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How I Use Mydoma for Project Management in My Virtual Design Business

In this in-depth walkthrough, Jenna shares exactly how she uses Mydoma Studio to manage virtual interior design projects—from new construction builds to e-design packages. Whether you're new to Mydoma or just looking to refine your current workflow, this behind-the-scenes tour gives you a real-world look at how a busy designer keeps her projects organized, collaborative, and client-ready using Mydoma’s features.

Jenna walks through her dashboard setup, shows how she uses the "Create with Max" AI tool to quickly launch new projects using transcript-based data, and explains how she structures views by room to streamline sourcing and presentation. She also shares how she uses tools like Typeform for client questionnaires, embeds them into project portals, and leverages design board templates to stay consistent and efficient with visual presentations.

Inside the portal, Jenna highlights:

-How she sets up new projects with AI assistance

-Using filtered views for room-specific organization

-Creating and saving design boards with branded templates

-Embedding contracts, questionnaires, and calendars

-How she adds team members (builders, architects, VAs) with varying access levels

-Uploading and organizing files & media, client inspiration, and floor plans

-Utilizing the Task Manager for transcript-based action items

Setting up payment portals through Stripe for proposals and invoicing

-Saving entire project setups as reusable templates

Plus, Jenna drops pro tips on how to optimize your portal visually for mobile viewing and how to use Mydoma as a passive lead-generation tool with shopable opt-ins.

This video is perfect for interior designers looking to systemize their backend, communicate better with clients and contractors, and tap into time-saving AI tools—all while keeping their workflows clean, professional, and client-friendly.