Learning the Podio structure will provide a solid foundation of understanding your role in your Podio system. Podio is an employee network that brings all your company’s information together under one roof. Because there are a lot of moving parts within a company, learning the building blocks of Podio is essential to knowing where to find information that is relevant to you.
Begin by watching this video, which explains how you may use Podio on a daily basis. Podio provides clean, concise information on each individual client or project. After watching the video and understanding the flow of Podio items, please move on to the next step.
Below is a list of how Podio is organized, along with a short description. The goal of Podio and it’s structure is to provide a clean, transparent view of each project, client, employee, task, etc.
Your company is an organization. Unless you are a Podio developer, you will probably be a part of just one organization (the company you work for).
When you log into Podio, you will see your workspace dashboard. Usually, a person is attached to one workspace that they operate within. An organization can have several workspaces, echoing departments; for example, members of the Sales Team may have a Sales workspace that contains all of their relevant information.
Within a workspace, apps provide user flow and direction. It helps organize your workspace by providing the different “steps” you go through to see a project from beginning to end. For example, you may have a Prospective Clients app, which houses all of your prospective client’s individual information. Then, you may have a Projects app, which details each project and connects it to a client.
Items are an individual project within an app. Apps are made up of multiple items, which provide details on each project or individual contact.
Within each item, a project is broken down into a checklist, or tasks. Tasks can be assigned to different employees to complete.