🕰️ Est. Time: 10 minutes + documenting time

🎯 Goal: Roll out with confidence, regardless of your team size.

🔑 Requirements: Full permissions.

You’ve refined your setup, defined your workflows, and built your foundations. Now it's time to bring your team on board and make Streamtime part of your team’s everyday routine.

Creating a guide lets you document how you use Streamtime and why; a helpful reminder during busy periods. It becomes your go-to resource, taking the guesswork out of day-to-day work.

It doesn’t need to be polished. A simple Google Doc or Notion page works perfectly.

Working solo? It’s still worth documenting your key workflows and saving useful links so everything’s easy to find when you need it.

When your team understands why you've chosen Streamtime, adoption becomes smoother and more meaningful. They're not just learning software; they're part of a deliberate choice.

Take time to walk your team through three things.

Help your team understand the product and our mission behind it.

For example:

Streamtime is a project management tool built for the creative industry. It's designed to help us balance productivity, wellbeing, and profit, without anyone burning out. Head to streamtime.net to see what they're about.

Share what made you excited about Streamtime. This is personal and specific to your business.

Here are some real quotes from customers who've made the switch:

Be clear that Streamtime is there to support and empower your team, not to micromanage. Show them how the insights will help you make better decisions together.

Transparency builds trust. Your team will feel more invested when they understand the full picture.

For example:

We're using Streamtime to understand where time and resources really go across our work. When we see that projects consistently run over, we can make smarter decisions, whether that's pushing back on scope with clients or providing extra training and support. This helps us take care of ourselves and each other.

List the key people your team should reach out to with questions and concerns.

Account subscriber: This is the person who can make permission changes, handle billing, and manage account-level decisions.

Super users: The people who champion Streamtime internally and can answer day-to-day questions. Learn more about super users here.

Your guide should cover both how your team works and how your Streamtime setup is structured. Think about the habits, systems, and decisions that keep everything running smoothly.

Include things like:

Point your team to key resources so they can find answers independently:

Understanding Streamtime

Working efficiently

Your data

It's time to pick your go-live date, if you haven't already. This is when your team will start using Streamtime.

We recommend allowing 3-5 days between training and go-live so people have time to absorb before the pressure of real work kicks in, but don't leave it too long so the team forget what they learnt.

Choose what works for your rhythm.

Before go-live, make sure everyone has access and the right permissions. If you’ve already added team members but saved them without sending invites, send those now.

Start by introducing the areas most relevant to each role, such as:

Keep it simple. You might manage job labels and statuses yourself at first, until the team are settled. Add more features as confidence grows.

Keep it light. Training doesn’t need to be formal; a short Loom or quick team call works perfectly.

Working with an onboarding consultant? Let them know you’re ready. They’ll guide this step and tailor any sessions to your team’s needs.

Set up a shared space, like a Slack channel, where questions and updates can be shared openly. Visibility helps everyone learn faster and stay aligned.

You don’t need to do everything at once.

Think back to how you worked before Streamtime. Maybe you only used the basics or were juggling multiple tools. Focus first on what will bring the most value, then add more as you go.

End your first week with a quick check-in or retrospective: what’s working well, what’s confusing, and what should we adjust?

The goal isn’t to move fast, it’s to build steady habits that last.

You've done the hard work. Now it's time to launch Streamtime across your team.

Remember: change takes time.

Celebrate the progress you've made and focus on small, meaningful wins first. Maybe it's everyone logging their first few tasks, or your first invoice generated in Streamtime. Those moments matter and keep the momentum going.

Streamtime isn’t just a tool. It’s a way to build healthier, more sustainable ways of working.

Set a reminder for the future so you can run a quick annual check-up when the time comes. Then, when you’re ready, read our guide to learn how small, regular reviews keep your account tidy, your setup relevant, and your team thriving.