Getting Started

Threaded brings your manufacturing process, work instructions, and continuous improvement into a single connected system. This guide gets you from first login to a process and instruction set as quickly as possible. Each section links to a deeper reference doc to explore further, but you don’t need to read any of them to get started.

#Your Starting Point

When you first log in, you’ll land on the Process page with your first instruction set. From here you have two ways in: Add Work Instructions to start writing procedures directly, or Map Flows to lay out your value stream first. Both are connected — procedures you write live inside process nodes on the Map, and process nodes you create on the Map are where your procedures go. You can start with either and fill in the other side as you go.

You can also rename the instruction set by double-clicking “New Instruction Set” in the side bar and giving it the name of your product or process.

#Option A: Start with Work Instructions

If you already know the procedures you want to document, start here.

1. Click Add Work Instructions on the Process page
2. Click Add Procedure and give it a name (e.g., “Final Assembly”, “Weld Setup”)
3. Add work steps that describe what an operator needs to do
4. Add media (images or video), to support each procedure. You can upload from your computer, paste from your clipboard, or capturing directly with the mobile app on the floor. Use the built-in canvas editor to annotate images with arrows, shapes, and callouts.
5. Add another procedure by opening the 6-dot menu next to the procedure name and select “Add After”.

As you write steps, use @mentions to link parts, tools, and other procedures directly into the instruction. This connects your steps to your parts and tools tables and makes everything traceable across your process. For the full guide, see Work Instructions.

#Option B: Start with the Map

If you want to lay out the structure of your process before writing detailed instructions, start here.

1. Click Map Flows on the Process page
2. Click Add Process Node
3. Name it after a major operation in your process (e.g., “Assembly”, “Welding”, “Fabrication”)
4. Add a few more nodes to sketch out the flow of your value stream

Don’t worry about mapping everything — start with the big steps and add detail where it matters. You can always split, group, and reorganize nodes later. Once you have nodes in place, click into any one and switch to the Work Instructions tab to start adding procedures to that process node. For a full overview of the Map, see The Map.

#Try the AI Assistant

Open the AI Assistant by clicking the AI icon in the top navigation bar. The assistant has context about your organization and process, so you can start asking questions right away.

A few things to try:

• “Review this procedure, how can I improve?” — @mention the procedure you just created and ask the AI to check it
• “Help me outline production for [your product]” — the AI can suggest how to set up your process nodes and procedures
• “Help me write a safety warning for this step” — useful for building out check and warning steps quickly

The more context you give — through @mentions, Organization Info, and attached files — the more specific and useful the AI’s responses will be. See The AI Assistant for the full guide.

#Set Up Your Organization Info

Once you’ve started building, take a few minutes to fill in your Organization Info under Admin > Organization Info. This is how the AI Assistant understands what you build, where you operate, and what you’re working to improve. The more complete it is, the more relevant and specific the AI’s responses will be.

You can fill it in manually or click Gather Org Info to let the AI walk you through it with a guided Q&A. For more on profiles and org setup, see Profile and Organizations.

#What to Do Next

From here, the most common next steps are:

• Build out your process — add more process nodes, procedures, and work steps to fill in your value stream
• Invite your team under Admin > Members — see Membership and Sharing
• Enable Version Control to manage your instruction set through Development and Production environments — see Version Control
• Explore the AI Assistant’s capabilities for process analysis, bulk updates, and continuous improvement — see AI Assistant Use Cases

Threaded is designed to grow with you. Start with what you know, add detail where it matters, and let the AI help you fill in the gaps.