Project Management Tools Checklist for Freelancers
Use this checklist to compare project management software against your real freelance workflow instead of buying a large system you do not need.
Start here: Best Project Management Tools for Freelancers →
Tasks and planning
- Tasks and subtasks
- Due dates and priorities
- Status tracking
- Calendar or board views
- Milestones or dependencies when needed
Client collaboration
- Guest/client access
- Comments and mentions
- Approval workflow
- Notifications
- Permission controls
Time, files and documentation
- Time tracking if you bill hourly
- File attachments
- Notes and project documentation
- Search and organization
- Export options
Automation and integrations
- Templates
- Recurring tasks
- Automated reminders
- Email/calendar integrations
- Invoicing, CRM, storage, or automation integrations where useful
Before you subscribe
- Recreate one real client project in the tool.
- Invite a test collaborator if client access matters.
- Test the mobile experience.
- Check task, file, user, and automation limits on your likely plan.
- Estimate the total cost as your workload grows.