Onethread User Guide

The easiest tool to manage all your projects

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.

Table of Content:

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

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