Article

Editing Thread Details

Edit thread title, due date and visibility

This article explains how to edit thread details such as the title, due date or visibility of the thread.

If you are looking to manage thread participants, please see this article

If you are looking to relate the thread to categories, please see this article

In this guide

 

Editing a thread

After opening a thread, use the thread context menu, and choose the 'Edit' option to change thread details:

Editing thread details ()_11026129673628.png

The edit thread window will then be displayed, from this window you can change the thread title, as well as the due date and team visibility:

Editing thread details ()_11026093883292.png

 

Can a Thread's Type Be Changed?

No. Once a thread is created as a Task, Note, or Signature thread, its type cannot be changed afterward.

If a thread was created as the wrong type, the recommended fix is to mark the incorrect thread as complete (or archive it, if it's a Note), then create a new thread of the correct type.

 

Setting, updating or removing a due date

If the thread is a Task or Signature request, a due date can be configured by clicking the calendar icon below:

Editing thread details ()_11026109629852.png

If a due date already exists, the calendar icon can be clicked to allow the user to either change the date, or remove it altogether:

Editing thread details ()_11026129683228.png

 

Changing thread visibility

The visibility of the thread can be updated by clicking the Team Access option shown below:

Editing thread details ()_11026125612700.png

Please see this article on Team Access for further details on thread visibility.

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