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      3. Welcome to Streamline

      Getting Started with Streamline

      If you're new to Streamline, follow these steps to get started!

      Last updated: November 2024

      This guide is designed to help you get acquainted with the platform and take full advantage of its core features. Whether you’re new to the platform or seeking to understand its fundamental features, these Knowledge Base articles outline the essential topics to help you get started and navigate the core functionalities of Streamline.

        Note: the Getting Started process takes about 1.5 hours to complete. The first 50 minutes are spent watching the recorded training playlist (Step 1). The last 40 minutes are dedicated towards hands-on practice (Step 2). There is an optional (but suggested) extra hour of training available as well (Step 3).

        Note: All of these articles are hand-picked guides to understanding how to make the most of the essential functionalities with Streamline and include video guides, step-by-step tutorials, and more information alongside them.

        1. Getting Started with Streamline
          1. Streamline Onboarding: Go live in 4 easy steps
          2. Logging In, Logging Out, and Changing Your Password
        2. ADA & Compliance
          1. Using the Accessibility Assistant
          2. Completing Your Transparency Checklist
        3. Creating Content
          1. Content Management: Filters, Tabs, and Version Control
          2. Understanding All About Page Types and Adding New Pages to Your Website.
          3. Using Lists and Text Formatting
          4. Adding Images: Steps to upload and insert images into a page. 
          5. Managing Files on Your Site & adding them to a page
          6. Using Accordions to Organize Content
          7. Creating and Using Forms on Your Site
          8. Managing Meetings with Streamline
        5. Featuring Content
          1. Adding to the Menu: A guide on how to add new items to the website's navigation menu.
          2. Adding content to your homepage & carousel
          3. Creating Teasers: Highlighting content on different parts of your Streamline
          4. Adding, Removing, and Customizing Quicklinks
        6. Preferences
          1. Customizing Your Site's Look and Feel with the Theme Customizer
          2. Adding users and managing permissions
        7. Troubleshooting & Getting Support
          1. How to Get Support for Your Streamline Website

        This outline serves as a roadmap to mastering Streamline, ensuring you have all the information needed to build, manage, and optimize your website effectively. Each section will link to detailed articles that provide in-depth instructions and tips, guiding you every step of the way.

        Next, complete core tasks on your own

        Here are some core concepts that every Streamline site master should know how to do:

        1. Make sure you have your Streamline site URL(s) handy and have a username and password -- if you don't for any reason, reach out via email here: support@getstreamline.com
        2. Create a new Page and add it as a teaser to your homepage on your Web site (see how)
        3. Learn how to update and customize your home page (see how) 
        4. Add some meetings / agendas via the Meeting tab on your Web site (see how)
        5. Add some items to your Compliance tab on your Web site (see how)

        Other Suggested Tutorials

        Optional Step 3: Want to learn more? Advanced Topics (copy of presentation)