Defining a structure for projects and processes – so that the organization of work is easy and established, rather than a task in itself – that’s what Podio is all about. In 2014, one of our big themes is to help you automate the recurring actions that make up your team’s daily work – your workflows.
Today we’re launching the first step, with Podio “workflows” – a new addition to your Podio apps. Here’s how it works:
With this release, you can now instruct your app to create a task or comment on an item, either when an item is created or when a particular update to an item is made.
Take, for example, time estimation for your client projects. You’ve got a Deliverables app with a duration field to indicate how long each deliverable should take to complete. You can now build a workflow to create a task for your project manager whenever this estimate is changed, so they can approve the time spend.
Should you customize your workflow to have your app create comments after a particular action, the comment is written by you but can use variables (the fields in the app) to enter data. This is done by using the @ symbol and choosing from the options that appear. For example, if the comment you created was:
“A new deadline of @Deadline has been chosen for this deliverable.”
Each time a comment is created it will enter the new deadline in place of @Deadline. This is particularly useful when you’re viewing updates in your activity stream, as you won’t need to go the item to see what the updated deadline is.
We hope that you’ll find Podio workflows a big timesaver in your team. And, that we can eliminate some of the manual tasks that break up your own flow – so you can stay focused and enjoy what you’re working on.
As I mentioned, this is just the first step and we will be adding advancements going forward. We’d love to hear from you, though. Let us know what workflows you’ll be creating with a comment below.
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