Freelo help

Projects

• Delete or renew project
• Archived project
• Tags
• Getting to know the projects
• Project templates
• Project Notes
• Creating a new project
• Dashboard

To-Do lists

• Budgets for To-Do lists
• Add To-Do list
• Setting user rights
• Documents by e-mail

Tasks

• Copying a task
• Moving a task
• Tracking a task
• Discussions and comments
• Task Calendar
• How to create a repeating task
• How to add sub-tasks
• How to assign a task to a user?
• Creating a new task
• Tracking To-Do list

Deadlines & notifications

• How to export task dates do Google Calendar, Outlook…
• Notification by e-mail
• Application notices
• Mentions by @mention
• Project and task dates
• How to alert other users to the task

Files & sharing

• How to search files
• Sharing a discussion below task
• Sharing a task list in a To-Do list
• How to insert files from Google Drive/Dropbox
• How to download files from comments section
• How to Upload Files to a Project
• Documents by e-mail
• How to copy screen from clipboard

Finance & Invoices

• Budgets for To-Do lists
• Can I invoice in Freelo?
• Report of worked time/cost
• Project budget
• Time tracking / Tracking time over the task

Reports

• Overview of financial reports
• I want the graph of the reported amount in CZK
• I want a graph of worked hours
• I want a graph of the number of completed tasks
• Project summaries
• Overview of all projects

Users & permissions

• Access to To-Do list
• How to invite a user to a project
• Setting user rights
• Admin and Project manager role

Account & settings

• Set up email notifications
• Setting payments for Freelo
• Chaning the tarrif
• Chaning the password
• User data settings
• Account cancellation
• Your profile
• Import projects from Basecamp 2
• Paid vs. free account

Third-Party Integration

• Integration of Supportbox
• How to export task dates do Google Calendar, Outlook…
• API