Freelancing: How Do You Keep Track of Your Projects?

Keeping track of your freelancing projects and clients is essential.

Once again, Melissa at Mom's Plans has managed to spark a great idea for a blog post. She recently asked me how I keep all of my clients straight. That's a great question! A a freelancer, you need to keep track of what you are doing — and when it should be done.

I know that many people are high tech about it, using web apps that sync up with their smart phones. However, I don't have a smart phone, and I find dealing with a calendar on my desk top to be a bit of a headache. Instead, I like to use a regular, low-tech wall calendar:

This calendar sits next to me. And I can bring it with me when I travel, or take it with me when I move upstairs to the couch. My regular blog clients, and the day I submit posts (they are rarely published on the same day I submit them) are filled in. Additionally, I write in when I sm interviewing others, as well as when other projects are due, since I also do a host of other irregular projects.

It's fairly easy to keep track of what I've done; just check it off on the calendar. The calendar also helps me keep track of work for invoicing purposes. To coordinate efforts, I have another wall calendar — hanging just to the left of my computer on the wall — with all of my family's appointments. That way, before I schedule an interview on my work calendar, I can quickly consult the family appointment calendar. This also helps me shift my work around on the work calendar if I see that my son has a half day of school, or if we're planning to leave town.

What Should I Write? And What Do Clients Owe Me?

Many clients have specific topics they want written on, and they send me lists of them. I also need to keep the terms of different contracts and projects straight. I keep a record of terms (how much per post, etc.) by putting the emails with that information in a folder labeled “gigs” in my Gmail. If I can't remember the terms of an agreement, I can simply revisit them.

Many clients give me a list of topics and titles they want me to cover. I star those and keep them in my Gmail. Then, when it's time for me to write a post, I just go to the email from the client, in the “Starred” folder. When all the topics are gone through, I un-star the email and wait for new topics or send my own ideas for approval. Sometimes, if I have an idea for a topic, or there is a special request for one, I write in it the calendar next to the client's abbreviation in the days. That way I see it, and remember which client it's for.

Bottom Line

You need some sort of schedule for your freelance writing business, especially as it expands. I find it easy to just have the information right there, visually accessible. It's not as cool as having it on a smart phone, I guess, or keeping it all in the Google Calendar on the computer, but I hate the idea of having to toggle between windows. It's easy for me to just glance down and see what needs to be done.

How do you keep track of your freelancing projects?

0 thoughts on “Freelancing: How Do You Keep Track of Your Projects?”

  1. Miranda, I keep about 5 similar calendars scattered all around me :). Two whiteboards, two on paper, and one online….too many projects and sub-projects to fit into just one calendar so I keep one for each major project or client and one that combines all the little projects and clients! There’s just not enough time in the day….

    I do find that I pay more attention to the physical calendars and check them more frequently to see if i’m on task. It’s a crazy system but it works for me.

    1. Miranda Marquit

      I like the physical calendars, too. It’s much easier to glance at them, than to try and pull up an electronic version. I like the whiteboard idea. I have a small one on which I keep a list of the people I need to email, and which sites I need to sub for social media. It’s small enough to be portable and carry around with me.

  2. Yikes you have a lot of work on! I used to just use a program called things to queue up a today list. I don’t really do client work now so don’t need it 🙂

    1. I can’t do just a today list. 🙂 I like to see my schedule for a few days out. But I think you do whatever works for you. And you have proved that you are doing just fine right now!

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