1. Ibtehaj Khurram
Asad Ullah

2. •Understanding your Podio account
•How to make a workspace
•How to make an app
•Knowing your role and of others in your
workspace
CONTENT

3. Understanding Your Podio
Account

4. After you login to Podio, this is the page you should
see

5. Here is what the chat menu, when pressed will look like

6. The Account Panel

7. The Search Panel

8. This is the
notifications button .It
allows you to see all
your notifications
Tasks
Calendar
The rest of the remain options. Seems we some
notifications
Contacts

9. This allows you access to your
Workspace
The rest of the remain ing options

10. Here all your portfolios are listed. If
you are in more than 1 you will see
them here as well
This is what the workspace panel looks like

11. Click this to
access your
workspace
List of options for your workspace

12. This is what your workspace would look like

13. This shows the list of members in your workspace

14. This is your app section.
Each Workspace has a different list of apps according to their need.

15. You can use apps that are not already available on your workspace.
Such as a survey app

16. How to make a
workspace

17. To Create a Workspace, Press the create workspace
button in the “Go to Workspace” section

18. Now Enter a name and for the workspace & chose the access setting.
When done press “Create and Invite” & invite people to your workspace
Note Workspaces can only be made by VPs

19. How to make an app

20. This is what the Add App looks like when pressed.
Now you either choose from the list of apps already, available on Podio,
or you can build your own.

21. This is the create app section.
Here you can enter the name of the app & other
information regarding the app

22. The other options you can select from according to your need

23. For example we need a new survey.
Enter the name and add description and press “Create App”

24. This is the next screen that will appear in front of you.
ow you add fields as shown by dragging and dropping them her

25. Drop down
button
You can click on the dropdown button on the symbol of the
field & select properties of question. For example it is required field.

26. You can use the text box for text base
Q&As type your questions in this section
You can use the category box for
multiple choice question base Q&As
Type your questions in this section
Then add the choice in this
box. As you type one choice.
An option to add another
will open below it . As shown
below
Option for adding more choices
Here you see the will see the responses once there are any. They will be
displayed in the boxes you see on the right . When you are done with adding
fields press “Done”.

27. Response Boxes
Here you see the will see the responses once there are any.
They will be displayed in the boxes you see on the right

28. First press this
Then press “Webform “
Now press the settings button and then press the web form button.
Both are highlighted Red

29. This is what your survey form would look like.
Now there various thing you can do.
You can use this to select
the fields that you want
to see on your form.
As you can see, the only
ones I want are ticked
here and can be seen
there

30. You can select the Title &
Description
Click this to
and change
the title and
description
and they will
be displayed
as show above

31. You can select theme of your form so that you can
change how it looks

32. You can also add spam protection against robot
inputs by enabling CAPTCHA

33. Embed Code & Shareable link for when you want to publicly share your survey for

34. This is what you see after pressing “Save & Share”.
You can copy the link for sharing and share it where it is needed.
Once copied press “Done”.

35. Check the responses of the webform here

36. Knowing your role

37. 37
ing back to your workstation you can also press the setting button on the member bo
It appear only after you place your cursor over the member box

38. 38
Now press “Manage members”

39. Here you will see the roles of the different members.
You can learn what these admin members can do by reading the section on the right

40. That ends our tutorial for today.
Learn more by exploring by
yourself
GOOD LUCK!