Business & Strategy
Freelance Job Kanban for Beginners: Move Jobs from Inquiry to Payment, Stop Missed Invoices
Solo designers, writers, and developers use this freelance job tracking kanban for beginners to cap the month's workload and avoid missed invoices. Four whiteboard pages: page 1 sets your monthly hour cap, revenue target, client and job list, and no-go rules; page 2 turns each job into a sticky note that moves across four columns, with a quote breakdown and follow-ups for stalled jobs; page 3 sorts open inquiries by rate and effort, weighs pros and cons, and caps parallel jobs; page 4 puts due dates, invoice dates, and expected payment dates in a table and sets four month-end invoicing steps. The task board uses the same four columns, with 4 parent tasks for the four pages and 3 subtasks each. It works even if you have never planned how to take on jobs or when to invoice. Tax and invoice rules differ by country and region, so check official guidance from a tax professional or public agency. Members of a limited-visibility team can write on the same board.
Once you have a free account, you can copy this template from the marketplace