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Five Task + Project Management Tools Just for Freelancers

Five Task + Project Management Tools Just for Freelancers

Most project management tools are meant for people running larger teams of 5+ people. If you’re using them as a solo freelancer without any team members to manage, they can be a little clunky & overwhelming. But there are several tools that can help you run your business & your projects as a solo freelancer–here are five:

Planscope

    Planscope

    Price: Free 14-day trial, $24/month for Freelancer plan

    Features: Planscope goes a step beyond basic project/task management and adds in features–most of them related to proposal creation–that will be incredibly helpful for service-based freelancers. It allows you to track time spent on tasks (and sync to your invoicing tool of choice), communicate with your clients (and automatically keep them updated on project progress, if you so choose), and it also includes detailed reporting and forecasting features.

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    Ideal for: Freelancers and consultants who work in industries where a lot of client communication is required. Especially ideal for solopreneurs whose businesses might grow into more of an agency style setup with time.

    Klok

      Klok

      Price: Free version, one time fee of $20 for pro version

      Features: Klok lets you keep track of how your time is being spent and which tasks and projects it’s being spent on, laid out in a calendar format (with color coding!). It also connects to popular invoicing tools, including Freshbooks and Harvest.

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      Ideal for: Freelancers who have a tendency to “lose time” throughout their workday, who have especially billable time, and who want a visual view of where, exactly, they’re spending it.

      Thrive Solo

        Thrive Solo

        Price: Free beta at the moment

        Features: Solo aims to be an all-in-one solution for freelancers, so it covers time-tracking, visual overview of projects and milestones, automated invoicing, and reporting of business metrics (profit, hours spent, etc.).

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        Ideal for: Creative freelancers who want an all-in-one spot to manage their business–not just project management, but billing/invoicing and time tracking as well.

        Flow

          Flow

          Price: Free 14-day trial, $10/month after that

          Features: Flow has task lists, repeating tasks, task list templates (for repeating projects), the ability to add notes, comments, and files to tasks, and an intuitive, easy-to-use interface that features drag-and-drop functionality with tasks and lists. You can view tasks through several ways, including by task list or folder, list view, and week, month, or day view (all with the same drag and drop functionality). There’s also easy to use apps for iOS and Mac.

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          Ideal for: A freelancer who has projects that tend to follow the same steps, as the task list templates will save you time and energy. The week/month calendar views are especially useful to see when you’re overloading yourself with tasks on a particular day and correct accordingly.

          Wunderlist

            Wunderlist 

            Price: Free or $5/month for Pro (ability to attach files to tasks, assign tasks to others, unlimited subtasks, and new backgrounds)

            Features: Wunderlist appears to be a fairly simple task management tool at first glance, but it’s actually much more than that. You can create different lists to manage and sort your tasks (by client or by project, for example), add subtasks to tasks, and add notes for tasks, along with the usual features like deadlines, recurring tasks, reminders, and prioritizing via starring.

            Ideal for: The freelancer who likes both working within GTD-inspired tools and gorgeous design.

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            Last Updated on February 15, 2019

            7 Tools to Help Keep Track of Goals and Habits Effectively

            7 Tools to Help Keep Track of Goals and Habits Effectively

            Now that 2011 is well underway and most people have fallen off the bandwagon when it comes to their New Year’s resolutions (myself included), it’s a good time to step back and take an honest look at our habits and the goals that we want to achieve.

            Something that I have learned over the past few years is that if you track something, be it your eating habits, exercise, writing time, work time, etc. you become aware of the reality of the situation. This is why most diet gurus tell you to track what you eat for a week so you have an awareness of the of how you really eat before you start your diet and exercise regimen.

            Tracking daily habits and progress towards goals is another way to see reality and create a way for you clearly review what you have accomplished over a set period of time. Tracking helps motivate you too; if I can make a change in my life and do it once a day for a period of time it makes me more apt to keep doing it.

            So, if you have some goals and habits in mind that need tracked, all you need is a tracking tool. Today we’ll look at 7 different tools to help you keep track of your habits and goals.

            Joe’s Goals

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              Joe’s Goals is a web-based tool that allows users to track their habits and goals in an easy to use interface. Users can add as many goals/habits as they want and also check multiple times per day for those “extra productive days”. Something that is unique about Joe’s Goals is the way that you can keep track of negative habits such as eating out, smoking, etc. This can help you visualize the good things that you are doing as well as the negative things that you are doing in your life.

              Joe’s Goals is free with a subscription version giving you no ads and the “latest version” for $12 a year.

              Daytum

                Daytum

                is an in depth way of counting things that you do during the day and then presenting them to you in many different reports and groups. With Daytum you can add several different items to different custom categories such as work, school, home, etc. to keep track of your habits in each focus area of your life.

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                Daytum is extremely in depth and there are a ton of settings for users to tweak. There is a free version that is pretty standard, but if you want more features and unlimited items and categories you’ll need Daytum Plus which is $4 a month.

                Excel or Numbers

                  If you are the spreadsheet number cruncher type and the thought of using someone else’s idea of how you should track your habits turns you off, then creating your own Excel/Numbers/Google spreadsheet is the way to go. Not only do you have pretty much limitless ways to view, enter, and manipulate your goal and habit data, but you have complete control over your stuff and can make it private.

                  What’s nice about spreadsheets is you can create reports and can customize your views in any way you see fit. Also, by using Dropbox, you can keep your tracker sheets anywhere you have a connection.

                  Evernote

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                    I must admit, I am an Evernote junky, mostly because this tool is so ubiquitous. There are several ways you can implement habit/goal tracking with Evernote. You won’t be able to get nifty reports and graphs and such, but you will be able to access your goal tracking anywhere your are, be it iPhone, Android, Mac, PC, or web. With Evernote you pretty much have no excuse for not entering your daily habit and goal information as it is available anywhere.

                    Evernote is free with a premium version available.

                    Access or Bento

                      If you like the idea of creating your own tracker via Excel or Numbers, you may be compelled to get even more creative with database tools like Access for Windows or Bento for Mac. These tools allow you to set up relational databases and even give you the option of setting up custom interfaces to interact with your data. Access is pretty powerful for personal database applications, and using it with other MS products, you can come up with some pretty awesome, in depth analysis and tracking of your habits and goals.

                      Bento is extremely powerful and user friendly. Also with Bento you can get the iPhone and iPad app to keep your data anywhere you go.

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                      You can check out Access and the Office Suite here and Bento here.

                      Analog Bonus: Pen and Paper

                      All these digital tools are pretty nifty and have all sorts of bells and whistles, but there are some people out there that still swear by a notebook and pen. Just like using spreadsheets or personal databases, pen and paper gives you ultimate freedom and control when it comes to your set up. It also doesn’t lock you into anyone else’s idea of just how you should track your habits.

                      Conclusion

                      I can’t necessarily recommend which tool is the best for tracking your personal habits and goals, as all of them have their quirks. What I can do however (yes, it’s a bit of a cop-out) is tell you that the tool to use is whatever works best for you. I personally keep track of my daily habits and personal goals with a combo Evernote for input and then a Google spreadsheet for long-term tracking.

                      What this all comes down to is not how or what tool you use, but finding what you are comfortable with and then getting busy with creating lasting habits and accomplishing short- and long-term goals.

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