In Programa, Projects are the central hub where all your project specifications and details live. You can manage tasks, set timelines, create schedules, build pinboards, embed presentations, and upload files- all in one place designed to make managing your project information simple and efficient.

How to create a new Project

This guide shows you how to create a new project and configure its workspace so you can centralize all your project specifications, timelines, tasks, pinboards, presentations, and files in one place.

On your Projects dashboard, click +Create New Project in the top right corner
Fill out the required project information fields
(Optional) Add a project cover image by clicking the grey upload box and selecting a JPEG or PNG file
- Recommended image size: 2000px × 1000px
(Optional) Grant project access to team members by clicking +Add Team Member and selecting from your studio roster
- Note: You can add team members at any time, even if you skip this step during setup
Scroll to the bottom and click Create Project
Open your project from the ‘Projects’ tab to access its workspace and manage schedules, pinboards, Canva presentations, and tasks.

How to configure your Project Settings

To access your Project Settings, you have two options:
- Click the 3‑dot icon on your project card and select Settings.
- Or, open your project, click the 3‑dot icon in the top‑right corner, and choose Project Settings.
Once you open the Project Settings page, you’ll find two tabs: Details and Client Dashboard.
In the Details Tab, set up your core project information:
- Project details: name, type, timeframe (start and end dates), description, website URL, and address.
- Financial settings: currency (applies to all schedule pricing), measurement units (applies to schedule specifications), and tax preferences.
- Team access: add or remove team members assigned to the project.
- Click Save Changes to apply your updates.
- To archive or delete the entire project, use the buttons in the bottom‑left corner of the settings page.
In the Client Dashboard Tab, you can customize how your project is shared with clients, suppliers, and contacts.

Tip: Configure your currency and measurement units before building your schedule to avoid reformatting product specifications later.

Understanding Your Project Workspace

Each project workspace contains three main tools for organizing your specifications and visuals:

Schedules: Product specification tool for managing product details, pricing, and sourcing for the project
Pinboards: Visual collaboration tool for refining design concepts with your team and clients
Canva Presentations: Embed custom Canva presentations directly into your project workspace