Is the freelance client project template free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Free project template

Freelance client project template with every task dated from the day you start

Brief, proposal, deposit, delivery, invoice: one client engagement with the money steps in.

3 sections
16 tasks
Opens as a list
Dated from day 1

Client project: [name]

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Before

Discovery callDay 2, 10:00
Write the proposal: scope, price, timeline, what is not includedDay 4High
Proposal accepted and signedDay 8High
Deposit invoice sentDay 8
Deposit receivedDay 13UrgentNothing starts before this.

Work

Kick-off: access, contacts, the first milestoneDay 14
Milestone 1Day 25High
Client review round 1Day 28
Milestone 2Day 39High
Client review round 2Day 42
Weekly progress note to the clientEvery Friday 16:00

Close

Handover: files, access, a one-page how-toDay 49High
Final invoiceDay 49
Payment receivedDay 63High
Ask for a testimonial and a referralDay 64
Note what to price differently next timeDay 65

About this template

Freelance projects go wrong at the edges: no signed brief, no deposit, no defined end. This project puts the business steps beside the work so the invoice is not an afterthought.

Tips from the template

Name the project after the client.
Nothing starts before the deposit lands.
The handover task defines "done"; agree it in the proposal.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Freelance client project and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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