Tutorial - Podio
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This document provides an overview of key features and functions in Podio, including: 1. It describes the main sections of the Podio account interface, such as the workspace panel, app section, notifications button, and search panel. 2. It outlines how to create a workspace by pressing the "create workspace" button and filling in details, and how to invite other people to join. 3. It explains how to create an app within a workspace by choosing from existing apps or building a custom one, and how to add fields like text boxes and multiple choice questions. 4. It provides guidance on setting up a survey form within an app, including selecting fields to display, setting the title and
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Tutorial - Podio
- 2. •Understanding your Podio account •How to make a workspace •How to make an app •Knowing your role and of others in your workspace CONTENT
- 4. After you login to Podio, this is the page you should see
- 5. Here is what the chat menu, when pressed will look like
- 8. This is the notifications button .It allows you to see all your notifications Tasks Calendar The rest of the remain options. Seems we some notifications Contacts
- 9. This allows you access to your Workspace The rest of the remain ing options
- 10. Here all your portfolios are listed. If you are in more than 1 you will see them here as well This is what the workspace panel looks like
- 11. Click this to access your workspace List of options for your workspace
- 12. This is what your workspace would look like
- 13. This shows the list of members in your workspace
- 14. This is your app section. Each Workspace has a different list of apps according to their need.
- 15. You can use apps that are not already available on your workspace. Such as a survey app
- 16. How to make a workspace
- 17. To Create a Workspace, Press the create workspace button in the “Go to Workspace” section
- 18. Now Enter a name and for the workspace & chose the access setting. When done press “Create and Invite” & invite people to your workspace Note Workspaces can only be made by VPs
- 19. How to make an app
- 20. This is what the Add App looks like when pressed. Now you either choose from the list of apps already, available on Podio, or you can build your own.
- 21. This is the create app section. Here you can enter the name of the app & other information regarding the app
- 22. The other options you can select from according to your need
- 23. For example we need a new survey. Enter the name and add description and press “Create App”
- 24. This is the next screen that will appear in front of you. ow you add fields as shown by dragging and dropping them her
- 25. Drop down button You can click on the dropdown button on the symbol of the field & select properties of question. For example it is required field.
- 26. You can use the text box for text base Q&As type your questions in this section You can use the category box for multiple choice question base Q&As Type your questions in this section Then add the choice in this box. As you type one choice. An option to add another will open below it . As shown below Option for adding more choices Here you see the will see the responses once there are any. They will be displayed in the boxes you see on the right . When you are done with adding fields press “Done”.
- 27. Response Boxes Here you see the will see the responses once there are any. They will be displayed in the boxes you see on the right
- 28. First press this Then press “Webform “ Now press the settings button and then press the web form button. Both are highlighted Red
- 29. This is what your survey form would look like. Now there various thing you can do. You can use this to select the fields that you want to see on your form. As you can see, the only ones I want are ticked here and can be seen there
- 30. You can select the Title & Description Click this to and change the title and description and they will be displayed as show above
- 31. You can select theme of your form so that you can change how it looks
- 32. You can also add spam protection against robot inputs by enabling CAPTCHA
- 33. Embed Code & Shareable link for when you want to publicly share your survey for
- 34. This is what you see after pressing “Save & Share”. You can copy the link for sharing and share it where it is needed. Once copied press “Done”.
- 35. Check the responses of the webform here
- 37. 37 ing back to your workstation you can also press the setting button on the member bo It appear only after you place your cursor over the member box
- 38. 38 Now press “Manage members”
- 39. Here you will see the roles of the different members. You can learn what these admin members can do by reading the section on the right
- 40. That ends our tutorial for today. Learn more by exploring by yourself GOOD LUCK!