Learn how to use Upwork’s to-do lists to organize project tasks, track progress, and collaborate with clients. Includes steps to create and manage lists easily.
In this article
- What is a to-do list on Upwork?
- How do I create a to-do list as a freelancer on Upwork?
- Who manages the to-do list?
What is a to-do list on Upwork?
On Upwork, to-do lists are an optional, built-in feature that help you and your clients organize and manage work within a contract. They act as collaborative checklists that make it easier to track progress, clarify expectations, and stay aligned throughout the project.
What to-do lists help you do:
- Track tasks: Break a project into clear, actionable steps and check them off as they’re completed
- Stay aligned: Both you and your client can see the list, helping everyone stay on the same page
- Add details: Tasks can include files, comments, or notes to provide context or explain deliverables
- Monitor progress: The list serves as a real-time view of what’s done and what’s still in progress
How do I create a to-do list as a freelancer on Upwork?
Once a contract is active and everyone agrees to use a to-do list, go to:
- Deliver work > Your active contracts
Select the contract, and go to the Overview tab. You’ll find or build the list there.
To add a to-do:
- In the to-dos section, select + New
- Name it, assign it, add an optional due date, and include any details
Each contract has its own separate list.
Who manages the to-do list?
Anyone on the contract can add, edit, reorder, or complete to-dos. We send alerts for any changes. To-dos appear as tiles showing all key info upfront. Use the stacked-dots icon to:
- Open or edit an item
- Mark it as complete
You can filter the list by:
- Turning on Only show your to-dos
- Choosing Show completed to view hidden finished items