Set Task Subjects - Admin

Set Task Subjects - Admin

All tasks created on Thread must have a subject name. When creating a task, you can enter a unique subject, or you can use existing subjects created in Admin Settings. Having particular task subjects helps to better organise tasks, and allows users to choose a subject from a drop-down menu.   

Adding Task Subjects 

Task subjects must first be configured in Admin Settings before they can be added to tasks on Thread. 

  1. 1. Click Admin Settings in the left pane of Thread. 

  1. 2. In the Admin Centre, click the General tab. 

 

  1. 3. In the left side menu, click Task Subject.   

 

  1. 4. In the top grey pane, click Add. 

  1. 5. A pop-up window will appear. Enter the name of the task subject you want to add.   

 

  1. 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. 1. Click Admin Settings in the left pane of Thread. 

  1. 2. In the Admin Centre, click the General tab. 

 

  1. On the left menu, click Task Subject.   

 

  1. 3. Select the task subject you want to rename and click Edit in the top grey pane. 

  1. 4. In the Edit Setting pop-up that appears, enter a new task subject name.   

  1. 5. Click Save. 

Deleting Task Subjects 

If you want to remove a task subject from Thread, you can do this easily. 

Note: If you have assigned a subject to tasks on Thread and then remove it in Admin Settings, the subject will disappear from the particular task(s). 

  1. 1. Click Admin Settings in the left pane of Thread. 

  1. 2. In the Admin Centre, click the General tab. 

 

  1. 3. On the left menu, click Task Subject.   

 

  1. Select the task subject you want to remove from Thread and click Delete in the top grey pane. 

  1. A confirmation window will appear asking you to confirm your decision. Click OK. 

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