Podio Filters & Views

Every Podio user should have their own saved view for what their projects and deliverables are. When you login into Podio, your dashboard will display with an activity stream, recent items, favorite apps, your connections, your tasks, and your calendar. This is a great start when customizing your view. To customize your dashboard, simply hover over the title of the item  you want to move (like ‘My Tasks’) until your cursor looks like two arrows intersecting. You can then pick up and drag the item anywhere on the dashboard. Easy!

Developer Tip: Sometimes clients are too busy (or too new to the system) to set their own views and you may have to do it for them. Make sure they are comfortable using the system and that their dashboard displays all relevant information.

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Congratulations! You’ve completed the Podio: The Basics tutorial. We hope this has been helpful and you feel confident about using your Podio system.

We are always trying to improve our Podio Knowledge Base. If you have a question or concern that wasn’t covered by this tutorial, please let us know in the form below.