Podio training

Podio - Similar to Facebook

• Similar Interface• Activity Stream• Status Update Bar (@ tagging)• Messaging• Contacts• Workspaces (like a facebook group)

Team Workspaces on PodioWith 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.

Structure of a workspace

Status Update Bar

Share status update, images, links, ask questions and tag people through @ sign.

Activity Stream (facebook like)

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).

Assigned Task Notification

The assigned task will appear in the person’s inbox.

Calendar (Personal & Team)All meetings will be listed in the calendar of the podio account.

Reminder messages are also received before the meeting begins.

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.

Workspace Apps

• Meetings• Bulletins• Discussions• Activities• Ideas• Requests

• High-Five• Files• Leaves• Reimbursements• BoA Members

Every application has instructions and comments so please refer to them in case you do not understand anything

• Meetings – To create and share meeting schedule with additional information (agenda & minutes) with the team members. This application has a RSVP system where team members can answer if they are attending the meeting. Also set reminder mails before the meeting.

• Bulletins – Share important information with the team (like a notice board).• Discussions – Discuss various projects, issues; similar to a discussion forum.• Activities – Discuss and plan activities like events, GBM’s, LC days etc.• Ideas – Share ideas with the team.• Requests – Request a team mate to do something. The request will come up as a

task in the assigned person’s account.• High-Five – Recognize a team member’s effort.• Files – Share documents with your team like Presentations, reports etc. There is no

size, number limit. • Reimbursement – Request the VPF or LCP to reimburse cash.• BoA – Keep track of your BoA.• Leaves – Submit and get your leaves authorized.

Meetings App – RSVP Enabled

Call Meetings, Select Attendees, Add the agenda, RSVP system, add the minutes.The meeting will be added to the attendees calendar.

Idea AppPut in an idea, assign it to a person and share it.

Other members can even rate the idea.

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).

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.

Tags

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

Filters (to search)

With Podio one can can search through various entries through the filtering system.

Make WebformsWith 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.

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.

Customize WorkspacesWith Podio you can the sidebar of your workspaces. You can add text, images, links, application reports.

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

Be Aware• 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.

If you have any queries or feedback, you can message the Podio Super User

in your workspaces.

You can even mail us at [email protected]

Have fun with Podio!