Template
Freelance Client Tracker Template
Sample cards include due dates, so the calendar shows every deadline.
To Do
1Invoice for the current milestone
Send the invoice once the milestone is accepted.
In Progress
1Homepage redesign
First layout pass for the client homepage.
Waiting on Client
1Logo pack review
Send the logo options and wait for feedback.
Delivered
0Who this board is for
Freelancers use this board to track deliverables for the clients they are working with right now. A homepage, a logo review, and an invoice can sit on the same board, each as its own card.
The board is one place for that client work. Assign a card when someone else is helping, and leave comments on it when the brief changes.
How the columns are set up
To Do is work you have accepted and have not started. In Progress is what you are making. Waiting on Client is work that is paused until you hear back. Delivered is work the client has received.
The sample cards include due dates: a homepage redesign, a logo pack review, and an invoice for the current milestone. Those dates are what the calendar lists.
Keeping deadlines visible
Put a due date on a card for a review call, a handoff, or an invoice. That date is the one the calendar shows. When a client owes you feedback, move the card to Waiting on Client so the work you are still making stays in In Progress.
The list view is the scan of every open deliverable, across every column. The board is the view of which stage each one is in.