Freelo help

Freelo help

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Basics of Freelo Practically easy and fast Freelo blog Productivity inspiration Start with Freelo Important articles in one place
  • Work with Projects

    Work with Projects

    • Delete or restore deleted project
    • Searching for tasks, To-Do lists or comments
    • Archived project
    • Project labels
    • Good to know about projects
    • Project templates and adding tasks from a template
    • Project Notes
    • How to create a project
    • Dashboard, the main Freelo page
    • Project settings and Pinned items
  • Work with To-Do lists

    Work with To-Do lists

    • Budgets in To-Do lists
    • How to create a To-Do list
    • Setting the user’s access
    • Create a task from email
    • To-Do list following
    • Copy or move a To-Do list
    • How to edit a To-Do list
    • How to archive or delete a To-Do list
    • How to order tasks in To-Do list
    • Default follower and assignee in To-Do list
  • Work with Tasks

    Work with Tasks

    • Copying a task
    • How to move a task
    • Following tasks and subtasks
    • Discussions and comments
    • Freelo Calendar of tasks and subtasks
    • How to set up repeated tasks and subtasks
    • How to add subtasks
    • How to assign a task
    • How to create a new task
    • Kanban Board
  • Account & Settings

    Account & Settings

    • How to set up e-mail notifications
    • Payments for Freelo
    • Change your plan
    • How to change your password
    • Personal information settings
    • Account cancellation
    • Your profile
    • Import projects from Basecamp 2 to Freelo
    • Keyboard shortcuts
    • Import your boards from Trello to Freelo
  • Due dates & Notifications

    Due dates & Notifications

    • How to export due dates to Google Calendar, Outlook, Mac and Windows Calendar
    • Email notifications
    • Notifications in Freelo
    • Mentions @UsersName in comments
    • Due dates of tasks and projects
    • How to notify other users about the task
    • Sub/task Reminder
  • Files & Sharing

    Files & Sharing

    • How to search in Files
    • Share task detail/discussion
    • Sharing To-Do list via Public link
    • How to add files from Google Drive, Dropbox or OneDrive
    • How to download files in tasks/comments
    • Files and attached documents –⁠ how to upload documents to Freelo
    • Create a task from email
    • How to paste screenshot from clipboard
  • Users & permissions

    Users & permissions

    • Access to To-Do list
    • How to invite a user to a project
    • Setting the user’s access
    • Expanded roles
    • How to remove a user
    • Paid plan vs Free account
    • Personalised Roles
  • Finances & Invoices

    Finances & Invoices

    • Budgets in To-Do lists
    • Invoicing in Freelo
    • How to add Time and Cost reports manually
    • Project budget setup
    • Time tracking over tasks and cost reports
  • Reports & Time tracking

    Reports & Time tracking

    • Daily cost reports
    • Project summaries, overview of costs and profits
    • Overview of All projects
    • Weekly and monthly reports table
    • Task overviews
  • Third-Party Integrations

    Third-Party Integrations

    • Integration of Supportbox
    • How to export due dates to Google Calendar, Outlook, Mac and Windows Calendar
    • Import projects from Basecamp 2 to Freelo
    • Freelo API and API key
    • Import your boards from Trello to Freelo
    • Webhooks
    • Integration of Raynet CRM and Freelo
    • Connect Gmail and Freelo
    • Import your data from Asana to Freelo
    • Integration of Make and Freelo
  • Business panel

    Business panel

    • How to turn on the Business trial
    • Payment per user in the Business plan
    • Insights alias Projects, Users and Teams Overview
    • Setting company domain and forcing two-factor authentication
    • User management and Company Captain
    • Relations
  • Start with Freelo

    Start with Freelo

    • Freelo glossary for the whole crew
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