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 ...
Popular Articles
Thread Development Roadmap
2nd May 2025 Dear customers, We are delighted that Thread V3 has been rolled out successfully to all our customers on 24th February 2025. This major version update was a part of a larger scale plan to provide an easy-to-use system that will help you ...
Thread V3 Release Notes 24th February 2025
Release Highlights New User Interface Streamlined interface for ease of use, with fewer clicks. New ‘To Do’ section, combining outstanding tasks, phone calls and documents for review. One easy place to plan and complete your workload. More focused ...
Add ins "Missing" on Outlook
Check the version of Outlook if on 32 bit. From Outlook click File Select Office Account then click About Outlook. The version will then be shown as highlighted below. If it is on 32 bit, Go to this file path C:\ Program Files (x86) \ eXpd8\ ...
Deploying the new Outlook Office Add-in - IT providers
To deploy Office Add-in you must have Global Administrator Role Permissions or equivalent. Step 1. Login Login to the Office 365 Admin Centre - https://admin.microsoft.com/ Step 2. Admin Page Click on the Settings Option in the Left Menu Step 3. Apps ...
Date Settings
If you need to change your date settings on Thread, you can do this through your Outlook web account, as Thread applies date settings as per your Outlook account settings. 1. Click this link ...