101 Questions About Using Podio for Project Management. One of the most common ways people use Podio’s work platform is to manage projects. So we gathered several hundred organizations who are at all different stages of using Podio for project management, and invited them to a “Project Management for Pros” webinar, to swap tips, tricks and best practices. The response was overwhelming. We had to upgrade our GoToWebinar account to handle all the attendees, and could barely keep up with all of the questions and comments coming in. We promised to share a recording of the webinar, and respond to every last question. So here goes! First, the webinar itself. Now, on to your questions. We want to respond to everyone: We’ll start with some more extensive answers to the most common topics where people had questions, and then dive into shorter answers to some of the more specific questions that came in.
What’s the best way to work with my clients in Podio? Workspaces can be tailored to fit each client. Can I integrate Podio with ______? Podio Tutorial - Workflows. 12 New Podio Integrations Powered by Zapier. One of the great things about starting a new business today is the ease with which you can get everything you need up and running. A website from Squarespace here, freelancers from Odesk there – nearly anything is available on-demand and preloaded with the potential to help you move your business along faster. Can’t find the perfect project solution for your team? Well, you can build custom apps on Podio and skip the process of buying something that’s not quite right or paying someone to build it. Likewise, we’ve discovered some kindred spirits in the team over at Zapier. “Zapier and Podio users are productivity trailblazers. Today, we’re launching 12 brand new Zapier-enabled Podio apps, which you can easily configure to do amazing things for your business.
Here’s what’s on offer today. GoToWebinarEasily save GoToWebinar registrants to your Podio CRM apps or create GoToWebinar registrants from Podio. Quickbooks OnlineThis app makes it easy to save Quickbooks Online invoices to Podio. S Really a ‘Lego-esque’ Kit – Design Studio on How They Turn Processes into Apps. We used to handle our internal communication primarily via email. There was little to no structure to the standard office policy, so it was unclear where one would locate stationary templates or generic drawing data. Podio does not necessarily save us direct capital investment in this regard, but it enables us to organize ourselves more proficiently, saving man hours. We actually have a plot posted on the wall that says: “Can’t find it? Go to Podio!” Prior to Podio we used 37signals’s Basecamp product (for about two years). When Basecamp became Facebook for business, we dumped the product and sought out an organizational alternative.
We explored tons of websites and demoed many products, but ultimately we settled on Podio for its flexibility and easy-to-follow user interface (UI). We actually have a plot posted on the wall that says: “Can’t find it? Prior to becoming dissatisfied with Basecamp, I had come across Podio while browsing online one evening. Oval Business Solutions :: podio pal - Home. Welcome to our online Podio toolbox, a collection of free tools that we provide to showcase our Podio development capabilities, and to inspire ideas for other projects and integration work. We hope that you enjoy using them and, should you require your own custom implementation of any of the tools, please contact us for further information.
Maps Timeline Form Styler Maps Display all Podio items that have a location field on a Google map. CLICK TO LOGIN VIA Podio Timeline Display all Podio items that have a date field (and optionally, a progress slider) on a Gantt-style timeline. Form Styler Customise your Podio webform by using our point and click interface. PodioHelp – Inspiration, Answers, Facilitators. Freshbooks and Podio – Podio Help Centre. Freshbooks is a really cool online accounting and invoicing service. If you'd like to know how to use Freshbooks together with Podio and truly have a paperless office, you have to check out this page. It's a video story with Francois Botha, a South African entrepreneur who gets huge benefits from using Podio and Freshbooks together. Here's the video embedded as well: Connect Freshbooks with Podio by clicking the wrench icon on your app, then Integration (see screenshot below).
Choose Freshbooks in the page that follows. Then follow the instructions to connect your Freshbooks account (see screenshot below). Now you are ready to be paperless :) Oval Business Solutions - podio features. Within workspaces, teams use Podio Apps to structure and execute their work. The Podio App Market gives you access to over 700 free apps, built by Podio users for all kinds of industries and business functions. Every app can easily be customized to suit your team. Project Management apps Structure the responsibilities, deadlines and content for a project team. CRM apps Manage leads and track sales with easy to use reports and pipelines. Marketing Management apps Plan and execute marketing campaigns, content creation and social media. IT support apps Enable IT system users to report issues and assign engineers to remedy them. Recruiting & HR apps Track job candidates, interviews and employee progress reviews.
Build-your-own apps – The Podio App Builder The power behind Podio's unrivalled flexibility and the efficiency it gives Podio users, comes from the Podio App Builder. Webforms Turn any app into a webform for your website. Integrations.