Streamtime

All you need to know about Jobs in Streamtime

Jobs

Get a quick overview of the job page with our quick start guide.

The Job Page: Quick Start Guide

Align your job structure with your agency’s workflow

Jobs: Creating a clear and scalable workflow

Creating a Job

Understand how job numbers function in Streamtime works and how to set up a system that works best for your agency.

How do job numbers work in Streamtime?

Learn how to create a reusable template job

Duplicating jobs and creating templates

Consider how templates and non-billable jobs sit within your agency

Non-billable jobs: Creating a clear and scalable workflow

Effectively handle and communicate scope changes internally and externally

Managing scope creep

A detailed breakdown of the updates included in the job's activity panel

What's tracked in the activity log

Learn more about Job Page list views and how to report on key job information without navigating away from the Job Page

How to report on your job from the Job Page

A self-paced course on building templates that reflect how you work

Interactive Course | Designing job templates

Everything you need to know about creating jobs

Getting started

What do the three status levels mean, how do they affect each other, and how can I best use them in my workflows?

How do in play, paused, and complete work?

Use labels to create custom statuses, group jobs and easily identify projects within Streamtime

Manage and organise your projects with labels

When you should archive a job, and how to refine your searches to find those jobs in the future

Archived jobs and where to find them

You need to add client purchase order numbers to your jobs and want to feature them on your invoice? Here's how to do it.

Client Purchase Order Numbers

Using statuses and labels to find and report on jobs

Organising jobs

Use the timeline to add and change dates on deliverables, add milestones, and export job timings to PDF for client-sharing

Planning and Sharing Dates with the Job Timeline

You can link job items together by joining them with dependencies, making setting timelines and dates a breeze.

Creating dependencies between job items

A visual representation of your items and their dates

Timeline

Group jobs into a Project Tracker with a shared target: great for campaigns. Or create a Repeating Group to manage a recurring retainer.

Groups: Quick Start Guide

Have something you're not sure about? Check this article here to see if we've already answered your question.

Groups: Frequently Asked Questions

Want to know how to use Groups to help manage your retainers? Read on for workflow advice into some popular setups.

Managing different retainer setups with Groups

Group Jobs together to help track retainers or large projects.

Groups (beta)

Different ways to set up and manage retainers in Streamtime

Managing Fixed Price Retainers

Working with Retainer Jobs

Find answers and get help from Intercom Support and Community Experts

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