Welcome to Workstream Help

Getting started

Read about best practices

Learn about project setup hierarchy

Learn to navigate Workstream

Customize your workspace

Search for an existing project

Create a project

Edit an existing project

Roll a project forward

Learn about project templates

Add a project template

Edit a project template

Manage template notifications

Learn about project types

Add a project type

Edit a project type

Update form due dates in a project

Extend form due dates for a project

Add form due dates to a template

Manage form due dates for the firm

Set up Workstream lists

Batch linking projects and returns

Linking clients

Manage project pools