Link a Project to an Existing Kona Space

If you create a space for a project in Kona, you can link that space to the project and then access the space from the Project Info Center when you display the project record.

Prerequisites: Ajera CRM must be configured to integrate with Kona Business on the Miscellaneous tab of the General System Settings form, and you must logged on to Kona on the Misc tab on the User Options dialog box.

To link a project to an existing Kona space, complete the following steps:

1. Display the project in the Project Info Center.
2. On the General tab, select the space in the Kona Space field. The Kona space displays below the field.

When you use this procedure to link a project to a Kona space, employees listed on the Team tab are not automatically invited to join the space. The space owner can use Kona to invite employees to join.