Work and Archives
About this template
This template contains the following features:
>> Project Management - add new projects, take notes, add tasks that will also be visible on the dashboard
>> Meeting Template - quickly create new meetings and take notes, meeting agenda, next steps, link meetings with projects
>> Invoice Template - generate invoices using ready build template, export template as beautiful PDF and share with clients
>> CRM - basic client management, add new clients and link them to projects, link different projects to a client, an option to add in the total value generated by a client
>> Task management - you can add, remove, link, and complete tasks outside of each projects without the hassle of opening the folders while you are focused working
Tasks are managed using Lists, Kanban Board, and are also divided by each project so you can quickly get the template up and running without customization.
Archive completed projects so they are out of site - can always access them by selecting "All Projects" Tab.
Template does not contain attention hogging extra fluff so you don't have to worry about unnecessary things while you are working.
Battle tested and tried as my personal freelance project management system.
