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Podio for Project Management - Leveraging Checklists and Validation
In this episode, Nick Baldo explores how to leverage Podio and Glovy Flow for task management in real estate investment. He demonstrates how to build custom workspaces, assign tasks, create new flows, and handle incomplete tasks. He also delves into using the checklist feature across applications.
End to End Podio Training: https://www.incomedigs.com/pcc
Get the new App-Based Tasks & Checklists Template: http://bit.ly/taskchecklists
Free Download: https://www.incomedigs.com/qbosetupguide
Visit https://www.incomedigs.com/
Does your business use checklist to get things done? Check out how to implement your checklist process into Podio.
(0:00) Introduction and topic overview
(1:18) Building a custom Podio workspace
(3:06) Assigning tasks and setting default options
(4:42) Creating a new flow in Glovy Flow for task assignment
(6:48) Creating an error message for incomplete tasks
(9:28) Adding more fields and checking for completion
(11:22) Sending a comment when a project item remains incomplete
(13:27) Completing items on the checklist
(14:55) Utilizing the checklist feature in different applications
(15:32) Conclusion and contact information
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By Nick BaldoIn this episode, Nick Baldo explores how to leverage Podio and Glovy Flow for task management in real estate investment. He demonstrates how to build custom workspaces, assign tasks, create new flows, and handle incomplete tasks. He also delves into using the checklist feature across applications.
End to End Podio Training: https://www.incomedigs.com/pcc
Get the new App-Based Tasks & Checklists Template: http://bit.ly/taskchecklists
Free Download: https://www.incomedigs.com/qbosetupguide
Visit https://www.incomedigs.com/
Does your business use checklist to get things done? Check out how to implement your checklist process into Podio.
(0:00) Introduction and topic overview
(1:18) Building a custom Podio workspace
(3:06) Assigning tasks and setting default options
(4:42) Creating a new flow in Glovy Flow for task assignment
(6:48) Creating an error message for incomplete tasks
(9:28) Adding more fields and checking for completion
(11:22) Sending a comment when a project item remains incomplete
(13:27) Completing items on the checklist
(14:55) Utilizing the checklist feature in different applications
(15:32) Conclusion and contact information