Hiding Activity Log Items
Activity Logs are lists of activities automatically created by Thread when you perform certain tasks, for example, sending emails, or adding payments. These may not be important for you to view, and you have the option to see them or hide them. Hiding activity log items means those items will not appear in the files Activities section. You can choose to view these again at any time.
1. Click on your Thread username, located in the top right-hand corner of the home page
2. Select Personal Settings.
3. Toggle Hide 'Activity Log' items setting to Yes and Save.
Cheat Sheet - File Activities
Thread Legal Cheat Sheet File Activities Create File Activities Add documents, appointments, and tasks to files from the Activities page. Under File Documents, click Activities. Click New to create a Word doc or the arrow to create different ...
Sending Email Record - How to show your sent email on activities page
There are two default email record settings on Thread that can be changed by editing your Personal Settings: 1. Activity Log. 2. Eml file. To change these settings, do the following: Activity Log Setting 1. Click your username in the top right ...
File Activities - Overview
You can view and edit all activities you have carried out on a file in Thread within the file Activities page, including tasks, appointments, bills, expenses, documents, and more. 1. Click on Files in the left pane of Thread. 2. Search for your file ...
Adding Emails to File Activities
Thread allows you to add emails to the file Activities page. Once you have added an email as a file activity, you can edit it to include a status, log time spent working on it, group it with other activities, copy it to other files, include it in a ...
If you are used to organising file activities and documents into folders, you can continue this practice easily with Thread. The Group Activity feature allows users to create groups or folders for all file activities including documents, bills, ...