The Projects tool is the operational environment where administrators and authorized users create, manage, and monitor projects within the Cases workspace.
Projects act as the central organizational structure for operational work. Each project stores its own records, activities, documents, tasks, and communications, allowing teams such as case managers, intake specialists, and legal staff to collaborate and manage case-related operations from a single workspace.
This tool displays all projects and their key attributes, allowing law teams to quickly locate records, review project status, and open the Project Editor when updates or project management actions are required.
Projects can be filtered by name, stage, project type, client, or tags, enabling users to quickly identify the projects they need to manage.
Each project contains a contextual menu that organizes the sections that make up the project workspace. All projects include default and custom sections.
access the projects tool
To access the Projects tool follow these steps:
1. Log in to Neostella.
2. Open the Cases workspace.
3. Click Projects.
projects dashboard
The Projects dashboard serves as the operational command center for project management. It contains the following features:
1. Filter menu 2. ALL PROJECTS tab
| 3. + PROJECT button
4. Project Editor
|
filter menu
The Filter Menu allows users to locate projects or leads depending on the workspace where they are currently working.
This menu provides several filtering tools that help organize and locate project records more efficiently.
| Filter | Description |
| Search Bar | Allows users to locate projects by entering the project name. |
| Stage Filter | Filters projects according to their current stage. |
| Project Type Filter | Displays projects based on their configured project type. |
| Client Filter | Filters projects according to the organization or person associated with the project. |
| Tags Filter | Allows users to locate projects using assigned tags. |
| Clear Filters Button | Removes all applied filters and restores the full project list. |
all projects tab
The ALL PROJECTS tab is the primary record table where all projects are displayed and managed.
From this tab, users can review project records, open existing projects, and access the Project Editor for updates and project management.
Each row represents a single project and displays key attributes that help users quickly identify project status and configuration.
| Column | Type | Description | Example |
| Name | Informational / Clickable | Displays the project name and serves as a direct link to open the Project Editor. | Smith Case Intake |
| Client | Informational | Displays the client associated with the project. | John Smith |
| Stage | Informational | Indicates the current stage of the project. | Closed |
| Project Type | Informational | Displays the configured project type. | Personal Injury |
| Tags | Informational | Displays the tags assigned to the project. | Urgent, VIP |
+ project button
The + PROJECT button is the entry point for creating new project records. Selecting this button opens the Project Creator, a panel where users provide the minimum required information to establish the project structure.
The form displayed in the Project Creator is configurable within the Settings section of the Object Builder, allowing administrators to define required fields, layouts, and data inputs according to organizational needs.
project creator
The Project Creator is the initial project creation panel. It opens after selecting the + PROJECT button and provides the minimum required form to create a new project.
Once the project is created, administrators and authorized users can continue expanding and managing the project from the Project Editor.
project editor
The Project Editor is the central configuration and management environment of a project.
Within this workspace, users can manage the full lifecycle of the project, edit project details, and interact with all sections that make up the project structure.
The editor organizes project functionality through a Contextual Menu, which provides access to the different operational sections of the project.
Within the Project Editor, users can:
- Enter information, view, and edit project details.
- Navigate between project sections.
- Manage project records and activities.
- Access documents, tasks, and communications.
- Configure project participation and access.
Changes made within the Project Editor are saved directly to the project record and immediately reflected within the Cases workspace.