Add a knowledge base to a section

You can add some typical work scenarios to the knowledge base. For example, how to work with tasks or how to fill out an employee's profile.

Sections where you can add a knowledge base

There is an Extensions button in some sections. This button allows you to add a new knowledge base to this section.

For example, you can add a knowledge base containing the information about filling out an employee's profile to the Profile section.

Or by clicking the profile button > Extensions in the profile widget.

Read more in the article - My Profile.

You can add a workgroup/project knowledge base by clicking the corresponding button in the More section.

Read more about a workgroup/project knowledge base in the article - Workgroup (project) knowledge base.

You can add a knowledge base containing the information about working with automation rules in tasks by clicking Automation rules > Extensions.

Also, you can add knowledge bases about working in CRM to CRM sections.

How to add a knowledge base

For example, you need to add a knowledge base with information about working with tasks. Go to the Tasks section > click the three dots button > Create knowledge base.

Select one of the standard templates or download a template from our Market.

The templates have a simple structure, you don't have to spend much time on its configuration.

Read more in the article - Filling a knowledge base.

If you have created a knowledge base in advance, you can add it to a specific section this way:

Select one of the existing knowledge bases in the slider.

The knowledge base name will be displayed instead of the Extensions sign in this section. You can find the list of all created knowledge bases in Company > Knowledge base section.

If you need to add another knowledge base in this section instead, you can hide the selected knowledge base this way:

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