Cheat Sheet - File Activities
Thread Legal Cheat Sheet
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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