your comment. E-mail notificati…
…budget. When you overdraw either of them it turns red. Example of deducted cost reports from project budget. Reporting back in timeIt is not possible to backda…
…tail and select Notes. Add a new note by clicking the green plus button. On the project details page, go to the top section and select Notes. Name the note, wri…
If your plan has a limited 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 th…
…enerated addresses directly to your contacts in your mail application, so you don’t need to return to Freelo each time you need them. How does it work Generate…
…or project currency and get exactly the view you need. Example of weekly overview. When having the mouse over the particular bar you can see costs and time per…
…ned solvers, due dates, task labels, priorities and also completed tasks. Example of generated public page for a To-Do list. Check the list of generated public…
…e Preferred language All changes confirm via Save data. Example of personal information settings. In this section, you can set up email notifications. Do you ne…
…all attachments from tasks in that project and also files uploaded to this section regardless of the task. Section Files is in every project detail below the p…
…cular user, you can check his/her work reports per day. Example of daily reports per one user. Detailed reports, month and week overviews found in the section W…
…own projects and also projects you have been invited to. Simply click Projects in the top blue bar and select All Projects. Are you not sure what is an invited…
…ture ensures that everyone sees only what you want. For example, your client can access only the To-Do list given for your communication and not those with inte…
…in all discussions – tasks, subtasks, notes and files. Example of discussion with mention. One-time notification In case you mention a user or all project memb…
…ons about all changes within the sub/task (new comments, completion, changed due date, completed subtask etc.). Alerts go to Freelo notification center, directl…
…or directly in Google Calendar. However, tasks cannot be completed via third-party apps. 1) Go to the section Calendar in the upper blue bar, and click Share Ca…
…r that. If something is missing or bothering you in Freelo, please contact us. We’ll do our best to find a solution. If you’ve already made your decision, go to…
…t. As a Project Captain, you can also Delete the project completely. No one else can do that. Archive project as Admin Go to the project detail and on the right…
…ur team can easily access it as the item type Link. For example, solve the proofreading in the Google document or directly under the file in Freelo, where there…
…, 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 shared projec…
…s within one To-Do list helps you to set the order. For example when you need the most important task at the top of the To-Do list. Go to the project details. D…
…Button. In case you do not remember your current password, please use the forgotten password.
…m Basecamp 2If you want to import projects from Basecamp 2, please contact us at info@freelo.io. We could try to work something out.
…t. Go to the section Users in a project, click on the green plus button and select the particular user you wish to invite. Unselect the option Invited users wil…
…menu click Download files in comment. How to download multiple files in one comment. All attachments will be downloaded in a .zip file. How to download all fil…
…the Admin of the project can set and change the budget. Example of a To-Do list with a budget. You can create a new budget or edit an already existing one for e…
…ort. How to download reports of Billed items in Freelo. Example of downloaded CSV tab.
…exts and describe pictures. This is useful if you want to explain the individual files or screens.