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Showing posts from December, 2017

How to structure your team's communication in Podio

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Podio Tip #3 Hi Fadzil, There are several ways of communicating within Podio all to suit different occasions. Here's a best practice guide to using them: Comments   – to us, comments are almost always the best way to discuss work for a number of reasons: they have an instantly recognizable context and they're quick to reference, as they're attached directly to the content you're discussing. If you want to loop someone new into a discussion, simply mention them by typing the @ symbol, followed by their name. Status posts  – sharing news or ideas in a workspace activity stream is a great way to reach a large group and start a discussion – especially when compared to mass emails. Chat  – so handy for getting an instant response to a question or for your less structured conversations –  chat  is a feature we advise to use with care. More often than...

Podio: how to organize your workspaces

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Podio Tip #2 Hi Fadzil, Workspaces are all about bringing the right groups of people together to access the Podio apps they need for their work. There are three common ways to organize your workspaces: Department  – the most popular workspace configuration is one per team. For example the design department, accounts department, etc. This will enable each team to add or create specific apps for their processes. Client  – for long standing client relationships running over multiple projects – setting up a workspace to share with the client streamlines your feedback process. The transparency that sharing a workspace creates is often a learning experience, and it's a great way for your client to understand your process and to build even stronger relationships. Project team  – for particularly large projects it's sometimes easiest to start a new, specific workspac...

Podio: how to customize Podio to fit your process

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Podio Tip #1 By now you will have probably noticed that  apps  are the tools used in Podio to organize and track your work. These apps create records known as  items  – for example, an item could be a sales lead or project deliverable. You could think of items as single photos and apps as the albums. To reflect the specific work you're doing, you can customize your apps. By clicking  Modify Template  in any app you can c hange naming, add and remove fields, or even build something new from scratch, all  without a single line of code. This may sound daunting, but really it's far from it. In fact more than 1.5 million customized apps have been created in Podio! The Help Centre has a beginners guide to get you started today. APP CUSTOMIZATION GUIDE Workarounds and adjusting your processes to fit software will soon be a thing of the past! Bes...

Podio: The essential resources for getting started

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ESSENTIAL RESOURCES We hope you're enjoying Podio so far. In a previous email we sent you an intro video. Now, here are a few more resources that'll help you get set up. With Podio you'll never have to worry about being stuck at your desk again. Install the app for  Android  or  iPhone and iPad  – and you'll  have all your content and conversations with you, wherever you need them. Staying coordinated with your team while you're on the go has never been easier.  This is where you can learn about every aspect of Podio. Simply search for whatever you need to know and you'll find articles and videos from our team. You can also  contact us  or post in community forums . HELP CENTRE We love to highlight the great work our customers are doing on  our blog ...