Related Articles
Viewing matter events
1. Click Matters on the left pane of your Thread. 2. Search for the matter you would like to view the events for, by using the Search matter functionality and/or the filters, to narrow down your search. 3. Click on the Events tab in the top grey pane ...
Viewing Key Dates Across Matters
Viewing Key Dates Across Matters You can view all key dates on matters across your organisation in the Key Dates page of Thread. You can view key dates by type, matter owner, category, office location, and within a certain date range. If you wish to ...
Managing Key Dates on a Matter
Once key dates have been created in Admin Settings, you can easily add them to your matters. When a key date has been entered on a matter, the matter owner and the user adding the date will see it in their Outlook calendar and receive a reminder in ...
Key Dates - Admin
The Key Dates feature on Thread allows you to add important dates such as commencement dates, court dates, or agreement dates to your matter. With this feature, you can set reminders for key dates which automatically link to your Outlook calendar. ...
Creating Appointments
With Thread, you can create appointments that automatically appear in your Microsoft Outlook calendar. You can also create a Microsoft Teams meeting, and link appointments to specific matters. Creating Appointments with Quick Create The easiest way ...