How to use WorkStreams

Note: WorkStreams must be enabled by Workstorm.

A Stream is a unified dashboard designed to help manage projects and matters. They organize Tasks, Channels, and Files into one pane of glass, allowing teams to collaborate securely and efficiently.

Using Tasks

Using Channels

Using Files

For an overview of how to create and manage Streams as an Admin, click here.

Using Tasks

Any member of a Stream can create and manage their own Tasks, as well as assign other members as Assignees and Watchers of those Tasks. Please see the following table for a breakdown of Task permissions: 

Role	Description	Access
Stream Admin	Manages a specific Stream	Can view and edit details of all Tasks in the Stream
Task Owner	Created the Task	Can view and edit Task details
Task Assignee	Assigned to the Task	Can view and edit Task details
Task Watcher	Granted visibility on the Task	Can view Task details, but cannot edit them

Tasks Panel 

The Tasks panel provides a brief overview of tasks you have permission to view or edit in a Stream and displays the top tasks with approaching due dates. Click on the Tasks header to open the full Tasks dashboard. Select each column header to sort Tasks by the ascending or descending values in that column.

Additionally, select the Settings gear icon beside the Tasks header to reorganize your Tasks. Check or uncheck boxes to show or hide the columns. Click and drag the ellipsis to the left of each name to change the order of columns. 

Tasks Dashboard

The Tasks dashboard provides a detailed view of all tasks you have permission to view or edit in a Stream. 

In addition to sorting and restructuring columns, members of a Stream can also filter tasks by specific field value. Select from the list of Quick Filters provided, or click +Add Filter to create your own. 

Creating a Task 

There are several different places a Stream member can quickly create a Task:  

• Streams Sidebar: Quickly create a task from anywhere in the platform. 

• Tasks Panel and Dashboard: Click the +Add Task button to quickly create a new task, straight from the panel or dashboard. 

Task Details 

In the New Task pop-up, members of a Stream may enter the following information: 

• Name 

• Priority (Not Set, Low, Medium, or High) 

• Status (Not Started, In Progress, Completed, or Blocked) 

• Start and Due Date and Time 

• Required Custom Fields 

• Description 

• Assignee(s) 

• Watcher(s) 

• Non-required Custom Fields 

To add Assignees and Watchers to the task, input the name of a Stream member into the search box and select the corresponding name. 

If there are additional custom fields to add, open the Custom Fields dropdown, select the relevant field, and assign a value. 

When finished entering task details, click the green Create Task button. You may also click the dropdown to reopen the task immediately or duplicate it. 

Using Templates 

Templates streamline the creation and organization of similar or duplicate Tasks. To create a template from an existing task: 

1. In the panel or dashboard, open the task from which you would like to make the Template. 
2. In the Task Details pop-up window, click on the Templates drop-down in the bottom-left corner.
3. Click Mark as Template.

4. Name the template and click Save as Template. 

To apply a template to a new task: 

1. Click the +Add Task button. 
2. In the bottom-left of the New Task pop-up, click on the Templates drop-down.
3. Click Apply Template and select one from the list provided. 

Task Files and Activity 

After creating a new task, the Owner, Assignees, and Watchers can upload files via the Files tab of the task pop-up. Files uploaded to a task appear both in the Files tab and in the Streams File repository, where they are accessible only by the aforementioned users. 

Additionally, users can review past actions in a task, as well as send messages, via the Activity tab of the task pop-up. 

Using Channels 

Members of a Stream can only view the Stream Channels to which they are added. 

Channels Panel 

The Channels panel provides a view of recent activity in your Stream Channels. Click on the pop-out icon to open the Channel in a new tab, or the ellipsis to quickly start a call and view files. 

Click on the Channels header to open the full Channels dashboard. Depending on the number of Channels in the dashboard, you can also click Go to Channels or View all on the right side of the panel. 

Channels Dashboard 

Once you open the full Channels dashboard, you can send messages, start a video conference, and share files as normal. For more information on how to use Channels, click here. 

Using Files 

Members of a Stream may view all Files shared via one of the following methods: 

• Shared within a Stream Channel, of which they are a member 

• Uploaded to a task, of which they are an Owner, Assignee, or Watcher 

• Uploaded directly to the Files panel or dashboard by any Stream member 

Files Panel 

The Files panel provides a view of all accessible files in a Stream. Click on a file to preview it and access the Full View, Download, Reshare, and Delete options. Click on the Files header to open the full Files dashboard. 

Files Dashboard 

In the Files dashboard, search the repository for files shared with you in the Stream. Click on a file to preview and view the full range of options, or quickly click on the icons to the right to Preview, Download, or Reshare. 

For more information about file storage in Workstorm, click here.