- 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.
I just started using this with my marketing team at work, and so far it seems to be an efficient way to coordinate on projects. Now if I can just remember to log in and actually use the boards...
Brilliant for managing all your project backlogs in a Kanban fashion. Including a list for the DIY tasks around the house.
As a Marketer I use this daily to manage workflow, sort ideas around future content and prioritize my activities. My team collaborate and report using handy integrations with Google and we use it as a Customer service and Sales script repository to store links to docs and how-to videos.
- Pavel Kukhnavets made this productHave you tried Hygger.io? I'd say this is one of the most friendly and helpful tools I've ever tried. And I am sure, the platform is rather appropriate for freelancers' needs. There you'll find the most demand options and features project managers need - Kanban boards with Swimlanes and WIP limits, time tracking option, timesheet report, a backlog priority chart, easy-managed roadmap and many more.
Nice tool. Was amazed how easy it is to migrate from existing Trello/Jira board.
Imported everything correctly, so the transition can be really smooth and painful.
This tool will definitely work well for PM and non-PM team members. Easy to follow and very cool!
Would be great if I could still sign up for a free plan up to 10 members .. please 🙏🙏
- 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.
I recommend Asana to everyone who is trying to get a more organized life.
It's good to everything, it's free (until 15 members) and you can choose from 2 different styles: list or board. You can create unlimited projects, you can share tasks between projects with a click, there are chat boxes in every task, it's user friendly and their help forum is ultra helpful even if you never payed a penny to them.
I can't live without Asana. Just the most amazing thing ever.
I've used a few project management tools in the past and Asana is the only one that makes me genuinely happy and more productive (at work and with my side hustles).
I can't recommend this tool enough for its ease of use, features and user experience. As a cherry on top, Asana's vision to help teams collaborate and do their best work is one that I can personally identify with!
- 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)
Using Zenkit for a few months now and can't see myself going back to my old tool. The team has done a phenominal job of building an application that addresses the need of power users, light users, and everything in between.
Edited my review to reflect the awesome response time to problem I encountered. Incredible, hard working team and their app reflects the care and dedication they have put into Zenkit. Keep up the great work, Zenkit!
- 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.
Makes it super easy to invoice in a beautiful simple way that clients love. Offering credit card, PayPal and bank ACH payments really feels like it helps me get paid faster and looks professional. It's also a breeze to confirm that I've received payment and is helpful to get reminders of outstanding invoices. Love hearing the chime when money rolls in.
Can't believe I forgot to mention the support crew. I'm so used to banking/financial apps making service an afterthought. Whenever I have a question or issue they're on it within minutes and always eager to help.
I've tried every time-tracking/invoicing app there is for freelancers, but when I finally tried AND CO I was instantly sold!
Both the web app and mobile app are a delight to use. They are fast and just work without any hiccups. The features are great and have helped me save a ton of time on admin work. Sending an invoice or a contract is a breeze. You also get a real, live human to ask for help! Need to invoice a client? Have a question about your taxes? Simply send a message to your CO and they will always have your back!
Their dev team is also great! I requested a couple features and they were released within a few weeks. That showed me that the team at AND CO listen to their customers and give me confidence to use this app for the long-term.
It's not often that I fall in love with an app. AND CO is the exception. Highly recommended.
- 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
I've been a Things user since 2007. Within the last couple of years Things 2.0 started to feel stale, and I found myself exploring other alternatives. Yet I could never end up replacing it.
Thankfully, Things 3.0 comes out of nowhere with a completely redesigned experience that is fast, beautiful and it allows you to do everything with speed — the perfect recipe for a todo app.
This app feels like it belongs on iOS 11 even though it was launched weeks before the iOS 11 beta was announced. It's that good!
You still can't share tasks with others, but the great experience easily out weights that need.
It took me a while to finally bite the bullet and buy Things3, but one week in I already knew this app would be the best to-do list I've ever used. I really like to-do apps and I've tried most of them, but Things is by far the best, I highly recommend it. The "Today" feature makes the whole difference!
I have tried many time trackers before I started to use TMetric, but each of them has its own cons. TMetric combines user-frinedly interface and a wide range of useful functions and integrations. Integration with Asana was one of the essential points for me. Also I like that Tmetric has a mobile time tracking app, so you can keep tracking of your activity out of office too.
I use Redmine + TMetric to manage my working activity and keep tracking of working hours and I am fully satisfied with these tools. TMetric helps me to stay productive and reduce the waste of time. Tmetric provides me with detailed time and tasks reports
- 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.
Great and helpful app! I use Basecamp integration with TMetric in all my projects, for me this is the most convenient way to track my time for any activity in Basecamp
I'm a big fan not only of BaseCamp, but also their founders' books (Rework, Remote, Getting Real) and blog posts. Their work philosophy is amazing and it's reflected on the clean and concrete software.
I really enjoy managing all aspects of my company with BaseCamp
Wonderful product. Was one of my favorites, even though it had tons of bugs in it's first year, was happy to pay.
Then one of those bugs broke my account. Customer support is unresponsive / slow / sometimes just closes your ticket and doesn't bother responding to basic problems like "I can't update my payment details".
Then they lost all my data. So, yeah. Wonderful product, until I had to deal with Pipefy's support team, and they lost all my data.
I went back to Trello because of interface snappiness, but I do find myself missing some of the features of Pipefy.
- Complete freelance and small group business solution. Project Management, integration with communications platforms. Well worth a try.
I've grabbed this Lifetime deal from AppSumo for $150 and it's been the most useful app we've come across. We mainly use it for invoices and project proposals, but we can keep track of the entire business in one easy to use dashboard. Love it!
Each quarter it keeps getting better and better. I can't wait to move more of my cilent interactions into Plutio. I've already moved my invoicing, client portal and projects into Plutio. Having too many platforms for clients to log into is not ideal for creating a great experience, which is what I want to do for my clients.
- 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!
Very expensive, In fact, a free plan is one project and it's impossible to work with it, paying $ 25 for 20 projects? It seems too expensive to me ...
love the product, it is simple and easy to use
- ProofHub is a highly beneficial tool that brings all the useful project management tools along with a native proofing tool. The proofing tool makes life easy for freelancers as it cuts the tedious task of reviewing and approval of designs easier than ever. Plus, there is an in built timer in the app as well, which you can use to track time spent on design works and bill the clients in the easiest possible manner.