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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On this page
  • 1. Registration
  • Steps to Use:
  • What to do if Verification Link does not work:
  • Steps to Use:
  • What to do, if the wrong mail address was provided:
  • Steps to Use
  • 2. Account Information
  • Steps to Use:
  • 3. Add or Join a Company
  • 3.1 Add/Create a Company:
  • Steps to Use:
  • Important Note:
  • 3.2 Join an existing Company:
  • Pre-conditions to use the Feature:
  • Steps to Use:
  • Important Notes:
  • 4. Invite Colleagues from Onboarding
  • Inviting through the Whatsapp Invitation link
  • Steps to Use:
  • Inviting through Email
  • Steps to Use:
  • Important Notes:
  • 5. Create A Project from Onboarding
  • Steps to Use:
  • Limitations:
  1. 3. Getting Started

3.1 Sign Up

Previous3. Getting StartedNext3.2 Log in

Last updated 2 years ago

Signing up on OneThread is super easy. We have divided this into five parts for your easy onboarding.

1. Registration

This is the first step to signing up for Onethread.

Steps to Use:

  • Go to the webpage of OneThread ()

  • Click the button

  • Give your mail ID here and click it.

  • A signup confirmation page will open automatically.

  • This link is embedded in the email and is valid for 45 minutes. You may have to wait at least 5 minutes after sending the verification mail.

  • Check your mail inbox for the verification link.

  • You will find an invitation mail from Onethread.

  • Open it and click the “Complete your registration” button.

  • It will start the sign-up process.

What to do if Verification Link does not work:

If the verification link in the mail doesn’t work, follow the steps

Steps to Use:

  • You can even copy and paste the link from your email to the browser if the verification link doesn't work.

What to do, if the wrong mail address was provided:

If you accidentally provided the wrong email address, don't worry! There are a few steps you can take to fix the issue.

Steps to Use

  • It will take you to the Welcome page. Click the “Sign Up” button to give the correct email address. You will be sent a verification mail. After clicking it, your verification process will be completed.

  • It will take you to the login page.

  • Give the email ID and password, and you will be logged in.

2. Account Information

This is the second step. Here, you provide your name & create a password for your account.

Steps to Use:

  • Provide your name and password. It’s mandatory.

  • The password should contain a number, an uppercase letter, a lowercase letter & a special character.

  • Click the Continue button.

3. Add or Join a Company

After providing account information, the third step is choosing whether you want to add/create a company or join an existing one.

If you are an owner or in an administrative role in a certain company, you create a company account.

If you are an employee of an existing (already have an account in Onethread) Company & want to join that company account, click the invitation link and create an account.

3.1 Add/Create a Company:

Steps to Use:

  • Provide your company name

  • Press continue.

  • Your company is added.

Important Note:

  • When you create an account for your company, you become Super Admin.

  • You can get access to all features in Onethread, including creating projects, and tasks, adding employees, and vendors to the company and project, assigning them tasks, etc.

3.2 Join an existing Company:

Pre-conditions to use the Feature:

  • There must be an active account for the specific company in Onethread.

Steps to Use:

  • Click the invitation link. You will be redirected to the SignUp page.

  • Write your name

  • Your request to join the company will be sent and wait for the admin's approval.

In the meantime, you will be redirected to the Company employee dashboard.

Important Notes:

  • Accessing the "join a company" feature doesn't make you join a company automatically.

  • In the meantime, you will be waiting in the lobby of the Employee Dashboard.

  • Adding or joining a company is mandatory to access Onethread.

4. Invite Colleagues from Onboarding

After creating a company, your fourth step is to add colleagues to that company. You can do it in 2 ways.

  • Sharing the invitation link to WhatsApp

  • Inviting People through the mail.

Inviting through the Whatsapp Invitation link

Steps to Use:

  • Copy the WhatsApp invitation link.

  • Share it with the people you want to add via the Whatsapp app.

Inviting through Email

Steps to Use:

  • Click the box and write down email IDs.

  • Click the "CSV" button to upload CSV files.

  • Press the "Invite" button.

Important Notes:

  • You can email up to 100 people at the same time.

  • Remember, use space or commas after each email ID.

  • To skip this process, click the “Skip” button.

5. Create A Project from Onboarding

The last & final step is to create a project in the company. Once you create it, you will be redirected to your account automatically.

Steps to Use:

  • Write down a project name.

  • Click the "let’s get started" button.

  • You will be taken to the Company Home Dashboard.

And, That’s it. You now have a OneThread-verified account.

Limitations:

  • Validation and verification: The sign-up information provided must be validated and verified by Onethread before an account can be created, which may take some time.

  • Network and infrastructure: A stable and reliable internet connection is required to access the sign-up feature and create an account in Onethread.

  • Availability: The sign-up feature may be temporarily unavailable due to maintenance or technical issues.

  • Feature Accessibility: Sign up process only offers company & project creation. You can't create departments and tasks or add assignees from here.

Click the from the signup confirmation page.

Click the button.

If you already have an account, press the button.

Someone from the admin side of that company needs to approve your joining request from the pending request section in the .

Login
employee directory
https://www.onethread.app/
Click the butoon or copy and paste the link from your email to the browser
Sign up full process