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How to create a To-Do list

To-Do list is one of the cornerstones in Freelo. It is a list of tasks that are somehow related (similar activity, work for one client etc.) or connected. Particular tasks are located in To-Do lists.

Add a new To-Do list

Go to the Project detail and click on the green plus button on the right from red title To-Do lists.

First go to the particular project and create a new To-Do list there.
First go to the particular project and create a new To-Do list there.

Then, a window appears where you have to enter the name of the To-Do list. You can set up budget for the To-Do list or pin a project note.

What is a Budget in To-Do list?

All time reports are deducted from the To-Do list budget. You can check how much money you have left.

Add multiple To-Do lists, tasks and subtasks

Do you know that your To-Do list is going to have certain tasks and subtasks? You can create all of these items when creating a To-Do list.

Click the arrow next to the red title To-Do lists and select Add more items…

How to create multiple To-Do lists, tasks and subtasks.
How to create multiple To-Do lists, tasks and subtasks.

Then you need to keep the text structure so the items are created correctly. Take a look at how to create multiple items from text templates. You can keep text templates in Google docs and share them with your team.

= Name of a To-Do list
Name of a task
– Name of a subtask

Confirm via Save button.

Add To-Do lists from a template

In case you have some project templates, you can add just a part of them such as one To-Do list. Click the arrow button next to the red title To-Do lists and choose Add from template…

Add To-Do lists from a template via Add from template…
Add To-Do lists from a template via Add from template…
How to create a To-Do list from a template.
How to create a To-Do list from a template.

Then choose a To-Do list with tasks that you want to add and confirm via Paste Selected Tasks.

Edit a To-Do list

When editing a To-Do list you can set a default solver and due date for all the tasks in bulk. Edit a To-Do list via a pencil icon on the right from To-Do list name.

How to edit a To-Do list.
How to edit a To-Do list.

Set a solver or due date in bulk

How to set a solver and the due date.
How to set a solver and the due date.
Animation of multiple changes in To-Do list.
Animation of multiple changes in To-Do list.

When editing a To-Do list you can select one user and assign all the tasks and subtasks to him/her in the section Assign all tasks. You can also set the same due date for all the tasks at once in the section below. Confirm via Save.

Updated on 4.1.2022

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