# Freelance Project Tracker

## Dashboard / How to use
The Freelance Project Tracker is designed for freelancers to manage their projects, clients, tasks, and invoicing efficiently. This template provides a clear overview of project statuses and financials, ensuring a streamlined workflow. 

**Quick start:**
1. Import this template into your Notion workspace.
2. Customize the client and project details in the respective databases.
3. Add tasks to your projects, set deadlines, and define dependencies.
4. Track your invoicing and payments, including automated reminders for overdue invoices.
5. Review your dashboard for an overview of your projects and financials.
6. Utilize advanced automation features for client follow-ups and task reminders.

## Client Management
Managing clients effectively is crucial for freelancers. This section allows you to keep track of client details, communication history, and project assignments.

| Client Name | Contact Email       | Status    | Last Contacted | Notes                |
|-------------|---------------------|-----------|----------------|----------------------|
| Acme Corp   | contact@acme.com    | Active    | 2023-10-01     | Long-term contract    |
| Beta LLC    | info@beta.com       | Inactive  | 2023-09-15     | Project on hold       |
| Gamma Inc   | hello@gamma.com     | Active    | 2023-10-05     | New project starting  |

*Title Column: Client Name | Status: Select | Last Contacted: Date*

> 💡 Tip: Regularly update the last contacted date to maintain good client relationships.

## Project Overview
This section provides a comprehensive view of all your projects, their statuses, and deadlines. It helps you prioritize your workload effectively.

| Project Name     | Client Name | Status    | Due Date   | Budget   | Timeline         |
|------------------|-------------|-----------|------------|----------|-------------------|
| Website Redesign  | Acme Corp   | In Progress | 2023-11-15 | $3,000   | [Gantt Chart]     |
| Marketing Campaign | Beta LLC    | Completed  | 2023-09-30 | $1,500   | [Gantt Chart]     |
| App Development    | Gamma Inc   | Not Started | 2023-12-01 | $5,000   | [Gantt Chart]     |

*Title Column: Project Name | Status: Select | Due Date: Date | Budget: Number*

> ✅ Best practice: Set realistic due dates to manage client expectations.

## Task Management
Keep track of tasks associated with each project. This section helps ensure that nothing falls through the cracks.

| Task Name           | Project Name     | Status    | Due Date   | Priority | Dependencies      | Reminder          |
|---------------------|------------------|-----------|------------|----------|--------------------|--------------------|
| Design Mockups      | Website Redesign  | In Progress | 2023-10-10 | High     | None               | [Automated Reminder] |
| Write Content       | Marketing Campaign | Completed  | 2023-09-25 | Medium   | None               | [Automated Reminder] |
| Develop Backend     | App Development    | Not Started | 2023-11-20 | High     | Design Mockups     | [Automated Reminder] |

*Title Column: Task Name | Status: Select | Due Date: Date | Priority: Select | Dependencies: Relation*

> 💡 Tip: Use priority levels and dependencies to focus on high-impact tasks first.

## Invoicing
This section allows you to manage your invoicing and track payments from clients. Keep your finances organized and transparent.

| Invoice Number | Client Name | Amount  | Status    | Due Date   | Payment Link       |
|----------------|-------------|---------|-----------|------------|---------------------|
| INV-001        | Acme Corp   | $3,000  | Paid      | 2023-10-15 | [Payment Process]   |
| INV-002        | Beta LLC    | $1,500  | Unpaid    | 2023-10-01 | [Payment Process]   |
| INV-003        | Gamma Inc   | $5,000  | Pending    | 2023-11-30 | [Payment Process]   |

*Title Column: Invoice Number | Status: Select | Due Date: Date | Amount: Number*

> ✅ Best practice: Send automated reminders for unpaid invoices to maintain cash flow.

## Analytics & Reporting
Track project performance and financial metrics over time with built-in analytics.

| Metric               | Value        |
|----------------------|--------------|
| Total Income         | $9,500      |
| Total Expenses       | $2,000      |
| Net Profit           | $7,500      |
| Projects Completed    | 2            |

*Title Column: Metric | Value: Number*

> 📊 Tip: Review your analytics monthly to adjust your strategies.

## Built-in Templates
To save time, use these built-in templates for common project types:

1. **Website Project**
   - Sections: Design, Development, Testing
   - Tasks: Wireframe, Mockups, Code, Review

2. **Marketing Campaign**
   - Sections: Strategy, Content Creation, Distribution
   - Tasks: Research, Write, Schedule, Analyze

3. **App Development**
   - Sections: Planning, Development, Launch
   - Tasks: Requirements, Design, Code, Deploy

## Automation Features
Integrate with external tools for seamless invoicing and task reminders:
- **Payment Processors**: Connect with Stripe or PayPal for direct payment links.
- **Calendar Apps**: Sync due dates with Google Calendar for reminders.
- **Task Automation**: Use Zapier to automate task reminders and client follow-ups.

## Customization Options
Enhance your user experience with visual customization:
- **Color Coding**: Assign colors to project statuses for quick visual reference.
- **Icons**: Use icons to differentiate project types and priorities.
- **Custom Dashboards**: Create personalized dashboards for specific project views and metrics.

## User Guide & Video Tutorial
For comprehensive guidance, refer to the user guide and video tutorial:
- **User Guide**: Step-by-step instructions on navigating and utilizing the template effectively.
- **Video Tutorial**: A visual walkthrough demonstrating key features and setup.

## 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), Status (Select), Last Contacted (Date), Notes (Text)
   - Project Overview: Project Name (Title), Client Name (Select), Status (Select), Due Date (Date), Budget (Number), Timeline (Relation to Gantt Chart)
   - Task Management: Task Name (Title), Project Name (Select), Status (Select), Due Date (Date), Priority (Select), Dependencies (Relation), Reminder (Date)
   - Invoicing: Invoice Number (Title), Client Name (Select), Amount (Number), Status (Select), Due Date (Date), Payment Link (URL)
   - Analytics & Reporting: Metric (Title), Value (Number)
4. Optionally, go to Share → Publish → "Allow duplicate as template" to share it publicly.