Activity Status - Admin
With Thread, you can add activity statuses that can be used across all file activities on the application, e.g. pending, dealt with, open, closed. Adding statuses to file activities allows you to view their progress as you can edit statuses as documents are updated.
Documents that have a status attached to them can be viewed on the Pending Docs page.
Note: You can turn notifications on for changes in activity status. So, when a user changes the status of a file activity from Open to Dealt with, for example, the owner of the document will receive a notification.
Adding an Activity Status
Activity statuses can be added in Admin Settings. Once they are set up, they can be added to all files and documents across Thread.
1. Click Admin Settings under the User Hub tab.
2. In the Admin Centre, click the Files tab.
3. In the left menu, click Activity Status.
4. In the top grey pane, click Add.
5. A pop-up window will appear. Enter the name of the new activity status and toggle Yes to send notifications to the file owner when the activity status is changed.
6. Click Save.
You can now add the activity status to file activities on Thread.
See: Changing The Status of File Activities (threadsoftware.ie)
Editing an Activity Status
You can rename an activity status at any time and choose to turn on or off notifications when an activity status changes on a file activity.
1. Click Admin Settings under the User Hub tab.
2. In the Admin Centre, click the Files tab.
3. In the left menu, click Activity Status.
4. Select the activity status you want to edit and click Edit in the top grey pane.
5. A pop-up window will appear. Here, you can rename and turn off/on notifications for activity status changes.
6. Click Save.
Deleting an Activity Status
If you no longer want a status to be available for use across file activities on Thread, you can delete it easily.
Note: Deleting activity statuses from Thread will permanently remove them. All files that have that activity status attached to them will need to be updated.
1. Click Admin Settings under the User Hub tab.
2. In the Admin Centre, click the Files tab.
3. In the left menu, click Activity Status.
4. Select the activity status and click Delete in the top grey pane.
5. A confirmation window will appear asking you to confirm your decision. Click OK.
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