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Project Management For Freelancers

When working on a project, there’s always a lot of things to take in consideration. Whether it’s the budget, the different objectives or even the communication between you and your client. In this day and age, there are tons of project management tools out there, all of them have their pros and cons. In this article, we’ll talk about what makes an ideal project management tool for freelancers.

Set up objectives

Project management isn’t just organizing your files and whatnot, it starts at the beginning: define your objectives. With a tool such as XMinion, this is quite easy. You can easily set up task groups that will help you categorize all the different objectives that will get you to the final product. In the categories that you’ve created, you can add as many items or tasks to it, making it more detailed. You can also set different priorities, assign the tasks to others or yourself, and to be even more fancy, add some color codes to help you better understand what your objectives are. There is no limit to XMinion’s task management feature, no matter the scale of your project, you’re bound to find it extremely useful.

File management

When working as a freelancer, your clients will often send you several files that are to be used during the project. Storing those files can get tedious when you start having too many of them. Using a powerful but simple file manager, everything will be in one place, accessible from anywhere in the world as long as you have an internet connection. Although this sounds great, for some projects, confidentiality is a must, and files must be safely stored. XMinion uses AWS (Amazon Web Service), which will make sure that all your resources are safe.

Share and communicate with your team

Communication is vital for any kind of project. Either with a team or just your client, if you can’t get the vital information regarding the product to them, you’ll never move forward. You don’t need anything fancy, just a way to get what matters out there. For each project, XMinion provides a simple but effective way to communicate. On the social tab of your project, you’ll be able to read and post new content to your team, making sure everyone is up to date with what’s going on.

Collaborate with others

A lot of people believe being a freelancer means you’ll be working alone all the time, but that’s not true. You could be working with your own team, an agency or other freelancers hired by your client. It all depends on the scale of the project. Managing your project by yourself is great, but if you can do that with multiple people, with just a single click, it’s even better. With XMinion, your collaborators just have to create a free account and you’ll be able to invite all of them to your project. Of course, we know the possible dangers of inviting to your entire project, but don’t worry, XMinion took care of that and gives you the option to define permissions and roles, which will make it easy for you to decide who has access to what. Of course, your collaborators, assuming they have the permissions for it, will be able to do exactly what you can do yourself. Set up tasks and objectives, share announcements, upload and download files and more.

Invoicing

Finding clients and doing the job is great and all, but it’s not over until you get paid. A lot of people believe freelancers are not so professional, so being able to send professional looking invoices is really important, it is an important factor on whether they’ll hire you again in the future. Although making invoicing look good and efficient is not always easy, XMinion provides a built-in tool to generate invoices for your projects. You can either add items yourself and have it automatically generate it based on all the objectives you’ve set up using the task manager. It’s easy to understand, fast to set up, looks professional and just an overall great tool to have if you’re a freelancer.

Stay up-to-date with multiple projects

Unlike others, freelancers tend to work on multiple projects at the same time. That being the case, you can easily get lost between all the different objectives for each project. What you need is a detailed and comprehensive summary of everything that’s going on, across all of your projects. With that said, XMinion’s dashboard is perfect for this. It allows you to have an overview of everything. First of all, you can get some useful statistics, such as the amount of projects, completed projects, ongoing projects and your lifetime and monthly earnings. Not only that, but all your ongoing tasks are displayed in a detailed way, making it easy to get to work with a quick peak.

CRM

If you’ve been a freelancer for a while now, you’ve worked with many clients around the globe, and sometimes, it’s easy to forget who is who. Having a powerful CRM that helps you identify your client’s needs is really useful. It helps you gain time and deliver exactly what your client expects, no more surprises. Keep track of their personal information, such as their name and email, as well as which projects you’ve done for them. This will give you a global view on what kind of work they expect from you.

Choosing your project management software

As we said earlier in this article, there are many different project management tools out there. XMinion is one of them, with a twist. It was built by freelancers for freelancers, which means they know what you need and made sure it would help you in your freelancer journey. They offer a free package to get started, which is great if you just want to try it out. Their team is consistently gathering feedback and improving their application to make sure everyone is satisfied. Check out their website at www.xminion.com