Freelance-focussed Admin Hub
Run your business from one organised workspace.
I built this template for my own digital design business, and have been successfully using it for the past few years. I've made a few tweaks along the way, and this is the result.
This is not complex, and there are no automations, but that's intentional. This is the exact system I use every single day to run my business - intentionally simple, battle-tested, and designed to actually work.
Perfect for service-based businesses, consultants, freelancers, and small agencies who need to get organised.
What You Get: 6 Sections That Work Together
Daily Notes
I use this to track daily tasks without cluttering my main systems. The built-in template keeps me consistent, and filtered views show only what matters today.
Project Index
Your master overview of every project in your business. Status tags let you monitor live jobs, filter completed work, and spot bottlenecks instantly. I check this every morning.
Phases Database
This is where the magic happens. Break projects into manageable phases with timeline views. Track invoicing per phase, see your work funnel at a glance, never miss another deadline. This alone has saved me countless hours.
Tasks System
Live task management with estimated times and deadlines. Link tasks to specific projects, view by timeline, track completion. Everything you need to stay on top of your workload without feeling overwhelmed.
Important Links Hub
Quick access to all your essential tools - time tracking, client booking, CRM access, and key documents like Terms & Conditions and Client Onboarding. No more hunting through bookmarks.
Client Pages
Professional client-facing pages that actually impress clients. Documentation, approvals, timelines - all organised per client. I keep these intentionally manual to prevent data leaks, and they're easy to duplicate for new clients with the built-in template.
Why This Template Actually Works
Deliberately Simple
I learned the hard way that complex automations break at the worst possible moments. No confusing formulas to maintain, no mysterious connections that stop working. You can understand everything and fix it yourself.
Perfect Foundation
Start using it immediately, then customise as you grow. I designed this as a solid base that won't collapse when you add your own automations later. Get the foundation right first.
Battle-Tested
This isn't theory. I've used this system daily for years, smoothed out all the rough edges, and proven it works in a real business. It saves me hours every week on organisation and admin.
Complete System
Projects break down into phases, and phases break down into tasks. Here's my typical day: Check tasks, write daily note. Execute tasks, update phases, and switch to client pages for professional meetings. Everything connects without being complicated.
What's Included
Complete Notion template that you can duplicate instantly
Setup instructions so you're not starting from scratch
Project proposal template
Daily notes template
Client pages template
Ways of working document
Ready-to-use project hub templates
I built this because I needed it. You might too.