How to Create a Task from Email
Learn how to create a Task from an email in your integrated Outlook inbox.
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How to Update or Modify a Task
- February 18, 2025
- Nico Doret
Learn how to edit a pre-existing Task within a Stream.
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How to Create a Task
- Nico Doret
Learn how to create a new Task within a Stream.
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How to Create Custom Task Fields
- Nico Doret
Learn how to create optional or required Custom Fields for Tasks in your Stream.
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How to use Templates
- Nico Doret
Learn how to use Templates to streamline the creation of similar Tasks within a Stream.
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How to Create Stream Channels
- Nico Doret
Learn how a Stream Admin can create new Channels within their Stream.
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How to Join a Scheduled Video Conference
- Nico Doret
Learn how to join a scheduled Video Conference from the Workstorm Calendar or Microsoft Outlook.
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How to Set Custom Retention Policies
- January 24, 2025
- Nico Doret
Learn how to set custom Retention Policies, including expiration and legal holds, on conversations and Streams.
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How to Audit and Export Data for Compliance
- January 23, 2025
- Nico Doret
Learn how to conduct an audit on members of a company and Streams, as well as export the data for compliance purposes.
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How to Manage User Permissions
- December 27, 2024
- Nico Doret
Learn how to navigate and manage Workstorm’s hierarchy of user permissions.