Article creation and editing¶
Article creation¶
Knowledge articles can be created from scratch or from a preconfigured template.
From scratch¶
To create an article from scratch, click New in the top right corner or hover over the Private or Workspace category in the sidebar tree, then click the (plus) icon. Start typing text or select one of the suggested options:
Load a Template: Select a preconfigured template and click Load Template.
Build an Item Kanban: Create items to visualize and manage them in a Kanban view.
Build an Item List: Create a structured list of items to centralize them in a single article.
Build an Item Calendar: Create a calendar view to manage and track items by date.
Generate an Article with AI: Generate content based on a prompt.
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After writing the header, click or hover over Untitled in the top bar to automatically name the article after the header. This does not apply if the article is already titled.
From a template¶
To create an article from a template, follow these steps:
Click Browse Templates at the bottom of the sidebar tree.
Select a preferred template.
Click Load Template.
Article editing¶
To edit an article, select it in the sidebar tree, then edit its content and format it using the text editor toolbar, by typing powerbox commands, and adding a cover picture with a title emoji.
Text editor toolbar¶
To edit a word, sentence, or paragraph, select or double-click it to display the text editor toolbar and apply the desired formatting options.
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Click Comment to add a comment to the selected text.
Commands¶
Type / to open the powerbox and use a command. The
following commands are exclusive to the Knowledge app:
Command |
Use |
|---|---|
Index |
Show nested articles: Display the child pages of the parent article. |
Item Kanban |
Insert a Kanban view and create items. |
Item Cards |
Insert a Card view and create items. |
Item List |
Insert a List view and create items. |
Item Calendar |
Insert a Calendar view and create items. |
Cover pictures¶
To add a cover picture, click the (ellipsis) icon, then Add Cover. The following options enable selecting and inserting pictures from different sources:
Search the Unsplash database to find a suitable picture. If your database and your Unsplash account are associated, the cover picture is automatically selected based on the article’s name.
Add URL: Copy-paste the image address.
Upload an image: Upload the file into the image library.
To manage the cover picture, hover the mouse over it and select the preferred option:
Replace Cover and search from the database or library, or add a different URL.
Reposition and adjust the picture before clicking Save Position.
Remove Cover.
Title emoji¶
To add a title emoji to the article’s name and header:
Click the (ellipsis) icon, then Add Icon to generate a random emoji. Click the emoji to select a different one.
Alternatively, click the (page) icon next to the article’s name in the sidebar or the top bar and select the preferred emoji.
Views and links from other apps¶
To insert a view or a view link into an article, follow these steps:
Go to the desired app and select the preferred view.
Click the (cog) icon, then select or Insert link in article.
Choose the article to insert the view or link to.
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Once the view or link is inserted:
Users without access to the view cannot see it in Knowledge, even if they can access the article containing it.
Clicking the inserted link opens a pop-up with the view’s name next to the (copy), (edit), and (remove) icons. Click the name inside the pop-up to open the linked view.