Application Overview & Behavior

6 articles

Default Work Role & Type Logic

Concept. When a time entry or work item is processed, Thread automatically determines which Default Work Role and Work Type to apply. Instead of requiring manual selection every time, Thread resolves…

Updated by Tmack

Inbox: Getting Started

The Inbox Viewer. We will start with the left most section, the Inbox viewer. I have split this section into 3 subsections. Red - This section is constant across all workspaces. It includes views tai…

Updated by Andy Althouse

Inside Views

Inside the View. There are two display options for view, first is the inbox view and then the list view. In the display you can also set how you sort the columns. State : All = every ticket that matc…

Updated by Andy Althouse

Navigating a Thread

The Thread. This is where the magic happens. Threads are the heart of Inbox — where conversations, updates, and actions all come together in one place. Let’s walk through an example thread and cover…

Updated by Andy Althouse

Thread Control Panel

The Control Panel keeps all thread-related details in one place — giving you instant visibility into the contact, context, time tracking, and AI insights for the thread you’re viewing. From here, you…

Updated by Andy Althouse

Notifications

Notifications in Thread keep you informed about what matters most — without overwhelming you. They’re fully customizable, letting each user decide how and when they’d like to be notified. Whether you…

Updated by Andy Althouse