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Showing posts from January, 2019

Use Podio Webforms to bring structured information into your apps

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Podio Tip #9 You can add a webform to any of your Podio apps in just a few clicks. Add the form to your website (or we'll host it on a web page for you) and capture structured information to start a process in Podio. For example: Have job candidates apply through a webform Receive sales enquires directly into your CRM app Collect registrations for events and competitions Set up a simple questionnaire to send to your customers View our guide and tutorial video to create your own Podio webforms today. WEBFORMS TUTORIAL We're sure you'll save a lot of time with webforms - now you'll no longer need to sift through a massive influx of emails or keep separate lists in tools outside of Podio . If you need any help, don’t hesitate to contact Podio Support . Best regards, Team Podio You received this email because you created a Po...

Reminder: Upcoming changes to Podio Free

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Upcoming changes to Podio Free Citrix Podio. Harga, At the end of 2017 we stood at 750 million items created in Podio and today at the end of 2018 we have crossed a billion. We would like to thank you for being a part of this journey to 1 billion projects, deliverables, clients, tickets and so much more. With this aggressive scaling and in line with our efforts at bringing in more stability and better performance to our product, we are making certain changes to Podio Free. This effort is targeted at being able to create more value for all our customers. Please refer to this news post for detailed information on this change and how this might affect your Free organization. If you have questions or c...

Podio: use workflows to automate your processes

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Podio Tip #8 The more work you do in Podio, the more you can automate it. Workflows is a feature that can take away the manual, repetitive stuff involved in organizing your work. Workflows is based on "if this, then that" logic. For example: If you create a new item, then workflows can create a related task for you If an item is updated, then workflows can add a comment to mention you asking for your input In our Help Centre you'll find a video tutorial and guide to creating your own basic workflows. VIEW WORKFLOWS GUIDE With advanced workflows on Podio Plus and Premium you can go a lot further. They'll enable you to get more detailed and pick specific actions that will trigger workflows, e.g. change the status of a project to "In progress" and advanced workflows will create a set of deliverables related to the project. Find out more  about the potential of advanced workfl...

Podio: how to create reports and custom overviews

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Podio Tip #7 Having a clear overview of your workload and vital statistics is essential. Views and reports in Podio will give you just that. Views Views are created by combining app layouts (how the items in your apps are visualized) and filters (which items you see).  In practice, views are the best way to either get a focused look at what you're responsible for (e.g. your project deliverables, sales leads, etc.) or an overview of the progress of your team.   Our video guide in the Help Centre will show you how to create your own. WATCH TUTORIAL Reports Reports will neatly summarize the data from your apps: build sales pipelines and revenue reports, display the time spent on projects, you name it. Display these reports on your personal home page, in your apps, or beside the activity stream in a workspace or Employee Network.  The video above will show you exactly how this is all done. If you nee...