What it does
A thread fuses a task with its discussion. It carries a status (Open / Resolved / Archived), a priority, a workflow stage, an assignee and an optional due date, plus a brief and a full conversation of posts. Every thread has a human reference like PLAT-12.
Where to find it
Threads live inside a project board (/dashboard/projects/<id>). Open one to reach its page at /dashboard/threads/<id>.
Step by step
Create a thread
- On a project board, click New thread.
- Enter a title and an optional brief. In the brief you can @-mention a teammate — type
@and pick
a name from the list. The mention shows highlighted on the thread page, and the person you mention gets an Update linking them straight to the new thread. This also works when you edit a brief later: add a new @-mention to an existing brief and that newly-mentioned teammate gets an Update too (people already in the brief aren't pinged again).
- Set the assignee, priority, stage and due date, then click Create thread.
Quickly add a task to a lane
- Every board lane has a + Add a task at the top. Click it, type a title and press Enter — the task is
created in that stage straight away. The field stays open so you can keep typing titles and pressing Enter to add several in a row; press Esc (or click away) when you're done. Use New thread instead when you want to set the brief, assignee, priority or due date up front.
Open a card's details without leaving the board
- Click a card on the board to slide its full details open in a panel on the right — the conversation, time
logging, and all the controls — while the board stays visible on the left, narrowed to that card's lane. The top of the panel shows the thread reference, project/stage context, title, Follow/Following, follower count, favourite, copy-link and merge actions. The compact toolbar groups Status, Stage, Assignee, Priority, Start date and Due date together, followed by tags and the editable description. Click anywhere outside the panel, press Esc, or use the ✕ to close it and return to the full board. The open card is reflected in the page address, so you can share or bookmark the link and the browser Back button closes the panel.
Pin a thread
- Use the ⋯ menu on a card and choose Pin to top to keep an important thread at the top of its
column (a pin marker appears on the card). Choose Unpin to release it.
Move and resolve a thread
- On the board, drag a card into another stage column to move it. As you drag, the card lifts into a green
pill under your cursor, the spot it came from shows a light placeholder, and the other cards shift aside to open a gap where it will land — so you can see exactly where it's going before you let go. Drop it anywhere, including between two existing cards. The card moves the instant you drop (a small Saving badge shows while it's stored).
- On a phone or tablet: press and hold a card for a moment to pick it up, then drag it with your finger.
A quick swipe still scrolls the board as normal. (You can also use the ⋯ menu on a card to move it to another stage, change its Priority, pin it, or Mark resolved.)
- On the thread page or drawer, use the compact property toolbar under the title to change Status, Stage, Assignee, Priority, Start date and Due date.
Set or clear start and due dates
- On the thread page, the property toolbar has Start date and Due date fields — pick a date in either, or
clear the date field to remove it. Together they give a thread a start → due window.
- Due dates drive the My Work due-date groups (Overdue / Due soon / …).
Reorder within a column
- Drag a card up or down within its column and drop it where the gap opens — it slots in at that exact
position and the new order is saved. The same works across columns too: drag a card into another stage and drop it between any two cards there to set both its stage and its place in one go. This works with a mouse on desktop and with a press-and-hold drag on touch screens.
Filter by tag (match any or all)
- Click the tag chips above the board to filter cards by tag. When you select two or more tags, an
Any / All toggle appears: Any shows cards with at least one of the selected tags (the default), All shows only cards that carry every selected tag. Tag filters compose with the assignee and priority filters.
Save a board filter as a view
- Filter the board by one or more tags and/or assignees, then click Save filter as view in the
Views row, give it a name, and press Save. Your view appears as a chip.
- Click a view chip any time to re-apply that exact tag and assignee combination in one click. Click
the × on a chip to delete it.
- Saved views are per-person and per-project — yours don't clutter anyone else's board.
Follow a thread
- Click Follow at the top of a thread to subscribe — you'll get an Update whenever someone posts on
it, even if it isn't assigned to you. The button shows Following; click again to unfollow. A small count badge on the button shows how many people are following the thread.
- Posting on a thread automatically makes you a follower, so you stay in the loop on replies.
- Being assigned a thread also makes you a follower automatically — you'll keep getting Updates on it
even after the assignment notification.
- Click the follower-count pill next to the title to see everyone watching the thread. Owners and admins can
add a teammate as a follower (or remove one) from there.
Share a thread
- Click the 🔗 link button at the top of a thread to copy its URL to your clipboard — paste it into a
chat or email to point a teammate straight at the thread (they'll need access to open it).
Merge a duplicate thread into another
- Spotted two threads about the same thing? Click Merge at the top of the duplicate, pick the thread to
merge into, and confirm. Every post moves across into the chosen thread, and the duplicate is marked resolved with a clickable note left in each thread linking to the other, so the trail isn't lost.
- The merge is lossless: any time logged on the duplicate moves across too (so it still counts in
Reports), anyone following the duplicate is moved to following the thread you merged into, the duplicate's tags are added to the thread you merged into, and anyone who had the duplicate in their favourites now has the merged-into thread instead — all without creating duplicates. Nothing is left stranded on the resolved duplicate.
- Only the thread's creator or an owner/admin sees the Merge action.
Jump to the latest activity
- On a long conversation (more than a handful of posts), a floating Jump to latest button appears in the
bottom-right corner. Click it to scroll straight down to the newest activity and the reply box, so you don't have to scroll past the whole history. On shorter threads the button stays hidden.
Work on a board or list
- Use the Board / List toggle at the top of a project. Board groups threads into columns by stage and supports drag-and-drop (between columns and to reorder within a column); List shows them in a single column.
- On the board, a Stage / Tag / Assignee toggle (next to Board / List) changes how cards are grouped.
Stage is the usual draggable kanban. Tag re-groups the visible cards into a read-only column for each tag in use (busiest tags first) plus an Untagged column — a quick way to see all the bugs, blockers or whatever you tag by, side by side; a card with several tags appears under each of them. Assignee re-groups the visible cards into a read-only column per person (busiest first) plus an Unassigned column, with each person's cards ordered by workflow stage so the column reads as their personal pipeline. Each column shows a count. The Tag and Assignee groupings don't support drag-and-drop (moving a card between stages is a Stage-view action); your tag/assignee/priority filters and Select mode still work in any grouping.
- The board title shows a N open count of the project's open threads, and each board column header shows its card count and the total time logged across that column's threads — a quick read on where effort sits.
- Cards with a start and/or due date show a small date chip (e.g. 15 Jun – 20 Jun); an overdue, unresolved due date turns the chip red.
- If your project's workflow is sequential, a card can only be dragged to the next or previous stage.
Act on many threads at once (bulk actions)
- Click Select (top of the board) to enter selection mode. A checkbox appears on every card and the
filter row is replaced by a group-actions bar showing how many cards are selected, with a Select all (N) shortcut (it flips to Clear selection once everything visible is ticked).
- Tick the cards you want, then use the bar to Set priority, Move to stage, Assign to a teammate
(or Unassign), Add tag, Remove tag, or Resolve all the selected threads in one go. The count of selected cards is shown. (Adding a tag skips any selected thread that already carries it; the Remove tag menu only lists tags actually present on the selection.)
- Click Cancel to leave selection mode without changing anything. (If a sequential workflow blocks a
stage move for some cards, you'll see how many couldn't be updated.)
Show or hide resolved threads
- By default the board hides resolved threads so completed work doesn't clutter the columns. When a
project has any, a Show resolved (N) toggle appears at the top — click it to reveal them (it flips to Hide resolved). Resolved cards still carry their green tick.
- Each stage column also shows a small + N resolved hidden hint at the foot of the column while they're
hidden; click it to reveal them.
Filter the board
- Tag chips narrow the board to threads carrying any selected tag; assignee chips (with each person's
avatar) narrow it to threads assigned to selected people. There's also an Unassigned chip to surface threads with no owner. Combine both rows — a thread must match the tags and an assignee when both are active. Each row has its own Clear.
What each screen shows
- Thread card — the ref, a priority dot, the title, post and time-logged counts, and the assignee's avatar.
- Thread page / drawer — breadcrumb or context line, an Active <when> last-activity indicator, the title,
follow/follower/favourite/share actions, a compact property toolbar, tags, an inline editable description, the conversation filters and the footer composer with block and time controls.
Tips
- Assigning a thread to someone notifies them and adds it to their My Work.
- Resolving a thread clears it from the assignee's Tasks counter.