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