Free Client Project Tracker Spreadsheet
Keep scopes, deadlines, statuses, and next actions clear across clients.
What this is
One row per project with fee, dates, status, next action, and blockers. Ideal when email threads stop being a project system.
Best for
- Freelancers with 3+ concurrent clients
- Studio producers running light PM
- Consultants tracking retainers and projects together
What’s included
- Client, project, fee, start/due, status
- Next action and blocked flag
Preview
| Client | Project | Fee | Start | Due | Status | Next action | Blocked? |
|---|---|---|---|---|---|---|---|
| North Co | Brand refresh | 3200 | 2026-07-20 | 2026-08-20 | In progress | Send round 2 | No |
| Bright Lab | Landing page | 1500 | 2026-08-01 | 2026-08-14 | Waiting on copy | Nudge client | Yes |
How to use
- One row per project — not per task.
- Update Next action every workday you touch the project.
- Filter Blocked? = Yes in your Monday review.
Tips
- Update Next action every day you touch the work.
- Monday review: filter Blocked? = Yes first.
- Don’t track tasks here — only projects.
FAQ
Retainers?
Use one row per retainer month or a single ongoing row with Due = end of month — pick one convention.