Using Sessions in Streamline

Sessions are where you go to view what workflows are in progress within your Streamline project. This guide walks you through how to get started with sessions and track workflow progress easily.

Step 1: Give the Right People Access

Before starting a session, make sure everyone who needs to participate has access to the project.

• Navigate to the top right of the project page

• Click on “Access”

• Add any team members or collaborators who should be involved

Tip: Only users with access can view or interact with sessions.

Step 2: Start a New Session

Once access is set up, you’re ready to begin!

• Click the “New Session” button to initiate a new workflow

• A session will automatically begin from the first step of your configured workflow

Step 3: Track Sessions in Progress

After starting a session, you’ll see it listed in the Session Table. Here’s what you’ll find:

• Status – Shows whether a session is in progress or completed

• Start Time – Indicates when the session was initiated

• Session ID – A unique identifier for each session

If a session is still in progress, click the session link to open it. You’ll be taken directly to the most recent step, so you can easily resume progress.

Tip: Streamline automatically saves session progress — no need to start over if you step away!

Reminder

Sessions help your team collaborate in real time or asynchronously. Make sure to keep your project access updated so the right people can pick up where others left off.