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. Getting Started with Shared Invoices
  2. Real-World Applications for Designers and Architects
  3. Key Benefits of the Shared Invoices Update
  4. How Tyler Aspen Edmonds Did It
  5. The Programa Advantage
  6. The Trade Portal Advantage
  7. What’s New?
  8. Why Change?
  9. Key Enhancements
  10. With Programa’s Client Dashboard, you can:
  11. Minimalise Misunderstandings, Maximalise Results
  12. Shared Schedules and Integration with Client Dashboard
  13. Collaboration between Designers and Clients
  14. Choose your must attend
  15. Space is intentionally limited.
    1. The Challenge of Traditional FF&E Scheduling
    2. Programa’s Specification & FF&E Solution
    3. Step-by-Step: Creating Your First FF&E Schedule
    4. Best Practices for Flawless Specs
    5. Real-World Impact
    6. Next Steps
    7. What is the ‘Hidden’ Status?
    8. Use Case: Building a Custom Product
    9. Simplifying Financials with Hidden Status
    10. Reusing and Grouping Components
    11. 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
    12. With Programa’s Purchase Orders, you can:
    13. Interior Design & Architecture Software For Professional Interior Designers & Architects
    14. The Importance of Project Management in Interior Design
    15. Tips for Becoming a Better Interior Designer
    16. Real-World Examples of Successful Project Management in Interior Design
      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
    17. Product Approvals are engineered to streamline designer-client collaboration.
    18. Main Benefits Of Product Approvals
    19. Creating & Submitting Approval Requests
    20. Client Approval Process
    21. Tracking Approval Statuses and Feedback
    22. Key Benefits:
      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
    23. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    24. Pinboards: Visual Inspiration and Design Curation
    25. Canva Sharing: Collaborative and Seamless Presentation Integration
    26. Invoices: Simplified Financial Management and Transparency
    27. Client Dashboard Controls: Complete Access Management at Your Fingertips
      1. How the Client Dashboard Transforms Your Workflow
      2. Benefits of the Update
    28. The Trade Portal places your brand front and center before A&D professionals
    29. Your name in lights alongside some of the biggest in the industry
    30. Your dream clientele, actively procuring
    31. Working directly with Architects and Interior Designers
    32. Programa’s Trade Portal and high quality leads
      1. Hommeboys Interiors
      2. CUAIK | CDS
      3. AKI Design
      4. Meraki Design
      5. Nickolas Gurtler Design
      6. Mera Studio Architects
    33. What is an Interior Design Quotation?
    34. Key Components of an Interior Design Quotation
    35. Interior Design Quotation Format and Free Template
    36. How Do You Create an Interior Design Quotation Quickly & Easily?
    37. Beyond the Proposal: Invoicing with Programa
    38. Start Your Project Proposals with Programa
    39. Why Don’t Spreadsheets Suit The Needs Of Interior Designers?
    40. Enter Programa
    41. Clear and Precise Presentations
    42. Easier Management of Data
    43. Exports That Work The Way You Do
    44. Instant Sharing, Seamless Collaboration
    45. Customisation at its Best
    46. Task Management: Keeping Every Detail in Check
    47. Phases: Breaking Down Your Projects
    48. Combining Studio & Task Management for Optimal Workflow
    49. Getting Started: Setting Up Your Tasks & Phases
    50. Bringing it all together.
  • Interior Design
Reading: To Do, To Done, Project Management
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