Creating Alerts

Creating Alerts

The Alerts feature on Thread allows you to create alerts for file activities, such as a document, newly scanned items, or a bill. You can create alerts for yourself to schedule actions relating to file activities, or you can notify other users about a file activity by adding them to the alert. 

Alerts created in Thread appear automatically in your Office 365 Calendar. 

  1. 1. Click Files in the left pane of Thread. 

  1. 2. Search for a file and click the file name. 

  1. 3. You will automatically be brought to the File Activities page, located under File Documents. 

 

  1. 4. Select the item that you want to create an alert for. You can only select one item at a time. 

  1. 5. In the top grey pane, click the arrow beside New and select Alert. 

 

  1. 6. A pop-up window will appear. Fill in relevant details for the alert including the name, time, date, and organiser. You can invite other users by entering their email or name in the People field. 

 

  1. 7. When finished, click Invite. The alert will appear in your Office 365 calendar. 

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