Setting up your notification settings is the most important thing to do when working with Podio.
We mean it. If you take away one thing from this tutorial, it should be notification preferences. By default, Podio will send you an email notification for everything possibly related to you. This is done with good intentions because Podio doesn’t want anything to fall through the cracks while you are learning the system. However, if you do not change your notification settings, you will be absolutely overwhelmed by notifications. So overwhelmed that you will stop reading them. We’ve seen it time and time again.
So, right now, go to your email notification settings and follow along to keep your sanity intact. It takes sixty seconds.
Step One: Go to your account settings by clicking the person icon in the upper right-hand corner of Podio. Then click ‘Account Settings’.
Step Two: Navigate to ‘Email and Notifications’ and be selective. I personally check Podio every single day, so I don’t need email reminders for everything. However, if someone sends me a message, @ mentions me, or assigns me a task or a meeting, I want to know about it. I have my preferences saved as follows. You can select the ones that are right for you.
And that’s it, you’re done.
Keep in mind that when you manually follow a project, it also sends you notifications. When your part of the project is done, make sure you manually unfollow the project. This will ensure that you do not receive notifications for projects that you’re not a part of anymore.
If you create a task or item, or if a task or item is assigned to you, Podio will automatically follow it for you. You have to manually unfollow the item if you do not want to receive notifications about it anymore. You can do this by clicking the ‘Following’ button that is on the upper right-hand side by the ‘Share’ and ‘Like’ buttons, as shown below. If it is green, it means you are following it. It will turn gray when you unfollow it.
Make sure that you are following the appropriate apps and projects. We also recommend installing the Podio mobile app on your smartphone. The mobile app sends push notifications, so your inbox doesn’t get cluttered. You can also use Podio’s chat within the app.