Create a knowledge base page

Write a new how-to, checklist or procedure for your team in the knowledge base, start from a layout, save it, and publish it when it is ready.

In the sidebar, open Resources, then Knowledge Base. The page address is /resources/knowledge-base. The knowledge base is one place for your team's how-tos, checklists and procedures. Anyone whose role can read the knowledge base can read a published page; the people who can write are set by role.

Before you start

• Your role needs permission to create knowledge base pages. Without it the New page button is hidden.
• A new page starts as a draft that only its authors see. Nothing is shown to the rest of the team until you press Publish.

Steps

1. Press New page at the top right. The New page drawer opens. (If your knowledge base is still small, the Getting started box also offers Create a page.)
2. Type a Page name, for example how to winterize a furnace.
3. Under Page location, leave Top level selected, or choose Inside a page and pick a parent from Choose parent page to file it under an existing page.
4. Under Start from a layout, pick a starting shape if one fits: Step-by-step guide, New team member, Fix-it checklist, Job checklist, Safety briefing or Maintenance schedule. Blank page starts empty.
5. Press Create page. Nova opens the editor.
6. Write the page. The buttons above the text add headings, lists and links. Add a one-line description under the name so people can find it in search.
7. Press Save. The editor shows Saved for a moment; Unsaved changes means you still have work to keep.
8. When the page is ready for the team, press Publish.

What you see

• The editor keeps a draft copy as you type, so Draft saved may appear before you press Save. Only Save writes the page itself.
• Leaving the editor with unsaved work brings up a prompt so nothing is lost by accident.
• Back on the dashboard, your unpublished pages are listed under Your work in progress, and a published page appears under Recently updated and in the Page outline.
• Tags and an icon can be added in the editor to make the page easier to spot.

If something looks different

• The page reads The knowledge base isn't turned on: ask an administrator to switch it on for your organization.
• Create page shows a red message asking for a name: the Page name is empty. Choosing Inside a page without a parent shows a similar message.
• Publish is missing in the editor: your role can write pages but not publish them. Save the draft and ask someone with the publish permission.
• You cannot find the page you just made: see Find or restore a knowledge base page.

Open the Knowledge Base