Creating Tasks in Podio: A Step-by-Step Guide
- Access Your Tasks:
- Click the tasks icon in the top blue bar to view your existing tasks.
- Alternatively, hit ‘T’ on your keyboard from anywhere to quickly create a task linked to the item or page you’re currently viewing.
- Create a Task:
- There are several ways to create tasks:
- From Anywhere:
- Press ‘T’ on your keyboard to create a task linked to the current item/page.
- Using the Top Bar:
- Click the task icon in the top blue bar to access an overview of your existing tasks.
- Via Email:
- Click “Create a task from email” on the right side of your tasks page.
- Use the provided email address to create tasks related to specific workspaces by sending an email.
- Assign to Someone:
- Visit a team member’s profile page and add a task directly from there.
- Within an App Item:
- On any app item in Podio, find the Tasks section at the bottom and click “Add task.”
- From Anywhere:
- There are several ways to create tasks:
- Customize Task Details:
- When creating a task, you can:
- Assign it to anyone (even people who haven’t signed up for Podio yet).
- Set due dates and priorities.
- Add descriptions or comments.
- Attach files relevant to the task.
- When creating a task, you can:
- Manage Your Tasks:
- Use the task overview to see tasks you delegated, tasks you’re working on, and completed tasks.
- Collaborate with your team by leaving comments and attaching files to tasks.
- Monitor the activity log to track task history.
- Additional Features:
- Explore more advanced features in Podio, such as workflow automation, webforms, and reports.