Best Practices when first setting up

When I started with Podio 11 years agoā€¦ I had no idea there was a ā€˜bestā€™ way to get set up from the start. For exampleā€¦ I used my own email and setup the admin account on my regular working daily account. I get pummelled with emails from the system for anything and everything, vs just the stuff I really need to say on a day to day basis. Notifications are a landfill of uselessness as a result. I see that was a mistake nowā€¦ 11 years later. Any words of wisdom on setting up correctly from the start, BEFORE I open my paid account? Thanks all.

Scott A.

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really need to SEE** I meant

Write out everything you plan on doing on paper before you get started. This will force you to flush out the details and help to keep you on track.

Also, you can turn off emails.

You are going to be so much happier here.

Everything. Just. Works.

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I set ā€œSilenceā€ to nearly all automation and turned off email notifications to prevent notifications from multiple apps.

Screen Shot 2024-11-19 at 10.16.28

If I need to be notified of something more important, I create automation to add a new record to my custom task app. That task app is my go-to place to see what I must do that day/week/month, allowing me to add it to my Google Calendar directly from the record. Also, my task app is the only one with the ā€œShow in Focusā€ active.

Screen Shot 2024-11-19 at 10.30.01

Tape Focus is a simple ā€œTo-Doā€ app that allows you to see the records you have assigned across all Tape apps. To keep things organized, the task app to is the only app that can add items to my Focus.

Basically, turn all notifications off and handle the critical things on a custom Task app. You can easily create automation to improve your system as you go on.

Thank you! Good suggestions. Should I create my new account with my personal email addressā€¦ or with an Admin addresss?

My Podio build ballooned over the years and is hugeā€¦ so I think it will take me some time to move it on over.

What I REALLY need is for there to be a GlobiMail type solution for all we do with all our tenants, vendors, clients.

I really like what Iā€™m seeing with Tape thoughā€¦ and that it just worksā€¦ what a concept LOL!

Iā€™m really interested by your Tasks build. I need to reimagine my own ballooned Podio build and make it smaller and tighter. Thanks for your input and screen shots. Much appreciated.

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Check out a template I created to handle email communications without leaving Tape.

This template uses Postmark API and is similar to Globimail. Let me know if you have questions about setting it up.

Thanks Luis for the video. Really impressive. Iā€™m only evaluating Tape at the momentā€¦ but its a hands-down winner over Podio. Iā€™m going to move overā€¦ just working out the details of how/whenā€¦ but email is a big needed item when that time comes. Thanks again!!

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No problem. Iā€™m happy to help.

If you need help migrating from Podio to Tape, contact @jacquelynmay. Her team created a migration tool to help you move data between apps. Here is more info: Free Podio to Tape Migration Tool

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