Digital product / Obsidian
Obsidian Client & Project Tracker for Freelancers | Simple CRM, Task and Payment Planner | Digital Download
Organize your freelance business in one clean Obsidian workspace.
Product details
Organize your freelance business in one clean Obsidian workspace.
The Client & Project Tracker for Freelancers connects your clients, projects, tasks and payments without a complicated system or paid plugins. It is designed for independent professionals who want a simple, professional way to stay on top of client work.
WHAT YOU'LL RECEIVE
• 1 ready-to-use Obsidian vault in a ZIP file
• Premium dashboard with quick access to every area
• Dedicated Clients, Projects, Tasks and Payments pages
• 8 reusable templates
• 17 fictional demo records across web design, graphic design and social media
• 1 completed weekly review example
• Concise START-HERE and workflow guides
• Optional light and dark mode styling
TEMPLATES INCLUDED
• Client Template
• Project Template
• Task Template
• Payment Template
• Meeting Template
• Scope Change Template
• Project Closeout Template
• Weekly Review Template
PERFECT FOR
• Freelancers and independent professionals
• Web designers and developers
• Graphic and brand designers
• Social media specialists
• Consultants, creatives and service providers
WHY YOU'LL LIKE IT
• Clean, calm and easy to understand
• Links clients, projects, tasks and invoices together
• Live lists update through Obsidian's built-in Search feature
• Demo Tour shows a complete filled-in workflow
• Your live workspace starts clean and ready for your own records
• No community plugins or paid add-ons required
HOW IT WORKS
1. Purchase and download the ZIP file.
2. Extract the complete folder on your computer.
3. In Obsidian, choose “Open folder as vault.”
4. Select the extracted Client & Project Tracker folder.
5. Open START-HERE, then begin with your first client and project.
IMPORTANT DETAILS
• Digital download only; no physical item will be shipped.
• Product language: English.
• Obsidian is a free third-party application and is not included in this purchase.
• Statuses, dates, invoice amounts and balances are updated manually.
• This tracker does not send invoices, process payments, calculate taxes or replace accounting software.
• Search panels are designed for Obsidian and may display as code in other Markdown viewers.
This is an independent template product and is not affiliated with or endorsed by Obsidian or Etsy.