How to...

These help topics provide step-by-step instructions for associating projects with Kona spaces and for creating and viewing Kona conversations, tasks, events, and files while working in iAccess.

Related topics:

  • Connect to Kona Business
    If your firm has implemented integration of iAccess with Kona Business, use the My Settings dialog box to connect to Kona Business from iAccess.
  • Associate a Project with a Kona Space
    For an project not currently associated with a Kona space, you can use options on the Collaboration tab of the Project Management workspace to associate it with an existing Kona space or create a new space for it. For a project that is currently associated with a space, you can associate it with a different space.
  • Disassociate a Project from a Kona Space
    If a project is currently associated with a Kona space and you want to remove that association, you can do that on the Collaboration tab of the Project Management workspace. The space will still exist in Kona but will no longer be linked to the project.
  • Add a Kona Conversation, Task, or Event for a Project
    Use the Collaboration tab in the Project Management workspace to create a new conversation, task, or event in Kona for the selected project.
  • View a Kona Conversation, Task, Event, or File for a Project
    Use the Kona panel on the Collaboration tab in the Project Management workspace to view conversations, tasks, events, and files in Kona for the selected project.
  • Attach a File to a Kona Conversation Task or Event for a Project
    Use the Collaboration tab in the Project Management workspace to attach a file to a conversation, task, or event in Kona for the selected project.
  • Go to Kona
    From iAccess, you can display the Kona Web site.
Parent Topic: Project Management Collaboration Tab