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Getting Started with Knowledge

Learn how to organize policies, processes, and important information in one place so your team can access consistent and reliable guidance.

Taylor Owen avatar
Written by Taylor Owen
Updated over 2 months ago

Knowledge is the central library for your company’s most important information. It is the place where you store playbooks, SOPs, policies, processes, and any internal documentation that helps your team operate consistently and confidently. Instead of having information scattered across documents, notebooks, or disconnected tools, Knowledge brings it all into one organized, easy-to-navigate space. Every article you create becomes a dependable reference point that supports clarity, training, and operational excellence across your organization.

On the Knowledge page, you will see a clean feed of all your published articles. You can click into any entry to read more, switch to a compact list view, or filter by category to focus on what you need. Categories like company, policy, and process help your team quickly find the right information without searching through unrelated content. Whether you are documenting a company value, outlining a hiring process, or creating a detailed training guide, Knowledge gives you the structure and flexibility to produce high-quality internal documentation that your team can trust.


Five Steps to Get Started

1. Explore your knowledge feed and available views
Begin by reviewing the main Knowledge feed. Articles appear in an organized list that you can browse or open individually. Switch to list view if you prefer a more condensed layout, or use the category filters to navigate by type. This gives you a clear understanding of how your team will access information and how your content will be displayed.

2. Choose your content type
Click the plus button in the upper right to create new content. You can choose from two formats. The first is a single-page format, which is ideal for longer explanations, reference materials, and standalone guides. The second is a step-by-step format, which breaks information into sequential steps and is perfect for processes, walkthroughs, or structured training content. Pick the format that matches the type of information you are documenting.

3. Add your title and category
Before you start writing, give your knowledge entry a clear title so readers immediately understand what the document covers. Select your category next. Categories like company, policy, and process help your entire organization keep information organized and make navigation effortless as your knowledge library grows.

4. Build your content in the editor
After selecting the format, you will enter the canvas editor. This is where you structure your knowledge entry using flexible blocks. Add titles, subheadings, callouts, images, videos, checklists, and other elements to make your content clear and engaging. For step-by-step entries, create multiple steps with concise explanations to guide readers through each stage.

5. Publish and maintain your knowledge
Once your content is ready, publish the entry to make it visible to your team. Revisit your documentation regularly to update outdated steps, refine explanations, and ensure accuracy. Your knowledge library becomes more valuable over time as content stays fresh and aligned with how your organization operates.


Tips and Tricks for Best Results

Use consistent structure across entries
A predictable format helps team members learn faster and find what they need quickly.

Keep long content skimmable
Use headings, paragraphs, and visual elements to break up information and improve readability.

Choose the right format for each topic
Use step-by-step for processes and single-page for broader concepts or reference materials.

Add images and videos when helpful
Visuals improve understanding and reduce confusion, especially for process-heavy content.

Review knowledge quarterly
Company information evolves. Regular updates keep your library accurate, relevant, and trusted.

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