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Podio training

Podio training

  1. 1. Podio - Similar to Facebook• Similar Interface• Activity Stream• Status Update Bar (@ tagging)• Messaging• Contacts• Workspaces (like a facebook group)
  2. 2. 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.
  3. 3. Structure of a workspace
  4. 4. Status Update BarShare status update, images, links, ask questions and tag peoplethrough @ sign.
  5. 5. Activity Stream (facebook like)
  6. 6. Task Allocation System•Assign task to your members/contacts•Add the task, assign it to the person, put the completion date and time, makethe task recurring and set reminders.•The assigned person will get reminder notifications before the task (if youspecify).
  7. 7. Assigned Task NotificationThe assigned task will appear in the person’s inbox.
  8. 8. Calendar (Personal & Team) All meetings will be listed in the calendar of the podio account. Reminder messages are also received before the meeting begins.
  9. 9. 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.
  10. 10. Workspace Apps• Meetings • High-Five• Bulletins • Files• Discussions • Leaves• Activities • Reimbursements• Ideas • BoA Members• Requests
  11. 11. 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.
  12. 12. Meetings App – RSVP EnabledCall Meetings, Select Attendees, Add the agenda, RSVP system, add the minutes.The meeting will be added to the attendees calendar.
  13. 13. Idea App Put in an idea, assign it to a person and share it. Other members can even rate the idea.
  14. 14. Comments on App EntriesPodio gives us the ability to comment on application entries. This can beused to discuss and share information on app entries. (comments canalso be disabled).
  15. 15. Reply through EmailsYou can reply through the podio notifications you get in your email. Just use thereply 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, usethe ‘email to app’ feature in app settings.
  16. 16. TagsYou can add tags to every application entry, later they help us insearching content in applications/workspaces.
  17. 17. Filters (to search)With Podio one can can search through various entries through the filtering system.
  18. 18. 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.
  19. 19. 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.
  20. 20. Customize Workspaces With Podio you can the sidebar of your workspaces. You can add text, images, links, application reports.
  21. 21. 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
  22. 22. 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.
  23. 23. If you have any queries or feedback,you can message the Podio Super User in your workspaces. You can even mail us at podiosuperuser@gmail.com
  24. 24. Have fun with Podio!

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