Further details of question You are looking for someone to develop a website/web app that will have the following features: 1. Closed membership access platform consisting of members and service providers. 2. Members to be able to view services providers when accessing the backend/locked content and view their offered services/profiles 3. The ability for the …
There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with some …
Working for a client as a Podio developer, we created a SOP App to house the procedures that staff commonly performed. The app needed to be quick to reference, quick to update and display the information in the Podio mobile app and desktop easily. The company SOP app included: Name of Procedure Outline of Procedure …
This week I created an editorial schedule for a client in Podio. The main benefits to their business was: A place to store ideas, drafts and pre-approved and finished work in one Podio app A way to track the progress of a piece of content in Podio and have multiple people work on the one …
We were looking for a simple way to sync data from a Typeform to our client’s CRM, Podio. To do this, we had the form data sent using the Sender Notification feature. We were able to bring across three fields of data using the Subject, Body and Attachment. For more details on emailing data from a …
What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one …
It was a joy working with such a professional, organised events company. Every process was mapped out with specific deliverables, notes, requirements and dependancies (geeky, I know). What did they need from us? A little automation using project management software. Using one of our favourites, Podio, we worked on and proposed the following: Custom Events …