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
Powered by GitBook
On this page
  • To Create a Company,
  • Steps to Use:
  • Important Notes:
  • Benefits:
  1. 4. Managing Company

4.1 Add new Company

Previous4. Managing CompanyNext4.2 Employee Directory

Last updated 2 years ago

Company is the first thing you must create. All your projects related to your specific company are stored and can be accessed from here.

Generally, when you create an account in Onethread, you create a company or join a company at that time. It's in the SignUp section. Yet, sometimes you may need to create another company.

To Create a Company,

Steps to Use:

  • Go to the far left column and click + Add New Company or the Create + button at the top right corner of the page.

  • You will find a box written + Add New Company.”

  • Click it. A box will pop up.

  • You have to provide your Company Name. This is mandatory.

  • You can provide a valid email address and the Address of your Company.

  • After giving all the necessary information, click the Create Company button.

Important Notes:

  • You can enter the Company Dashboard after creating your company.

  • You can manage settings, add colleagues, and create projects, tasks, and reports from here.

Benefits:

  • Centralized management: All of your projects and teams can be managed in one place, making it easier to monitor progress, allocate resources, and ensure everyone is on the same page.

  • Improved collaboration: Onethread enables teams to work together in real-time, with the ability to assign tasks, share files, and communicate in a centralized location.

  • Efficient project management: Onethread provides a simple and intuitive interface for managing projects, with the ability to view project progress, track deadlines, and ensure projects are completed on time.

Add New Company