As a remote freelancer, being organised is critical. Organisation will help you deliver great work on time and keep hold of the clients you enjoy working with.
Being organised will help you to deliver work promptly, remember important milestones and communicate effectively. These are all very important traits to show in how you work with a client when you don't have the benefit of seeing them every day.
There are a couple of ways to stay organised as a remote freelancer.
Freelancing often means you don't always work from a traditional office. Your workspace could be at home. It may even double up as the kitchen bench or nursery! And if you work from a co-working space or coffee shop, you won't have the luxury of filing space.
Our guide to effective collaboration goes into more detail, but the number of online tools designed to keep you organised and productive are plentiful.
There are tools for tracking project progress like Trello, Wunderlist, Wrike and Jira. And there are services for file storage and sharing like Basecamp, Dropbox and Google Drive.
Here's a simple trick to never miss a client deadline again.
- Create a Trello account using your primary email address
- Add your to-do to the board as a Trello card
- Upload the deliverable to Trello and attach it to the Trello card
- Add a due date and subscribe yourself to the Trello card
Trello will then helpfully remind you the day before you are due to send the deliverable, and then again on the day itself.
Setting clear project rules
The second way to improve organisation is to set clear, defined rules around each project you work on. In other words, you need to put together a contract. Contracts are not only to protect you from projects going awry, but they are to provide clarity about what a project does and does not include.
Having a contract that clearly defines what you have agreed to do helps you stay organised by reducing the amount of time and effort you spend on doing work you're not being paid for.
Our guide on writing contracts can help with this.