Lock in sofa, dining table, lighting, and case goods.
Project management for interior design firms
Every project has a lot of moving parts.
Every project has a lot of moving parts.
Now they move together.
Workroom gives your team one place to see phases, tasks, owners, dates, products, purchasing, and time—without rebuilding the project story for every status meeting.
Studio work in progressOne workload, five ways to see it
Live from tasks + time
Table – By ProjectView settings1 filter•••
WBSTypeTaskAssigneeStartDueStatusPriorityTime tracking
ROBNRobin ResidenceJan 14Aug 160m / 31h
⌄Pre-DesignJul 29Aug 250m / 31h
□ 2.1StandardConfirm scope & fee letter countersignedAMJul 27Jul 28In ProgressHigh0m logged2h left
□ 2.2StandardField measure & as-built base planIDAug 7Aug 13To-DoHigh0m logged3h left
□ 2.3MeetingClient discovery callAMJul 31Jul 31On HoldHigh0m logged18h left
To-Do 3
On Hold 1
Share palette, materials, and furniture direction.
In Progress 2
Measure every room in scope and photograph existing conditions.
Done 2
Signed proposal, retainer invoice, and welcome guide.
Pending 0
No tasks
Project schedule◉ Client viewExportTask types ▾
ActionsTaskAssignedStartEndDaysStatusPriority
JUL 2730AUG 0306AUG 1013AUG 1720
⌄ ＋Onboarding—Jul 26Aug 1824
◉ ＋ ↗▰ Confirm signed agreement & retainerAMJul 26Aug 17To-DoHigh
▰ Confirm signed agreement▣
▱ Atlas Rug, 8 × 10—
◉ ＋ ↗▱ Set up project folders & portal accessDLAug 5Aug 128In ProgressMedium
▱ Project folders & portal
◉ ＋ ↗▤ Build preliminary project scheduleAMAug 13Aug 186To-DoHigh
▤ Schedule
Portfolio forecast6 projects
ProjectJULAUGSEPOCTNOVDEC
ROBNRobin Residence 0%
OnboardingPre-Design
ZAPAZapata Residence 18%
OnboardingSchematic DesignDesign Development
WALTWalter Residence 36%
Pre-DesignSchematic DesignDesign DevelopmentInstall
JVJackson Valley No tasks yet
Utilizationplanned · 4 people
Team avg 74% · 118h planned
MemberJUL 27W31AUG 3W32AUG 10W33AUG 17W34AUG 24W35AUG 31W36
Team 74%72%88%79%108%46%—
AMAndrea Martinez40h/wk68%92%84%112%41%—
MCMaya Chen40h/wk81%77%94%85%32%—
DLDana Lee32h/wk43%72%64%96%38%—
Trusted by the studios doing the work
Built around the way design firms work
From first concept to install day
Build your project rhythm
Use the phase names, task templates, owners, and dates that match how your studio already delivers work.
Let everyone see what is next
Designers, operations, and principals can work from the view that makes sense for their role—without creating separate plans.
Keep the context attached
Products, purchase orders, time, and project activity stay connected to the work they belong to.
Built for growing design teams
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Stop being the router for your own firm
When every project question flows through the principal, growth stalls. Workroom keeps the answer attached to the work—so your team can move without waiting for another meeting, message, or spreadsheet.
Fewer status interruptionsThe team can see what changed, who owns it, and what happens next.
Answers stay with the projectTasks, products, purchasing, dates, and decisions share the same context.
Principals manage exceptionsReview what needs attention instead of routing every routine update.
Hartwell ResidenceAnswers at a glance
Live project recordShipped July 29Carver Textiles · tracking attached
✓12 of 14 tasks completeTwo client-facing deliverables remain
2Maya, Chris + receivingOctober 12 · 8:00 AM
3Two POs need ship datesOwner: Dana · due tomorrow
!
Capacity planning
Say yes to the next project on evidence, not adrenaline
Workload rolls up per designer and per week, from the same tasks and time entries your team already creates. Before you commit to a new build, you can see exactly who has room in November — and what slips if nobody does.
- Workload by person, week, and phase
- Hours-against-fee visible while the project runs
- Hiring decisions backed by utilization data, not gut feel
Utilization — planned, 3 peopleTeam avg 72%
| Member | Nov 3 | Nov 10 | Nov 17 | Nov 24 | Dec 1 |
|---|---|---|---|---|---|
| Team | 72% | 74% | 72% | 75% | 70% |
| Maya | 92% | 88% | 104% | 90% | 86% |
| Chris | 78% | 82% | 74% | 80% | 76% |
| Dana | 45% | 52% | 48% | 55% | 50% |
Under 50%
Healthy
86–100%
Overloaded
Marsh Creek FarmhouseEst. 120 h across Nov–Jan
Fits: assign Dana
Connected, not bolted on
Projects are the spine the rest of the platform hangs on
Specs live inside phases
Products clipped during design development are already organized by room and project when procurement starts.
Product Sourcing →PO dates drive the timeline
Vendor ship dates flow into project milestones, and slips flag themselves against install day.
Purchase Orders →Tasks capture time
Log hours from the task you're working on; they land in project profitability automatically.
Time Tracking →
Set it once, per firm
The phase list is where your process actually lives
Most firms describe their process the same way twice and run it three different ways, because the process exists in a proposal document and nowhere the work happens. New projects get set up from memory, which means they get set up differently.
Default phases pre-populate every new project, carrying the average duration your own finished projects actually took. Task templates hang off them, and auto-add creates the checklist the moment the phase appears. A project can still be edited freely — the defaults are a starting point, not a cage.
- Phase sets per project type — residential, commercial, yours
- Average durations drawn from finished work
- Task templates with subtasks and dependencies
- Auto-add creates tasks when a phase is added
Default project phasesThese phases pre-populate on every new project. Edit them per-project without affecting this list.
Residential9 phases — drag to reorder
Commercial · 0Onboarding · 5dPre-Design · 21dSchematic Design · 42dDesign Development · 56dConstruction AdminFurniture Selection · 70dPurchasing & ProcurementInstallation · 14dOffboarding · 14d
Durations are averages from your own finished projects, not guesses.
Task templatesReusable tasks attached to a project type’s default phases.
OnboardingConfirm signed agreement & retainer received
1 taskPre-DesignMilestone · 2 subtasks · auto-add
1 taskNew tasks visible to clientOff → new tasks stay internal. Client-facing markers are always shown.
Turn on auto-add and the task is created whenever that phase is added to a project of this type — so the checklist arrives with the phase instead of being remembered.
"I used to spend Monday mornings assembling a status picture from three tools and six Slack threads. Now the picture is just… there."
Kate M. — Principal, 9-person firm
Questions we hear
Project management, specifically answered
Can we keep our own phase names and process?
Yes — phases are templates you define. Most firms start from our concept / DD / procurement / install default and rename or add phases (permitting, staging, punch list) to match how they already work.
How is this different from Asana or Monday?
Generic tools track tasks; they don't know what a spec, a CFA, or a sidemark is. In Workroom a task links to the product, PO, or invoice it's about, and vendor lead times feed your deadlines. You stop maintaining a parallel universe of copy-pasted context. (Asana and Trello integrations are coming for teams that keep them for non-project work.)
Do contractors and vendors need seats?
No. Seats are for the people inside your firm who actively work in Workroom. Vendor information and purchasing documents stay attached to the project without requiring every outside partner to become a software user.
Can we import active projects mid-stream?
Yes. Every migration tier covers active projects — clients, specs, open POs, and balances — so you don't wait for a "clean break" that never comes.
Next up: capture products from any website in one click.
Product Sourcing →