Programa

Gail Esterhuyse

Mariana Moraes

Claire Scattini

Create, organize and archive projects, set currency and units, assign team members, and use templates.

Projects and Workspace

Helpful guides for getting started with Projects

Projects: Quick Links

Learn how to create projects in Programa. Understand project types, naming conventions, and initial setup to get your projects started right.

How to create a new project in Programa

Set up custom currency and measurement preferences for your project, ensuring accuracy and consistency in your pricing, invoicing, and scheduling.

How to set custom currency and measurement for your project

Getting started with Projects

This guide shows you how to pin, search and sort projects in Programa so you can quickly find and access the projects you need most.

How to Pin, Search and Sort your projects

This guide shows you how to edit project details and invite team members so your team can collaborate effectively.

How to edit projects and assign team members

Save time by duplicating existing projects to reuse structures and settings. Archive completed projects to keep your active project list clean while maintaining access to historical data.

How to duplicate or archive a project

Managing your Projects

Programa includes pre-built template projects to help you start new projects faster.

How to use Project templates in Programa

Save time on every new project by building reusable templates that match your workflow.

How to create your own project templates

Ready-to-use Canva templates for cover images, pinboard layouts, headers, and presentations so you can maintain consistent branding across all your projects.

How to use workspace templates in Programa

How to set up and use templates in Programa

Workspace Templates

Create a custom design with text, images, and links

Programa Dashboard

Create an Account

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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