Collaboration Tab of the Projects Form
If you enable Kona Business integration, you can use the Collaboration tab to share information and collaborate with team members through conversations related to the current projects. This allows for greater communication and increased productivity.
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When you start a conversation on the Collaboration tab, a Kona space is created for the respective project or opportunity record. A space is a place where you can collaborate on tasks, events, and files, and where you can also conduct conversations with team members. Team members will only be able to see spaces that you have in common with them.
Much of the information for DPS is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.
Reorder columns and sort record rows in a grid to suit your viewing preferences. Changes that you make to the order of columns and rows are remembered from session to session. For information about how to reorder columns and sort records in a grid, see Sort Grid Row Order and Select Columns for a Grid.
Conversations Grid
This grid provides a list of all conversations that were created for this project.