Podio Workspaces

Ideally, there is only one Podio Workspace you will check on a daily basis. Podio Workspaces are within the Podio Organization container, and can be accessed by clicking the hamburger icon (icon with three short, horizontal lines) in the upper left-hand corner of the dashboard.



In the screenshot featured below, you can see that within our Podio Organization, Defined Ventures, Inc., we are also a part of these three Podio Workspaces:

  • 1.0 DVI – CRM
  • 2.0 DVI – Project Management
  • DVI Intranet


Podio Workspaces | Defined Ventures, Inc.



Although we have access to three Podio Workspaces, we typically only use one: 2.0 DVI – Project Management. This Workspace is where all projects are monitored and laid out from beginning to end. For our business, each of our projects has a process: we gather client information, draft an agreement, draft a scope, schedule meetings, begin the project, and monitor bug fixes. Within our Workspaces, each step of our client process has an app. Apps are shown at the top of each Workspace.

When you are in your appropriate Workspace, the top of your dashboard will look something like this:


Podio Workspaces | Defined Ventures, Inc.


Here, you can view which Workspace you are in (the name is in the upper left-hand corner), the apps within the Workspace, members of the Workspace, and different tasks that are assigned to you within the Workspace. This view may vary slightly, as you can customize your Podio Workspaces and Dashboard to display relevant information. We will show you how to customize the Filters and Views later in this tutorial. For now, make sure that you understand how your particular Workspace flows.

Podio Workspaces provide a larger view of which employee is responsible for doing what. If you are a sales employee, you may use the client app to enter in data, then hand off the project to a project manager for engagement. Podio Workspaces are designed to show the hand-offs from one employee to another and ensure the process is airtight.

DEVELOPER TIP: If you have information that is restricted (for example, company finances), create a separate database Workspace that only administrators have access to. That way, restricted information is easier to monitor and segment.