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Thursday, December 13, 2018

Podio: use workflows to automate your processes

Podio Tip #8

The more work you do in Podio, the more you can automate it. Workflows is a feature that can take away the manual, repetitive stuff involved in organizing your work.

Workflows is based on "if this, then that" logic. For example:

  • If you create a new item, then workflows can create a related task for you
  • If an item is updated, then workflows can add a comment to mention you asking for your input

In our Help Centre you'll find a video tutorial and guide to creating your own basic workflows.

With advanced workflows on Podio Plus and Premium you can go a lot further.

They'll enable you to get more detailed and pick specific actions that will trigger workflows, e.g. change the status of a project to "In progress" and advanced workflows will create a set of deliverables related to the project.

Find out more about the potential of advanced workflows, or upgrade today to create your own. 

Best regards,

Team Podio

P.S. Podio will even calculate how much time each of your workflows saves you. So you'll know the time you can spend on other things, or how much earlier you can finish for the day! 

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