Thread a Source Entity Manually

If you create a task without a context like a case, you can thread a case note or task manually to correct this:

  1. Open the required case.

  2. Select the Threads tab.

  3. Select a source entity in the Source entities with no parent thread area.

  4. Right-click the entity or select the Options icon > Select either of these options:

    • Associate with parent in existing thread relationships

    • Associate with parent in selected thread tree

  5. Select Yes to confirm you want to create the relationship.