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Project Management Deep Dive: Tasks & Phases

The building blocks for a stress free studio
Programa
Updated: 08 October 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.

 

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Table of contents
  1. What’s New at Programa?
  2. Looking Ahead: Upcoming Features
  3. Pricing Update: Supporting Continuous Improvement
  4. Thank You for Being Part of the Programa Community
  5. How It Works
  6. Viewing Your Schedule
  7. Approving Products
  8. The Benefits of the Client Dashboard
  9. 30 September 2024
  10. 25 September 2024
  11. 20 September 2024
  12. 19 September 2024
  13. 17 September 2024
  14. Traditional Quality with Modern Efficiency
  15. Collaboration: Orchestrating a Seamless Symphony
  16. Precision is crucial: Mitigating Errors
  17. All-encompassing Project Management
  18. A Library at Your Fingertips
  19. Conclusion: The Renaissance of Design
  20. Task Management: Keeping Every Detail in Check
  21. Phases: Breaking Down Your Projects
  22. Combining Studio & Task Management for Optimal Workflow
  23. Getting Started: Setting Up Your Tasks & Phases
  24. Bringing it all together.
  25. Seamless Integration with Product Library
  26. Tailored PDF Exports
  27. Intuitive Schedule Navigation
  28. Recognising the Impact of Mood Boards in Design
  29. Elevate Your Mood Board Creation and Collaboration
  30. Leveraging Programa’s Pinboards Throughout the Project
  31. Programa and ASID empower interior designers with cutting-edge project management tools
  32. Enhancing the Design Process with Programa and ASID
  33. Exclusive Webinar for ASID Members
  34. Key Benefits of the Programa and ASID Partnership
    1. About Programa
    2. About the American Society of Interior Designers (ASID)
    3. Take advantage of the Programa and ASID Partnership now
    4. Studio WIP
    5. What else is new?
    6. What’s coming in February?
    7. 30 August 2024
    8. 27 August 2024
    9. 22 August 2024
    10. 21 August 2024
    11. 20 August 2024
    12. 19 August 2024
    13. 16 August 2024
    14. 15 August 2024
    15. Fixed Image Layouts
    16. Web Clipper Scraper
    17. Hyperlinked URLs
    18. Improved Notes Visibility in Presentation Mode
    19. Pinboards & Client Dashboard Integration
      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
    20. The Issue
    21. The Solution
    22. The Result
    23. Partnership
    24. It Makes Sense
    25. Key Benefits of the Programa and IDS Partnership
    26. About the Interior Design Society
    27. 30 May 2024
    28. 27 May 2024
    29. 24 May 2024
    30. 23 May 2024
    31. 16 May 2024
    32. Board View:
    33. List View:
    34. Timeline View:
    35. Seamless Integration for Holistic Project Management
    36. Streamlining Complexities and Enhancing Collaboration
    37. Managing Multiple Projects with Conflicting Deadlines and Resourcing Needs
    38. Communicating with Clients, Contractors, and Suppliers
    39. Sourcing Materials and Products
    40. Resolving Conflicts and Addressing Challenges
    41. Streamlining Project Management with Programa’s Studio WIP: A Cross-Project Management Solution
    42. Enhancing Communication and Collaboration with Programa’s Client Dashboard
    43. Leveraging Programa’s Cloud-Based Specifications for Efficient Material and Product Sourcing
    44. Take Control of Your Studio Today
    45. 13 September 2024
    46. 11 September 2024
    47. 06 September 2024
    48. 05 September 2024
    49. 03 September 2024
    50. 02 September 2024
    51. Data Encryption in Transit and at Rest
    52. Security Controls
    53. Multi-Factor Authentication (MFA)
    54. Monitoring and Breach Protocols
    55. Your IP is Yours, Forever
    56. 2022
    57. 2023
    58. Purchase Orders
    59. Client Dashboard
    60. What’s next?
    61. Challenges Faced by Designers in Procurement
    62. How designers can use Procurement Hub
    63. Built by and for designers
    64. Wish there was a way to grow sales and better connect with clients?
    65. Why Does This Matter To Me As A Brand / Supplier?
    66. What Does That Translate To?
  35. How Does the Trade Portal Work?
  36. <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
    4. The impracticalities of using generic software
    5. Enter Programa.
    6. Remove unnecessary stress and double handling with Programa:
    7. Special Offer for DYB Alumni
      1. Introduction to Programa
      2. Watch the Onboarding Webinar Recording
      3. Ready to Get Started?
      4. Explore Our Breakdown Videos
      5. Boost Your Profitability
      6. Save Time and Money, Manage Projects Efficiently
      7. Enhance Communication Across Your Studio
    8. 11 October 2024
    9. 10 October 2024
    10. 07 October 2024
    11. 03 October 2024
    12. 02 October 2024
    13. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    14. Pinboards: Visual Inspiration and Design Curation
    15. Canva Sharing: Collaborative and Seamless Presentation Integration
    16. Invoices: Simplified Financial Management and Transparency
    17. Client Dashboard Controls: Complete Access Management at Your Fingertips
      1. How the Client Dashboard Transforms Your Workflow
      2. Benefits of the Update
    18. With Programa’s Client Dashboard, you can:
    19. Minimalise Misunderstandings, Maximalise Results
    20. Shared Schedules and Integration with Client Dashboard
    21. Collaboration between Designers and Clients
    22. What is FF&E in Interior Design?
    23. Why is FF&E Management Crucial?
    24. How Programa is Changing the FF&E Interior Design Software Game
    25. Why Programa Stands Out from Other FF&E Interior Design Software
    26. The Future of Interior Design with Programa
    27. 13 June 2024
    28. 07 June 2024
    29. 06 June 2024
    30. 04 June 2024
      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
  • Editorial
  • Interiors
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.