Creating Tasks

With Thread, you can create tasks for yourself or your team members and link tasks to a specific matter.  

When creating tasks, ensure that the Status field is filled with any of the options from the drop-down menu. 

Creating Tasks

The quickest way to create a task is by using the quick create button at the bottom right corner in the menu pane on the left. 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 title, priority level, due date and time, the status, assign the task to other Thread users, and link it to a specific matter. Make sure to include a description of the task in the Description box. 

1. Enter Task Title or select from pre-set task subjects. 

2. Search for the matter this task should be linked to. 

3. Update the task status. 

4. Assign the task to relevant user/s. 

5. Set the task priority. 

4. Once finished, click Save.  

If separate tasks for each user are required, be sure to select Create multiple tasks in the bottom left corner. 

If you have task subjects set up through Admin Settings, they will appear in the Subject drop-down menu.

Creating a Task in a Matter 

If you are already in a matter on Thread and want to create a task specifically for this matter. 

1.Select the Tasks section of the matter from the top bar.   

2. Click Task. A pop-up window will open for you to fill in relevant details. The task will be automatically linked to the matter you are in. You can assign the task to other team members by including their names in the Assign to field and clicking Apply. 

3. Click Save.  

Create a Task for a Document 

If you want to create a task for a specific Word document in a matter, you can do this so the task will link directly to that document.  

If you would like to instead create a document review task, click on the Assignee in the documents list for a document that you would need reviewed. This document review task will be visible in the Document review tab in your To-do list. See here for more details.

1. Once inside the Matter, in the Documents tab, locate the document you want to create a task for, click on the ellipsis on the right or just right click on the document, then click on Create task. 

1. Select the Document you want to add a Task to 

2. Click the ellipsis on the right. 

3. Select Create task. 

2. A pop-up window will open for you to fill in the relevant details. The task will be automatically linked to the matter 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 Assign to field. 

3. Click Save.  

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