Projects
Each engagement with its phases, budget and progress, visible at a glance.
Example configuration 02
A project based business, with every project in view.
Projects, tasks and documents with clear responsibilities, reported the way the firm reads them. This is one example of what StreamTask becomes when it is shaped around project work.
Who this fits
An example, not a package. The shape is what matters; the details are configured around your business.
Architects, engineers, consultancies and agencies that deliver in projects with phases, budgets and deadlines.
Firms where several people share responsibility for one delivery and need to see who holds which part.
Businesses that report progress and invoicing per project, to their clients and to themselves.
What the system looks like
Projects
- Lighthouse Quarter, housing64%Ellen Whitmore
- Riverside school38%Oscar Bennett
- Harbour Office, refit91%Maya Sutton
Tasks
- Facade drawings, rev CLighthouse QuarterIn progress
- Client review meetingRiversidePlanned
- Building permit setHarbour OfficeDone
Responsibilities
- Ellen WhitmoreDesign lead
- Oscar BennettProject lead
- Maya SuttonSite contact
Documents
- Facade drawings rev CDrawing15 Sep
- Programme, RiversideBrief10 Sep
- Permit applicationFiling8 Sep
Reporting
Example data. Every company, person and figure shown is fictional.
What this configuration holds
Each part is a module of the same platform, connected to the others through the records your team already works in.
Tasks
The work inside a project, assigned and dated, seen per person and per project.
Responsibilities
Who owns which part, so nothing waits on an unspoken assumption.
Documents
Drawings, briefs and filings kept on the project they belong to, in the right version.
Reporting
Invoiced and remaining per project and per month, drawn from the same records.
Time
Hours against projects and tasks, for invoicing and for knowing where the weeks go.
How it grows
Start with what you need. Add what comes next.
Start with projects and tasks
The structure the firm already thinks in, kept in one place instead of in each person’s notes.
Add documents and responsibilities
As the team grows, the files and the ownership move onto the project too.
Add reporting and integrations
When the partners want the numbers live: invoicing, hours and progress from the same system.
Every StreamTask solution is introduced through a guided implementation: understood first, shaped with you, launched when the team is ready.
Currently onboarding selected businesses.
StreamTask is currently introduced through a guided implementation. We work closely with each business to configure the right structure, migrate existing information and prepare the system for launch.
Tell us a little about your business and we will get back to you personally.