Welcome to Programa. A project management platform built for designers.
Our goal is to provide professional designers with the tools you need to make your daily workflow significantly faster and give you the time to focus on designing amazing projects. In this article, you'll learn how to start using Programa to start managing your projects.
Here's an overview of the tasks we'll cover in this article:
- Create your account
- Setup your profile
- Add your projects
- Creating tasks
- Create a moodboard
- Create a schedule
- Add your team
- Pro Accounts
Product Demo Introduction
Onboarding for Designers Tutorial Series
Create your account
When creating your account, you can join with Google, Facebook or your email address. During the free registration process, you'll be asked to complete a few simple questions and invite your team (but you can always do this later).
You can register for Programa here.
Setup your profile
When you login to your dashboard, navigate to your name and profile photo, and choose Settings. In My Account, complete the form fields, including your profile photo, and business information.
Your business information will not be displayed publicly, but will be included in communications when requesting quotes for products to save you time.
Add your projects
From your dashboard, navigate to the Projects tab. From here simply click the black 'Add new project' button on the top right and complete your project details.
Your project information will not be displayed publicly, but will be included in communications when requesting quotes for products to save you time.
When completing this information, you can also add your team members by clicking 'add new team member' and they will be sent an invitation and added to this project.
Creating your Tasks
A Programa board is the heart of your project, has three key components, and comes with unlimited possibility.
A tasks sits within a project and is the central place to keep track of that project. Whether you are managing a project for a client, an internal project, or your day-to-day action list, a task is the best way to manage your tasks and collaborate with your colleagues.
Columns sit within your boards and organise your cards according to their progress. They can be used to create a workflow where cards are moved across lists from start to finish, or simply act as a place to keep track of ideas and information. There’s no limit to the number of columns you can add to a board, and they can be arranged however you like.
A simple and effective column setup for a board might be To Do, Doing, and Done, where cards start in the To Do column and make their way left to right, all the way to the Done column. This is only a suggestion, our columns are completely customisable to suit your businesses needs. Columns are based on the famous Kanban project management principal and can organise your workflow quickly and easily.
The core unit of a board is a card. Cards are used to represent tasks and ideas. A card can be something that needs to get done, like a presentation that needs to be completed, or something that needs to be remembered and easily accessible like a brief from a client. To add a new card, just click “Add card” at the bottom of any list to create a new card, and give it a name like 'Finish Client Presentation' or 'Review Floorplans'.
Cards can be customised to hold a wide variety of useful information by clicking on them. Drag and drop cards across lists to show progress. There’s no limit to the number of cards you can add to a board.
Create a moodboard
When inside a project, navigate to Moodboards in the secondary navigation. A default moodboard is automatically created called 'My Moodboard' but you can also create new moodboards simply clicking the 'add new moodboard' button.
Once in a moodboard you can import images from Pinterest, Instagram and your computer. You can also add products to your moodboard directly from our product directory.
Moodboards can also be shared by clicking the 'Share moodboard' button.
Create a schedule
With Programa, you can finally stop building your schedules using MS Excel. To create a schedule, navigate to Schedules in the secondary navigation from within a project. A default schedule will be created called 'My Schedule'.
Just like in Moodboards you can create new schedules simply by clicking 'add new schedule'.
In schedules, you can:
- Add products directly from the product directory, including the image, product data and contact information of the salesperson connected to that product.
- No more worrying about whether product information is up-to-date. If a supplier changes the specs, lead time, or pricing of a product, your schedule will update automatically.
- Your schedules can be shared as well as exported to PDF and MS Excel with 1-click.
- Filter and customise your schedule with customisable views.
- Send quote requests to suppliers with 1-click, as well as sending quote requests to all suppliers in your schedule with 1-click.
Add your team
Programa is built for collaboration to make it easy for you and your team to work together, better.
You can add team members to tasks, moodboards and schedules.
The easiest way to add team members is to navigate to People and add your team members. Each person you add will receive an invitation and once they accept, you'll be able to include them on your projects.
Pro Accounts are enable you and your team to access advanced features such as time tracking, adding your custom logo (to replace ours) and higher usage limits. We expect to release new pro features soon, including:
- Xero integration
- Advanced scheduling
- Product library for individuals and teams