Managing Clients on Your Computer
Even without a project management tool, you need some kind of client organization system.
I have a work folder for each year, with subfolders for each client. Each document includes the client’s initials (whether I’m working in Scrivener, Google Docs or Word) and is filed in the right folder.
At the end of each year, all current client folders move into the next year’s folder, leaving dormant clients where they are. It works well, and I can always find what I need. Estimates and invoices have their own folder, and I also have a separate folder for client guidelines.
A Task Manager (Maybe)
Over the years I’ve struggled to find a task manager I really love because managing tasks and deadlines is at the heart of any freelancer’s working life.
There are a lot to choose from, so I guess my failure to find the perfect one is something to do with how my brain is wired.
Now, I just use Google Calendar, as I’ve mentioned in another post. I use all day events as tasks, adding entries for research, drafting and final editing, with reminders where necessary.