Viewing Key Dates Across Matters

Viewing Key Dates Across Matters

Viewing Key Dates Across Matters 

You can view all key dates on matters across your organisation in the Key Dates page of Thread. You can view key dates by type, matter owner, category, office location, and within a certain date range. 

 
 

 

If you wish to export your selection, click on Export 
 

 

                

A pop-up window will appear 
 

Select Export to Excel or Export to PDF as preferred

 


Viewing Key Dates on a Matter 
 

View key dates on a matter at any time under the Events tab of the matter. 


1. Click on Matters in the left pane of your Thread page. 
2. Search for a matter by using the search bar. 
3. Click on the matter name to open it. 
4. Under Events tab, you can view any key dates and appointments your matter has here. 


 


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