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✅ Freelancer Task Checklist (Upwork / Remote Client)

A step-by-step guide for receiving, preparing, working on, and delivering freelance tasks professionally.

🟢 1. Before Accepting the Task

🔲 Read the full job description carefully

Make sure you understand:

  • What is expected
  • Deadline
  • Output format (code, deployment, document, etc.)

🔲 Ask clarifying questions

Example:

  • What are the success criteria?
  • Do you have design or API specs?
  • Should I deploy or just send the code?

🔲 Check for technical feasibility

Can I finish this with my current skills/tools?

🔲 Agree on:

  • Timeline
  • Milestones (if any)
  • Communication channel (Upwork, Slack, email)
  • Payment (fixed/hourly, upfront, milestones)

🧰 2. Task Setup & Preparation

🔲 Create a local folder or Git repo for the task

Example: client-task-login-feature/

🔲 Save the original requirements somewhere (Notion, README)

🔲 Break down the task into sub-tasks (use Todo list)

🔲 Set up your dev environment

Clone boilerplate, prepare Postman, Docker, etc.

🔲 Confirm timezone, daily/weekly update schedule

🛠️ 3. While Working on the Task

🔲 Use version control (Git)

  • Make clear commits: feat: add login endpoint

🔲 Keep a change log (changelog.md or task notes)

  • Helps with handover or future maintenance

🔲 Ask questions early if blocked (don’t wait too long)

🔲 Use real/test data for validation

🔲 Write clean, maintainable code

  • Naming, comments, structure

🔲 Write basic test cases (unit/integration if needed)

📤 4. Delivering the Task

🔲 Prepare a final summary (to send to client)

✅ Task Summary:
- Added login endpoint with JWT
- Connected to PostgreSQL (RDS)
- Tested via Postman (login, invalid cases)

🚀 GitHub: https://github.com/yourname/client-login-task

🔲 Double-check delivery format:

  • Code pushed?
  • Live demo working?
  • Docs or comments added?

🔲 Ask for feedback & rating if on Upwork 🧾 5. After Completion (Reflection) 🔲 Save the client’s feedback Use for testimonials in portfolio

🔲 Archive code/tasks into personal folders 🔲 Reflect:

  • What went well?
  • What to improve (tech/communication/time)?

🔁 Optional Reuse Checklist

  • Can I reuse this code in the future?
  • Should I turn this into a GitHub demo/POC?
  • Any part worth writing a blog or tweet about?

💬 "Freelancing = delivery + communication + consistency." This checklist helps you avoid common beginner mistakes and shows professionalism even if you’re new.

✅ Gợi ý sử dụng:

  • Bạn có thể in ra, pin lên Notion, hoặc tạo 1 project template dùng mỗi lần có task.
  • Dùng nó làm "working standard" khi làm việc với khách hàng trên Upwork hay ngoài Upwork.
  • Nếu dùng LangChain RAG, bạn có thể hỏi bot:
    • “What should I check before accepting a task?”
    • “How do I write a summary when submitting work?”