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Collaborating with your team

House client briefs and more, with comments from the team and track key job information with our activity log

Updated this week

πŸ•°οΈ Est. Time: 5 minutes

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

πŸ”‘ 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:

  • Create and store posts for client briefs, links to important resources and more

  • Mention and notify your team

  • Manage internal conversations

πŸ” The highlights panel


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

Dates

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

Activity

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.

Filters

Both tabs allow you to filter what you're seeing, keeping the most vital information front of mind. 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 next to 'viewing everything' at the top of the highlights panel.

✏️ Posts, comments and more


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

Post your briefs

Job posts are commonly used for:

  • Client briefs

  • Meeting notes

  • Internal brainstorming

  • and more

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.

Comments

Team members can then contribute comments, allowing for a consolidated discussion about the meeting, all in one location.

A comment is a user-generated entry that can either sit directly in the Activity tab, or within a specific job post. To add a comment, simply type your message into the text box and press enter to send it.

Mentions

You can also tag team members in comments by using the '@' symbol, much like you would on your favourite social media platform.

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


Link to your files

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.

Keep track of your latest comment

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.

πŸ” Repeating To Do's

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 from the top of the highlights panel. If you're new to Repeating To Do's, check out this article.

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