Creating Tasks for Emails

If an email requires a follow up action, you can create a task directly from the email within the matter. 

1. 1. In the left pane of your Thread page, click Matters.  

2. 2. In the search bar provided, search for the matter on which you want to create an email task.  

3. 3. Click on the matter name.  

4. 4. Select the Emails tab on the matter. 
   

5. 
   

 

5. 5. Select the email for which you want to create a task 

 

You can use the Search box within the Emails tab to easily locate the relevant email.

6. 6. Click the ellipsis on the email and select Create task. 
   

 

7. 7. Create the task adding the Title, Matter, Description, Status, Due date, Priority, Stage and assign to the relevant user(s).
   

8. 
    
   

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

8. 8. Click Save. 

9. 9. The task(s) will automatically be added to the Tasks tab within the matter, and your To-do list. 

 

 

 

Any email Follow Up tasks (selected while composing an email), will also be automatically added to the Tasks tab within the matter,

and your To-do list. 

 

 

 

• Related Articles

• Tasks Management – Overview

  All your tasks can be managed directly from our To-do list page, where you can focus on the most relevant and important tasks, document reviews and calls that need completion, ensuring you are up to date with your workload. Create general tasks or ...

• Creating Tasks

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

• Quick Create Button

  With the quick create button, users can perform many functions instantly from any page on Thread. This means that you never have to leave the page you are on to create a quick task, add a call log or a quick bill, allowing you to save time on Thread. ...

• Creating a task via the Outlook add-in

  Creating a task via the Outlook add-in When adding an email and/or attachment(s) into your matter in Thread, you can create a task for this email and/or attachment(s) directly within the add-in, for any users to follow up on this, i.e. to respond to ...

• To-do list – Overview

  Our To-do list page is your focused area for all items you need to action, or follow up on, showing you the relevant tasks, document reviews and calls that need completion, ensuring you keep up to date with your workload. The To-do list page accessed ...