Do you have set processes for frequently recurring activities? If not, we highly recommend starting with project templates in Freelo. You can use a template s…
…ks 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 section Files. Comment…
On the page All projects you can find a list of all the projects. Projects are divided into sections by their owners (Captains). Go to the list of All projects…
There are a few ways to create a new project. Let's have a look. Creating a new project A project is the highest entity and level in Freelo’s structure. Before…
…r blue bar on the left, or add to a specific To-Do list in project detail or via keyboard shortcut wherever in Freelo. What can you set when adding a task? Assi…
An archived project does not count into your project limit (active projects). You can have an unlimited number of archived projects. Archived projects can be ac…
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…
…eelo you can decide where the invited users have access to projects. When you invite someone to a project the user can see all To-Do lists and tasks by default.…
In case you are project captain (owner) or Admin, you can set up financial budget and time capacity for particular project. Budgets keep you on track. You have…
…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 invite 3 users…
…ou can name them according to the individual phases of the project such as Inbox, In progress/WIP, Done etc. TIP: Are you a previous user of Trello?In case you…
…eone sends you a link to the cloud, put it directly to the project in Freelo. Add it to the folder where everyone from your team can easily access it as the ite…
Notes are text documents related to the project. They help you keep important project information, such as: Links to all related materials. Attached files and i…
…s see the current week number, which can help you with the process of planning. Freelo Calendar in a month view. Find the Calendar icon on the right side of the…
…work – not only in Freelo. You can set them for the whole project or just for specific tasks and subtasks. You can view the due dates of tasks in the Calendar,…
Page with all projects gives you an immediate overview of all the projects you are working on. There are your own projects and also projects you have been invit…
…which activities have too high costs or which are the most profitable. Thanks to time tracking you can see how effective your team or you are. Click Reports in…
Import projects from Basecamp 2If you want to import projects from Basecamp 2, please contact us at info@freelo.io. We could try to work something out.
…n creating a task, when commenting on a task detail, or in project notes. Task descriptionAre you wondering how to never forget anything and always keep track o…
…ach task within the To-Do list, between To-Do lists in one project or from one project to another. Tasks andMove, copy, ... function. TIP When moving a task wit…
…y task priorities Features within the notification center. Browser notificationsCheck out browser push notifications and our new PWA app. It helps to stay tuned…
…e. Let Freelo work for you. Use repeated tasks in everyday processes. It can be used for: Invoicing a client for regular services Colleague's birthdays PPC revi…
…Subtasks come in handy in following cases: The task has a process where you want to ensure the proper completion of all its parts. You want to copy the task wi…
You can connect the calendar with sub/tasks due dates from Freelo to Google Calendar, Outlook, or any other calendar app you use on your device. Your calendar w…
What is API? The abbreviation Application Programming Interface refers to an interface for programming applications. It is a collection of procedures, functions…
…. E-mail notifications that you can set as you like in the profile Settings. You can set followers when adding a new comment under Followers. More notifications…
…fications and alerts in Settings. You will find it in your profile (your avatar at the top right) > Settings. Go to Settings via your avatar. By clicking on t…
…per blue bar in Freelo. If the entered text matches tasks, projects, or users, the search offers those items. It's very fast. What can you search for? Projects…
…can generate an unique email address and create new tasks from your email directly. Email addresses can be generated for each task. The text of the email is sa…
…you to be aware of the costs and expenses related to your projects. Cost reports are gradually deducted from the preset budget. Only the Captain or the Admin o…
Your profile is a page where you can find everything that matters to you: Data and account status information Recent activities Assigned sub/tasks Created sub/t…
…It contains tasks that are related to the same activity or project, or belong to one client. Add a new To-Do list Go to the Tasks page in a project and click on…
Just as you can move the task, change the project hierarchy, it also can be copied. Copying is a good way to make it easier to work with typified tasks that are…
…tailed instructions here. Paste this copied image directly from the clipboard in a comment form in Freelo. Use well known keyboard shortcuts: Mac CMD + V Window…
…option I want to pay by bank transfer. We will send you an proforma invoice by e-mail, and you can find all invoices for Freelo in the section Payments and invo…
If you need to find a particular file, first go to a project detail. In the project menu find Files. There are all attachments from tasks in that project and al…
…ht menu is also option Share via public link… How to share project The same way of sharing works for the whole project. It might be useful for a meeting or when…
…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 the to…
…s are optional and you can set them up as you like in your profile Settings. There are few ways to assign a task. So let's have a look at them. How to assign a…
Freelo is connected to Fakturoid, iDoklad and Vyfakturuj.cz invoicing services, but you can use API to connect to other systems. Thanks to integration you can i…
The project captain or the Admin of the project can restrict someone's access to To-Do lists. It can be done when creating a To-Do list or at any point in the f…
…ur computer. Sub/task following Go to sub/task detail and scroll down, below the comment form. There is a section called Followers. You see current users, who g…
…in the right menu. Same option is via a three dot menu on project detail. Generate public links via Share via public link. How to generate task public links on…
…and your colleagues have reported. If you are Admin of the project or project captain (owner), you see all users' reports. As an invited user you can see only y…
Most likely you already know mentions from social networks such as Facebook or Instagram. In Freelo it works the same way. In a comment you can mention another…
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…
Click on your profile at the top right and select Settings. In the upper part, you can change your personal information. What can you change in a profile? Profi…
…he second field to avoid typos. Click Verify for password setup button to save your new password. Then you need to type your original password to confirm. How t…
…to integrate Supportbox and Freelo on Supportbox blog: Jak propojit Freelo se Supportboxem
Are you sure you want to cancel your account? It makes us sad to hear that. If something is missing or bothering you in Freelo, please contact us. We’ll do our …