“Should I organize client project management using one workspace for all projects, or using a separate workspace for each project?”
This has always been one of the most popular question in the Podio Help Centre. Here’s our best advice.
The answer, to put it bluntly, is: “it depends.” The deciding factors are based on your business and the relationships you have with your clients. Are your projects often one-offs, or do you have longer, ongoing relationships with clients? How large are your projects – are they finished in a couple of weeks, or do they continue for months or even years? How many clients do you have? I’ll outline two potential situations, with suggested solutions.
A Brief Encounter
You run relatively quick projects – for example, content marketing assignments or web-design work. Using a single workspace for all projects along with the item share feature is likely to be most efficient for your team.
Here’s one way your team can organize your projects – including the app references and items shares that link everything neatly together, with the optimal way to get feedback from clients:
A Long-Term Relationship
You handle larger projects – for example, consulting work or relationships that are strategic as well as production based. Creating a different workspace for each client is advisable.
Here’s a look at how you can run projects in separate client workspace and tie them together to get the overview you need. Plus, who’s best to invite to these workspaces:
These are quite generic suggestions and I’m sure you’ll want to customize your Podio setup to a much greater extend, but we’d love to hear what you think.
