Programa

Gail Esterhuyse

Jake Chapman

Mariana Moraes

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

Project Hub gives every project an Overview page with key metrics at a glance, plus a sidebar for one-click access to files, invoicing, tasks, and more.

Getting started with the project Overview

Choose Blank, Past project or a Programa template and complete project setup.

Create a 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

Pin the projects you use most often, search for a specific project or change the order of your project list.

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

Create folders in Project Files, move or upload files into them, then rename, download, share or delete a folder.

How to organize your project files with folders

Share a file, several files or a whole folder with your guests, choose which files in a folder each guest sees, and remove access.

How to share files and folders

Managing your Projects

Choosing a Programa template, building a studio template and testing it with Past project.

Use and Create project templates

Every Programa account comes pre-loaded with three example projects to help you get started faster.

How to use example projects

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

Use workspace templates

Claire Scattini

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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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