Templates For working solo

Freelance work tracker template.

When you work alone, the job is only half the work: someone also has to chase leads, send proposals and get paid. This board follows each job from first enquiry to paid invoice, so you can see at a glance what's earning and what needs a nudge.

Free on Workel's free plan. For freelancers and solo consultants who juggle sales, work and billing alone.

The board. 5 columns, 6 tasks to start with.

Due dates count from the day you add the template, so the first week's work is already on your calendar.

Leads1
  • Reply to the website enquiry from the bakery

    TomorrowMedium priority

Proposal sent1
  • Follow up on the annual report proposal

    In 4 daysMedium priority

In progress2
  • Logo refresh: second round of sketches

    In 6 daysHigh priority

  • Monthly retainer: blog posts for this month

    In 12 daysMedium priority

Invoiced1
  • Chase the overdue invoice

    In 2 daysHigh priority

Paid1
  • Set aside tax for last month

What else is inside. Docs and a chat, next to the board.

Doc

Rates and terms

Rates

  • Day rate
  • Typical project price range
  • Rush work: plus 25%

Terms

  • 50% up front on projects over one week
  • Invoices due in 14 days
  • Two rounds of changes included

Doc

Proposal outline

What you need

Their problem, in their words.

What I'll do

  • Deliverables
  • Timeline
  • What I need from you

Price

One number, what it includes, and when it's paid.