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How do I get started with StreamWork?

StreamWork is a powerful review and approval platform that centralizes all your creative workflows in one place. Watch these 5 quick videos to get up and running.

Workspaces

If you’re an Admin or Workspace Manager, you can create dedicated workspaces for each department, client, or team—whatever structure works best for your organization. Once a workspace is set up, you’ll invite team members and contributors to join. Each workspace is separate, and users only have access to the specific workspaces they’ve been assigned to.

If you’re a Member or Contributor, you’ll be invited to the workspaces where you’ll collaborate. Simply accept the invite or click the shared workspace link to log in and get started.

 

To create a workspace:

  1. Select the “+” button.
  2. Invite anyone to join the workspace.
  3. Select a role for each person you invite.
  4. Click the workspace name to update any time.

 

Uploading assets

When you first get started with StreamWork, the best way to dive in is by uploading the next creative asset you’re working on. You can upload directly from your computer, drag and drop files, or import from Google Drive, Dropbox, or Box.

Once your asset is uploaded, you’ll be prompted to create a Project—this is where you’ll organize your assets by campaign or initiative. Projects can be shared with your entire workspace or kept private to you and select team members.

 

To upload an asset and create a project:

  1. Click “Upload” or drag & drop an asset into StreamWork.
  2. Assign the asset to a campaign or create a new one.
  3. Name the campaign, then define access.
  4. Hit “upload” to add the asset to the campaign.

 

Projects

Now that you’ve uploaded an asset to your first project, let’s take a closer look at how Projects work. Projects help you organize your creative assets—videos, images, PDFs, documents, slides, and more—into structured campaigns and folders (e.g., “Spring Sale”). Each project acts as a central hub for everything related to that initiative, including assets, approval workflows, and tasks.

Projects also include a dedicated space for your team’s creative brief. You can draft the brief directly in StreamWork or upload an existing document or link to ensure everyone stays aligned.

Managing project access is simple—you can toggle user access on or off at any time. Depending on your role, you can also invite contributors, such as external vendors or freelancers, to collaborate on specific projects.

 

To invite team members to a project:

  1. Click “Project info” to draft or upload a creative brief.
  2. Invite anyone — in your org or not — to join a project.
  3. Click on an asset to start collaborating.

 

Proofing and Approval Routing

Once your creative assets are uploaded into StreamWork, it’s time to start collaborating. Your internal team can click any asset thumbnail to open it in the Media Viewer, where they can leave comments, add markups, and even convert feedback into tasks for easy delegation. When you're ready to share the asset with stakeholders, you have two options:

1. Share links: Easily share an asset directly from the Media Viewer by clicking the blue "Share" button in the top right. Ideal for quickly sending files as view-only or when you want to collect comments without requiring formal approval.

2. Approval Routing: Send an asset through a structured review process for stakeholder sign-off. Perfect for routing creative work across multiple teams or individuals in a specific order—especially when decisions and approvals are required. You can create an approval routing workflow by clicking the routing icon in the top right of the Media Viewer.

 

To collaborate on an asset:

  1. Click on any asset.
  2. To draw on the asset, select the pencil icon in the top right.
  3. Start typing in the comment box to leave feedback. You can even turn a comment into a task.
  4. Click “Route for approvals” to route for stakeholder approval.

 

Task management

StreamWork also includes built-in task management, seamlessly integrated with your proofing and approval workflows. This allows you to manage everything—from to-do lists and campaign deliverables to individual comments on media—all in one place. How you use task management is up to you and your team.

Already using a project management tool like Asana or Monday.com? StreamWork integrates directly with both platforms, so you don’t have to change your current workflow—we simply enhance it.

 

To create tasks:

  1. Head to the Projects → task tab.
  2. Select “+ Task group” to organize tasks by group.
  3. Select “+ Add task” to create a task.
  4. Set due dates, assignees and priority.