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Templates/Operations

Freelance Clients template

One column per project stage so every client deliverable lives on one board

Use this template5 columns, 9 starter tasks

Board preview

Inquiries

2

Reply to new lead within 24h

High

Send proposal template

Medium

Scoped

2

Sign SOW and collect deposit

High

Kickoff call on calendar

Medium

In Progress

2

Active client — weekly update

High

Active client — milestone check-in

Medium

Awaiting Feedback

1

Nudge on overdue review

Medium

Wrap-up

2

Final invoice and handoff doc

High

Ask for testimonial / referral

Medium

How to use this template

  1. 1Click Use this template and sign up (free, no credit card).
  2. 2The board is created instantly with the columns and starter tasks shown above.
  3. 3Talk to Lova in the chat to customize anything — rename columns, add tasks, assign teammates, set due dates.

Start your project now

Use this freelance clients template or describe your project in your own words. Lova sets up your board either way.

Get started freeTry the demo

Product

  • Templates
  • Pricing
  • Demo
  • Agent API

Compare

  • Jira alternative
  • Asana alternative
  • Linear alternative
  • Monday.com alternative

For teams

  • Startups
  • Agencies
  • Remote teams
  • Engineering teams
  • Product teams
  • Freelancers
  • Nonprofits

For everyone

  • Teachers
  • Students
  • Coaches
  • Event planners
  • Parents
  • Creators
  • Writers
  • Travelers
  • Job seekers
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