- If you need a basic tool (well actually not basic but you will see it as a basic tool because of the User Interface), Trello is a good start. I've been using Trello since 2013. You're talking about Freelancing so I think the most important thing here are: 1. You might have more contracts. So create one board for one contract. 2. In each board, create a column for General Information such as: Contract, Document, Requirements, Invoice, Receipt. 3. The 2nd column might be Deals from Customers. Here you can refine the requirements and what to do for them. 4. The 3rd column is To Do. Clearly, you put your tasks here. Each main task is a Trello Card. Sub-tasks are your Checklist Items. 5. The 4th is In Progress column. Drag your Cards from To Do column to this column to know your current status. 6. Last one will be Done column. I don't need to explain more in this column. During the work you need to use Trello Labels to high light your important stuff. You can search your works easily by filtering these labels during the time. Hope this can help. And good luck with your freelancing career!If you're a visual person, then you'll like Trello's card system. Customizable and easy to use drag and drop system. You can invite other people and assign tasks as needed.I only started becoming efficient as a freelancer after I started using Trello. I use it to communicate and align with clients on their seperate boards, I use it as a to-do list on a private board and I align with other freelancers I outsource to. I think it offers less options than Asana, but for me that makes it easier and more intuitive.
- Asana is my favorite tasks management tool. Their free tier is awesome and you probably won't even need to upgrade tbh.I enjoy using Asana as well as Trello. Asana is great to see the big picture campaigns, when things are happening, and organize everything you have going on. Trello can certainly do that too, but I like to use it for more specific tasks since it can get crowded VERY quickly.Way faster and easier to use than Trello - Also the feature of being able to schedule something for the future and have it show up is amazing. Otherwise my task list has like a million things on it. A daily priority is huge for me. Also - I can use all of it without ever leaving the keyboard. Such nice keyboard shortcuts. It's super fast once you get set up.
- Everybody is different and needs a different view. Process is simple. Start with a list of ideas, then add it to a trellol like board. Most of my clients like excel tables more.. Possible with one click! Then drag'n'drop your todo list to a calendar for a simple planning. Finally show it all in a mind map. Every task has custom fields, and you can add all kinds of additional information (e.g. Documents, Priority, Price)
- Incorporating Taskworld project management in my methodology has turned to be an efficient way to organize my workflow. Taskworld will definitely help you to manage your schedule, finish work on time, measure performance and accomplish great results. You’ll surely appreciate : ++ : the ease to create tasks, assign them and set due dates ++ : the colored labels and tags add clarity ++ : the built-in enterprise messaging system ++ : the @mentions to get someone’s attention ++ : the time tracking (use it to track how many hours were spent on tasks by each of you freelancers for example, in order to pay them by hour) ++ : the calendar view ++ : available on all devices : computers, smartphones and tablets (iOS and Android platforms) ++ : the performance chart included ++ : the price and the 15 days free trial ++ : it’s getting popular as it’s now used by AccorHotels
- AND CO is by far the best accounting / invoicing / payment software for freelancers out there! As a freelancer, tracking time, accounting & tracking expenses are the last thing you want to do. Through a combination of smart tech and experienced experts, AND CO takes care of your admin work: proposals, contracts, invoicing, task-management, accounting, time-tracking, and payments. AND CO is 100% free, without ads or hidden subscription fees. How is that possible? The company recently got acquired by Fiverr and can now offer all its services free of charge.
- Workstreams is worth checking out! Very well suited for freelancers that work for companies using Slack. You can setup a Kanban Board for every project you're working on & list your tasks there. Super handy for freelancers that need to update clients frequently. workstreams does it by default! and saves your time. The client can easily follow progress on a given project using Workstreams' goals. https://medium.com/workstreams-a...
- Andrei Țiț made this productThe dream of every freelancer: task management, Kanban boards, AND time tracking bundled up together in a modern interface. This translates into less time spent on switching between several apps and a smooth workflow, due to better better integrations between modules and consistency among features. The best part? It's completly free if you're a freelancer or solopreneur.
- Besides the above picks, Pivotal Tracker is a good tool for agile PM, and the free version is all thats necessary. I like the functionality of assigning points to tasks based on the urgency and the length of the projects. Also, the icebox function is great for longer term tasks or things on hold.
- Some say they find it a bit overpowered, but the functions you don't need you can simply ignore. Sadly it's macOS/iOS only but it made my live so much easier. This is just my personal opinion, but I think I now used all of the productivity apps since I'm a bit of a freak when it comes to this stuff. It's for you if: - you want to have a lot of functions covered in one app - you want full control of all aspects in complex planning/todo/lists/reminders - you don't mind spending some more money at once without monthly costs - you are in the Apple ecosystem - you love the GTD system It's (probably) not for you if: - you are a very visual person - you don't want to spend some time learning how to use the app - if you don't use Apple devices or want to have access via web I'm a freelancer/web designer and I love being able to just copy/duplicate a certain list of tasks and save it as a template for later use. For example for actions that are always the same (setting up hosting, moving files to ftp, etc.) What I love about the app: - location based reminders (iOS) - fast and reliably syncing between devices - review system for tasks and projects - scripting with Hazel/Apple scripts What I miss/don't like: - a web-based platform - a Windows/Android based app for my other computers/Chromebook - a visual upgrade - the price. But then again, you pay it one time and don't have monthly fees Additionally for very advanced project planning check out the other app from Omnigroup: www.omnigroup.com/omniplan
- The templated projects are key for us here. We have templates for each type of service we offer - so if you're a Web Design freelancer, you can create templates for eCommerce, Lead Generation, Marketing Sites, whatever it may - and it makes the kick off process for a client and you much easier. Freelancing grew into a digital agency largely because of effectively using tools like Basecamp.
- Complete freelance and small group business solution. Project Management, integration with communications platforms. Well worth a try.
- Filipa Nascimento made this productHi! I recommend outplanr.com. It's a great project management app, where you can track in real-time your tasks, and add recurring tasks, and has a calendar board where you can plan you day and/or week. Also, you can add users with different permissions, like clients or part-time coworkers. Give it a try!
- Freedcamp for project/task management. Entirely free, unlimited projects for an unlimited time. Categorisation is super useful and the dashboard home gives you an important overview of each subproject within the main project plus the people working on a particular project. Every subproject can have a task list, milestones, discussions, timesheets, files, calendar, etc.