For freelancers
Client work and the rest of your week, in one workspace
The problem
What gets in the way
Freelancers often track the job in one place and the money in another. When a client asks where things stand, you rebuild the answer from memory, email, and a spreadsheet.
What changes
After you start using it
- 01
Each client engagement is a project with a board you can open in a meeting
- 02
Invoices can sit next to the work instead of in a separate bookkeeping tab
- 03
Personal admin can live in another workspace so it does not mix with client work
Workflow
A typical freelance week
- 01
Create a workspace for your practice, or keep a second one for personal lists.
- 02
Add a project per client or engagement. Put tasks on the board as the work arrives.
- 03
When something is billable, create the customer and invoice in that same workspace.
Write the proposal
Prep kickoff notes
Review comments on the draft
HighSend the invoice
Publish the homepage
What you use
Capabilities in this job
- 01
Workspaces, projects, and boards
A workspace is the boundary for members and projects. A project holds statuses and tasks. The board is the live kanban view: columns are statuses, cards are tasks. Opening a task uses the inspector so you stay on the board.
- 02
Customers and invoices
Create customers, issue invoices, and collect payment through that workspace’s Stripe, PayPal, Wise, or bank details. Those connections belong to the workspace. They are not a Planeward subscription.
- 03
Board, list, timeline, and calendar
Switch the project view without copying the work into another tool. List, timeline, and calendar show the same tasks as the board.
Questions