Freelancer Client and Project Dashboard: Project Closeout ChecksFreelancer Client and Project Dashboard: Project Closeout Checks
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Before you mark a client project Complete, check the tasks still attached to it.
A useful closeout review has three parts:
Resolve client, project and task warnings first. Broken links can leave work out of valid-record totals.
Review the remaining open tasks, including anything Waiting on a response. Record the owner and next action instead of letting a stage change hide unfinished work.
Keep the actual approval or delivery evidence in your records. Changing a dropdown does not establish client acceptance or payment.
In the fictional example shown, Care card update is Complete with zero open tasks. Collection storefront and Winter lookbook are Active with two open tasks each. Those are separate checks: the stage is entered manually, while the workbook counts linked tasks. Marking a project Complete does not mark its tasks Done.
The Freelancer Client and Project Dashboard includes blank and fictional-example XLSX workbooks, an overview PDF and a Start Here guide. USD 9.99.
For internal tracking of work already sold. Manual review; no automatic reminders or client portal. Requires compatible desktop XLSX software; Excel, Google Sheets and mobile behavior have not been independently tested.
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