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How Everything Connects

This doc explains the relationships between PSS Podio apps—how they link together and why it matters.

The Hub-and-Spoke Model​

Think of your Podio workspace like a wheel:

  • Projects = The hub (center)
  • Everything else = Spokes connecting to the hub

Every item eventually traces back to a project. This keeps information organized and findable.

🔍 Click diagram to expand

The Relationship Hierarchy​

Here's how things nest:

LevelAppBelongs To
1Projects— (top level)
2StagesProject
3TasksStage AND Project
4SubtasksTask (which belongs to Stage/Project)

A task knows its stage, its project, and (if it's a subtask) its parent task.

When This HappensThese Links Are Made
New project created5 Stages → linked to project
New project createdSafety record → linked to project
Stage becomes "Active"Tasks created → linked to stage AND project
Task has subtasksSubtasks → linked to parent task
Link TypeWhen You Do It
Customer / GC → ContactsWhen creating/editing a project
Related Tasks on SafetyWhen connecting safety items to specific tasks
Linked Projects on ContactsWhen adding a contact to a project

Links are bidirectional. If Project A links to Stage B, then Stage B links back to Project A.

This means you can navigate in either direction:

From Project:

  • Click Linked Stages → see all 5 stages
  • Click Linked Safety & Compliance → see safety records
  • Click Customer / GC → jump to contact

From Task:

  • Click Linked Stage → jump to that stage
  • Click Linked Project → jump to the project
  • Click Dependencies → see prerequisite tasks

Task detail page showing relationship fields like Linked Stage and Project

Why This Matters​

1. Everything Is Findable​

Start at any point and navigate to related items. Looking at a task? One click to see the whole project.

2. Data Stays Connected​

When you update a project's PM, every linked stage and task still knows who the PM is (through the relationship).

3. Filters Become Powerful​

You can filter tasks by their project's fields:

  • "Show tasks where project's Division = Concrete"
  • "Show tasks where project's PM = Sarah"

4. Automations Know Where to Put Things​

When the system creates tasks, it uses relationships to put them in the right place automatically.

The Task Dependency Chain​

Tasks have a special relationship: Dependencies.

This isn't a parent-child link. It's a "this waits for that" link.

Task A (Independent)
    │
    └──► Task B (Depends on A)
              │
              └──► Task C (Depends on B)
  • Task B can't start until Task A is complete
  • Task C can't start until Task B is complete

When you complete Task A, Task B automatically moves to "In Progress" and the responsible person gets notified.

Task showing dependency chain in activity feed - status updates flow through

Relationship Fields Reference​

Projects App​

Relationship FieldConnects ToType
Customer / GCContactsSingle (one contact)
Linked StagesStagesMulti (5 stages)
Linked Safety & ComplianceSafetyMulti

Stages App​

Relationship FieldConnects ToType
Linked ProjectProjectsSingle (one project)
Task OverviewTasksMulti (many tasks)

Tasks App​

Relationship FieldConnects ToType
Linked ProjectProjectsSingle
Linked StageStagesSingle
Linked Parent TaskTasksSingle (for subtasks)
DependenciesTasksMulti (prerequisite tasks)

Safety & Compliance App​

Relationship FieldConnects ToType
Linked ProjectProjectsSingle
Related TasksTasksMulti

Contacts App​

Relationship FieldConnects ToType
Linked ProjectsProjectsMulti

Template Relationships (Behind the Scenes)​

The template apps also have relationships that the automation system uses:

AppRelationship FieldConnects To
Task TemplatesLinked SubtasksSubtask Templates
Subtask TemplatesLinked Main TaskTask Templates

You won't interact with these directly. GlobiFlow uses them to know which subtasks to create for each main task.

Common Navigation Patterns​

"I have a task, where does it belong?"​

  1. Open the task
  2. Check Linked Stage → tells you the stage
  3. Check Linked Project → tells you the project

"I want to see all tasks for a project"​

  1. Open the project
  2. Click any Linked Stage
  3. Look at Task Overview

Or use a view in the Tasks app filtered by Linked Project.

"I need to update contact info for a project"​

  1. Open the project
  2. Click Customer / GC
  3. You're now in the Contacts app—edit there
  4. Changes reflect everywhere that contact is linked

"What's blocking this task?"​

  1. Open the task
  2. Check Dependencies field
  3. Click through to see the prerequisite task(s)
  4. Check their Status—are they complete?

Mental Model Summary​

ConceptAnalogy
ProjectsA job folder
StagesTabs in the folder
TasksSticky notes on each tab
SubtasksSmaller sticky notes on a sticky note
RelationshipsStaples holding things together
Dependencies"Wait for this first" notes

Everything connects. Nothing floats alone. That's how you keep hundreds of tasks organized across dozens of projects.

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