Set Task Subjects - Admin
All tasks created on Thread must have a task subject / title. When creating a task, you can enter a unique subject, or you can use existing set subjects created in Settings. Having task subjects pre-set helps to create tasks faster, allowing users to choose an existing title from a drop-down menu when creating tasks.
Adding Task Subjects
Task subjects must first be configured in Admin Settings before they can be added to tasks on Thread.
1. Click Settings in the left pane of Thread.
2. Select the General tab.

4. Click Add on top right corner.
5. A pop-up window will appear. Enter the name of the task subject you want to add.
6. Click Save.
You can now add subjects to tasks on Thread, and view them in order of subject name on the Tasks page.
Renaming Task Subjects
If you need to rename a task subject on Thread, you can do this easily.
1. Click Settings in the left pane of Thread.
2. Select the General tab.
4. Select the task subject you want to rename and click Edit in the top pane.
5. In the Edit Setting pop-up that appears, enter a new task subject name.
6. ClickSave.
Deleting Task Subjects
If you want to remove a task subject from Thread, you can do this easily.
1. Click Settings in the left pane of Thread.
2. Select the General tab.

3. Click Task Subject.
4. Select the task subject you want to remove from Thread and click Delete in the top pane.
5. A confirmation window will appear asking you to confirm your decision. Click OK.
Related Articles
Admin Settings - Overview
Admin Settings - Overview Our Admin Centre contains all your firm settings and configurations relating to Thread, including general settings, system configurations, matter settings, and integrations with other applications. We have divided all admin ...
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. ...
Set Tasks Notifications emails to go to a specific folder in Outlook
Rules allow you to move, flag, and respond to email messages automatically. You can also use rules to play sounds, move messages to folders, or display new item alerts. The easiest and most common rule to create is one that allows you to move an item ...
Time Type - Admin
Time types can be set up in the Thread Settings by the firm administrators, allowing you to apply relevant time types to time records. Time types can be set as either Billable or Non-billable, dictating whether the time record with that time type ...
Matter Code Patterns - Admin
The matter code patterns section on Thread allows you to choose the pattern of how your matters are displayed. You can add patterns or separators that are specific to your firm. For example, a matter that has the matter code pattern ...