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How to create new task

There are few ways how to create a new task in Freelo. Via the plus button in the upper blue bar on the left, or add to specific To-Do list in project detail or via keyboard shortcut wherever in Freelo.

When adding task set up:

New task via Plus button

This is probably the fastest way to create new task. In upper blue bar click + icon and Add task.

Add new task in Freelo.
How to create new task via plus button.

Select the Project and To-Do list where the task will be placed. Type the name of the task and possibly write down the assignment. You can also attach files, pictures or links.

Form for adding task in Freelo.
Options for new task in Freelo.

You can directly assign a task to someone, set up a deadline and also choose who you want to be notified in case of any updates.

Do you know you can use emoji in all texts in Freelo?

Emojis are great to highlight a name of the project or task. Have a look how to display Emoji panel and choose from a number of emoticons.

New task from project detail

Go to project detail, select or create a To-Do list and click Add task button at the bottom of To-Do list. Do not forget to Save the task.

How to add task on project detail.
How to add task on project detail.
Practical tips for creating new tasks

  • Create multiple tasks – click on little arrow next to the Add task button and select Add multiple tasks…
  • When you select a due date in the first task and assign it to the user in To-Do list, Freelo will remember and in the new task window pre-sets the same assigned person and due date.
  • When creating a new task, you can also add subtasks directly.
  • In comments and discussions use mentions by typing @UserName in the text box. The user will receive one-time notification.

Create sub/tasks in bulk

On project detail you can add multiple sub/tasks. They can be entered manually from a list of tasks that you prepare in text form or from project template.

Use the small arrow icon on the left from Add task / Add subtask and select Add multiple tasks…

How to create tasks in bulk.
How to create tasks in bulk.

In following window you can enter tasks and also subtasks in bulk. It is important to keep the structure:

Task name
– Subtask name
– Another subtask name
Another task name

Example how to create tasks and subtasks in bulk.
Example how to create tasks and subtasks in bulk.

Confirm via Save.

Or add tasks and subtasks from a project template via Add from template… Appears list of project templates and you just select the tasks with subtasks that you want to add.

How to add tasks from a project template.
How to add tasks from a project template.

New task via keyboard shortcut

Anywhere in Freelo you can use a keyboard shortcut to create a new task: Alt + Shift + N. It allows you simply and quickly create a task without leaving the current page.

Just select the project and To-Do list where you want the task to be placed. Type the task name and optional are other details – assign it to the user, set up the deadline or add subtasks.

Example how to add task via keyboard shortcut.
Example how to add task via keyboard shortcut.

New task from comment in Freelo

Any comment in Freelo can easily become a task. In few seconds you have a task with assignment, that is taken from the comment to a new task.

Within the comment click three dot menu > Create a task from a comment.

Example how to create a new task from any comment in Freelo.
Example how to create a new task from any comment in Freelo.

Then select a project and To-Do list and add a task name. You can also assign solver, set due date, priority, followers, or add subtasks and labels. Confirm via Save.

Add all the details you need within the task and confirm via Save button.
Add all the details you need within the task and confirm via Save button.

Such a task has link to the original comment at the bottom of its assignment.

Example of a task created from a comment.
Example of a task created from a comment.

New task from e-mail

Create new task directly from e-mail. First generate unique e-mail address for particular To-Do list, where you want the task to be placed. Copy the e-mail address and paste it as a recipient of the e-mail. In subject type the task name. In e-mail text type all the detail/assignment. You can also add files.

Click three dot icon on the left from To-Do list name. Select E-mail for task creation… and then Generate an e-mail for this To-Do list. The generated e-mail paste as the e-mail recipient.

How to create tasks from e-mail.
How to create tasks from e-mail.
Create tasks from Gmail

Do you use Gmail? You might like Freelo Gmail addon that enables you to create tasks directly from e-mails in Gmail.

Updated on 1.7.2021

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