Juggling multiple projects, clients and demands is the life of a freelancer, and keeping track of your work and priorities can be tricky and time consuming.

There are two ways to use Process Bliss as a freelancer, depending on whether you'd like to keep each client separate (and perhaps give them access to your processes), or whether you'd like to have all your work in one place, and just organise it by client.

Option 1: Keeping your clients separate

Advantages

  • You can easily see the work per client (and hide work for clients you don't want to see right now)
  • You can give your clients access to just their work (and even assign them steps to do themselves!)

Disadvantages

  • If you do the same activities for multiple clients e.g. onboarding, currently you'll have to write out the same steps multiple times as different templates (although we will be allowing moving copies of templates into different organisations in future)
  • You can't see the progress of each task across all your clients. 

How to set this up

1. Create a different organisation for each of your clients

2. Create templates and tasks within each organisation

3. Use the filters on your list of tasks to only show processes for certain clients

Option 2: Having all your work in one place

Advantages

  • You can save time setting up each client by cloning templates and cloning tasks
  • Using permissions, you're able to give clients access to just their folder, or just to the tasks where you have assigned them actions

Disadvantages

  • It's harder to see which task is for which client, and you won't be able to filter the work you have to do per client
  • It might be hard to scale if you work with a lot of clients

Setting this up

1. Create one organisation for your freelance company (you will be prompted to do this when you create a Process Bliss account)

2. Create folders for each of your clients

3. Create the templates you need for each client in each folder. You can also clone templates and move the cloned versions into the different client folders to save you time

4. Include the client name when creating tasks, so that it's clear which task is for which client

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