Maintain the independence and creativity you've cultivated as a freelancer, while also centralizing your schedule and communication with your client base.
Start with Structure
ClickUp utilizes a unique Hierarchy structure to ensure that every action item in your workflow has a clear purpose. There are several possibilities for how you could build your hierarchy as a freelancer, but here are the most popular:
Your ClickUp Team represents your overarching organization, and serves as the overall container for your different workflows. We recommend creating one Team to manage all of your freelancing gigs, as that's the best way to maintain an overview of everything you're working on.
Option 1: If you need to invite your clients to see what you're working on, create a separate Space to manage each client. This is ideal because you can make Spaces private to determine who can see them.
Option 2: Create one Space called "Freelance" to manage all of your different gigs. You can even add a separate Space if you wish to manage personal goals and tasks separately.
Option 1: Add Projects documenting the larger works you are attending to on behalf of each client. For example, you might have Projects called "Content Creation" and "Company Events" within a client Space.
Option 2: Create a Project for each client. You'll then use Lists to breakdown the different services you'll provide for each client.
Option 1: This is where your workflow can become more detailed. Use Lists to clarify how you are building towards completion of each parent Project. If you have a Project called "Content Creation", you might have Lists called "Blog Posts", "Social Media Outreach", and "Video Testimonials".
Option 2: In this version, your Lists become what were considered Projects in Option 1. You can create Lists detailing the services you will perform for clients within each Project ("Content", "Social Media", "SEO", etc).
Once you're ready to add tasks to your workflow, they'll serve a similar purpose regardless of whether you've chosen Option 1 or 2. Tasks represent the concrete action items you'll need to complete to check off Lists and Projects.
The best thing about tasks is that they can be completely customized depending on how you want to meet your productivity goals!
Important Features and Integrations
Custom Fields: Create a unique task field to manage client contact information, dates, budgets, or really anything you can imagine.
Time Tracking: Keep track of hours worked so you can get paid! Our integrations with Clockify and Timely even include free invoicing tools so you can send your client a total for hours spent on a task.
Tags: The beauty of tags is that they can capture information about a task that is not always evident in your hierarchy structure. Tags can provide much needed clarity for freelance workflows, since these projects involve both diligent preparation and spontaneous creative thinking.
Calendar View: Visualize imminent start and due dates in ClickUp's Time View. You can even sync your ClickUp tasks directly to your Google Calendar for viewing on the go! Any changes made to these tasks from Google Calendar will also be reflected in ClickUp.
Comment Threads: There's no need to use a separate chat tool to talk to your clients. With comment threads, you can communicate with clients at the task and List levels to make sure nothing slips through the cracks.
Checklists: Keep track of important simple action items within each task that you're working on. You can even save a checklist as a template to reuse in other tasks!
Reporting: Visualize the time spent on tasks as well as tasks completed within a specified period of time. You can even export your reports to share with clients outside of ClickUp.