Projects/ Leads Messages
The Messages section within your project/lead allows you to collaborate directly within that project/lead.
Project/ Messages Navigation
- After accessing Neostella, click the grid icon
and select the Cases/Lead workspace, navigate to the Projects/Lead menu.
- On the ALL PROJECTS/LEADS page, locate and click on the project/lead name in the list and click on its name. When the Management page is displayed, the user is allowed to manage the project or lead.
- Select the
Messages section. The page is displayed with all the message threads associated with that project/lead.
If the project/lead does not have any conversations yet, the conversation history will be empty.
7 STEPS
1. After accessing
Neostella, click
the grid icon.
2.
and select the Cases workspace.
3.
Then navigate to the Projects menu.
4.
In the ALL PROJECTS page, locate in the list the project to manage and click on its name.
5.
The Project Management page is displayed, allowing the user to manage the project.
Now select the Messages section.
6.
The messages page is displayed with all the message threads associated with that project.
If the project does not have any conversations yet, the conversation history will be empty.
7. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2687032/Cases---Messages---Project-Messages-Navigation?iframeHash=watchsteps-1&lang=en
Task Messages
The Messages section within tasks allows you to collaborate directly within each task.
Task Messages Navigation
- After accessing Neostella, click the grid icon and select the Cases/Lead workspace, then navigate to the Tasks menu.
- Locate in the list the task and click on its name. The Task Management side panel is displayed.
- Select the MESSAGES tab. This page is displayed with all the message threads associated with that task.
If the task does not have any conversations yet, the conversation history will be empty.
7 STEPS
1. After accessing
Neostella, click
the grid icon.
2.
And select the Cases workspace.
3. Then navigate to the Tasks menu.
4.
Locate in the list the task to manage and click on its name.
5.
Select the MESSAGES tab.
6.
The messages page is displayed with all the message threads associated with that task. If the task does not have any conversations yet, the conversation history will be empty.
7. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2687037/Cases---Messages---Task-Messages-Navigation?iframeHash=watchsteps-1&lang=en
Document Messages
The Messages section within documents allows you to collaborate directly within that document.
Document Messages Navigation
- After accessing Neostella, click the grid icon and select the Cases/Lead workspace, navigate to the Documents menu.
- Locate in the list the document and click on its name. The Document Management side panel is displayed.
- Select the MESSAGES tab. The messages page is displayed with all the message threads associated with that document.
If the document does not have any conversations yet, the conversation history will be empty.
7 STEPS
1.
After accessing Neostella, click the grid icon.
2. And select the
Cases workspace.
3.
Now navigate to the Documents menu.
4.
Locate in the list the document to manage and click on its name.
5. The Document Management side
panel is displayed, allowing the user to manage the document.
Here, select the MESSAGES tab.
6.
The messages page is displayed with all the message threads associated with that document. If the document does not have any conversations yet, the conversation history will be empty.
7. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2687044/Cases---Messages---Document-Messages-Navigation?iframeHash=watchsteps-1&lang=en
