Manage & Collaborate On Email Intense Projects Inside Gmail With Streak [Chrome]

Google Chrome Logo   Manage & Collaborate On Email Intense Projects Inside Gmail With Streak [Chrome]Streak is a powerful Gmail project management add-on for Chrome. It comes with templates for many different types of projects, for example customer support or event planning. In Streak, projects are called pipelines. You can add boxes to your pipelines, fill the boxes with information, e.g. incoming and outgoing email, comments, people responsible etc., and track the progress of each box.

What turns this add-on into pure awesomeness, is that you can share a pipeline with people in your team and thus collaborate on the respective project. Streak adds a whole new layer to Gmail and makes email based project management easy and accessible.

Installing Streak

After installing Streak from the Chrome Web Store, log into your Gmail account, and grant access to Streak by clicking the respective button, as seen in the screenshot below.

Streak Grant Access   Manage & Collaborate On Email Intense Projects Inside Gmail With Streak [Chrome]

Streak will request access to your email address, your Google Calendar, Mail, Contacts, and Profile Information. Once access has been granted, you can set up your first project with Streak. You should also notice, that a new header was added to your Gmail sidebar – Pipelines.

Streak Create Project   Manage & Collaborate On Email Intense Projects Inside Gmail With Streak [Chrome]

Setting Up a Project Or Pipeline With Streak

For the purpose of this article, I will demonstrate Streak with a Trip Planning project. Streak supports the following professional and private project or pipeline types:

  • Sales / CRM
  • Hiring
  • Email Support
  • Dealflow
  • Fundraising
  • Product Development
  • Bug Tracking
  • Journalism
  • Event Planning
  • Trip Planning
  • Wedding Planning
  • Lending
  • Custom Pipeline

All your projects are listed under the pipelines header in your Gmail sidebar. Each project is organized a little like a separate inbox. A project consists of boxes that go through different stages. The boxes are independent elements of your project or pipeline. In our example, they could represent legs of a trip.

The project status is summarized in the bar on top, with each field representing a project stage. You can customize those stages and add additional ones if necessary. For a trip, an additional stage could be receiving approval from all participants before booking.

Streak Trip Planning   Manage & Collaborate On Email Intense Projects Inside Gmail With Streak [Chrome]

You can add as many boxes as you want and ideally, they will all travel through each project stage. For each box you can assign someone who is responsible, specify the costs, location, and whatever else you need. Again, you can customize each column and add additional ones.

Managing Projects With Streak

Once you have roughly outlined the project and are entering the first stages, you will begin to receive emails concerning various boxes (elements) of your project. Time to note the new Boxes button on top of every email you read. You can use the button to add your emails to project boxes or create new boxes whenever necessary.

Streak Add Email to Box   Manage & Collaborate On Email Intense Projects Inside Gmail With Streak [Chrome]

When you return to your project overview, you can open each box and see which emails were added to it and what else has happened in the meantime. For each box you can leave comments, set reminders or unfollow its updates, in case it no longer concerns you.

Streak Inside a Box   Manage & Collaborate On Email Intense Projects Inside Gmail With Streak [Chrome]

An overview of all recent changes in the entire project is accessible via the updates tab. When you are looking at the project overview, notice the grey button in the top right. Click it to open and close the updates tab. Click the little arrow to open the menu and select which updates you want to see.

Streak Updates   Manage & Collaborate On Email Intense Projects Inside Gmail With Streak [Chrome]

Collaborating With Others On Streak

Streak is great for managing solo projects. However, what makes it really powerful is that you can share each of your projects (pipelines) and thus collaborate with others. Open a project and click the blue Share button on top to open the Sharing Settings. He you can change the project from private to shared and add people to your project.

Streak Share Settings   Manage & Collaborate On Email Intense Projects Inside Gmail With Streak [Chrome]

If the person you have shared a pipeline with is already using Streak, the project will automatically appear in their list. If they are not yet using Streak, they will receive an email explaining a pipeline was shared with them and that they need to install Streak to access it.

Demonstration Of Streak For Customer Support

Since Streak is so complex, it’s rather difficult to explain. It’s much easier to understand when seen in action. Here is a demonstration of Streak for a Customer Support pipeline.

Additional Features: Send Later & Snippets

Streak comes with two more awesome features. First, you can now schedule emails to be sent later. Second, you can create snippets from messages you keep sending and thus create templates and save time on future emails.

Please let us know what you think of Streak once you have tried it. And if you know of similarly awesome tools for Gmail or Chrome, do share!

The comments were closed because the article is more than 180 days old.

If you have any questions related to what's mentioned in the article or need help with any computer issue, ask it on MakeUseOf Answers—We and our community will be more than happy to help.

5 Comments -

0 votes

Yiz Borol

Yeah I’ve used this before, the hardest part about this is getting other people on board, people hate learning new things, especially if the old way ‘is okay’.

0 votes

Boni Oloff

Wow, looks like there are many good stuff in the chrome. But i still like Firefox better.

0 votes

grant uptain

I have an on-going problem that no one has been able to rid me of: The problem is that
of an unknown hacker that mimics my identity and is open to censoring and making
nasty comments( communist, traitor, and worse. I have been UNABLE to rid the
BASTURD from my DELL computer. What can I do? Who may I appeal to? What has
happened to computer security? I am at my wit’s end. HELP!
Diminishing Grant in Rocklin, CA95765

0 votes

Tina Sieber

Grant,

I’m not sure of the scale of the issue, but if you have reason to believe that the hacker has actually stolen your identity, I would consider reporting him (unknowingly) to the police.

If he is just causing havoc on your computer, have you considered re-installing your system?

In any case, I recommend asking a question at MakeUseOf Answers for some more ideas.

0 votes

grant uptain

My old appeal for HELP TO RID MYSELF from a very nasty hacker who has made
my life interesting by assuming my identity, my alter ego, feeling very secure in
calling me undesirable names ( I can almost hear them laughing as I now type),
cutting me off as it pleases him, her or it. No appeal for help has come to
fruition.
grant