Help Articles

Learn how to manage file access and permissions when uploading and sharing files in Workstorm.

Learn how to create, add members to, and enable a Stream.

Learn how a Stream Admin can create new Channels within their Stream.

Learn how to use Templates to streamline the creation of similar Tasks within a Stream.

Learn how to create optional or required Custom Fields for Tasks in your Stream.

Global Streams Admins can quickly create another Stream from an existing Stream. 

Learn how to use Streams to organize your Events, Files, Tasks, and Channels.

Learn how to create a new Task within a Stream.

Every member of a Stream can create their own custom analytics dashboard for that Stream. The Analytics dashboard is member-specific and visible only to that member. Members can create various chart types for project visibility and tracking.  Create a...

Any member of a Stream can use an existing task template.  

Check out one of our favorite features accessible in Fully Featured view: Workspaces - a method of organizing your messages into a customized dashboard view.

Tips and best practices for getting the most out of your Workspaces

As a company admin, enable Two-Factor Authentication in Workstorm.

Learn how to create a Task from an email in your integrated Outlook inbox.

Learn how to access and organize documents across several document management systems.