What's a template?
A template is an empty project structure you can duplicate and reuse. It includes your standard schedules, boards, and pinboards—without any products, images, or dates.
Creating a template in 5 steps
You can create your own project templates in Programa and duplicate them as needed into your actual projects to streamline structure and organization.
1. Start a new project
Name it clearly so you can find it later.
[Studio Name] Template - Residential[Studio Name] Template - Commercial
2. Add schedules
Create your standard schedules with section names only (no products). For example:
FF&E Schedule → sections: Living Room, Kitchen, Bedrooms
Lighting Schedule → sections: Ceiling, Table, Floor
Fabric Schedule → sections: Upholstery, Curtains, Cushions
3. Set up pinboards
Create pinboards and add sections (no images). For example:
Concept Board → sections: Inspiration, Colors, Textures
Material Palette → sections: Flooring, Walls, Fabrics
4. Add project management boards
Create boards with your standard phases and task names (no dates). For example:
Concept Design → tasks: Client brief, Space planning, Present boards
Procurement → tasks: Quote requests, Order products, Track deliveries
Note: Always create your phases first!
5. Configure settings
Review project settings:
Schedule visibility preferences
Client dashboard defaults
Custom specs fields you always use
Using your template
To start a new project:
Find your template in the project list
Click the three dots → Duplicate
Rename with your new project name
Update project settings with client details
Done! Now add your project-specific content.
Template tips
✅ Keep it simple—structure only, no content
✅ Organize by how you actually work (by room, by category, by phase)
✅ Update your template as your process improves
Remember: Changes to duplicated projects don't affect your original template.
Quick checklist
[ ] Create project with clear template name
[ ] Add schedules with sections (no products)
[ ] Add pinboards with sections (no images)
[ ] Add boards with tasks (no dates)
[ ] Review settings
[ ] Test by duplicating
[ ] Start using it!
Need help? Contact our support team—we're happy to help you set up templates for your workflow.