![]() Enable collaboration, by sharing boards with others or creating teams.So, for example, you could have a client-specific board with a task, “Update Website”, that you duplicate and link under your Tasks board. This is a really slick way of integrating your project tasks with time tracking and invoicing. Add a Power-Up (one per board, with the free version of Trello) to add functionality, like linking to your Harvest account, meaning you can track time for specific tasks and assign them to clients.Once you have a simple board like this, this is where it gets interesting. Here’s how my Admin board looks with a few label categories defined. When you create a new board you get a new pallet for creating colour-coded labels unique to that board. There are fields for a description, comments, a due date, and more. You give each task a title then you can add as much or as little detail as you like. A card is a category into which you add tasks. Within each board you then create cards within the board. For example, you could create a board for each of your clients, or a board for admin tasks. It works around a system of “boards” – think, if you had a physical white board in your office on which to collect and prioritise related tasks. Trello is one of those super-simple apps that has so many great features, you’ll wonder how you managed your projects without it. Trello – for tracking projects and making lists You can easily migrate your invoices, in order to keep the report up-to-date.Īs I mentioned earlier, it is perfectly possible to use the free version of this app to manage multiple client projects and will be showing you how via my Facebook page with a Live in coming weeks. Since the French fiscal year starts on January 1st, it’s not too late to set up something new like this. Just go into Invoices then Settings and select Translations, make your changes, and then click Save Translations when you’re done. If you want to go further, you can also start using it to track expenses.Ī nice feature of this app is that it’s very easy to customise the standard field labels in your invoices, making it perfect for those of us running businesses outside of the US or UK. and you can also generate some great reports based on date ranges. You track your time, you invoice for that time, you track the progress of your invoices (sent, unpaid, paid) etc. ![]() If you’re charging for time or services, this is a great app that, with some canny configuration, you can use for free but still track time for multiple clients. Harvest – for time tracking and invoicing I hope by using one or all of them you’ll find will help you be more organised and efficient with your business admin. In this post I’ll introduce what I think are the best three free software tools. Now there are many Cloud-based applications that can really transform your efficiency. And managing projects can always be tricky, especially when you have multiple clients. I see many clients trying to manage invoicing and time tracking with Excel or an equivalent spreadsheet, or posting to each social media channel separately. If you’re running a small business, when it comes to admin it’s easy to stick with what you know.
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