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.
This article is for Admin. For an overview of how to use Streams as a Member, click here.
Creating a Stream
Only a Global Streams Admin, who is appointed by a Company Admin, can create new Streams. To create a Stream:
- Click on the Streams icon in the left sidebar.
- Click +Add > New Stream.
- In the New Stream pop-up window, give the Stream a name and a brief description. An abbreviation will be created automatically, but this can be customized as well.
- Click Create Stream.
Adding Members
Once the Stream is created, a new set of tabs will open in the pop-up window. In the Members tab, add members to your Stream and manage their permissions:
- Search for the user’s name or email and select the matching result.
- The Stream Admin who creates a Channel is automatically promoted to Channel Admin. To access Channel settings, or to add additional members to a Channel, click on the Settings gear icon to the right of its name. To remove a Channel, select the Trash icon.
- Click Save Changes.
Enabling a Stream
After their creation, Streams are disabled to ensure that Stream Admins can set up the proper member permissions and Channel structure. Before a Stream or Stream Channel can be accessed by members, it must first be enabled by a Stream Admin:
- In the Details tab, click on the Enabled toggle.
- Click Save Changes, close the pop-up, and open the Stream.
Creating Channels
Stream Admins can create Stream Channels before and after enabling the Stream for other members. Only Stream Admins can create new Stream Channels, be appointed as Stream Channel Admins, and appoint or demote other Stream Channel Admins.
Single Channel
There are several different places a Stream Admin can quickly create a Channel:
- Streams Sidebar: Click the ellipsis to the right of the Stream name to quickly create a Stream Channel from anywhere in the platform.
- Channels Panel: Click the +Add Channel button to quickly create a new Channel, straight from the Channels panel.
- Channels Dashboard: Click the +New Channel button to quickly create a new Channel, straight from the Channels dashboard.
Multiple Channels
In Stream Settings, Stream Admins can rapidly generate and build out several Channels:
- In the left sidebar, click on the ellipsis to the right of the Stream name and select Manage Stream.
- In the Channels tab, enter the name of your Channel and click the green plus button to add it to the Stream.
- When done, click Save Changes.
The Stream Admin who creates a Channel is automatically promoted to Channel Admin. To access Channel settings, or to add additional members to a Channel, click on the gear icon to the right of its name. To remove a Channel, select the red trash icon.
For more information on adjusting Channel settings and adding additional members, click here.
Managing Tasks
Stream Admins can view and manage all Tasks within the Stream. They can modify Task details, add or remove Assignees and Watchers, and create additional Custom Fields for use by members of the Stream.
Creating Custom Fields
Custom Fields are additional fields that can be optional or required by Stream Admins. To create a Custom Field:
- In the left sidebar, click on the ellipsis to the right of the Stream name and select Manage Stream.
- In the Custom Fields tab, click +New Field.
- In the New Custom Field pop-up, enter the name of the Custom Field and a brief description.
- Under Type, choose the option that makes the most sense for this specific field:
- Text: A blank-slate text box for letters and integers.
- Number: A blank-slate text box for integers only.
- Single Select: Multiple-choice selection that can contain text and/or number options.
- Input the Default Value, which automatically populates the field during task creation.
- If the field must be filled out for every task in the Stream, check the Required box.
- Click Create Field.