Kelley Markoff
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Articles
Recent activity by Kelley Markoff-
Member roles in workspaces
In Podio we have different types of admin roles and member roles in workspaces and in organizations. We have two types of admins: the workspace admin and the organization admin. We also have contr...
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Using Messaging/Chat
You receive incoming messages in the chat pane on the right. You can close the pane if you want more room for content when you're not in a conversation - Podio will alert you about incoming message...
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Service Users
What is a Service User? A Service User is a type of user like an external client or employee but is reserved for Podio Support and our trusted Partners. This allows you to give Support or your Pa...
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Pricing
This chart outlines the various features that are available on each Podio plan (click to enlarge): Our free version allows up to 5 employees and 5 external members across your workspaces. Clien...
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Workflow Automation: Delete Item
Use Delete Item to delete the current Podio Item. This action is completed by the Main Account Holder by default. The chosen User must log in once every 30 days to keep a Valid Refresh Token and ha...
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User Management
In an upgraded Podio organization, organization administrators will have access to the User Management page. To access this, click on the three dots to the right of your organization name in the le...
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Changing or adding a domain
People joining Podio with an email address in the same domain will be added to the same Employee Network so that they can keep in touch within the company (and perhaps get out of those inefficient ...
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Workflow Automation: Get Referenced Item(s)
Use Get Referenced Item(s) to collect the data from any Item that is referenced to the current Item using Podio's Relationship Field. This collector is not required to update a referenced item. Use...
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Workflow Automation: Trigger By Day or Date
Flows triggered By Date or Day are run on specific dates or days and have no initial App context since they are not triggered by any Podio data. Flows created in this area, are scheduled to run ev...
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Workflow Automation: Using Chart Flows
Chart Flows in Workflow Automations can be used to convert any Podio App Report into a data chart. This Report must be created in the Podio App before creating a Chart Flow. These flows can be set ...