š°ļø Est. time: 3 minutes
āšÆ Goal: Quickly see what needs your attention and jump back into important work.
š Requirements: Access to your Streamtime account
š What is the activity panel?
The activity panel gives you quick access to core views across your account. It shows three tabs:
Starred: Jobs, quotes, invoices and groups youāve starred
Recently viewed: Work youāve opened recently
Notifications: For when someone needs your attention
Open it from the lightning bolt icon in your menu.
A blue dot on this icon means thereās new activity you havenāt seen yet (usually new notifications). Once you open the panel and view or mark these as read, the blue dot disappears.
To close the activity panel, click the lightning bolt again or click outside the panel.
ā Starred
Use this tab to keep important work within easy reach.
You can star:
Jobs
Quotes
Invoices
Groups
How to star and unstar
You can star or unstar from a few places.
Recently Viewed tab
Hover over the record and click the star icon.
From within a record
Use the ā® three-dot menu in the top right and choose Star.
From list views (jobs, quotes and invoices only)
Go to Menu > Jobs
Hover over the record
Click on the ā® three-dot menu on the far right
Star Job
Swap "job" in the above steps to achieve the same for a quote or invoice.
š Recently Viewed
This tab is a chronological list of jobs, quotes, invoices and groups youāve opened recently.
Use it to:
Jump back into ināprogress work
Reopen something you looked at earlier without reāsearching
š£ Notifications
This tab shows mentions on projects, either from a Job in general, or from a specific Job Post within that Job. Learn more about job posts here.
A blue dot appears when you have an unread notification. Purposefully designed to reduce noise, so you only jump in when you're ready.
Each notification includes:
The job name
The specific post where youāre mentioned
A preview of the message
The date and time stamp
Click a notification to jump straight to the job or thread.
Marking notifications as read
You can:
Address single notifications by hovering and choosing Mark as read.
Address all notifications by using the Mark all as read control at the top of the Notifications tab.
šÆ Extra activity
At the very bottom of your activity, you'll see a link to our referral program should you wish to share Streamtime with a peer and earn rewards.
Depending on your account and recent actions taken, you may also see the following activity:
Batch action updates show what you've started and how it's progressing.
Days left in your VIP trial (applies to leads that are trialling Streamtime).
š Global search
Just above the activity panel, you'll see a search icon which will allow you find any Groups, Jobs, Quotes, Invoices, Expenses & PO's in your account, even if you havenāt opened it recently.
You can also access that anytime by using the shortcut CMD + K on your keyboard.
By default, archived jobs or records included in them will be excluded from your search. Simply tick the box to "include archived" if you want to search everything.