Welcome to Onethread
  • Onethread User Guide
  • 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 How does it differentiate itself from others?
    • 1.5 What is the impact on the local & global markets?
    • 1.6 Hierarchy of Onethread
  • 2. Uses and 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 Log in
    • 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 Colleagues
        • 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 in a Company
        • 4.7.3.1 Add/Create New Role in a Company
        • 4.7.3.2 Update Feature Access Permission for Roles
      • 4.7.4 Subscription & Billing
        • 4.7.4.1 View the current subscription plan
        • 4.7.4.2 View payment due date
        • 4.7.4.3 Renew plan
        • 4.7.4.4 Upgrade Plan
        • 4.7.4.5 View invoices & payment history
      • 4.7.5 Delete a company
  • 5. Managing Project
    • 5.1 Create a Project
    • 5.2 Project Dashboard
      • Create Item in a Project
      • Active Item
        • Item Action Button
        • Project Item Export
      • 7.1 Different Views for Item
        • 7.1.1 List View
          • 7.1.1.1 List View Action Buttons
        • 7.1.2 Board View
          • 7.1.2.1 Add status from Board view
          • 7.1.2.2 Edit status from Board view
          • 7.1.2.3 Delete status from Board view
          • Assignee wise Board View
          • 7.1.2.4 Board View Action Buttons
        • 7.1.3 Calendar View
        • 7.1.4 Gantt Chart View
      • 5.8 Project Workflow
        • 5.8.1 Create a Workflow
        • 5.8.2 Delete a Workflow
      • 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
      • 5.4 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
      • 5.2 Add Teammates to a Project
        • 5.2.1 Add Teammates from “+ Add Teammates” button
        • 5.2.2 Add Teammates from “+ Add Department” button
      • 5.6 Wiki
        • 5.6.1 Create a Document
        • 5.6.2 Edit a Document
      • Project Vendors
      • 5.7 Project Configuration
        • 5.7.1 Add Delay Reason
        • 5.7.2 Edit Delay Reason
        • 5.7.3 Delete Delay Reason
      • 5.9 Role & Permission in a Project
        • 5.9.1 Add/Create New Role in a Project
        • 5.9.2 Update Feature Access Permission for Roles
      • Project Progress Bar
    • 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 Stakeholder
      • Create a Stakeholder
      • Edit a Stakeholder
      • Delete Stakeholder
  • 6. Managing Items
    • 6.1 Phases
      • 6.1.1 Create a Phase
      • 6.1.2 Phase Modal/Activity Page Manage
        • See the Phase ID, creator's name, and Phase Creation Time
        • Edit/Update the Phase Name
        • Provide Start & Due Date to a Phase
        • Change Phase Priority
        • Phase 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 in Phase Item
          • 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
        • Feedback Loop for a Phase
          • Comment on a Phase
          • Reply in a comment on a Phase
        • Copy Public URL for Phase
        • Phase Progress Bar
    • 6.2 Milestones
      • 6.2.1 Create a Milestone
      • 6.2.2 Milestone Modal/Activity Page Manage
      • 6.2.3 Add Milestone to a Phase
    • 6.3 Tasks
      • 6.3.1 Create a Task
      • 6.3.2 Task Modal/Activity Page Manage
        • 6.2.1 See the task ID, creator's name, and task creation time
        • 6.2.2 Edit/update the task name
        • 6.2.3 Provide Start & Due Date to a Task
        • 6.2.4 Task Assignee
          • 6.2.4.1 Add Assignee to a task
          • 6.2.4.2 Remove Assignee from a task
        • 6.2.5 Task Status
          • 6.2.5.1 Change Task Status
        • 6.2.6 Change Task Priority
        • 6.2.7 Set Reminder for a Task
        • 6.2.8 Label
          • 6.2.8.1 Create a Label in a Task
          • 6.2.8.2 Add a Label to a Task
          • 6.2.8.3 Edit a Label to a task
          • 6.2.8.4 Remove a Label from a Task
        • 6.2.9 Write a Description for a Task
        • 6.2.7 Attach/Upload files to a task
        • 6.2.4 Remove Files from a Task
        • 6.2.5 Subtasks in Task Item
          • 6.2.5.1 Create Subtask in a Task
          • 6.2.5.2 Set Information for a Task Subtask
          • 6.2.5.2 Attach/Upload Files to a Subtask
          • Remove Files from a Task Subtask
        • 6.2.7 Submit a task/subtask for review
        • 6.2.14 Set Story Points for Task
        • 6.2.16 Set Task Repetition
        • 6.2.17 Access Custom Field
          • Create/Add Custom Field to a task
          • Add Data to Custom Field in a task
          • Update Name & Data of Custom Field in a task
          • Delete a Custom Field from a task
        • 6.2.18 Revised Start date/ Due date update
          • Update Start date/Due date of a Task
          • View Delay reason & factors of Revised Start Date/Due date
          • View Revised Number of Start Date/Due date of a Task
        • 6.2.19 Feedback Loop for a Task
          • Comment on a Task
          • Reply in a Comment on a Task
        • 6.2.20 Copy Public URL for Task
        • Task Progress Bar
        • Issues
          • Add Issues to a Task
          • Remove Issues from a task
          • Resolve Issues for a task
        • Dependency Task
          • 1. Add Dependency Task in "Blocked by" to a Task
          • 2. Remove Dependency Tasks from "Blocked by"
          • 3. Add Dependency tasks in "Blocked"
          • 4. Remove Dependency tasks from "Blocked"
        • Review a Task or Subtask
          • Submit a Task/Subtask for Review
          • Comment on a Submitted Task/Subtask
    • 7.6 Issues
      • 7.6.1 Create an Issue
      • Issue Modal/Activity Page Manage
      • 7.6.2 Add Time Entry for an Issue
    • 6.3 Smart Task Search
    • Items Group By
    • Item Filter
    • Item Sorting
    • Item Preference Settings
  • 7. More Features
    • 7.2 Create an Announcement
    • Approval System
      • Set up an Approval System
      • Create an Approvers Group
      • Approval Request for an Item
      • Track the Status of Approval Requests
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Onethread User Guide

Next1. Introduction of Onethread

Last updated 1 year ago

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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