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 file. 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 admin settings, you will need to select relevant key dates for each category so they would show on all files in that category.

Configuring Key Dates 

To add key dates to files 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. 1. Click Admin Settings located in the left pane. 
   

2. 2. Click on Files tab, and then select Key Dates on the left menu. 
   

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3. 3. To add a new date, click Add in the top grey pane. 

4. 4. A pop-up window will appear for you to fill in necessary details. Mandatory fields are marked with *. 

 

5. 5. Once finished, click Save. 
   

Go here to try it in Thread.

After creating key dates in your admin settings, you will need to select relevant key dates for each category so they would show on all files 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. 1. Click Admin Settings located in the left pane. 
   

2. 2. Click on Files tab, and then select Key Dates on the left menu. 
   

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3. 3. Select the date you wish to edit and click Edit in the top grey pane. 

4. 4. A pop-up window will appear where you can make changes to the key date. 

5. 5. When finished, click Save. 

Deleting Key Dates 

If, for any reason, you need to delete a key date from Thread, you can do so easily.  

Note: you can delete a key date from a particular file in the File Management tab however deleting a key date in Admin Settings removes it permanently from Thread. 

1. 1. Click Admin Settings located in the left pane. 

2. 2. Click on Files tab, and then select Key Dates on the left menu. 

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3. 3. Select the date you wish to delete and click Delete in the top grey pane. 

4. 4. A confirmation window will pop up asking you to confirm your decision. Click OK. 

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