Guides

Step by step.

Short walk-throughs of the things people do most in threadline. Open one and follow along.

Plan your first project from a listGo from a list in your head to a graph with arrows in two minutes.Start here2 min
  1. Create a project from Projects, or from the welcome, and give it a name.
  2. On its empty canvas, choose Write a list — or press O at any time.
  3. Type one bullet per task. Press Tab to nest a bullet under the one above: the nested task waits on it.
  4. Type 1. before a bullet to number a run of steps; each numbered step waits on the one before it.
  5. Check the preview on the right, then press ⌘↵ to create the tasks and their arrows.
Build a dependency graph by handAdd tasks, connect them, and let the canvas show what can start.Beginner5 min
  1. Press ⌘↵ to add a task, and type its name.
  2. Drag from the edge of one task to another: the second now waits on the first.
  3. Open a task to set its status, who is on it and when it is due, and to write its description.
  4. Double-click a task's name on the canvas, or press F2, to rename it where it is.
  5. Press ⇧1 to fit the whole plan on screen, and arrange the cards so the work reads left to right.
Bring your team inInvite people, give them the right role, and see who is working on what.Beginner4 min
  1. Open Share and add people by name or email, or add a whole team. Copy the invite link and send it to them.
  2. Everyone joins as a Member. Open Team to make someone a Co-head, or to hand the project over.
  3. In Team, switch on or off what Co-heads and Members may do: edit tasks, invite people, assign roles.
  4. Point at a person in Team to see their tasks light up on the canvas; press the eye to keep them lit.
  5. If people outside the project only need to look, the Head can turn on a read-only link in Share.
Sign work off with approvalsLet Members finish their tasks, and keep the Head's say on what counts as done.Intermediate3 min
  1. A Member starts the task they are on, and presses Send for approval when it is finished.
  2. The Head and Co-heads are notified; the task shows Awaiting approval.
  3. Approve it, and the tasks waiting on it are free to start.
  4. Or send it back with a note saying what needs to change: it returns to the Member as Changes requested.
  5. A task can't be finished before the tasks it waits on are done — send for approval once they are.
Break a big project into foldersKeep the top of the plan readable by giving each large piece its own canvas.Intermediate4 min
  1. Add a folder (⇧F) for any piece of work that has steps of its own.
  2. Open it to work inside its own canvas, the same way as the top level.
  3. Use the path at the top to come back out to the project.
  4. The folder shows how much of the work inside it is done, so the top level stays a summary.