01. Getting started

Welcome to Streak!

Learn your way around Streak

Introduction to Streak pipelines

Pipelines deepdive: column types

Build your pipeline with templates

Auto fill your pipeline from your inbox

Import leads, contacts, and deals into Streak

Native integrations and automation

Follow-up tasks in your pipelines

Invite your team to collaborate in Streak

02. Email effectively

Send mail merge with automatic follow-up

Manage your mail merges and quota

03. Track people and companies

Contacts and organizations

Add contacts and organizations, share emails automatically

04. Prioritize your work

Saved views: filter and segment your pipelines

How to create saved views

Pipeline reports and dashboards

Custom reports with saved views

Follow-up tasks in your pipelines

Learn how to use tasks in Streak to track follow-ups, stay organized, and manage next steps without leaving Gmail. This lesson covers creating tasks, updating them as you work, viewing all tasks in the Upcoming panel, and syncing your tasks to Google Calendar.

Related articles

Create tasks to manage your follow-up and to-do list in Streak

View all of your tasks in the sidebar