Ideally, there is only one Podio workspace you will check on a daily basis. Workspaces are within Organizations and can be accessed by clicking the hamburger icon (the icon with three short, horizontal lines) in the upper left-hand corner of Podio. Here, you can see that within my organization, Defined Ventures, Inc., I am a part of three workspaces: 1.0 DVI – CRM, 2.0 DVI – Project Management, and DVI Intranet.
Although I have access to three workspaces, I typically only use one, the 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 workspace, 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:
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 workspace dashboard to display relevant information. We will show you how to filter and customize views later in this tutorial. For now, make sure that you understand how your particular workspace flows.
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. Workspaces are designed to show the hand-offs from one employee to another and ensure the process is airtight.