Activities
Creating a File Note
You can create a quick note on any file on Thread that you can view in the File Documents page. This could include notes from a meeting with a client or information about the progress of a case, for example. 1. Click on Files in the left pane of your ...
Viewing File Activities by Type
In the File Activities tab, you can filter activities based on the type. This way, you can view all file notes or appointments within a file, for example. 1. Click on Files in the left pane of Thread. 2. Search for your file in the search bar ...
Column Options
With files and contacts on Thread, you can amend columns, depending on what is most relevant to you. So, if you don’t want to view a particular column, such as Office Location, you can remove it. Amending Columns for Files 1. Click Files on the ...
Group Activities
If you are used to organising file activities and documents into folders, you can continue this practice easily with Thread. The Group Activity feature allows users to create groups or folders for all file activities including documents, bills, ...
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 ...
Hiding Activity Log Items
Activity Logs are lists of activities automatically created by Thread when you perform certain tasks, for example, sending emails, or adding payments. These may not be important for you to view, and you have the option to see them or hide them. ...
Creating Alerts
The Alerts feature on Thread allows you to create alerts for file activities, such as a document, newly scanned items, or a bill. You can create alerts for yourself to schedule actions relating to file activities, or you can notify other users about ...
Turn on Notification for a File Activity
With Thread, you can add a notification to an item on the File Activity page so that you receive a notification about the activity any time you enter the file. You can also add other users to the activity and they will receive a notification about ...
File Activities - Overview
You can view and edit all activities you have carried out on a file in Thread within the file Activities page, including tasks, appointments, bills, expenses, documents, and more. 1. Click on Files in the left pane of Thread. 2. Search for your file ...