How to Collaborate with Clients Effectively Using a Freelance Task Board Template
If you're a freelancer, it's important to stay organized and keep your clients informed about the progress of their projects. A task board can be a great tool to help you achieve this goal. In this post, we'll discuss how you can use a Freelance Task Board to collaborate effectively with your clients.
What is a Freelance Task Board?
A Freelance Task Board is a project management tool that helps you keep track of tasks, deadlines, and progress on your projects. It allows you to create tasks, assign them to yourself or team members, and track their status from start to finish. With a Freelance Task Board, you can collaborate with your clients by giving them access to the board, so they can track the progress of their project in real-time.
Lists in Freelance template:
- To Do: This list is where you should add all the tasks you need to complete. It's essential to break down your work into smaller tasks that can be easily managed and tracked. You can add labels or due dates to tasks to help prioritize them.
- In Progress: When you start working on a task, move it to the "In Progress" list. It's an easy way to see which tasks are being worked on and by whom. You can also use this list to track how much time is spent on each task.
- QA: After you complete a task, it's time to review it to make sure it meets the necessary requirements. The "QA" list is where you can add tasks that need to be reviewed or tested. You can also assign team members to perform the review or testing.
- Client Review: Once a task has passed your internal QA process, it's time to share it with your client for their review. The "Client Review" list is where you can add tasks that need to be reviewed by your client. You can customize the visibility of this list to hide specific tasks or comments from your client if needed.
- Done: Finally, when a task is complete and has been approved by the client, it can be moved to the "Done" list. This list is an easy way to see what has been accomplished so far and what still needs to be done.
By breaking your work into smaller, manageable tasks and tracking progress through each stage, you'll be able to stay on top of your freelance projects and ensure that everything is completed on time and to the client's satisfaction.
Features of a Freelance Task Board:
- Lists - A Freelance Task Board typically has several lists, such as "To Do", "In Progress", "QA", "Client Review", and "Done". These lists help you organize your tasks and track their progress.
- Time Tracking - A Freelance Task Board allows you to track the time you spend on each task. This feature is useful for billing clients accurately and for measuring your productivity.
- Time Estimates - A Freelance Task Board allows you to estimate the time it will take to complete each task. This feature helps you plan your work and manage your time effectively.
- Project Observers - A Freelance Task Board allows you to invite clients as Project Observers. These are guest accounts that give your clients access to the board, so they can see the progress of their project without being able to edit the board.
- Custom Visibility - A Freelance Task Board allows you to customize the visibility of tasks, lists, and comments. This feature is useful for hiding sensitive information from clients or other team members.
How to Use a Freelance Task Board:
- Create Tasks - Next, create tasks for each item on your to-do list. Assign each task to yourself or a team member, and estimate the time it will take to complete the task.
- Track Time - As you work on each task, track the time you spend on it. This will help you stay on schedule and bill clients accurately.
- Invite Clients - When you're ready, invite your clients as Project Observers. This will give them access to the board, so they can see the progress of their project.
- Customize Visibility - If you have sensitive information on the board, customize the visibility of tasks, lists, and comments as needed.
A Freelance Task Board is a valuable tool for freelancers who want to collaborate effectively with their clients. By using a task board, you can stay organized, track your progress, and keep your clients informed about the status of their projects. With features like time tracking, time estimates, and custom visibility, a Freelance Task Board can help you work more efficiently and effectively.