Events
Viewing matter events
1. Click Matters on the left pane of your Thread. 2. Search for the matter you would like to view the events for, by using the Search matter functionality and/or the filters, to narrow down your search. 3. Click on the Events tab in the top grey pane ...
Creating Appointments
With Thread, you can create appointments that automatically appear in your Microsoft Outlook calendar. You can also create a Microsoft Teams meeting, and link appointments to specific matters. Creating Appointments with Quick Create The easiest way ...
Managing Key Dates on a Matter
Once key dates have been created in Admin Settings, you can easily add them to your matters. When a key date has been entered on a matter, the matter owner and the user adding the date will see it in their Outlook calendar and receive a reminder in ...
Events – Overview
The Events feature on Thread allows you to keep track of important appointments and key dates, such as client meetings, court dates, or agreement dates on your matter. With this feature, you can set reminders for appointments and key dates which ...