If this doesn't look like your studio, you may want to try this link.

How to add a project?

Click "Create project" in the Quick Actions box within your Studio Dashboard or go to your Projects tab and click "+ Add Project" in the top right corner.

At this stage you can select a Project Template or start from scratch. You can also select a start and end date, select the current status, and toggle the features needed for the project.

As you scroll down within the creating a New Project box, you'll see a "Select features" section with toggles.

Appointments: You can easily let your clients book appointments directly in your studio by embedding your calendar software. Mydoma Studio works with Calendly, Acuity, Google. If you'd like to embed another software please email us info@mydomastudio.com.

Files & Media: Create shareable folders that can be just about anything from files to embed code to a video URL. Files need to be saved as a pdf, doc, docx, skp, xls, xlsx, dwg, numbers, zip, jpg, jpeg, png, gif, webp file. You can have as many or as few groups as you like. You can upload multiple files to a file group, too.

Moodboards: Create multiple dynamic moodboards with products, images, and text to visualize a project and its inspiration.

Notes: Stay organized with project related notes and checklists that you and your clients can view or edit. You can share notes and checklists with your clients or just create them for the team!

Proposals: Create proposals for clients to view and approve.

Questionnaires: You can easily let your clients fill out questionnaires directly in your studio by embedding your questionnaires from other softwares. Mydoma Studio works with Google Forms, JotForm, and Survey Monkey. If you'd like to embed another software please email us info@mydomastudio.com.

**Note** You can change the toggled features after you've created the project. Once you've toggled the features you'd like to include in the project, click "Next."

Now you can add clients and team members to the project. Click on the dropdown to select an existing client and team member or click on the " + " next to each dropdown to create a new client or team member. Once you've added the appropriate people to the project, click "Create."

Once you click "Create" the menu for the project overview will open up, allowing you to start building out your project.

**Note** If you do not see some of the tabs mentioned below, it means the features (mentioned above) were not toggled on for this specific project.

What's in a project?

Overview: This tab will show project information such as a feature image, the project name, project budget, the current status, a start and end date, and a description. You can also see who has access to the project. To edit the information, click on the three vertical dots next to the project name.

**Note** This is also where you can change the toggled features.

Project Features

You may not see all the project features depending on how you first created the project. If you want to turn certain tabs on or off, you will want to be in your project and click the pencil, at the top of the project menu on the left, next to the project name.

Next you will go to the subject header named "Project Features."

Then you are able to toggle on (to the right) or toggle off (to the left) any specific project features you need. Last, select "done" at the bottom right corner to save.

Contracts: Create contracts from scratch, copy and paste from existing documents, or start with an uploaded contract template and modify on a per project basis.

Products & Services: Add products, services, and custom product combinations to help manage project quantities, markups, and discounts.

Proposals: This is one of the toggleable features mentioned above.

Invoices: Bring products, services, and custom product combinations into your invoices and charge clients so you can get paid!

Orders: Have vendors approve estimates and complete orders that you can keep track of.

Appointments: This is one of the toggleable features mentioned above.

Questionnaires: This is one of the toggleable features mentioned above.

Files & Media: This is one of the toggleable features mentioned above.

Moodboards: This is one of the toggleable features mentioned above.

Notes: This is one of the toggleable features mentioned above.

How to archive a project

Click the three vertical dots in the upper right-hand corner you'd like to archive and click "Archive."

**Note** Clients can still access their projects if they're archived.

How to unarchive a project

Check the "Archived" box in the Search/Filter panel within the Projects tab.

Click the three vertical dots in the upper right-hand corner you'd like to unarchive and click "Unarchive."

How to create a Project Template

There are two different ways to create a project template. The first is to follow the above steps to create a Project with the base information you'll need to start any project. This can include a Welcome Packet, checklists, etc. After creating the project, click on the three dots next to the Project Name and click "Save Project as a template."

The second way is to go to your Projects tab, click on the three vertical dots of a project you've already created and would like to create as a template, then click " Save Project as a template."

How to use a Project Template

To start a project by using a Project Template, click "Add project" in the upper right-hand corner of your Projects tab.

Fill out the Basic setup information (Project name, start and end date if applicable, and Status). Click the dropdown under Create from template to choose the template you wish to work from.

**Note** The project features are set by the selected template.

Once you've selected your template, click "Next" to add move to adding clients and team members onto the project then click "Create."

Project Templates include:

  • Project features you've toggled on

  • Ready to sign or unpublished contracts

  • Products & Services and views you've created/added

  • Appointments

  • Questionnaires

  • Files & Media

  • Moodboards

  • Notes

How to delete a Project Template

To delete a Project Template, go to your Studio Settings. You will find the Studio Settings as the first menu in the the gear icon at the top of the left menu.

Click "Templates"

Click on the three vertical dots next to the template you'd like and click "Delete"

**Note** Deleted templates cannot be retrieved. You'll have to re-enter the template manually and save it again.

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!


Project Info

In this section you can toggle the visibility for client to the entire project.

Pro Tip: If the client visibility toggle has been turned off, the client will not be able to see spaces, mood boards, product lists, deliverables, etc., even if the client visibility in those sections has been turned on.

You are able to set Project Status from this page. Your studio comes with four preset default statuses or you can create your own custom statuses.

You can also add a general description of the project and include the budget, timeline and statement of work, possibly links to external websites (social media, Pinterest boards, etc.).

If you need any additional support, click the chat bubble in the lower right-hand corner to chat with a member of our team.

Happy designing!

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