🕰️ Est. Time: 5 minutes

🎯 Goal: Learn how to collaborate with your team within jobs

🔑 Requirements: Permission to view and edit jobs

The activity panel allows you to collaborate with your team directly from the related job. You can use this area to:

The highlights panel is divided into two main sections to ensure you're fully in the loop at all times.

This view shows a chronological record of all item due dates, key milestones and invoices related to the job.

This tab is a live dashboard where key interactions and updates are tracked. It captures everything, from the creation of new items to the approval of quotes and the payment of invoices. Essentially, it's the comprehensive history book of each job you're managing - helpful if you're coming back to a project after a holiday.

You can read more on what's tracked in this view here.

Sometimes, bigger is better. Clicking the open drawer button enlarges the activity log, allowing you to see more entries at once.

You can filter what you're seeing on both the Dates and Activity tabs, keeping the most vital information visible. For example, you may choose to hide the activity log on a daily basis so you can easily jump into job posts.

Click on the filter icon in the top right of the highlights panel.

Teamwork is essential for success, so we designed a way for you to collaborate and brainstorm with your team, without having to switch tools.

Job posts are commonly used for:

Copy and paste the brief for your job, or just go ahead and write straight into a Streamtime post.

To get started, click on the plus button at the bottom of your Activity tab, type or paste your notes and hit save.

While we focus on helping you deliver projects on time and on budget, we've left file storage to the pros and have enabled hyperlinks so you can keep everything stored within your job.

Paste links to key folders, resources, research and even handy views in Streamtime for easy reference.

If you hover over the Post, you’ll see the pin icon, which keeps that Post at the top of the Activity section regardless of what’s happening below.

Comments can be added to the main Activity log, or directly within a Job Post. To add a comment, simply type your message into the text box and press enter to send it.

You can also tag team members in comments by using the '@' symbol.

When you tag someone, they'll get a notification in their activity drawer.

Comments in the activity tab can be shown on the jobs list, allowing you to keep track of your job's status.
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Head to Menu > Jobs and enable the column for Latest Comment. Learn how to create and save custom views here.

Recurring meetings and/or tasks are part of everyone's calendar so we've ensured you can add or update these from the activity panel too, by clicking on the repeat icon at the top of the highlights panel. If you're new to Repeating To Do's, check out this article.