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Dashboard, the main Freelo page

The Dashboard in Freelo’s main page and general board of all the sub/tasks across projects. You can edit, start tracking time or finish the sub/tasks straight from the Dashboard. Smart subtasks are colored yellow for better orientation.

Click the house icon in the upper left corner and go there from anywhere in the app.

Example of the main Freelo page - Dashboard.
Example of the main Freelo page – Dashboard.

Dashboard remembers the last used filters – even the ones you did not save. So when you go to the task detail and back to Dashboard, you can continue where you left off. The Dashboard is divided into 4 parts.

TIP quick way see sub/task detail without leaving Dashboard

Just click the small bubble icon with the number of comments or use keyboard shortcut mouse over the task + Q and pop-up window appears.

1. Assigned to me

There is a list of all tasks and subtasks assigned to you across all the projects. These sub/tasks are sorted by the due date and ordered in To-Do lists from the particular projects. It is the default filter/view.

Default Dashboard view. Tasks assigned to me.
Default Dashboard view. Tasks assigned to me.

Use filters on the right to specify what you are looking for. You can choose whether you want to see the subtasks and tasks, or tasks only. Show the subtasks via the checkbox in the upper right part > Showing subtasks.

How to showing subtasks on Dashboard.
How to show subtasks on Dashboard.

Subtasks on Dashboard have navigation with superior task names.

Example of subtask on Dashboard.
Example of subtask on Dashboard.

2. My tasks priorities

Section My task priorities is the shortlist of tasks and subtasks you marked as important. You can add more tasks in this section by marking them with a star. This section is only visible to you.

This is useful when, for example, you plan what to do the next day. You have an instant view of the tasks that are important to you. You can set priority to your tasks or the tasks assigned to someone else.

Example of list My task priorities.
Example of list My task priorities.
TIP

The advantage is that even if someone completes the task, due date or solver is changed several times, task still remains on the list.

How to add a task to your priorities

In the sub/task detail via the menu on the right side click My priorities. In the same way, you can remove a task from your priorities.

Add a task to your priority list.
Add a task to your priority list.

Another and faster way is to click on My priorities via the three-dot menu on the Dashboard and the task will be marked immediately.

How to add a task to My task priorities on Dashboard.
How to add a task to My task priorities on Dashboard.

In the right corner of My tasks priorities, you can set up the view of the task’s navigation. Click on the settings menu and select To-Do list, Project or none.

Add a To-Do list or Project detail for better orientation.
Add a To-Do list or Project detail for better orientation.

How to work with tasks

When you complete the task directly by clicking on the checkbox, it will automatically disappear from your list.

If you or someone else completes the task elsewhere in the application, the task remains in the My tasks priorities grey in the list – that means it has been completed. It is up to you whether you keep it on the list.

3. I assigned to others

List of all tasks across all the projects you’ve assigned to someone else.

List of tasks I assigned to someone else on Dashboard.
List of tasks I assigned to someone else on Dashboard.

4. I created myself

List of all tasks across all projects created by you.

Overview of tasks I created myself.
Overview of tasks I created myself.

Filters in the Dashboard

In the right column, you can use various ways to filter tasks and subtasks. There, the filters can be saved as your own. Then they will be under the previous 4 default views.

The right column with filters on Dashboard.
The right column with filters on Dashboard.

All filters you enter need to be confirmed via the green button Filter Tasks below.

Filter tasks via green button.
Filter tasks via the green button.
Example of custom filters on Dashboard.
Example of custom filters on Dashboard.

You can hide the filter options. Show filters as below.

How to show filters on Dashboard.
How to show filters on Dashboard.

Custom views (Saved filters)

In the Dashboard, you can save new filters as your own to switch between them quickly. The active filter is always highlighted and says which parameters you have pre-set in the right menu.

Such a filter allows you to check the tasks that someone has recently completed or has missed a deadline. We recommend you try the filters out and save the ones you use frequently. Task control is then much faster and more efficient.

Select filters and when done, scroll down to Save as a new filter. In the following form type filter name and confirm via Save new filter.

Scroll below filters and click Save as new filter.
Scroll below filters and click Save as new filter.
Enter filter name and confirm via Save new filter.
Enter filter name and confirm via Save new filter.

The filter is immediately visible in the upper part of the Dashboard. Drag and drop the filter name and order them as you like. Please note that the first 4 default filters cannot be changed or moved.

How to order filters on Dashboard.
How to order filters on Dashboard.

Favorite Views (Filters):

Filter: Tasks without a deadline

You can find out if there are any tasks across your projects without a deadline.

  • Projects: All projects
  • Assigned to: Select all
  • Tasks with due date: No due date
Example of how to create a filter for tasks without a due date.
Example of how to create a filter for tasks without a due date.

Filter: Completed tasks „Amanda Blue“

You can find out what tasks assigned to Amanda are completed across all the projects.

  • Selected or all projects
  • Tasks assigned to: select the particular user
  • Task status: Completed tasks
Example of completed tasks by particular user across all projects.
Example of completed tasks by a particular user across all projects.

Filter: Tasks after the deadline „Elsa Arendelle“

You can find out which tasks related to Elsa have missed the deadline.

  • Selected or all projects
  • Tasks assigned to: select the particular user
  • Tasks with due date: All after the due date
Example of user's tasks after deadline.
Example of user’s tasks after the deadline.

Filter: Deadline not met

You can find out which tasks have not been resolved by the deadline.

  • Selected or all projects
  • All tasks after the deadline
  • Tasks with due date: All after the due date
  • Task status: Incomplete tasks
All incomplete tasks after due date.
All incomplete tasks after the due date.

Filter: Tasks without an assigned solver

You can find out which tasks through projects do not have an assigned solver.

  • Selected or all projects
  • Tasks assigned to…: Unassigned tasks
  • Task status: Incomplete tasks
All tasks across projects without a solver.
All tasks across projects without a solver.

Sub/tasks on the Dashboard

You can work with sub/tasks on the Dashboard. Sub/tasks can be edited, completed, or deleted. Moreover, you can track the time or money via the clock icon.

Editing sub/tasks

There is a three-dot menu for editing to the left of the sub/tasks title. Any changes you make to sub/tasks in their details or project details can be made directly in the Dashboard. For example, you can add a solver to a sub/task or labels, change the deadline, move it to another project/To-Do list or delete the sub/task.

Example of editing tasks on the Dashboard.
Example of editing tasks on the Dashboard.

Time tracking of sub/tasks

To track time spent on a task or smart subtask, click on the play icon to the right of the sub/task name. The report for the previous task is automatically saved. To turn off tracking for a task, click the track icon in the same location or in the top blue menu next to Time tracking.

Example of simple time measurement over individual sub/tasks
Example of simple time measurement over individual sub/tasks

Manual time and cost reporting

You can manually add time and cost reports for sub/tasks. Click on the clock icon (or an already tracked time or cost) on the right side of the sub/task and add the report. If you have set up your hourly rate, it will automatically appear when you add the report for the sub/task in the hourly rate/budget/cost.

Example of how to report the time and costs manually on Dashboard.
Example of how to report the time and costs manually on Dashboard.

Completion of sub/tasks

Do you have several completed tasks and smart subtasks across projects? Great! Close them straight in the Dashboard.

How to close sub/tasks on the Dashboard.
How to close sub/tasks on the Dashboard.

Table View

You can switch the Dashboard from the default view to the table view Settings icon. Check out the screenshot below.

How to enable table view of Dashboard.
How to enable table view of Dashboard.

Table sections

You can set up the dashboard with a table view according to your needs. Similar to the project settings you can show/hide and change the order of these sections:

Edit table layout via the Settings icon > Customize > drag & drop to sort the sections as needed.

How to edit table sections on your Dashboard with drag&drop.
How to edit table sections on your Dashboard with drag&drop.

Working with columns

Columns of the table view can be moved, hidden, expanded, or reset their width. To show the hidden column again, click the gear icon > Customize > check the section (column) you want to show. Then click on the cross. The Dashboard appears with the column (section) restored.

Example of working with Dashboard table view.
Example of working with Dashboard table view.

Data export from Dashboard

If you need to work with the data from the Dashboard further or simply have it in another place for some reason, you can simply export it. Just click on the export button at the top.

This is where you find the export button.
This is where you find the export button.

The data is exported as a CSV table, which can look like this:

This is how the exported table can look like.
This is how the exported table can look like.

Summaries of the recent activities in projects

Report Overview

A quick overview of the total reported time, and money during the day, week, and month.

Reports overview.
Reports overview.

Recent activities

The most detailed way to track all the project activities. It shows all the important actions over tasks, To-Do lists, projects, and notes.

List of most recent activities in projects.
List of most recent activities in projects.

Recent discussions

Every task has a discussion. Usually, there is a large number of comments. In this section, you can see the recent ones, across all the projects. You can also share the discussion with someone who does not use Freelo, via the secret link. No need to copy anything.

List of most recent discussions in projects.
List of most recent discussions in projects.

Recently completed tasks

List of recently completed tasks over projects.

List of recently completed tasks in projects.
List of recently completed tasks in projects.
Updated on 25.10.2022

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