To Do, To Done: Your Projects in a Glance

The Only Project Management Tool You Need
Programa
Programa
Updated: 13 September 2024

With the recent Studio update in Programa, we’ve introduced powerful tools to streamline project management and give your team greater visibility and control over every phase of your work.

In this article, we’ll explore two key features: Task Management and Phases, and how they integrate across project-specific boards and your Studio view, giving you an overarching perspective. Mastering these features will immediately enhance your studio’s project management capabilities.

Getting Started is Easy

Create tasks from the Board or List view and set up phases when creating tasks or from the project settings.

Just a reminder, if you need help throughout any task creation, our support team is always available through live chat in the app.

Blank Task Card View

Task Management: Keeping Every Detail in Check

Programa’s new Task Management views let you easily create, assign, and track tasks across your projects. Here’s what you can do:

  • Customizable Tasks: Add details like Task Name, Description, Assigned Team Members, Target Dates, Phases, Attachments, Subtasks, and Comments. This ensures every aspect of your project is documented and easy to access.
  • Task Dashboards: View all your tasks in a clean, organized dashboard that shows you what’s in progress, completed, or pending.
  • Dynamic Views: Switch between Board View, List View, and Timeline View to see your tasks from different perspectives, helping you stay on top of every project stage.

Pro Tip: Use dynamic views to customize how you visualize project tasks, ensuring you’re always focusing on the most critical elements.

Select and Edit your Design Phases

Phases: Breaking Down Your Projects

Phases allow you to break down your projects into distinct stages, making it easier to manage progress and ensure smooth transitions between each phase of the project lifecycle. With Phases, you can:

  • Define Clear Milestones: Organize your project into manageable parts that help you track progress from concept to completion.
  • Task Association: Link specific tasks to project phases to keep your team aligned on what needs to be done and when.
  • Project Timeline View: Use the Timeline View to see the entire project schedule and easily adjust deadlines as needed.

Pro Tip: Combine Phases with Task Management to create a comprehensive, structured workflow that’s easy to track and adjust in real time.

Completed Task Card

Combining Studio & Task Management for Optimal Workflow

By leveraging both Task Management and Phases, you’re creating a powerful, fully integrated system that allows for seamless project management:

  • Team Collaboration: Everyone knows exactly what needs to be done and when. You can assign tasks, track progress, and adjust priorities in real-time.
  • Clear Communication: Keep your team aligned without the need for constant status meetings. The new Studio view lets everyone stay updated on progress.
  • Data-Driven Decision Making: Over time, you’ll collect valuable data on task durations and workflow patterns, allowing you to improve resource management and forecasting for future projects.

Getting Started: Setting Up Your Tasks & Phases

To get started with the new Task Management and Phases features:

  • Open Your Project, and select the project-specific Project Management board.
  • Add Tasks by clicking the “+ Add Task” button. Customize with details like due dates, task phases, and team member assignments.
  • Assign Phases to your project tasks. Select the relevant phase from the dropdown menu to keep everything organized by stage.

Bringing it all together.

Next, we run through how you can bring everything together with Project Phases.

Table of contents
  1. Tasks: The Building Blocks of Effortless Studio Management
  2. Phases: Your Project's Roadmap to Success
  3. The Magic of Combining Tasks and Phases
  4. Getting Started is a Breeze
  5. Interior Design Software For Professional Interior Designers
    1. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    2. User-friendly Interface and Tools for Seamless Project Management
    3. From Contributing Editor, Andrew Mitchell, director of MR. MITCHELL, Interior designer and founder of The Design Coach.
    4. <strong>Why is managing a budget important?</strong>
    5. <strong>Why can getting a budget be so difficult?</strong>
  6. Interior Design & Architecture Software For Professional Interior Designers & Architects
  7. Setting Clear Expectations and Boundaries
  8. Professionalism in Operations and Contracts
  9. Managing Finances and Discounting
  10. Handling Product Purchasing and Trade Pricing
  11. Protecting Relationships
  12. Keep it Professional
  13. Design Fees & Discounting
  14. Product Purchasing & Trade Pricing
  15. Key Benefits:
  16. What is Transparency?
    1. 1. Design Fees
    2. 2. Margins on Product
    3. 3. Managing Budgets and Timelines
  17. What are the benefits?
  18. Getting Started
  19. Schedules: Organized and Up-to-Date Project Tracking
    1. Benefits:
  20. Pinboards: Visual Inspiration and Design Curation
  21. Canva Sharing: Collaborative and Seamless Presentation Integration
  22. Invoices: Simplified Financial Management and Transparency
  23. Client Dashboard Controls: Complete Access Management at Your Fingertips
    1. How the Client Dashboard Transforms Your Workflow
    2. Benefits of the Update
  24. What is a Spec Sheet?
  25. The Power of Programa
  26. Flexible Design Features
  27. Ease of Use
  28. Cost Savings
  29. Increased Productivity
  30. How to Connect with Your Ideal Clients
  31. Choosing the Right Marketing Channels
  32. How to Differentiate Yourself
  33. Leveraging Relationships to Stand Out
    1. What’s New?
    2. Why Change?
    3. Key Enhancements
    4. What is an Interior Design Quotation?
    5. Key Components of an Interior Design Quotation
    6. Interior Design Quotation Format and Free Template
    7. How Do You Create an Interior Design Quotation Quickly & Easily?
    8. Beyond the Proposal: Invoicing with Programa
    9. Start Your Project Proposals with Programa
      1. Task Management
      2. Phases
      3. Dynamic Views
      4. Prepare your Studio
      5. Key Changes
      6. Detailed Steps for Current Studio WIP Users
      7. Future Releases
      8. Support
      9. Getting Started with Shared Invoices
      10. Real-World Applications for Designers and Architects
      11. Key Benefits of the Shared Invoices Update
      12. Why Winning Work Matters for Interior Designers
      13. The Benefits of CRM Software for Interior Designers
      14. Using Project Management Tools as a CRM
      15. Outcome
    10. 30 August 2024
    11. 27 August 2024
    12. 22 August 2024
    13. 21 August 2024
    14. 20 August 2024
    15. 19 August 2024
    16. 16 August 2024
    17. 15 August 2024
    18. Challenges Faced by Designers in Procurement
    19. How designers can use Procurement Hub
    20. Built by and for designers
    21. Task Management: Keeping Every Detail in Check
    22. Phases: Breaking Down Your Projects
    23. Combining Studio & Task Management for Optimal Workflow
    24. Getting Started: Setting Up Your Tasks & Phases
    25. Bringing it all together.
  • Interior Design
Reading: To Do, To Done, Project Management
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