Personal & small business template
FreeFreelance projects template
A free freelance project board for running client work from the first enquiry to the final invoice. Each card is a project or a deliverable, with checklists for the brief, revisions and handover. Columns show what is waiting on a client and what is ready to bill, so nothing slips and you get paid on time.
Who it's for
Freelancers, independent consultants and small studios juggling several clients at once.
What's on the board
Columns
- Enquiry
- In progress · limit 3
- With client
- To invoice
- Paid
Labels
- design
- writing
- development
- retainer
- rush
6 example cards included. Rename, reorder and add columns any time.
Preview
The board you get, with its example cards. Remove them or keep them as a guide.
Enquiry
1- design
Logo refresh for a local café
- Discovery call
- Send a quote
- Agree the timeline
In progress
2 / 3 (limit 3)- writing
Website copy for a yoga studio
- Home page
- About page
- Classes page
- Two rounds of edits
- writing
- retainer
Monthly blog posts
With client
1- development
- rush
Booking page fixes
Sent for review. Waiting on feedback.
To invoice
1- design
Brand guidelines document
Paid
1- design
- development
Newsletter template