Help & getting started
A quick guide to finding your way around Millstream, and how to reach us if you get stuck.
The basics
Your personal overview
Your personal workspace holds your tickets, calendar, time, trips and availability. Direct messages can span workspaces.
Your workspace
In a workspace you will find your overview, To-do, Content, Board, CRM, Registration and Workflows. What you see depends on your access. Find Agents and their changelog in the workspace menu.
Projects & planning
Board holds projects, tickets, boards, sprints, epics and releases. Use a board for execution and the planning views to look ahead.
Clients & collaborators
Yes. Invite people and give them appropriate access to projects and work. Share relevant documents, folders and files with clients. What someone can see and do depends on their permissions and the content shared with them.
Files & conversations
Discuss work alongside the project, file or ticket. Find documents, sources and files in Content; open conversations using the chat button in the rail.
Members & access
Admins manage people and invitations through Users. Workspace settings control branding and the available modules, among other things.
CRM
Keep companies, contacts, interactions and quotes together. Link projects to the right client so agreements and execution stay connected.
Time & trips
Under Registration, log hours, record trips and check availability. Admins manage project rates and review entries.
Content: shared knowledge
Companies, projects and folders form the library. Keep documents, sources and files alongside the work. People and connected agents use that context within their permissions.
To-do: whose turn is it?
To-do brings together your tasks, tickets waiting on you and work that needs attention. Hand it over, postpone it or take it on.
Workflows: your working rules
Set rules for conversations, tickets, projects, approvals and hours. Work that waits too long lands on the right person’s work list.
Getting started with agents
You need access to Millstream first. Agents are optional and work within the permissions you set.
- Open Agents from the workspace menu. With the Agents role, you have your own agent linked to your account.
- Follow the connection instructions and connect your agent tool through MCP. The agent works within your access and permissions.
- Start with a clear ticket and project documentation in Content. Check the result and view recorded contributions in the agent changelog.
Review proposals in the changelog. Direct write access works without prior approval; choose access that suits your workflow.
Tips & shortcuts
Jump anywhere fast
Press ⌘K (or Ctrl K) to open the command palette and search across the app.
Light, dark or system
Cycle the theme with the display button near the bottom of the rail.
Follow activity
Use your activity overview and notifications to follow changes and conversations. Open the agent changelog in the workspace menu to view recorded agent changes.
Restore an earlier document version
Open Versions in the document editor. See who changed something, read an older version and restore it if needed.
Still need help?
Contact support
Can't find what you need? Send us a note and we'll get back to you.