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Dashboard, the main Freelo page

The Dashboard 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 upper left corner and go there from anywhere.

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 task detail and back to Dashboard, you will get exactly where you ended before. Dashboard is divided into 4 parts.

TIP quick way see sub/task detail without leaving Dashbaord

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 tasks are sorted according to due date and ordered in To-Do lists in particular projects. It is default filter/view.

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

Use filters on right to specify what you are looking for. You can choose whether you want to see subtasks and tasks or tasks only. Hide subtasks via checkbox in 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 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 what is important to you. There can be your tasks or 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 in the list.

How to add task to your priorities

In sub/task detail via right menu click My priority. Same way remove a task.

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

Another and faster way is to click the start icon on Dashboard and the task is immediately marked.

How to add task to My task priorities on Dashboard.
How to add 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 To-Do list or Project detail for better orientation.
Add 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 have assigned to others

List of all tasks across all 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 right column you can use various ways to filter tasks and subtasks. There filters can be saved as your own. Then will be under previous 4 default views.

Right column with filters on Dashboard.
Right column with filters on Dashboard.

All filters you enter confirm via 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.

It is possible you have hidden 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. Then just 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 tasks that someone has recently completed or have missed deadline. We recommend you to try the filters 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 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.

Filter is immediately visible in the upper part of Dashboard. Drag and drop the filter name and order them as you like. Please note 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

I will 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 filter for tasks without due date.
Example of how to create filter for tasks without due date.

Filter: Completed tasks „Amanda Blue“

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

  • Selected or all projects
  • Tasks assigned to: select particular user someone
  • 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“

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

  • Selected or all projects
  • Tasks assigned to: select particular user someone
  • 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

I 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 assigned user

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

Quick overview of 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 comments, 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.

Recent 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 17.9.2021

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