Get started with Knowledge
Start Knowledge for your business, find your way around the Pages screen, make your first pages and sections, and find any page fast.
Start Knowledge
Open All Apps > Knowledge. The business owner starts it for the business and becomes its first Admin. Every new business gets a 14-day trial of every feature, with no card; after it you move to the Free plan or the plan you choose.
Knowledge starts with a few pages to show the way: Welcome to our knowledge base, with How we work, Policies and Guides inside it, and My notes in your Private pages. Change them, move them or put them in the trash.
The Pages screen
Open Pages in the menu.
On the left, the tree of pages, in three parts:
- Workspace - pages for the whole team;
- Shared - pages you share with a few people;
- Private - pages only you can see.
Pages you mark with the star show at the top under Favourites.
- In the middle, the page: its path, its icon and title, and the words.
- On the right (when you open them), comments and the history.
On a phone or a small screen, the tree opens with the Pages button at the top left of the page.
Make a page
- Press + next to Workspace, Shared or Private for a new top page there.
- Point at a page in the tree and press + to put a new page inside it.
A new page offers Start with: an empty page, a template (meeting notes, how we do it, a how-to guide, a policy and more), or importing a file. Then type a title and start writing - see Writing pages.
Pages save themselves a moment after you stop typing. The top of the page shows Saved.
Sections for your teams
Put pages inside pages to make sections: a page for Operations, Sales, HR or IT, each with its own guides inside. Drag a page in the tree onto another page to put it inside, or above / below a page to change the order. Drag it onto Workspace, Shared or Private to make it a top page there.
Find a page
- Search in the menu looks through the titles and words of every page you can open.
- Press Ctrl+K (Cmd+K on a Mac) on any screen to jump to a page.
- Home shows the pages you opened lately, pages changed lately, your favourites and what you still have to do (policies to accept, comments on your pages).
Next steps
- Who sees what - Workspace, Shared and Private, and access per page.
- Comments and history.
- Knowledge users and roles - invite your team.