Contractor / Freelancer Management
Template
Do you work with freelancers on a regular basis and have faced issues organizing all the jobs you’ve outsourced? If your answer is yes, Pipefy’s Free Contractor/Freelancer Management Template is the perfect tool for you!
This template is focused on helping allocate resources and easily track who’s working on each project. It makes it a lot easier for you to keep track of all the job’s information and centralize the process’ documents, such as contracts, payment receipts, etc.
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Template structure
See how this template is structured. As this is just an example, you can customize it.
Backlog
These are all the contractors/freelancers available. Allocate and prioritize your resources to start working!
- Which project will this contractor/freelancer work on?
- What’s this project’s priority?
- Who’s responsible for this project?
Project
Show time! These are all the projects with contractors/freelancers assigned.
- Describe the project/job
- How big is this project?
- What’ll the contractor/freelancer’s activities be?
Documentation
Centralize all documents and information for better contractor/freelancer management.
- Attach the service contracts here
- What are the payment arrangements?
- Attach the payment receipt(s)
- How would you rate this job?
Contact list
A good freelancer is a catch! Keep a record of the ones you’d hire again!
Archived
Oops…I think our profiles didn’t fit. These contractors/freelancers have been archived!
Welcome aboard
Trusted by 60k users, this could be the beginning of something great.
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