…ities? If not, we highly recommend starting with project templates in Freelo. You can use a template simply as a checklist of steps. It helps you follow the sam…
…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…
…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…
…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…
…tps://www.freelo.io/en/form. Creating a form takes three simple steps. The form should be created under a captain's account to ensure access to all projects. En…
…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…
…Admin, and Company Captain – are available on the Business plan and give selected users the permissions to manage projects without involving the captain at eve…
In Freelo's Business plan, you pay for a licence for each team member. The exception are Guests – clients or external collaborators you can invite for free, up…
The Business plan gives you access to all Freelo features without limits - custom fields, user management, and security features like two-factor authentication…
…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…
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…
…ee – you only pay your Freelo subscription and your AI tool plan. AI sees only what you have permission to see. No access to projects you have not been invited…
…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…
…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…
…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…
…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…
…and last name App language App settings for features that apply across all of Freelo Changing your passwordIf you want to change your password, go to the Securi…
…wser – that way you can work in both accounts at once. Multiple accounts are most useful when you want to keep work and personal projects completely separate, o…
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…
…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…
…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…
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…
…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…
…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…
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…
…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…
…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…
…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…
…agent communicate with Freelo in natural language without explicit knowledge of the commands. Power users – who prefer the terminal over the web interface and w…
…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…
…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…
…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…
…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 Wi…
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…
…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…
…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…
…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…
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…
…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…
…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…
…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…
…y, without manually transferring data. Thanks to the API (Application Programming Interface), your developer or favourite no-code tool can communicate with Free…
…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…
…the top, you can either Restore the project or Delete it completely. Delete or Restore the project on its detail. How to remove yourself from an archived projec…
…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…
…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…
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…
…iew: Due date edit New comment Subtask activated Subtask completed Task assigned New subtask New task Activities overviewAll actions are in report Activities an…
…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…