How to Build a Freelance Project Management System

Use tools that match the way YOU work.

Anna Burgess Yang
The Startup

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pop art illustration of a pen next to a clipboard
Image created via Midjourney

When I first started freelancing, I tried out a lot of different project management tools.

Some of them promised to be an all-in-one solution for contracts, invoicing, time tracking, and task management. None of them worked for me. I felt like I was forced into a box. They didn’t match how I think about project management.

From my days as a product manager, I knew systems were critical. I also knew I’d have to build my own.

Whether you’re new to freelancing or have a current process that isn’t working, here’s how to think about creating a truly epic project management system.

Start early

A lot of freelancers start their journey focusing on clients rather than systems. Understandably so — you need money!

But you can quickly feel overwhelmed, especially if you’re managing multiple clients and projects.

The earlier you can get started with a project management system, the better. You’ll be able to track your progress and ensure nothing slips through the cracks.

I started thinking about systems as soon as I had two clients. By that point, I was already tracking multiple due dates per month.

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Anna Burgess Yang
The Startup

Freelance Writer. Operations Advice for Solopreneurs. Career pivots are fun. 🎉 https://start.annabyang.com/