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. 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
  5. A Collaborative Journey
  6. Movement & Aesthetic
  7.  
  8. About Coco Flip
  9. 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. Spreadsheets Weren’t Built for Interior Design
    4. Specification Simplified: Say Goodbye to Arduous Data Entry
    5. Always Up-to-Date: Live Schedules for Real-Time Collaboration
    6. Seamless Sharing and Client Communication
    7. Build Your Own Product Libraries
    8. Eliminate Stress with Real-Time Version Control
    9. Track, Manage, Deliver: Stay On Top of Your Projects
    10. Effortless Integration and Customization
    11. Join Thousands of Designers Transforming Their Workflows with Programa
    12. Key Features:
  10. Interior Design & Architecture Software For Professional Interior Designers & Architects
  11. The Issue
  12. The Result
  13. The Solution
  14. Latest Updates
  15. Board View:
  16. List View:
  17. Timeline View:
  18. Seamless Integration for Holistic Project Management
  19. Simplify Your FF&E Selection Process
  20. Effortless Updates and Revisions
  21. Collaboration Made Easy
  22. Optimized Finishes Schedule Management
  23. The Future Of FF&E 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. We interviewed Associates Callie van der Merwe, Calvin Janse van Vuuren & Roberto Zambri from COOOP, about their latest project, the Vogue Cafe.
  24. <strong>Principles for when you use the Services</strong>
  25. <strong>Implications for violating the User Guidelines</strong>
  26. <strong>Dangerous Content</strong>
  27. <strong>Deceptive Content</strong>
  28. <strong>Sensitive Content</strong>
  29. <strong>Illegal Content</strong>
    1. Introduction
    2. Why we have User Guidelines
    3. User Guidelines for what is strictly prohibited
    4. Rules for user-generated content
    5. How can I report an issue or get support?
    6. What We Do
    7. Our Mission
  30. Comprehensive Guide to Client Communication Software for Interior Designers
    1. The Importance of Effective Client Communication in Interior Design
  31. Programa Invoices
    1. Why Time Tracking is Essential for Interior Designers
    2. How to Use Programa for Effective Time Tracking
    3. Tips for Maximizing Your Time Tracking Efforts
    4. Addressing the Need for Flexible Project Management in a Global Context
    5. The Issue - Complex Tax Handling<br />
    6. The Solution - Streamlined Tax Tool
    7. The Result - Enhanced Clarity and Compliance<br />
  32. Interior Design Approvals and Client Communication
    1. The Significance of Client Communication in Interior Design
    2. Key Features of Programa’s Interior Design Approval Tools
    3. Benefits of Using Programa’s Interior Design Approval Tools
    4. Practical Applications of Programa’s Interior Design Approval Tools
    5. Conclusion
      1. Features
      2. Integrations & Sharing
      3. Upgrades
    6. Register to join our highly requested webinar On February 27th
    7. What To Expect In The Session
      1. Why Your Studio Will Benefit?
      2. Reserve Your Spot
  33. Why These Events Matter More Than Ever
  34. Where Innovation Meets Implementation In The States
  35. European Design Destinations: Where Dreams Take Shape
  36. Maximizing Your Event Experience
  37. Making It All Work Together
  38. Discover the future of sourcing and specification within Programa
  39. The marketplace made for designers and suppliers
  40. 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
  41. Why designers love this
    1. Start using Trade Portal 2.0
      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. Hommeboys Interiors
      6. CUAIK | CDS
      7. AKI Design
      8. Meraki Design
      9. Nickolas Gurtler Design
      10. Mera Studio Architects
      11. A Note from Zoe
    2. Join the Future of Design
    3. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    4. Pinboards: Visual Inspiration and Design Curation
    5. Canva Sharing: Collaborative and Seamless Presentation Integration
    6. Invoices: Simplified Financial Management and Transparency
    7. Client Dashboard Controls: Complete Access Management at Your Fingertips
      1. How the Client Dashboard Transforms Your Workflow
      2. Benefits of the Update
      3. Redesigning Industry Workflows
      4. Moving Beyond Spreadsheets
      5. Industry-Specific Features
      6. Better Client Communications
      7. Try Programa Today
      8. The Hidden Cost of Chaos
      9. Enter the Digital Design Revolution
      10. Master Your Design Universe
      11. Design Intelligence at Work
      12. The Feedback Doesn't Lie
      13. Beyond Organization: Empowering Creativity
      14. A Day in the Life with Programa
      15. The Future of Interior Design is Here
      16. Why Leading Design Firms Choose Programa
      17. Time Tracking That Speaks Your Language
      18. Client Communication Reimagined
      19. Automation for the Creative Mind
      20. The Impact on Your Studio
      21. <a href="https://programa.design/features/best-interior-design-project-management-software" target="_blank">Beyond Project Management</a>
      22. Your Design Evolution Starts Here
  42. The future of sales and marketing for A&D brands
    1. What sets Programa apart?
  43. 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?
      1. Take Full Control of Client Access with Ease
      2. View and Manage Access
      3. Client Overview & Quick Access Controls
      4. File-Specific Filtering
    6. Introduction to Programa
    7. Getting Started Dashboard
    8. Schedules
    9. Client Dashboard
    10. Web Clipper
    11. Pinboards
    12. Project Management
    13. Address Book
    14. Invoicing
      1. The End of Creative Interruption
      2. Where Inspiration Meets Intelligence
  44. 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. In a discussion with Yasmine Ghoniem, Director of Sydney-based interior design studio YSG, we delve into the studio's founding story, cultural ethos, and groundbreaking projects.
    8. Based in Sydney, YSG is a multi-disciplinary practice trailblazing architectural builds and interior design across the residential, commercial, and hospitality sectors. The studio charges spaces with atmospheric potency, staging, and storytelling driving their narrative process. With bold concepts and resourceful details, YSG's projects hopefully stir the soul and spark an emotive drive to feel one's best self within them.
    9. Key Benefits:
      1. Why MKCA Turned to Programa
      2. How MKCA Uses Programa
      3. Key Impact
      4. Scheduling with Programa and Client Approvals
      5. Streamlined Procurement Management
      6. Budget Tracking for Financial Clarity
      7. Hidden Feature for Internal Reviews
      8. Client Dashboard for Transparency and Easy Communication
      9. Centralized Project Management for Cohesion and Control
      10. Long-Term Efficiency with Programa
      11. Why AKI chose Programa
      12. Why the Trade Portal matters
      13. A streamlined process, from inspiration to installation
      14. Start sourcing on the <a href="https://app.programa.design/trade_portal/main" target="_blank">Trade Portal</a>
      15. How Does the Programa x QuickBooks Integration Work?
    10. Goodbye Fragmented Financial Management
    11. Build Connected and Efficient Processes<br />
    12. Meet The Programa x QuickBooks Integration<br />
    13. Studio WIP
    14. What else is new?
    15. What’s coming in February?
    16. Setting Clear Expectations and Boundaries
    17. Professionalism in Operations and Contracts
    18. Managing Finances and Discounting
    19. Handling Product Purchasing and Trade Pricing
    20. Protecting Relationships
    21. Keep it Professional
    22. Design Fees & Discounting
    23. Product Purchasing & Trade Pricing
    24. Data Encryption in Transit and at Rest
    25. Security Controls
    26. Multi-Factor Authentication (MFA)
    27. Monitoring and Breach Protocols
    28. Your IP is Yours, Forever
    29. <strong>Why Programa is a Better Choice</strong>
    30. <strong>Easy Transition</strong>
    31. Task Management: Keeping Every Detail in Check
    32. Phases: Breaking Down Your Projects
    33. Combining Studio & Task Management for Optimal Workflow
    34. Getting Started: Setting Up Your Tasks & Phases
    35. Bringing it all together.
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Reading: To Do, To Done, Project Management
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