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Set Task Subjects - Admin
All tasks created on Thread must have a subject name. When creating a task, you can enter a unique subject, or you can use existing subjects created in Admin Settings. Having particular task subjects helps to better organise tasks, and allows users ...
Creating Tasks
With Thread, you can create tasks for yourself or your team members and link tasks to a specific file. Note: 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 ...
Tasks Page
Our Tasks page focuses on showing you the most relevant and important tasks that need completion, ensuring that you can keep up to date with your workload. Viewing Tasks You can view tasks based on when they are due, the user who created them, their ...
How To: Task Reports
Thread can automatically generate reports listing all tasks that have been created on the application. The report includes the name of the task, the subject, the file code (if linked to a file), the due date and time, a description, the status, and ...
Creating and Deleting Contacts
New contacts can be easily created on Thread by using the Quick Create Button in the bottom right corner. Once you've created a contact, you can link it to a file, add important documents, answer relevant questions, and much more. 1. Click on the ...