Thread V3 | Tasks | Help Center

Tasks
Creating Tasks for Emails
If an email requires a follow up action, you can create a task directly from the email within the matter. 1. In the left pane of your Thread page, click Matters. 2. In the search bar provided, search for the matter on which you want to create an ...

Popular Articles
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 ...
Providing Evidence of Microsoft 365 Licensing - MS Admin
Thread Legal requires evidence of Microsoft 365 licensing, to ensure that a client has the right licensing necessary to use the application. To provide us with evidence of licensing, please do the following: 1. Click on this link as a Microsoft ...
Adding hourly rates
An hourly rate can be set for each Fee Earner, by selecting the users name and typing an hourly rate. 1. In the top left corner of eXpd8 2. Select File then Settings: 3. Click on User Details tab Note: If eXpd8 is linked to eXpd8 accounts, be sure to ...

Tasks