Undertaking Group & Status - Admin
You can create undertaking groups and statuses if needed to further customise your Undertaking options.
Adding Undertaking Group
1. Click Admin Settings, under User Hub.
2. Click the Files tab.
3. In the left pane, click Undertaking Group.
4. Click Add in the top grey pane.
5. A pop-up window will appear. Enter a name for the undertaking group.
6. Click Save.
If you need to rename or delete undertaking group, simply click left of it to select it and choose Edit or Delete.
Adding Undertaking Status
1. Click Admin Settings, under User Hub.
2. Click the Files tab.
3. In the left pane, click Undertaking Status.
4. Click Add in the top grey pane.
5. A pop-up window will appear. Enter a name for the undertaking status.
6. Click Save.
If you need to rename or delete undertaking status, simply click left of it to select it and choose Edit or Delete.
Related Articles
Undertaking Types - Admin
Categorise undertakings added to Thread by assigning them a type. Undertaking types must first be configured in Admin Settings before they can be added to Thread. Adding Undertaking Types 1. Click Admin Settings, under User Hub. 2. Click the Files ...Activity Status - Admin
With Thread, you can add activity statuses that can be used across all file activities on the application, e.g. pending, dealt with, open, closed. Adding statuses to file activities allows you to view their progress as you can edit statuses as ...Admin Centre
Our Admin Centre contains all settings and configurations relating to Thread, including general settings, system configurations, file settings, and integrations with other applications. We have divided all admin settings into separate tabs, based on ...Group Activities per Category - Admin
Setting up Group Activities in the Admin Centre If you use a same set of groups for activities on files within a specific file category, you can set those up in your admin settings, so that they are available on each file within that category to ...Changing The Status of File Activities
Once activity statuses have been configured in Admin Settings, you can view and change the status of file activities. This allows you to see the progress of a document. You can also choose for the file owner to receive a notification in their pending ...