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Project templates and adding tasks from a template

…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…


Dashboard, the main Freelo page

…pper left corner and go there from anywhere in the app. Example of the main Freelo page – Dashboard. Task view options On the Dashboard, you can set different v…


Files and attached documents –⁠ how to upload documents to Freelo

…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…


Freelo glossary for the whole crew

…e you discuss task details and move it to the successful completion. Tasks can have an assigned user, due date, priority, attached files and you can track time…


Plans in Freelo

…ake the most out of Freelo, you can opt for one of the paid plans: Business and Enterprise. Freelo Plans: Free - zero cost plan. You can have up to 3 active pro…


Expanded roles

…wner. Only active projects count to the captain's purchased plan. Project manager = Can create projects under the captain's account. Admin = Can see and do the…


How to add subtasks

…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…


Payment per user in the Business plan

…unched a new pricing. It contains the payments for Business plan - the only plan that has payments per user. The plan is suitable for large companies and corpor…


Reply to a comment

Now you can use recently added feature reply to comment in Freelo. You can reply to a specific part of a comment or whole comment. Reply to the part of a commen…


Create new tasks via URL with preset information

…reelo.io?createTask=true&td=3:5 [/ht_message] Practical examples Project for the new task Preset the project for the newly created task by adding pid=project nu…


Paid plan vs Free account

Every registered user starts with a 14-days Trial plan. During this period you can try all the features that Freelo offers. What is going to happen after the 14…


Freelo Calendar of tasks and subtasks

…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…


Discussions and comments

…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…


Claude Freelo Skill – Control Freelo with AI

…rkload using natural language. All it takes is installing a plugin with a single terminal command and entering your Freelo email and API key. In this article yo…


Forms

…tps://www.freelo.io/en/form. Creating a form takes three simple steps. The form must be created under a captain's account with a paid plan to ensure access to a…


Overview of completed tasks

…u 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…


Filtering of project activities

…useful when you want to check: Which sub/tasks have been completed Changed due dates New created sub/tasks Moved tasks between projects Removed users Changed ta…


Desktop application

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…


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…


Good to know about projects

…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…


Switching between multiple Freelo accounts

…pany and want to keep them apart. One PC is used by more people at work – everyone has their own Freelo account. Switch via Google Chrome profile The easiest wa…


Guest Accounts

…est: Company Captain or any Project captain with a Business plan or active Business trial. The company must have at least one verified company domain (set this…


Export / Download CSV

…cture of To-Do list? You don't need to rewrite anything, simply just export it. The text form can be entered as a new project template. Feature Export is in eve…


Due dates of tasks and projects

…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…


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…


Create a task from email

…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…


Email notifications

…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…


Estimates on tasks

…ity to individual users. This function can be used, for example, when planning tasks for the team on a weekly, monthly or quarterly basis. Tips invited users wi…


Copying a task

…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…


Copying/Moving To-Do Lists

…whether to include comments, files, watching users, and completed tasks. How to copy a To-Do list. TIP:Copying recurring tasks or processes can be replaced mor…


Following tasks and subtasks

…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…


Change the owner of a project

…jects. Therefore, the team leader decides to subscribe to a plan in which you can have more than three active projects per account. But what about the projects…


Delete or restore deleted project

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…


Back button in modal window

…tail. Use keyboard shortcut mouse over a sub/task + Q to display a sub/task. The advantage is that at the background stays the current page and you can easily g…


Emojis in text

…ar. (It works globally, not just in Freelo). TIP: How to display emoji bar on Mac OS and Windows?Mac OS – Control + Command ⌘ + Space. Windows – Win key (logo W…


Copy or Move a To-Do list

…her to copy descriptions, comments, files, followers, or completed tasks. At the bottom, you'll see the positions of the original and copied To-Do lists. Confir…


Default follower and assignee in To-Do list

…the followers and assignees. This feature is great for example in kanban, where you have To-Do lists organised per task status (Inbox, In progress, Done). If y…


Freelo API and API Key

…y, without manually transferring data. Thanks to the API (Application Programming Interface), your developer or favourite no-code tool can communicate with Free…


Freelo Chrome Extension

…o extension in Chrome with API key settings. To connect, simply enter your user email and API key, which you can find in your Freelo settings. Click on your ava…


Daily cost reports

…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…


How to add files from Google Drive, Dropbox or OneDrive

…file – type Link. Everyone in the project finds them in one place, without endless searching through conversations. Next time, when someone sends you a link to…


Budgets in To-Do lists

…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…


Archived project

…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…


Dark mode

Please keep in mind dark mode is an experimental feature that is still being developed. Do you prefer to work at night or do you just want to protect your sight…


Account cancellation

…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…


Access to To-Do list

…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…


Connect Gmail and Freelo

…ttachments from Gmail can be transferred to Freelo too. Example of creating a task directly from Gmail (including all the attachments). How to connect Gmail and…


Connecting Freelo with Outlook

…r Outlook Now install the Freelo add-in as shown in the example: Go to the Apps section and download Freelo for Outlook. Then sign in using your email and the c…


History of task changes (changelog)

…iew: Due date edit New comment Subtask activated Subtask completed Task assigned New subtask New task Activities overviewAll actions are in report Activities an…


Connecting Freelo with SupportBox

SupportBox is a platform for managing customer email support. By connecting it with Freelo, you can create a task from an incoming email in SupportBox with one…