Matter History
Once you have created a matter, you can follow the matter timeline via the Matter History tab available on any page within the matter. The Matter history will keep you updated on the most important actions that are happening throughout the progress of the matter.
Matter History feature is available in Thread since 10th April 2025. To view matter history prior to this date, click on the Legacy File Activities report tab in the top right corner of the Documents page on the matter.
Viewing Matter History
1. Open any matter in Thread.
2. The Matter History icon
is located beside the Calendar icon, in the top right corner of all matters.
3. Select from the Drop-down menu whether you wish to view Recent activities or All activities.
Recent activities will always show activities from the last 2 weeks.
All activities will allow you to choose a date period for which you wish to see actions that happened, or view all.
4. Click the
icon to view specific users' actions within a matter. Search users or select their name(s) from the drop-down menu and click Apply.
5. Set your preferred filters, to show only particular types of activities, e.g. Matter details, Documents, Email, Call Log etc.
6. Use the search bar to look for activities by key words.
7. To export a Matter History Report (in excel format), click the Export
icon in the top right corner. Excel file will download to your device.
8. Expand or collapse a day or month to focus on specific items by clicking anywhere on the month or day bar.
9. Click on the info icon on the top right of the History window to see a description of all Matter History icons:
Editing items from the History
1. Clicking on any of the Document icons (including Bundle), will provide a document preview.
In the preview, you can click on the open icon in the top right corner to open the document in Word / Excel, so that you can amend it there directly.
Pdf documents will open same as opening from the Documents page.
2. You can make changes directly from History to the following items when clicking on the icon: Matter note, Task, Call log, Event & Undertaking.
A) Clicking on the Matter note
icon will open the matter note which you can edit as needed.
B) Clicking on any Task
icon will open the Task, which can be amended directly as required.
C) Clicking on any of the Call Log
icons, will open the Call Log, which can be amended directly as required.
D) The same applies when clicking on an Event
icon, i.e. the key date/appointment can be amended directly as required, as well as the Undertaking
icon.
3. Clicking on an Email
icon, will provide a pop-up preview of the email (incl. attachments, which can be downloaded directly if required).
The following items do not include a preview or edit option: Matter details (status / stage changed), Custom field, and Bill. 4. If you have made a change to an item from within the history, and you wish to see the latest updates, click the Refresh icon in the top right to view the latest changes.
Matter History provides a summary overview of a matter’s timeline. Please see Audit Logs for a more detailed overview. Related Articles
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