Projects

Navigate to Projects → New Project or use the Quick Actions card on your dashboard. Fill in the project name, an optional description using the rich text editor, and select the currency for invoicing.

You can also upload a cover image to visually identify the project on your dashboard grid.

Under Reviews & Versions, choose what happens to the old file when you upload a new version (Replace, the default, or Keep on paid plans) and whether clients can attach screenshots when they request changes. Both can be changed later in the project's settings.

During project creation (or later in project settings), define timeline steps to track your workflow. Common steps include Design, Development, Review, and Delivery. Each step has a status that updates as you progress.

Free users can create up to 2 custom steps per project. Upgrade to a paid plan for unlimited steps.

Inside a project, go to the Assets section to upload files for your client. You can upload any file type, images, videos, PDFs, documents, and more, and you can drag in several files at once for a bulk upload. Prefer to keep large files elsewhere? You can also attach an external link (such as Google Drive or Dropbox) instead of uploading. Your client approves each asset or requests changes on it, and you answer with a new version. Individual file size limits are determined by your subscription plan.

Free users can upload up to 3 assets per project (files or external links), with a 50 MB limit per file and 500 MB of total storage. Paid plans get unlimited assets, up to 2 GB per file, and 100 GB to 500 GB of total storage depending on the tier. See the Subscription & Plans guide for details.

Open any project and you will find a Download all button in the project header. It collects every file uploaded to that project into a single ZIP archive - useful for handing over a finished job, archiving completed work, or keeping a local copy alongside your own backups.

The archive is assembled in your browser and written straight to disk as it downloads, so nothing has to be prepared server-side first and the size of the project is not a problem. In Chrome and Edge you choose where to save it; other browsers build the archive in memory, which is fine for ordinary projects but may not cope with very large ones. Assets stored as external links are not included, since those files live in your own Drive or Dropbox rather than in FreelioPro.

Your clients get the same ability from their portal, and you can download every project at once from Account Settings.

When a client views an asset through the portal, they can approve the work or request changes. You will see feedback notifications on your Notifications page.

Change requests appear with a status badge on the project card and asset detail view. Open the asset and click Upload new version: the client is asked to review again, and their request moves to the asset's history. See the Asset Detail guide for what happens to old files.

The Projects page displays all your projects as cards with a completion progress bar. Click on any card to see full details, assets, invoices, and the client portal link.

You no longer have to guess whether your client has seen your work. Each project card shows Client viewed 3d ago (or however long it has been), or Not opened yet if they have never opened the portal - the more useful of the two, because it tells you to check the link and passcode reached them.

Open the project and the Client activity panel goes further: when they last opened the portal, how many separate visits they have made, and which areas they looked at - the home page, the timeline, a particular deliverable, or the invoices. Clicking between tabs counts as one visit; coming back more than 15 minutes later counts as another.

This records what was opened and when, never the client's IP address, and is described to clients in our Privacy Policy.