# Freelancer Project Tracker

## Dashboard / How to use
This Freelancer Project Tracker is designed for freelancers who need an organized way to manage clients, projects, tasks, invoices, and communication. It streamlines your workflow, ensuring you stay on top of your responsibilities and deadlines.

- **Quick start:**
  1. Import this template into your Notion workspace.
  2. Convert each table to a database.
  3. Set the specified property types.
  4. Add your clients and projects to the respective databases.
  5. Start tracking tasks and invoicing as you complete projects.

## Client Management
Efficiently manage your clients with a dedicated database that stores all relevant information. This section helps you keep track of contact details, project history, and communication logs.

| Client Name | Email               | Phone Number | Status      | Notes           |
|-------------|---------------------|--------------|-------------|------------------|
| Acme Corp   | contact@acme.com    | 123-456-7890 | Active      | Long-term client  |
| Beta LLC    | info@beta.com       | 987-654-3210 | Inactive    | Project completed  |
| Gamma Inc   | hello@gamma.com     | 555-123-4567 | Active      | New project started|

> 💡 Tip: Use the Status column to indicate if a client is active, inactive, or on hold.

## Project Tracking
Keep track of all your projects in one place. This database allows you to monitor project progress, deadlines, and associated clients, including task dependencies.

| Project Name     | Client Name | Status       | Due Date   | Priority | Notes            |
|------------------|-------------|--------------|------------|----------|-------------------|
| Website Redesign  | Acme Corp   | In Progress  | 2023-12-01 | High     | Initial designs approved |
| Marketing Campaign | Beta LLC    | Completed    | 2023-10-15 | Medium   | Final report sent  |
| App Development    | Gamma Inc   | Not Started  | 2024-01-15 | High     | Kick-off meeting scheduled |

> ✅ Best practice: Regularly update the Status column to reflect the current state of each project.

## Task Management
Organize your tasks related to each project. This section allows you to break down projects into actionable steps, ensuring nothing falls through the cracks. Now includes recurring tasks and dependencies.

| Task Name         | Project Name      | Status      | Due Date   | Priority | Assigned To | Reminder        | Dependencies     |
|-------------------|-------------------|-------------|------------|----------|-------------|------------------|-------------------|
| Design Homepage    | Website Redesign   | Not Started | 2023-11-01 | High     | You         | 1 week before    | None              |
| Create Ad Copy     | Marketing Campaign  | Completed   | 2023-09-30 | Medium   | You         | 2 days before    | None              |
| Develop API        | App Development     | Not Started | 2024-01-10 | High     | You         | 1 week before    | Design Homepage    |

> 💡 Tip: Use the Assigned To column to delegate tasks if you work with a team.

## Invoicing
Manage your invoices efficiently to ensure timely payments. This database helps you track issued invoices, payment statuses, and amounts due.

| Invoice Number | Client Name | Amount Due | Status      | Due Date   | Notes              | Payment Link           |
|----------------|-------------|------------|-------------|------------|---------------------|-------------------------|
| INV-001        | Acme Corp   | $2,500     | Paid        | 2023-11-15 | Payment received     | [Pay Here](#)          |
| INV-002        | Beta LLC    | $1,000     | Unpaid      | 2023-10-30 | Follow up needed     | [Pay Here](#)          |
| INV-003        | Gamma Inc   | $3,000     | Pending      | 2024-01-20 | Invoice sent         | [Pay Here](#)          |

> ✅ Best practice: Set reminders for due dates to follow up on unpaid invoices.

## Communication Logging
Keep a record of all communications with clients. This section helps you track emails, calls, and meetings, providing a clear history for reference.

| Date       | Client Name | Communication Type | Summary                       | Follow-up Needed | Next Follow-up Date |
|------------|-------------|---------------------|-------------------------------|------------------|---------------------|
| 2023-09-15 | Acme Corp   | Email               | Discussed project scope       | No               | N/A                 |
| 2023-10-01 | Beta LLC    | Call                | Reviewed project feedback      | Yes              | 2023-10-15          |
| 2023-10-10 | Gamma Inc   | Meeting             | Kick-off meeting              | No               | N/A                 |

> 💡 Tip: Use the Follow-up Needed column to track any actions required after communications.

## Visual Dashboard
Create a visual overview of your projects and tasks. This section includes charts and progress bars for quick insights.

- **Project Status Overview**: A bar chart showing the number of projects in each status (Not Started, In Progress, Completed).
- **Task Completion Rate**: A progress bar indicating the percentage of completed tasks out of total tasks.
- **Client Engagement Metrics**: A line graph tracking communication frequency with each client over time.

## Integrations
Enhance usability by integrating with external tools:
- **Payment Processors**: Link invoices to payment processors like PayPal or Stripe for seamless transactions.
- **Calendar Apps**: Sync due dates with Google Calendar or Outlook to receive reminders.
- **Collaboration Tools**: Integrate with Slack for real-time updates and notifications on project changes.

## Customization Options
Users can add custom fields or templates tailored to their specific needs. Consider adding:
- Custom tags for projects (e.g., "Urgent", "Follow-up").
- Additional notes sections for clients or projects.
- Recurring task templates for ongoing responsibilities.

## User Onboarding
To guide new users through the setup and usage process, include:
- **Tutorial Videos**: Short clips demonstrating how to set up the template and use each section effectively.
- **Setup Checklist**: A step-by-step checklist for initial setup.
- **FAQs**: A section addressing common questions and troubleshooting tips.

## How to set up in Notion
1. Import this Markdown file into your Notion workspace.
2. Convert each table to a database by selecting the table and using the `/database` command.
3. Set the property types as follows:
   - Client Management: 
     - Client Name (Title), Email (Email), Phone Number (Phone), Status (Select), Notes (Text)
   - Project Tracking:
     - Project Name (Title), Client Name (Relation), Status (Select), Due Date (Date), Priority (Select), Notes (Text)
   - Task Management:
     - Task Name (Title), Project Name (Relation), Status (Select), Due Date (Date), Priority (Select), Assigned To (Text), Reminder (Date), Dependencies (Text)
   - Invoicing:
     - Invoice Number (Title), Client Name (Relation), Amount Due (Number), Status (Select), Due Date (Date), Notes (Text), Payment Link (URL)
   - Communication Logging:
     - Date (Date), Client Name (Relation), Communication Type (Select), Summary (Text), Follow-up Needed (Checkbox), Next Follow-up Date (Date)
4. Optionally, go to Share → Publish and enable "Allow duplicate as template" to share it publicly.