You can find all your related messages in the Email tab within the Communication menu of the Cases workspace. Additionally, you can access related messages directly from a specific Project.
access emails from the cases communications menu
To navigate the Communication menu > Email tab, where you can find your synchronized Emails, follow these steps:
- After accessing Neostella, click the grid icon
and select the Cases workspace.
- Navigate to the
Communication menu. The
EMAILS tab is automatically displayed. Here, you will find all the synchronized emails related to the Projects you have access to.
Here's an interactive tutorial
access emails from within a project
To open the Email view within a Project, follow these steps:
- After accessing Neostella, click the grid icon
- In the
Projects menu select the Project to display.
- Select the
Communication section. The
Here's an interactive tutorial
Email Interface
The Email tab is the central hub for managing all project-related communications in a single location. It brings together both Inbox and Sent emails that are connected to the projects you’re involved in directly within Neostella.
Instead of switching between Outlook and Neostella, you can easily view and track project communications in a single, streamlined workspace. This centralized view ensures you always have the full context of conversations tied to your work.
With intuitive filtering options, you can quickly sort emails by Project or Source, helping you find exactly what you need in seconds and without the noise of unrelated messages.
Additionally, you can open any email to instantly view its full details and the entire conversation thread in one place. This gives you complete context at a glance, so you can quickly understand the history, and stay aligned with your project, without digging through multiple tools or messages.
There are two sections in the Email page: the Filters and the Emails table where all the synchronized emails are listed. These elements are described below:
Filter elements:
| Element | Description |
|
Select the source(s) to filter emails in the table based on the selection. Available sources are:
|
|
Select the project(s) to filter emails in the table based on the selection. Only the Projects the user has access to are displayed in the filter dropdown. NOTE: This dropdown is not displayed in the Emails page within a Project view, because only emails related with that specific Project are shown.
|
Table elements:
The table displays all your synchronized emails. Each row represents a single email or email thread that meets the synchronization and filter criteria.
Emails are organized chronologically, from the newest to the oldest, allowing you to quickly identify the most recent communications and stay up to date on project activity.
If no emails match your selected filters or no synchronized emails are available, the table will not display any rows. In this case, you may need to adjust your filters or confirm that your Outlook account is properly connected.
The table elements are described below:
| Element | Description |
|
Displays the email sender’s name. Click on the message to open the page with the email details. |
|
Displays the email subject. |
|
Indicates the project(s) associated with the email according to the synchronization rule. Each project is displayed as a label. |
|
Shows the email date and hour in mm/dd/yyyy hh:mm AM/PM format. |