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•Understanding your Podio account
•How to make a workspace
•How to make an app
•Knowing your role and of others in your
Understanding Your Podio
After you login to Podio, this is the page you should
Here is what the chat menu, when pressed will look like
The Account Panel
The Search Panel
This is the
notifications button .It
allows you to see all
The rest of the remain options. Seems we some
This allows you access to your
The rest of the remain ing options
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
Click this to
List of options for your workspace
This is what your workspace would look like
This shows the list of members in your workspace
This is your app section.
Each Workspace has a different list of apps according to their need.
You can use apps that are not already available on your workspace.
Such as a survey app
How to make a
To Create a Workspace, Press the create workspace
button in the “Go to Workspace” section
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
How to make an app
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.
This is the create app section.
Here you can enter the name of the app & other
information regarding the app
The other options you can select from according to your need
For example we need a new survey.
Enter the name and add description and press “Create App”
This is the next screen that will appear in front of you.
ow you add fields as shown by dragging and dropping them her
You can click on the dropdown button on the symbol of the
field & select properties of question. For example it is required field.
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
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”.
Here you see the will see the responses once there are any.
They will be displayed in the boxes you see on the right
First press this
Then press “Webform “
Now press the settings button and then press the web form button.
Both are highlighted Red
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
You can select the Title &
Click this to
the title and
and they will
as show above
You can select theme of your form so that you can
change how it looks
You can also add spam protection against robot
inputs by enabling CAPTCHA
Embed Code & Shareable link for when you want to publicly share your survey for
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”.
Check the responses of the webform here
Knowing your role
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
Now press “Manage members”
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
That ends our tutorial for today.
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