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:
-
Open the required case.
-
Select the Threads tab.
-
Select a source entity in the Source entities with no parent thread area.
-
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
-
Select Yes to confirm you want to create the relationship.