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Trello for freelancers

You can set up different boards for different projects. Add cards for all the tasks that need to be done for each project, adding specific details on each card. Then create columns for your process: “To Do,” “Doing,” “Review,” “Client Approval,” “Done.” Tada: simple project management.

Add members to cards to assign tasks. Attach files or color code the cards to make things easier. Move things around as they’re finished. Use the checklist to check off specific tasks on each card as they’re completed (that always feels good).

You can also create more complicated workflows. Add extra columns if you have a more drawn out system. Maybe you’re tracking clients through your sales funnel and you’ve got columns for “Prospects,” “Follow Up,” “Proposals,” “On Going,” “Closing.” Or maybe you’re tracking your content management and you’ve got “Ideas,” “Assignments,” “In Process,” “Draft Ready,” and “Publish.”

The fun thing about Trello is that there’s no wrong way to use it. You figure out what works for you, and do it. Just like a pile of index cards on a corkboard.

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