Cheat Sheet - File Activities

Cheat Sheet - File Activities

Thread Legal Cheat Sheet  

File Activities 

Create File Activities 

Add documents, appointments, and tasks to files from the Activities page. Under File Documents, click Activities. Click New to create a Word doc or the arrow to create different types of activities. 

 

Record Working Time 

Ensure that time spent on file activities is accounted for. Under File Documents, click Activities. Select activities and click Log Time. 

 

Organise Activities 

Manage file activities by creating groups. On the File Documents page, click Activities. Select the activities you want to group and click Add to group activity. 

 

Bill For Activities 

Add multiple file activities to a bill easily with Thread. On the File Documents page, click Activities. Select activities and click Include in bill 

 

Duplicate Activities 

Instantly copy documents or activities to other files on Thread by selecting activities and clicking Copy to 

 


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