Updated
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.
Illustrative workflow
Step 1
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.
Step 2
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.
Step 3
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.
Step 4
Log time as you go
Time entries roll up per project automatically, so building an invoice doesn't mean reconstructing your week from memory.
Where This Usually Gets Messy
How Freelancers Use It
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.
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.
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.
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.
Features You'll Use Most
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 can support a solo workflow within its task, email and storage limits. Paid Starter and Pro plans use flat monthly pricing rather than per-seat pricing.
Put this workflow into practice
Agree what is included, protect time for delivery and make changes visible to the client.
Scope Creep: Examples and a Practical Change Checklist
Scope creep is growth in project work without an explicit agreement about its effect on time, cost or the intended outcome. Manage it by documenting the baseline, recording proposed changes and making the trade-off visible before accepting more work.
ExploreWeekly Task Review Checklist: Plan a Realistic Next Week
A weekly task review reconciles your commitments with current reality. Gather loose requests, review unfinished and overdue work, check the next week's calendar, and choose a small set of outcomes that fits your availability.
ExploreProject Status Report Template: Progress, Risks and Decisions
A project status report summarizes progress toward an outcome for a stated reporting period. Include completed deliverables, upcoming commitments, risks, changed dates and decisions needed, with an owner for each follow-up.
ExploreSet Up Your Workspace
Free plan available — no credit card required.