Updated

For Freelancers

My First Task for Freelancers

Every client project has the same shape — kickoff, delivery, revisions, sign-off — but you're rebuilding that structure from scratch each time. Don't.

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Screenshot of the app set up for freelancers
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Where This Usually Gets Messy

Client feedback arrives by email, text, and DM, and none of it stays attached to the actual task
Tracking time for an invoice means reconstructing your week after the fact
Every new client project starts from a blank board instead of a proven structure
Team-sized tools charge per seat even when it's just you and an occasional client login

How Freelancers Use It

01

Start each client engagement from the Client Project template

Onboarding → In Progress → Client Review → Revisions → Delivered — the stages a client engagement actually goes through, ready on day one.

02

Give the client a Viewer seat if they want visibility

Invite a client with Viewer access so they can see progress without being able to edit anything.

03

Keep feedback on the task, not in your inbox

Comments on a task keep client feedback attached to the work it's about, instead of scattered across email threads.

04

Log time as you go

Time entries roll up per project automatically, so building an invoice doesn't mean reconstructing your week from memory.

Start From a Built-In Template

The Client Project template ships with the app — apply it and the stages below are ready before you add a single task.

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Client Project
Deliver client work from kickoff to sign-off.
Onboarding
In Progress
Client Review
Revisions
Delivered

Frequently Asked Questions

Can I give a client access without them seeing my other clients' work?

Yes — invite a client to a separate workspace scoped to just their project, so nothing else in your business is visible to them.

Is time tracking automatic?

No — entries are logged manually with a minute count and an optional note, then roll up automatically at the project level.

Is this free for a solo freelancer?

Yes — the Free plan covers up to 3 projects, which comfortably fits a handful of concurrent client engagements.