1. Home
  2. Work with Projects
  3. Dashboard, the main Freelo page

Dashboard, the main Freelo page

The Dashboard in Freelo’s main page and general board of all the sub/tasks across projects. For better orientation smart subtasks are yellow.

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 those unsaved. So when you go to the task detail and back to Dashboard, you will get exactly where you stopped before. 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. 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 according to the due date and ordered in To-Do lists in 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 subtasks and tasks or tasks only. Hide the subtasks via checkbox in the upper right part > Hide subtasks.

How to hide subtasks on Dashboard.
How to hide subtasks on Dashboard.

Subtasks on Dashboard have navigation with superior task name.

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

2. My tasks priorities

Section My tasks priorities is the shortlist of tasks and subtasks you marked as important. You can mark the tasks by adding a star. It is your own view and no one else can see it.

This is useful, for example, when 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. 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 the star icon on the Dashboard and the task is immediately marked.

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. Show 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 on 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 previous 4 default views.

Right column with filters on Dashboard.
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 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)

On 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 filter allows you to check the tasks that someone has recently completed or have missed deadline. We recommend you to 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 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 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 deadline

You can find out if there are any tasks across 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
  • Check the box: I assigned the others
Example of completed tasks by particular user across all projects and assigned by me.
Example of completed tasks by particular user across all projects and assigned by me.

Filter: Tasks after the deadline „Annie Nicolson“

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

  • Selected or all projects
  • Tasks assigned to: select the particular user
  • Tasks with due date: All after due date
  • Check the box: I assigned the others
Example of user's tasks after deadline. Lucky me! There are none.
Example of user’s tasks after deadline. Lucky me! There are none.

Filter: Deadline was not complied

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

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

Filter: Tasks without an assigned solver

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

  • Selected or all projects
  • Tasks assigned to…: Unassigned tasks

Summaries of the recent activities in projects

Report overview

A quick overview of the total reported time, money during the day, week, 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 amount 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 28.12.2021

Was this article helpful?