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Podio Help Center
New to Podio? Great! Use our Getting Started to use the following information.
If you are just looking for quick information on the Podio feature set, please see Using Podio.
You can also browse the topics below for more information.
Knowing Podio
- The structure of Podio
- Introduction: Podio Basics
- Podio Case Studies
- Four steps to become a super user
- 10 tips to get your team on Podio
- Podio Support and Training options
Quick Start Guides
- Quick Start: Guide to Project Management
- Quick Start: Guide to CRM and Sales
- Quick Start: Guide to Accounting
- Quick Start: Guide to Recruiting
- Quick Start: Guide to Real Estate
Workflow Automation
- Getting Started with Workflow Automation
- Triggers
- Filters
- Get Actions
- Update Actions
- Sending Emails, PDFs, and Texts
- Chart Reporting and Tables
- ShareFile Integrations
- Other
- Troubleshooting
- Labs
Case studies: Project Management
- Applied Storytelling: Streamlining Client Project Management with Podio
- Millimeter Group: Pioneers in Project Management
- Growing, Improving and Never Compromising on Efficiency: Metonymy Media on Podio
Case studies: Client and Sales Management
- ESA: Revolutionizing how they deliver education with Podio
- Miinto Creates the Most Fashionable CRM System in the World, with Podio
Case studies: Marketing and Team Management
- How Cirque du Soleil Manages Marketing with Podio
- Working Wonders with Webforms at Time Warner Cable
- No Office. No Employees. No Email. How Makeshift Produces Their Brilliant Magazine
Video Tutorials & Webinars
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The development, release and timing of any features or functionality described in the Preview documentation remains at our sole discretion and are subject to change without notice or consultation.
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