Bitrix24 Helpdesk

Add a knowledge base to a section

Use knowledge bases in Bitrix24 to guide users through common tasks. For example, show how to manage tasks or complete an employee profile. You can connect a knowledge base to different Bitrix24 tools so users can access help where they work.


Where you can add a knowledge base

Some sections include an Extensions button. Use it to attach a knowledge base.

Here are a few examples:

Profile: Add a knowledge base with instructions for filling out an employee profile.
Profile page

User widget: Open the widget and choose a knowledge base under Extensions.
User widget

Workgroup or project: Click the three dots in the top-right corner. Select an existing knowledge base or create a new one for that group only.
Workgroup (project) knowledge base

Tasks automation: Go to Tasks > Automation rules > Extensions to add guidance for automation rules.

CRM: You can add a knowledge base to any CRM section.


Add a knowledge base to a section

Here’s an example for the Tasks section:

  1. Go to Tasks and Projects.
  2. Open the Tasks tab.
  3. Click Extensions next to the gear icon.
  4. If you don’t see it, click the three dots instead.
  5. Choose one option:
    • Create a new knowledge base
    • Select an existing one

Create a knowledge base

After you add it, the knowledge base name replaces the Extensions button in the section.

To view all knowledge bases, go to Company > Knowledge base.

If you want to attach a different knowledge base to the same section, first hide the current one. Then repeat the steps above.


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