Podio

Quick Start Guide to Project Management

January 22, 2024

Contributed by:

P P

Podio is ideal for project management. Whether it’s for internal projects or client projects that need a high level of visibility for all stakeholders, Podio can be a flexible tool that facilitates collaboration and eliminates miscommunication.

If you haven’t created your Podio account already, you can sign up here.

Start by installing the Project Management app pack and watch this short tutorial video.

After you’ve watched the video, get your hands dirty and modify the app templates to fit your team’s processes.

You can create filters and reports once you’ve put project data into your apps to give you powerful overviews and useful dashboards for your projects.

A few pro-tips

In most cases, all projects can be managed in one workspace. This makes it easy to run reports and create filters across all projects.
If you have an external contractor or client that you work closely with and you want to avoid giving them access to your entire workspace, you can manually share each item that they need to access. If there are many items that they need to access, you may want to consider creating a workspace per project and inviting them in instead of using just one workspace. Their access is free.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Quick Start Guide to Project Management

January 22, 2024

Contributed by:

P P

January 22, 2024

Contributed by:

P P

Quick Start Guide to Project Management

A few pro-tips

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