Onethread User Guide
Last updated
Last updated
Welcome to the Onethread User Guide. This User Manual includes all the necessary information to use the system application, Onethread. This manual outlines the system functions and capabilities, contingencies, different modes of operation, and step-by-step approaches for system application access and use in descriptive form. This manual contains and uses actual app-based graphical photos for easy understanding. Select any photos and click on them. You will see the original photo with much more details.
This user guide format is an ongoing process and adds more information daily. It may be altered if another format is more suitable for the project.
No
Name
Page link
1
Introduction of Onethread
1.1
Why should you choose Onethread?
1.2
Who is it for?
1.3
What are the benefits?
1.4
What is the impact on the local & global markets?
1.5
Hierarchy of Onethread
2
Uses & benefits
2.1
Learn more about Onethread!
2.2
Installation from Web Browser & App
2.3
Benefits
2.4
Plans & Pricing
3
Getting Started
3.1
Sign up
3.2
Login
3.3
Accessing the Main Interface
4
Managing Company
4.1
Add new Company
4.2
Employee Directory
4.2.1
Colleague
4.2.1.1
Add People as a Colleague
4.2.1.2
Invite to Join a Company
4.2.1.3
Remove Colleagues from a Company
4.2.1.4
Change Role for Colleagues
4.2.2
Department
4.2.2.1
Create Department
4.2.2.2
Add colleagues to a department
4.2.2.3
Edit a Department
4.2.2.4
Remove Colleagues from a Department
4.2.2.5
Delete a department
4.3
Setting up Company Profile
4.3.1
Set Up Company Profile Picture
4.3.2
Change Company Profile Picture
4.3.3
Set up Descriptive Information
4.3.4
Edit Company Basic Information
4.4
Vendor Management
4.4.1
Add Vendor to a Company
4.4.2
Remove Vendor From a Company
4.4.3
Add Vendors to a Project
4.5
Timesheet
4.6
Report
4.6.1
View Report
4.6.2
Create Report
4.6.3
Add Contents to a Report
4.6.4
Function of Contents
4.6.5
Report Templates
4.6.6
Delete Report
4.6.7
Export Report
4.7
Company Settings
4.7.1
Edit Company Name
4.7.2
Template Configuration
4.7.3
Role & Permission
4.7.4
Subscription & Billing
4.7.5
Delete a company
5
Managing Project
5.1
Create Project
Project Dashboard
Create Item in a Project
Active Item
Item Action Button
Project Item Export
Different Views for Item
List View
List View Action Button
Board View
Add Status from Board View
Edit Status from Board View
Delete Status from Board View
Calendar View
Gantt Chart View
5.2
Add Teammates to a Project
5.2.1
Add Teammates from “+ Add Teammates”
5.2.2
Add Teammates from “+ Add Department”
5.3
Project Action buttons
5.3.1
Edit a project
5.3.2
Archive a project
5.3.3
Unarchive a project
5.3.4
Clone a Project
5.3.5
Delete a Project
5.4
Sprint
5.4.1
Create a Sprint
5.4.2
Add Task to a Sprint
5.4.3
Create Tasks in Sprint
5.4.4
Remove Task from a Sprint
5.4.5
Edit a Sprint
5.4.6
Start a Sprint
5.4.7
Add/ Create/ Remove Task in ongoing Sprint
5.4.8
End a Sprint
5.4.9
Sprint Overview
5.4.10
Sprint report
5.4.11
Delete a Sprint
5.5
Discussion Room
5.5.1
Create Discussion Room
5.5.2
Add Teammates to a Discussion Room
5.5.3
Update Discussion Room Name
5.5.4
Delete a Discussion room
5.6
Wiki
5.6.1
Create a Document
Edit a Document
5.7
Project Configuration
5.7.1
Add Delay Reason
5.7.2
Edit Delay Reason
5.7.3
Delete Delay Reason
5.8
Project Workflow
5.8.1
Create a Workflow
5.8.2
Delete a Workflow
6
Managing Items
Phase
Create Phase
Phase Modal/Activity Page Manage
See and edit the Phase Name
See Phase ID, creator's name, & Phase
creation time
Provide Start & Due Date
Set/Change Phase Priority
Assignee
Add Assignee to a Phase
Remove Assignee from a Phase
Change Phase Status
Set Reminder for a Phase
Write a Description for a Phase
Add Issues to a Phase
Remove Issues from a Phase
Add Dependency Task to a Phase
Remove Dependency Task from a Phase.
Subtask
Create Subtask in a Phase
Set Information for a Phase Subtask
Attach/Upload Files to a Phase
Subtask
Remove Files from a Phase Subtask
Submit a Phase/Subtask for Review
Comment on a Phase
Reply in a comment on a phase
Phase Item Copy Public URL
Phase Progress Bar
Task
6.1
Create a Task
Click here
6.2
Task Modal/Activity Page Manage
Click here
6.2.1
See and edit the task name
Click here
6.2.2
See task ID, creator's name, & task
creation time
Click here
6.2.3
Attach files
Click here
6.2.4
Create subtasks
Click here
6.2.5
Write a Description
Click here
6.2.6
Add Blocked by task (Dependency task
add)
Click here
6.2.7
Submit a task or subtask for review
Click here
6.2.8
Add/Remove Assignee
Click here
6.2.9
Provide Start & Due Date
Click here
6.2.10
Set/Change Task Priority
Click here
6.2.11
Set/Create a new Label
Click here
6.2.12
Edit/Remove Label
Click here
6.2.13
Change Task Status
Click here
6.2.14
Set Story Points
Click here
6.2.15
Set Task Reminder
Click here
6.2.16
Set Task Repetition
Click here
6.2.17
Access Custom Field
Click here
6.2.18
Revised Start date/ Due date update
Click here
6.2.19
Feedback Loop
Click here
6.2.20
Copy Public URL
Click here
6.3
Smart Task Search
Click here
7
More Features
7.1
Views
7.1.1
List View
7.1.1.1
List View Action Buttons
7.1.2
Board View
7.1.2.1
Adding status from Board view
7.1.2.2
Editing status from Board view
7.1.2.3
Deleting status from Board view
7.1.2.4
Board View Action Buttons
7.1.3
Calendar View
7.1.4
Gantt Chart View
7.2
Create an Announcement
7.3
Group By
7.4
Phases
7.4.1
Create a Phase
7.4.2
Delete a Phase
Click here
7.5
Milestone
7.5.1
Create a Milestone
7.5.2
Add Milestone to a Phase
7.5.3
Delete a Milestone
Click here
7.6
Issues
7.6.1
Create an Issue
7.6.2
Add Time Entry for an Issue
7.6.3
Delete an Issue
Click here