The expanded roles – Project Manager, Admin, and Company Captain – are available on the Business plan and give selected users the permissions to manage projec…
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…
Link a single task across projects without unnecessary duplication. This feature is useful for tasks related to multiple projects or departments – changes sync…
…he users test Freelo in the 14-day trial and start several projects, but are unable to work on them once the trial ends since they exceeded the limit of active…
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…
The Roles feature in the Business panel lets you set precisely the permissions each user needs – and restrict actions they shouldn't be able to perform in a pro…
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…
…eline (Gantt chart) feature gives you a linear view of the project on a timeline. In the Timeline, you can work with tasks, easily change deadlines, move deadli…
…lo's main page and the general board of all the sub/tasks across projects. You can edit, start tracking time or finish the sub/tasks straight from the Dashboard…
Inviting a colleague or client to a project takes just a few clicks – whether it's one user, multiple email addresses at once, or an entire team. Use the + butt…
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…
Do you have important links that are related to the project? In the project detail, there is a section called Pinned items, where you can add information and fi…
Connect Freelo with Claude Code by Anthropic and let the AI assistant work with your projects, tasks, and time logs — creating tasks, moving deadlines, or analy…
…he Business panel, where you can see in one place how your projects are doing, what users are working on, and how teams are performing. Open the Insights sectio…
…and time capacity in Freelo show you at a glance whether a project is still in the black - or you've gone over the line. Set them once in the project settings a…
Do you keep project materials in Google Drive, Dropbox or OneDrive? Instead of forwarding links via email or chat, add them directly to Freelo as a file – type…
The overview of all projects is your central hub in Freelo - in one place you can see everything you are part of, from favourite projects and templates to the a…
…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,…
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…
Project Summaries in Freelo show you which activities have high costs, where profits are generated, and how efficiently your team completes tasks – all clearly…
…an API key in Freelo First, you need to copy your API key from Freelo, which allows you to link your projects with the Outlook Freelo add-in. Click your avatar…
…our PWA that has similar benefits as a native app. PWA app from Google Chrome You can download the Freelo PWA (progressive web application) directly from the br…
Your profile is a page where you can find everything that matters to you. It comes in handy whenever you need a quick overview of what's on your plate – without…
Thanks to the Latest project activities, you can take a look at news in projects. There are 3 sections where you can check project actions. Now you can filter b…
With the Freelo Chrome Extension, you can now add tasks directly to Freelo from any page in your Google Chrome browser. Just a few clicks and the task is instan…
Moving from Basecamp 2 to Freelo and want to bring your full project history with you? We'll handle the import manually – just get in touch and we'll figure out…
…n create new tasks via URL with preset information such as project, To-Do list, subtasks, comments, and deadlines (fixed and floating). [ht_message mstyle="info…
…lo, you can send tracked hours and amounts directly to Fakturoid and issue an invoice – without manually re-entering data. Once you set up the connection via AP…
Switching from Trello to Freelo? You can import your boards in three steps using an API key and token from Trello. Projects, tasks, and completed cards all tran…
…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…
…es you need to move or copy one or more entire To-Do lists from one project to another, along with all their tasks and information. Whether you are reorganising…
Freelo sends notification emails from notifications@n.freelo.io. If these emails are landing in your spam folder in Gmail or Outlook, add the domains n.freelo.i…
…t loves sending emails? Or do you want to receive requests from external systems directly as tasks? With the create-task-by-email feature, just generate a uniqu…
Do you know how much a specific phase of your project actually costs? The budget and time fund on a To-Do list give you a real-time overview – work logs from ta…
You might need to copy or move a To-Do list between projects – including all tasks and related information. The Move, Copy, ... feature is available for every T…
…. We would recommend this feature in case you create tasks from email in particular To-Do list. The task has an assigned user and you prevent forgetting. Both f…
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…
…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…
…can restrict individual users' access to To-Do lists in a project - useful when working with clients who should only see part of the project. Set it up in the…
The Freelo Gmail Addon lets you create tasks directly from emails – without switching between apps. Assign an incoming email to your team in just a few clicks:…
…give you a complete overview of tracked hours and amounts across projects – yours and your colleagues' – filtered by user, project, or time period. Find them vi…
Back button (arrow icon) is very well known. We wanted to make moving between tasks and subtasks easier, so we added back button. It is available in modal windo…
…er it is a comment, a note, a task name, a To-Do list or a project. Emoticons are also useful when you need to highlight or distinguish important tasks or the e…
…ped. Do you prefer to work at night or do you just want to protect your sight? Be that as it may, dark mode is a great option for you. How to switch to dark mod…
…ent plan is not enough for you and you need to create more projects, use more data space or use roles Admin & Project manager features, you can easily change it…
…pport. By connecting it with Freelo, you can create a task from an incoming email in SupportBox with one click — no switching between apps needed. Your colleagu…
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…
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 …