Podio Training PPT

2. Podio - Similar to Facebook
• Similar Interface
• Activity Stream
• Status Update Bar (@ tagging)
• Messaging
• Contacts
• Workspaces (like a facebook group)

3. Team Workspaces on Podio
With Podio you can make separate
workspaces for every department,
where they can connect.
2 workspaces can not be connected in
any way.
We can make administrators for
workspaces. They can add/edit
applications and manage users.
-LCP – Admin for every workspace
-Portfolio Heads – Admin for their
department workspace.
-VP TM & VP IM – Admin for MB & GB
Workspace.

4. Structure of a workspace

5. Status Update Bar
Share status update, images, links, ask questions and tag people
through @ sign.

6. Activity Stream (like facebook)

7. Task Allocation System
•Assign task to your members/contacts
•Add the task, assign it to the person, put the completion date and time, make
the task recurring and set reminders.
•The assigned person will get reminder notifications before the task (if you
specify).

8. Assigned Task Notification
The assigned task will appear in the person’s inbox.

9. Calendar (Personal & Team)
All meetings will be listed
in the calendar of the
podio account.
Reminder messages are
also received before the
meeting begins.
Connect Google Calendar
with Podio for more
accessibility.

10. Adding Members in Workspaces
•In a workspace -> click the ‘+’ sign -> add the email in the dialog box
•Users will be invited/added to podio/workspace.

11. Comments on App Entries
Podio gives us the ability to comment on application entries. This can be used to discuss
and share information on app entries. (comments can also be disabled).

12. Reply through Emails
You can reply through the podio notifications you get in your email. Just use the reply
option, add the information and this will be added as a comment on the task, discussions
or any other app entry. You can even add entries through emails, use the ‘email to app’
feature in app settings.

13. Tags
You can add tags to every application entry, later they help us in
searching content in applications/workspaces.

14. Filters (to search)
With Podio one can can search through various entries through the filtering
system.

15. Upload & Share Files
With Podio one can upload unlimited files and share with your team. Max
size you can upload is 100 MB. You can also connect your dropbox, google
drive with podio.

16. Connect External Services
You can connect various
external services with Podio.
Ex – you can use dropbox to
upload files onto Podio.
You can connect Google
Calendar with Podio Calendar.

17. Make Webforms
With Podio you can make
web forms where
external can enter data.
Like Google Forms
Just make an application
and click on the settings
option, then webform,
you will get a url, change
colors etc.

18. Customize Workspaces
With Podio you can the sidebar of
your workspaces. You can add text,
images, links, application reports.
Add your team’s picture, vision,
mission, goals.

19. Make/Edit your applications
Click modify in an applications settings. Use Drag
and Drop to add, remove fields to your applications.
Read this guide to know more -
https://help.podio.com/entries/21697027-the-
building-blocks-in-the-app-builder

20. Be Aware
• Part of Multiple Workspaces – A lot of
notification, you can unfollow
workspaces/apps/people.
• Disable Email Notifications in your accounts to
prevent your inbox from flooding.
• Time Zone Issues (make sure your members
have Asia – Kolkata as their Time Zone). This
leads to issues with the calendar and meetings
app.

21. You can mail us your queries &
feedback at
podiosuperuser@gmail.com