Creating Tasks
Creating Tasks
The quickest way to create a task is by using the quick create button in the bottom right corner. You can do this from any page on Thread as a pop-up window will open for you to create the task.
1. Click on the quick create button in the bottom right corner.
2. Click Tasks.
3. A pop-up window will appear for you to fill in necessary information. Here, you can include a task subject, priority level, due date and time, the status, assign the task to other Thread users, and link it to a specific file. Make sure to include a description of the task in the Details box.
Note: If you have task subjects set up through Admin Settings, they will appear in the Subject drop-down menu4. Once finished, click Create.
Note: You can also use the Quick Create button to make a new task when located in a specific file on Thread, and it will automatically link it to this file. See:
Creating a Task in a File
1. Once inside the file, in the File Documents - Activities tab, click the drop-down box beside New in the top grey panel.
2. Click Task. A pop-up window will open for you to fill in relevant details. The task will be automatically linked to the file you are in. You can assign the task to other team members by including their names in the People field.
3. Click Create.
OR
1. Under the File Documents section within a file, click on the Tasks tab, located in the list below.
2. Once inside the Tasks section, click Add. A pop-up window will appear for you to fill in relevant details. The task will be automatically linked to the file you are in.
3. Click Create.
Create a Task for a Document
1. Once inside the file, in the File Documents - Activities tab, select the document you want to create a task for, and choose Task from the drop-down box beside New in the top grey panel.
2. A pop-up window will open for you to fill in relevant details. The task will be automatically linked to the file you are in and the document selected, so that you can open the document directly from the task. You can assign the task to other team members by including their names in the People field. You can have multiple documents selected if needed.
3. Click Create.
Note: You can create tasks for other activity types also, but only tasks created for documents will have a direct link to the document, other activity types will not include direct link in the task.Related Articles
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