My First TaskMy First Task

Updated

Built-In Template

Client Project

Deliver client work from kickoff to sign-off.

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Screenshot of the Client Project template applied to a project
/images/templates/client-project.jpg

Stages

Applying this template sets up your project's workflow with these stages, ready before you add a task.

Onboarding
In Progress
Client Review
Revisions
Delivered

Default Tasks

These starting tasks come pre-loaded — edit, remove, or add to them freely once the project exists.

01Kickoff call and requirements doc
high
02Share project timeline with client
medium
03Deliver first draft
high
04Collect client feedback
medium
05Apply revisions
medium
06Final delivery and invoice
high
Default labels:clientbilling
Built especially for
Freelancers

Frequently Asked Questions

Can I give my client visibility without edit access?

Yes — invite the client with Viewer access so they can follow progress through Client Review without being able to change anything.

Can I track billable time against this project?

Yes — log time against any task, and it rolls up automatically at the project level for invoicing.

Is this template available on the Free plan?

Yes — all built-in templates are available on every plan, including Free.

Use the Client Project Template

Free for teams up to 10 — no credit card required.

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