# Freelancer Project Management & Client Tracking System

## Dashboard / How to Use
This template is designed for freelancers looking to efficiently manage projects, track clients, handle invoices, and streamline communication. It integrates multiple databases to enhance productivity and organization, with added features for time tracking and invoicing.

**Quick Start:**
1. Import this template into your Notion workspace.
2. Convert the tables to databases.
3. Set the property types as indicated.
4. Add your projects and clients.
5. Start tracking tasks, time, and invoices.
6. **Onboarding Guide**: Refer to the embedded video tutorial in the 'Onboarding' section for a step-by-step setup.

## Onboarding
### Video Tutorial
[Watch the Setup Video](#)  
*Visual guide on setting up the template and navigating through its features.*

### User Guide
- **Importing the Template**: Instructions on how to import and set up the template in Notion.
- **Navigating Databases**: Overview of each section and its purpose.
- **Customization Options**: How to add custom properties and views.
- **FAQs**: Common questions and troubleshooting tips.
- **Interactive Onboarding Guides**: Step-by-step walkthroughs for new users.

## Projects
The Projects section allows you to manage all your ongoing and completed projects in one place. You can track their status, deadlines, associated clients, and time spent.

### Customization Options:
- Add custom tags for project types (e.g., Web Development, Graphic Design).
- Create views for different project statuses (e.g., Active, Completed, On Hold).
- Include time tracking fields to log hours spent on each project.

| Project Name       | Status       | Due Date   | Client        | Time Spent | Notes                    |
|--------------------|--------------|------------|---------------|------------|--------------------------|
| Website Redesign    | In Progress  | 2023-12-01 | Acme Corp     | 15 hours   | Initial design phase     |
| Logo Creation       | Completed    | 2023-10-15 | Beta LLC      | 10 hours   | Delivered final files    |
| Marketing Campaign   | Not Started  | 2023-11-20 | Gamma Inc     | 0 hours    | Awaiting client feedback  |

*Title column:* Project Name  
*Status column:* Select  
*Due Date column:* Date  
*Client column:* Select  
*Time Spent column:* Number  
*Notes column:* Text  

## Clients
Keep track of all your clients, their contact information, and project history. This section helps you maintain strong relationships and follow up efficiently.

### Customization Options:
- Add a field for client type (e.g., Individual, Business).
- Create a view for clients by engagement level.

| Client Name | Email              | Phone        | Projects Involved | Notes               |
|-------------|--------------------|--------------|-------------------|---------------------|
| Acme Corp   | contact@acme.com   | 123-456-7890 | 1                 | Long-term client     |
| Beta LLC    | hello@beta.com     | 987-654-3210 | 2                 | Interested in more work |
| Gamma Inc   | info@gamma.com     | 555-555-5555 | 0                 | New lead             |

*Title column:* Client Name  
*Email column:* Email  
*Phone column:* Phone  
*Projects Involved column:* Number  
*Notes column:* Text  

## Invoices
Manage your invoices efficiently with this dedicated section. Track invoice status, amounts, payment due dates, and integrate with Google Calendar for reminders.

### Customization Options:
- Add fields for payment methods (e.g., PayPal, Bank Transfer).
- Create a view for overdue invoices.

| Invoice Number | Client        | Amount | Due Date   | Status       | Time Tracked |
|----------------|---------------|--------|------------|--------------|--------------|
| INV-001        | Acme Corp     | $1,500 | 2023-12-15 | Unpaid       | 15 hours     |
| INV-002        | Beta LLC      | $750   | 2023-10-20 | Paid         | 10 hours     |
| INV-003        | Gamma Inc     | $2,000 | 2023-11-30 | Pending      | 0 hours      |

*Title column:* Invoice Number  
*Client column:* Select  
*Amount column:* Number  
*Due Date column:* Date  
*Status column:* Select  
*Time Tracked column:* Number  

> 💡 Tip: Regularly update the status of your invoices to maintain cash flow awareness.

## Tasks
This section helps you manage tasks associated with each project. Break down projects into actionable steps and track their completion.

### Customization Options:
- Add a field for task categories (e.g., Design, Development).
- Create a view for tasks by priority.

| Task Name         | Project Name      | Status       | Due Date   | Priority  | Time Spent |
|-------------------|-------------------|--------------|------------|-----------|------------|
| Create wireframe   | Website Redesign   | In Progress  | 2023-11-01 | High      | 5 hours    |
| Draft content      | Marketing Campaign  | Not Started  | 2023-11-10 | Medium    | 0 hours    |
| Final review       | Logo Creation      | Completed    | 2023-10-10 | Low       | 2 hours    |

*Title column:* Task Name  
*Project Name column:* Select  
*Status column:* Select  
*Due Date column:* Date  
*Priority column:* Select  
*Time Spent column:* Number  

> ✅ Best practice: Use priority levels to focus on high-impact tasks first.

## Communication Log
Maintain a log of all communications with clients for reference and follow-up. This helps in keeping track of discussions and decisions made. Implement a tagging and filtering system for efficient retrieval.

### Customization Options:
- Add a field for follow-up dates.
- Create views for communication types (e.g., Email, Call, Meeting).

| Date       | Client        | Communication Type | Summary                  | Tags               |
|------------|---------------|--------------------|--------------------------|---------------------|
| 2023-10-01 | Acme Corp     | Email              | Discussed project scope  | Project Scope       |
| 2023-10-05 | Beta LLC      | Call               | Finalized design details | Design              |
| 2023-10-10 | Gamma Inc     | Meeting            | Explored project options  | New Lead            |

*Title column:* Date  
*Client column:* Select  
*Communication Type column:* Select  
*Summary column:* Text  
*Tags column:* Multi-select  

## Advanced Reporting
Analyze project profitability, client engagement, and task completion rates with the following reports:

### Project Profitability
| Project Name       | Total Income | Total Expenses | Profit/Loss |
|--------------------|--------------|----------------|-------------|
| Website Redesign    | $1,500      | $500           | $1,000      |
| Logo Creation       | $750        | $200           | $550        |

### Client Engagement
| Client Name | Total Projects | Average Response Time | Engagement Score |
|-------------|----------------|-----------------------|------------------|
| Acme Corp   | 1              | 2 days                | 80%              |
| Beta LLC    | 2              | 1 day                 | 90%              |

### Task Completion Rates
| Project Name      | Total Tasks | Completed Tasks | Completion Rate |
|-------------------|-------------|-----------------|------------------|
| Website Redesign   | 5           | 3               | 60%              |
| Marketing Campaign  | 4           | 0               | 0%               |

## Integrations & Automation
- **Slack Notifications**: Set up reminders for task deadlines and invoice due dates.
- **Google Drive Integration**: Store and access project files seamlessly.
- **Zapier Automation**: Connect with other tools for enhanced workflow efficiency.
- **Trello Integration**: Sync tasks with Trello boards for visual project management.
- **Google Calendar**: Automatically add invoice due dates and task deadlines.

## Mobile Optimization
### Guidelines for Mobile Use
- Use the Notion mobile app for on-the-go access.
- Optimize views for mobile by limiting the number of properties displayed.
- Use collapsible headings to organize sections for easier navigation.

## How to Set Up in Notion
1. Import this Markdown file into your Notion workspace.
2. For each table, convert it to a database using `/database`.
3. Set the following property types:
   - Status: Select
   - Due Date: Date
   - Amount: Number
   - Priority: Select
   - Tags: Multi-select
   - Time Spent: Number
4. Integrate with Google Calendar for reminders on invoices and task deadlines.
5. Optionally, go to Share → Publish and select "Allow duplicate as template" to share it publicly.