Your designer uses Programa to manage your project. Your project dashboard is the place where you see what they share with you. This guide shows you how to use it.
There are two more guides for you:
Open your dashboard
Open the email from your designer.
Select the link.
Enter your email address.
Your dashboard opens. To open it faster next time, select Remember me.
We recommend that you bookmark the link. When your designer shares more content, you may not get another email.
NOTE: If you can't find the link, ask your designer to send it again.
Find your way around
The menu on the left shows the pages that your designer shares with you. You may not see all the pages in this guide. This is normal. Your designer chooses what each person sees.
Overview
The Overview page is your starting point. It shows:
The cover image, and the phase and progress of the project.
A message from your designer.
Your action items: things that your designer needs from you. For example, products to review or a task comment to read.
The project timeline.
Your meetings.
Start with Your action items. Select an item to go to it.
Products
The Products page shows the schedules that your designer shares with you. Each schedule updates when your designer makes changes.
You can:
Search, filter and sort products.
Open a product to see more images and details.
See product attachments, if your designer shares them.
Export a PDF.
When products need your decision, the page shows how many. To approve or reject products, refer to How to review and approve your designer's selections (Client Facing) .
Project Files
The Project Files page has the files that your designer shares with you. For example, drawings, plans, presentations and contracts.
Select a folder to open it.
Use search to find a file.
To open a presentation, pinboard, Canva design or SketchUp model, select ⋯ → View. For help with presentations, refer to How to view presentations in your project dashboard: client guide.
To download a folder, select ⋯ → Download folder.
To download many files, select the files, then download them.
New files have a Just shared badge. The badge goes away after you look at the files.
Invoices
The Invoices page shows the invoices that your designer shares with you.
Select an invoice. You see the total, the amount paid and the amount to pay.
Select the pay button.
Follow the steps to pay.
If your invoice has instalments, you can pay one instalment, or the full outstanding amount. Payment activity shows your payments.
Meetings
The Meetings page shows the meeting notes that your designer shares with you. Select a meeting to read the recap.
Project Management
The Project Management page shows the tasks that your designer gives you. Choose the view that you like: Board, List or Timeline.
Select a task to see its details.
Add a comment to ask a question or give an update. Your designer sees your comment.
Only your designer can change the status of a task.
Use your dashboard on your phone
Your dashboard works on desktop, tablet and mobile. For detailed product reviews, a larger screen is easier.
Need help?
For questions about your project, a product or a design decision, contact your designer.