How to Create Your First Project in the Streamline

Welcome to the guide on creating your first project in Streamline! In this article, we'll walk you through the steps to set up a new project, add data sets, configure search criteria, and begin building your workflow.

Step 1: Creating a New Project

Navigate to the Projects Page:
 

Once your users are configured and your data sources are set up, the next step is to create a new project. From the dashboard, click on the Create Project widget. This will take you directly to the Projects page, where you'll see a list of all your current projects as well as the option to create a new project. 
 

Create a New Project:

Click on the New Project button.

In the pop-up, give your project a name. You can also add an optional description to provide additional context for your project.

Access Your Project Canvas:
 

After naming your project, you'll be directed to project access. From here, you can configure which user/groups have access to the project. After deciding which users you'd like to assign to the project, you can click Create Project to continue on to the workspace, which acts as your canvas for building workflows.

Step 2: Add Your First Step

With your project created, the next step is to design your workflow. Each workflow is made up of steps, and the first one sets the tone for the process.

Add a New Step
 

Click Add Step to open a menu of options. In this guide, we’ll start with a Form step, since many workflows begin by collecting information from users.

Depending on your use case, you might also choose:

• Search Data – pull in existing information before moving forward.

• Deliver Data – send results to another app or system.

• Logic – create branching paths to handle different scenarios.

• Notification – send an email or alert to stakeholders.

• Document – automatically generate a PDF or other file.

• Sign – request signatures on important documents.

Note: If you’ve set up an integration, you can switch between step type tabs to view the ones you’ve connected.

Name the Step:

You can assign a custom name to this step, or leave it as the default name. 

Create a Form:
 

Once you've named your step, click on the step to customize your Form

Step 3: Preview your Project/Workflow

Preview the Form:

Once you’ve set up your search criteria, click the Preview button. This will give you a live preview of the form that will be used in your workflow, allowing you to see how it will appear to users.

Step 4: Finalizing and Saving Your Step

Once your search criteria is configured, click Close on the top right to finalize the step.

If you wish to make changes to this step later, there are three options:

• Rename the Step: Click on the ellipsis icon and select Rename to change the step name.
• Edit: Jump back into making changes.
• Delete the Step: If you need to remove this step entirely, select Delete from the same options menu.

Step 5: Next Steps

With your first step configured, you're ready to continue building your workflow! Select the direction you'd like to take your next step in from the bottom right and click the plus button. Please reference our section above if you need any help with building out the next step of your workflow. 

Congratulations on creating your first project with Streamline! You’ve learned how to set up a project, add your first step, and configure data searches. With this knowledge, you're well on your way to building robust workflows for your organization.

If you have any questions or need additional support, feel free to check out the other help articles or reach out to the support team.