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. Once created, key dates can be used across Thread, including in template fields.
After creating key dates in your Settings, you will need to select relevant key dates for each category so they would show on all matters in that category. Configuring Key Dates
To add key dates to matters on Thread, they must first be configured in Admin Settings. When configuring new key dates, you can include the date category, the number of days before reminders should be sent to your Outlook, and the time(s) you receive reminders.
1. Select the settings tab
on the bottom left of your menu.
2. Select Matters and then Key Dates.
3. To add a new key date, click +Key Dates in the top right corner.
4. A pop-up window will appear for you to fill in necessary details. Mandatory fields are marked with *.
Include the name of the key date.
Set the number of days before you wish to receive reminders on Outlook.
Indicate your Outlook status during the key date.
Include the category of the key date.
Toggle to receive reminders all day or between certain hours.
5. Once finished, click Save.
Go here to try it in Thread. After creating key dates in your firm Settings, you will need to select relevant key dates for each category so they would show on all matters in that category. Editing a Key Date
You can edit a key date at any time to change the name, the category, the number of days before reminders appear, and your status during the key date.
1. Select the settings tab
on the bottom left of your menu.
2. Select Matters and then Key Dates.
3. Select the date you wish to edit and click Edit in the top grey pane.
4. A pop-up window will appear where you can make changes to the key date.
5. When finished, click Save.
Disabling Key Dates
If you no longer need to use some key dates in Thread, but you don't want to delete them, you can disable them instead so they would no longer appear as options when creating new key dates.
1. Select the settings tab
on the bottom left of your menu.
2. Select Matters and then Key Dates.
3. Select the date you wish to disable and click Enable/Disable in the top grey pane.
4. A window will pop up on the side where you can toggle on to disable. Click Save.
Deleting Key Dates
If, for any reason, you need to delete a key date from Thread, you can do so easily.
You can delete a key date from a particular matter in the Matter Management tab however deleting a key date in firm Settings removes it permanently from Thread. 1. Select the settings tab
2. Select Matters and then Key Dates.
3. Select the date you wish to remove and click Delete in the top grey pane.
4. A confirmation window will pop up asking you to confirm your decision. Click OK.