Track proposals alongside active work
Keep proposals visible on the same board as active gigs. You always know how many irons are in the fire and when pipeline might dry up.
// Freelance Template
Freelancing means juggling proposals, active work, deliverables, and invoices simultaneously. This board gives you one view across every gig so nothing slips and no invoice goes unsent.
Proposals
2Ecommerce redesign - proposal sent to BrightShop
API integration consulting - waiting on scope call
Active Gigs
3BetaMetrics - build analytics dashboard frontend
Sunflower Bakery - Shopify theme customization
DevToolsCo - write technical blog series (4 posts)
Deliverables
2BetaMetrics - deliver staging build for dashboard v1
Sunflower Bakery - export final theme files and docs
Client Review
1DevToolsCo - first two blog drafts submitted for edits
Invoiced
2Sunflower Bakery - invoice #38 sent, net-15 terms
BetaMetrics - milestone 1 invoice paid
Keep proposals visible on the same board as active gigs. You always know how many irons are in the fire and when pipeline might dry up.
Each gig is a card with its own checklist, attachments, and due dates. Drag between columns as work progresses instead of juggling spreadsheets.
The Deliverables column is your staging area. Once assets are packaged, move to Client Review so you know exactly what is waiting on feedback.
When a gig wraps, move the card to Invoiced. Attach invoice numbers and payment terms so you can follow up on overdue payments at a glance.
Yes. The template is workflow-agnostic. Use card descriptions or checklists to note billing type, hourly rates, or milestone amounts for each gig.
Keep cards in the Invoiced column until payment clears. Add a due date matching the payment terms and use labels like Priority to flag overdue invoices.
All Flux templates are free. Sign up, create a board, and set up columns to match this layout. No credit card required.
// Work smarter solo
Free kanban boards with drag-and-drop, due dates, and checklists.