Note: Workstreams must be enabled by Workstorm.
A Stream is a unified dashboard designed to help manage projects and workflow. Streams organize Events, Files, Tasks, and Channels into one pane of glass, allowing teams to collaborate securely and efficiently. To learn how to create Streams as an Admin, click here.
Stream Dashboard
By default, a Stream‘s main dashboard contains four core panels: Events, Files, Tasks, and Channels. The Description panel can be revealed by selecting it from the Customize icon. Each panel can be moved, resized, or removed from the dashboard, allowing members to personalize their view. Below is an image of a Stream dashboard in the default layout:
To move a panel, click and drag the Grab icon (the 2×2 dots) in the upper-left corner.
To resize a panel, click and drag the Resize icon in the bottom-right corner.
To add or remove a panel, click Customize in the top-left corner of the window. Then, select the panel(s) you would like to add or remove. Click Reset to restore the dashboard to its default state.
Task Management
Any member of a Stream can create a Task. Stream Admins, the Task Owner, and Assignees of the Task can update existing Tasks. Please see the following table for a breakdown of Task permissions:
| Role | Description | Access |
| Stream Admin | Manages a specific Stream | Can edit details, upload files, and monitor activity of all Tasks in the Stream |
| Task Owner | Created the Task | Can edit details, upload files, and monitor activity of the Task |
| Task Assignee | Assigned to the Task | Can edit details, upload files, and monitor activity of the Task |
| Task Watcher | Granted visibility on the Task | Can view details, upload files, and monitor activity of the Task |
Tasks Panel
The Tasks panel provides a brief overview of your Tasks. Select a task to open the Edit Task pop-up. Click on the Tasks header to open the full Tasks dashboard.
Tasks Dashboard
The Tasks dashboard provides a detailed view of all tasks you have permission to view or edit in a Stream. Here, you can sort, search, and filter your Tasks. To return to the Stream dashboard, click on the Stream link in the top-left corner of the window.
Messages
Members of a Stream can only view the Stream Channels to which they are specifically added. For more information on how to use Channels, click here.
Channels Panel
The Channels panel provides a view of recent activity in your Stream Channels. Click the Expand icon to open the Channel in a new tab. Click on the Channels header to open the full Channels dashboard.
Channels Dashboard
The Channels dashboard displays a view of all the Channels to which you have access within the Stream. You can send messages, start a Video Conference, and share files within each Channel. To return to the Stream dashboard, click on the Stream link in the top-left corner of the window.
File Storage
Members of a Stream may view all files shared or uploaded to one of the following locations:
- A Stream Channel, of which they are a member
- A Task, of which they are an Owner, Assignee, or Watcher
- The Stream Files panel or dashboard
To learn how to share a file, click here.
Files Panel
The Files panel provides a brief overview of all accessible files in a Stream. Click on a file to preview it and select the adjacent ellipsis icon to view available actions. Click on the Files header to open the full Files dashboard.
Files Dashboard
The Files dashboard provides a detailed view of all files you have access to in this Stream. Here, you can sort, search, and filter your files. To return to the Stream dashboard, click on the Stream link in the top-left corner of the window.
Events
The Events Panel lists tasks in the Stream with approaching start and due dates. You may also sign in to your Microsoft 365 and Google accounts to display events in your connected calendars.
To create a new event, click the green +Add Event button. If you have not already, sign in to Microsoft and/or Google.
To display events from a connected calendar, click on the Settings gear. Then, check the Show Calendar Events box.
