To-Do list is one of the basic stones 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.
Appears following window 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.
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 the To-Do list is going to have a certain tasks and subtasks? You can create all these items when adding a To-Do list.
Click the arrow next to the red title To-Do lists and select Add more items…
Then you need to keep the text structure so the items are created correctly. Take a look 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…
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.
Set a solver or due date in bulk
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.
