Project Management Deep Dive: Tasks & Phases

The building blocks for a stress free studio
Programa
Programa
Updated: 04 September 2024

Let’s dive into two seemingly simple but surprisingly powerful features of our new Studio Management tools: Tasks and Phases.

Tasks: The Building Blocks of Effortless Studio Management

Think of Tasks as your project's DNA. They're the essential elements that when combined effectively, bring your project to life. Here's why you'll love using Tasks:

  • Crystal Clear Communication: With detailed task cards, your team will always know what needs to be done, by whom, and when. No more confusion or missed deadlines!
  • Flexibility at Your Fingertips: Whether you prefer a visual Kanban-style board, a timeline, or a straightforward list view, you can manage tasks your way. Drag and drop in the Board view or use quick actions in the List view – it's project management that adapts to the ever-changing needs of interior designers.
  • Everything in One Place: Attach files, add comments, and create subtasks all within a single task card. It's like having a mini project hub for each piece of work, ensuring all relevant information is just a click away.
  • Progress at a Glance: With easy-to-update statuses and progress bars for subtasks, you and your team can instantly see how projects are advancing.

Pro Tip: Use the Key Dates feature for important milestones like handover dates. These will stand out in your timeline, helping you and your team stay focused on critical deadlines.

Phases: Your Project's Roadmap to Success

Phases are the secret sauce to keeping complex projects organized and on schedule. Here's why Phases will become your new best friend:

  • Bird's Eye View: Break your project into distinct stages, giving you and your team a clear overview of the entire project lifecycle. It's like having a roadmap for your project's journey!
  • Improved Resource Management: By assigning tasks to specific phases, you can easily see where your team's efforts are focused. This insight helps in balancing workloads and ensuring smooth project flow.
  • Flexible Timeline Management: Need to adjust your project timeline? With Phases, you can easily shift entire stages of your project, automatically updating all associated tasks.

Pro Tip: Create a set of standard phases that reflect your typical project lifecycle. You can quickly apply these to new projects, saving time and ensuring consistency across your studio's work.

The Magic of Combining Tasks and Phases

When you bring Tasks and Phases together, you're creating a project management powerhouse. Here's what you can achieve:

  1. Seamless Workflow: Assign tasks to specific phases to create a natural flow of work. Your team will always know what to focus on next.
  2. Predictable Timelines: By organizing tasks within phases, you can more accurately estimate project durations and set realistic client expectations.
  3. Easy Progress Tracking: Quickly see which phases are complete, in progress, or upcoming. It's a great way to keep stakeholders informed without drowning them in details.
  4. Improved Team Collaboration: With a clear project structure, team members can easily see how their work fits into the bigger picture, fostering better collaboration and alignment.

Getting Started is a Breeze

Setting up Tasks and Phases is intuitive and user-friendly. You can create tasks from the Board or List view, and set up phases either when creating a task or from settings within a project.

Once your Tasks and Phases are setup, learn about the various Views available for Programa's Studio Management.

 

Table of contents
  1. The End of Creative Interruption
  2. Where Inspiration Meets Intelligence
  3. The Dawn of SmartSpec: Your Creative Companion
    1. Creativity Amplified
    2. Beyond Documentation: The Future of Design Workflow
    3. Your Practice, Transformed
    4. Join the Creative Revolution
    5. The Future is Here
    6. Experience the Transformation
    7. Interior Design & Architecture Software For Professional Interior Designers & Architects
    8. 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. The Hidden Cost of Chaos
      4. Enter the Digital Design Revolution
      5. Master Your Design Universe
      6. Design Intelligence at Work
      7. The Feedback Doesn't Lie
      8. Beyond Organization: Empowering Creativity
      9. A Day in the Life with Programa
      10. The Future of Interior Design is Here
    9. Client Dashboards: Connecting Designers and Clients Globally
    10. Product Approvals: Streamlining Feedback and Collaboration
    11. Experience the Future of Design Communication with Programa
      1. The Power of a Strong Supplier Profile
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      3. Maintaining an Active, Engaged Presence
    12. 30 May 2024
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    15. 23 May 2024
    16. 16 May 2024
    17. 26 June 2024
    18. 19 June 2024
    19. 18 June 2024
    20. 17 June 2024
    21. Challenges Faced by Designers in Procurement
    22. How designers can use Procurement Hub
    23. Built by and for designers
    24. Seamless Integration with Product Library
    25. Tailored PDF Exports
    26. Intuitive Schedule Navigation
    27. The Importance of Project Management in Interior Design
    28. Tips for Becoming a Better Interior Designer
    29. Real-World Examples of Successful Project Management in Interior Design
      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. What’s New at Programa?
      6. Looking Ahead: Upcoming Features
      7. Pricing Update: Supporting Continuous Improvement
      8. Thank You for Being Part of the Programa Community
    30. Fixed Image Layouts
    31. Web Clipper Scraper
    32. Hyperlinked URLs
    33. Improved Notes Visibility in Presentation Mode
    34. Pinboards & Client Dashboard Integration
    35. The Issue
    36. The Solution
    37. The Result
      1. Information about the Programa Payments Service
      2. The Programa Payments Service
      3. Getting or Activating a Payments Services Account
      4. Processing Transactions and Receiving Your Funds
      5. <strong>Termination and Other General Legal Terms</strong>
      6. <strong>Contact Support</strong>
    38. Studio WIP
    39. What else is new?
    40. What’s coming in February?
    41. Addressing the Need for Flexible Project Management in a Global Context
    42. What is a Spec Sheet?
    43. The Power of Programa
    44. Flexible Design Features
    45. Ease of Use
    46. Cost Savings
    47. Increased Productivity
    48. 19 December 2024
    49. 17 December 2024
    50. 10 December 2024
    51. 09 December 2024
    52. 03 December 2024
      1. Finally, control over product presentation
      2. Curate to convert
      3. Update and share
      4. Getting Started with Shared Invoices
      5. Real-World Applications for Designers and Architects
      6. Key Benefits of the Shared Invoices Update
    53. How are you using Programa?
    54. What challenges did the platform help overcome in a recent project?
  4. Discover the future of sourcing and specification within Programa
  5. The marketplace made for designers and suppliers
  6. What’s new. Trade Portal 2.0?
    1. Sleek new look and feel
    2. Find exactly what you need
    3. Recommendations, category and brand highlights
    4. Tailored to your needs
  7. Why designers love this
    1. Start using Trade Portal 2.0
      1. Support
      2. The Beautiful Yet Brutal Reality
      3. The Normalised Struggle
      4. Imagining a Different Way
    2. What were the small signs of dysfunction in your old systems that you ignored for too long?
    3. Rebuilding the Studio Operating System
    4. What would you say to other studios still stuck in the chaos, thinking it’s just part of the job?
      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
    5. 13 September 2024
    6. 11 September 2024
    7. 06 September 2024
    8. 05 September 2024
    9. 03 September 2024
    10. 02 September 2024
    11. 31 July 2024
    12. 30 July 2024
    13. 29 July 2024
    14. 26 July 2024
    15. 23 July 2024
    16. 18 July 2024
      1. Take Full Control of Client Access with Ease
      2. View and Manage Access
      3. Client Overview & Quick Access Controls
      4. File-Specific Filtering
      5. Benefits of the Update
    17. 09 April 2024
    18. 28 March 2024
    19. 22 March 2024
    20. Partnership
    21. It Makes Sense
    22. Key Benefits of the Programa and IDS Partnership
    23. About Programa
    24. About the Interior Design Society
    25. 30 August 2024
    26. 27 August 2024
    27. 22 August 2024
    28. 21 August 2024
    29. 20 August 2024
    30. 19 August 2024
    31. 16 August 2024
    32. 15 August 2024
    33. 12 July 2024
    34. 09 July 2024
    35. 05 July 2024
    36. 04 July 2024
    37. 02 July 2024
    38. 01 July 2024
  8. Programa Invoices
    1. 13 June 2024
    2. 07 June 2024
    3. 06 June 2024
    4. 04 June 2024
  9. 11 April 2024
    1. Highlight
    2. Other fixes
    3. Overview of Each Platform
    4. Wish there was a way to grow sales and better connect with clients?
    5. Why Does This Matter To Me As A Brand / Supplier?
    6. What Does That Translate To?
  10. How Does the Trade Portal Work?
  11. <strong>How Will It Solve My Problems?</strong>
    1. What does the Trade Portal Offer?
    2. What will it be like day to day?
    3. The Trade Portal Advantage
      1. Why Winning Work Matters for Interior Designers
      2. The Benefits of CRM Software for Interior Designers
      3. Using Project Management Tools as a CRM
      4. Outcome
    4. 13 November 2024
    5. 08 November 2024
      1. <br />What’s New at Programa?
      2. <br />Looking Ahead: Upcoming Features
      3. <br />Pricing Update: Supporting Continuous Improvement
      4. <br />Thank You for Being Part of the Programa Community
    6. Board View:
    7. List View:
    8. Timeline View:
    9. Seamless Integration for Holistic Project Management
    10. Client Portal
    11. Client Communication
    12. Rebranding
    13. Client Testimonial
    14. Software Solution
  12. The future of sales and marketing for A&D brands
    1. What sets Programa apart?
  13. What’s in Trade Portal 2.0?
    1. Sleek new interface
    2. Advanced search and filters
    3. Showcase product collections by category
    4. Curated recommendations
    5. What's unique for brands?
    6. Why Don’t Spreadsheets Suit The Needs Of Interior Designers?
    7. Enter Programa
    8. Clear and Precise Presentations
    9. Easier Management of Data
    10. Exports That Work The Way You Do
    11. The Complexities of Residential Interior Design
    12. Client Connectivity: Crafting Relationships and Spaces
    13. Project Prowess: Managing the Symphony of Tasks
  14. Materials Mastery: Sourcing, Selection, and Inventory
    1. Pinboards: Your Creative Oasis
    2. Financial Finesse: The Art of Business Management
    3. Embark on Your Programa Journey Today
  • Interior Design
Reading: Tasks & Phases, Project Management
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Project Management Deep Dive: Tasks & Phases

The building blocks for a stress-free studio

Managing a design studio doesn’t have to be overwhelming. With Programa’s new Studio Management tools—Tasks and Phases—you can streamline your project workflow and bring clarity to every stage of the process.

 

Tasks: The DNA of Project Management

Tasks are the foundation of every successful project. Here’s how Programa’s Tasks feature helps keep your projects organized:

  • Clear Communication: Assign tasks with deadlines, descriptions, and team member responsibilities so everyone knows what needs to be done.
  • Flexible Views: Manage tasks visually with Kanban-style boards, detailed lists, or timelines—whichever suits your workflow best.
  • All-in-One Management: Attach files, comments, and create subtasks within task cards to keep all project info in one place.
  • Instant Progress Updates: Track your team’s progress with status updates and subtasks, providing a clear view of project advancement.

Pro Tip: Use Key Dates for crucial milestones like client presentations or handover dates to keep your team focused on what matters most.

Phases: A Roadmap for Success

Phases take your project management to the next level by breaking down complex projects into manageable stages:

  • Overview & Clarity: Organize your projects into distinct phases, providing a clear view of the entire project lifecycle.
  • Balanced Resource Management: Assign tasks to specific phases to easily visualize where team efforts are concentrated.
  • Timeline Flexibility: Shift entire phases as timelines evolve, automatically adjusting associated tasks.

Pro Tip: Save time by creating standard phases that reflect your studio’s typical project lifecycle—easily apply these to new projects.

 

Bringing Tasks and Phases Together

The magic happens when Tasks and Phases combine, allowing you to:

  • Seamless Workflow: Assign tasks to phases for a smooth flow from start to finish.
  • Predictable Timelines: Accurately estimate project durations and set realistic expectations for clients.
  • Efficient Progress Tracking: See which phases are complete, in progress, or upcoming to keep stakeholders informed.
  • Enhanced Collaboration: With a clear project structure, your team can see how their work contributes to the overall project, fostering collaboration and alignment.

Getting Started is Easy

Setting up Tasks and Phases in Programa is user-friendly. You can create tasks from the Board or List view and assign phases from project settings. Need help? Our support team is always available via live chat to assist you in maximizing these features.

Transform your studio’s project management with Programa’s Tasks and Phases, and experience a more organized, stress-free workflow.