Knowledge Base

Build an internal library of reusable knowledge, SOPs, frameworks, project learnings, and reference notes, linked to the clients and projects they belong to.

Creating articles

Go to Knowledge Base → New Article and fill in:

Title, A descriptive title for the article
Category, Notes, SOP, or Framework
Client, Optionally link to a client
Project, Optionally link to a project (filtered by client when a client is selected)
Tags, Comma-separated tags for filtering and discovery
Content, Rich text editor with headings, lists, bold, and other formatting
File, Attach a reference file (PDF, Word, image, etc.)
External link, Add a URL to an external resource

Searching and filtering

The Knowledge Base list page supports:

Search by article title
Filter by category, Notes, SOP, Framework
Filter by client, Show only articles linked to a specific client
Filter by project, Show only articles linked to a specific project
Filter by tag, Show only articles with a specific tag
Sort by Updated, Title, or Created date

Pinning articles

Pin important articles to keep them at the top of the list. Click the pin icon on any article to pin or unpin it. Pinned articles are highlighted and displayed before other results.

AI auto-capture

Go to AI Tools → KB Auto-Capture to automatically extract reusable knowledge from completed projects. Select a project with completed tasks and deliverables, then run the capture. The AI identifies patterns, processes, and learnings worth preserving and suggests article drafts you can review and save directly to the Knowledge Base.

This helps you build institutional knowledge without manually writing every article after a project wraps up.

Editing and deleting

Click any article to view it, then use the edit or delete buttons. Editing opens the same rich text editor used during creation. Deleting permanently removes the article.

CSV export

Export your Knowledge Base articles as a CSV file from the list page.