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Halo

Notion template · 4 linked databases

Your freelance business, in one calm orbit.

Halo keeps clients, projects, tasks and invoices in one linked Notion workspace, so you always know what to do today and who still owes you money.

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Halo · Freelance OS

Welcome to Halo, a calm home base for your freelance business. Clients, projects, tasks and invoices live in four linked databases.

🎯 Focus · try ticking one

💶 Money in flight

  • Northbeam · milestone 2Sent
  • Little Atlas · finalOverdue

Outstanding: €4,300

Take the tour

Every view you need, already built.

These are the real views inside Halo, recreated here with the sample data.

Projects

Board

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Proposal1

  • Still Water site refresh

    ↗ Still Water Yoga

    MediumDue Jan 15

Planned1

  • Northbeam winter content

    ↗ Northbeam Coffee

    MediumDue Dec 11

In progress1

  • Fernleaf brand refresh

    ↗ Fernleaf Studio

    HighDue Nov 13

In review1

  • Northbeam website

    ↗ Northbeam Coffee

    HighDue Oct 31

Done1

  • Little Atlas handbook

    ↗ Little Atlas School

    LowDue Aug 22

Projects

Timeline

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JulAugSepOctNovDecJan
  • Little Atlas handbook
    Little Atlas handbook: Done
  • Northbeam website
    Northbeam website: In review
  • Fernleaf brand refresh
    Fernleaf brand refresh: In progress
  • Northbeam winter content
    Northbeam winter content: Planned
  • Still Water site refresh
    Still Water site refresh: Proposal

Tasks

Calendar

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October 2026 · week 44

Mon26

  • Fix menu page on mobile

Tue27

  • Sketch 3 logo directions

Wed28

  • Send Still Water proposal
  • Follow up: Still Water

Thu29

  • Client review: Northbeam

Fri30

  • Follow up: Northbeam

Sat31

  • Send October invoices
  • Northbeam website due

Sun1

    Invoices

    Revenue by status
    InvoiceAmountStatus
    Northbeam · milestone 2 €3,100Sent
    Little Atlas · final €1,200Overdue
    Fernleaf · deposit 50% €2,400Paid
    Northbeam · milestone 1 €3,100Paid
    Northbeam winter · deposit €900Draft
    Outstanding€4,300
    Where your money is

    €11.9kbilled

    • Paid€6,700
    • Sent€3,100
    • Overdue€1,200
    • Draft€900

    What's inside

    Four databases, one orbit.

    • Clients

      Who you work with: contact, rate, source and the next follow-up date.

      • Pipeline board
      • Follow-up dates
      • Hourly rate

    • Projects

      Every job with its client, budget, deadline and live task progress.

      • Board + Timeline
      • Progress rollup
      • Invoiced total

    • Tasks

      Small steps with due dates, priority and an hour estimate.

      • Board + Calendar
      • Focus list
      • Areas of work

    • Invoices

      What you billed, what is paid and what is still out there.

      • Auto numbering
      • Outstanding formula
      • Revenue chart

    • Linked end to end

      Every task knows its project, every project its client, every invoice its job. Click through in one tap.

    • Progress that updates itself

      A rollup counts finished tasks per project, so the board shows real progress bars.

    • Money at a glance

      An Outstanding formula and a donut chart show what is paid, sent and overdue.

    • A Focus list for today

      Open tasks, soonest first, right on the home page. Tick them off as you go.

    • Start-here guide

      A five-minute setup page and a Monday / Friday rhythm, so the system sticks.

    • Works on the free plan

      Built with standard Notion blocks, databases and views. Desktop, web and mobile.

    How you get it

    Duplicate, clear, breathe.

    Halo is a real Notion template. One click copies it into your workspace, linked and ready.

    1. 01Get the templateYou receive a PDF and README with the private duplicate link.
    2. 02Duplicate into NotionOpen the link while logged in and click Duplicate. All four databases arrive linked.
    3. 03Clear the samplesDelete the fictional rows, set your currency and follow the five-minute Start here page.

    FAQ

    Good questions.

    Do I need a paid Notion plan?

    No. Halo uses standard databases, relations, rollups, formulas and views that work on Notion’s free plan.

    How do I get the template after buying?

    You get a PDF and README with the duplicate link. Open it while logged in to Notion and click Duplicate. Halo is copied into your workspace with all four databases linked.

    Can I change the currency?

    Yes. Open the Amount, Budget or Hourly rate property and pick any number format: euro, dollar, pound and more.

    Is the sample data real?

    No. Every client, project and invoice is fictional and marked as a sample. Delete them in a few clicks.

    Can I use it for client work?

    Use it for your own business, or set it up for clients you work with. Please do not resell the template itself.

    Run the business. Not the spreadsheets.

    Four linked databases, eleven views, a Start here guide and a Focus list for today.

    Get Halo on Templates.party