Wouldn’t it be great to have all the knowledge related to your company and employees located in one place? Well, Connecteam’s Knowledge Base feature allows you to do just that. Easily connect your employees with information by creating custom libraries for policies, catalogs, guides, and so much more! In the Knowledge base, you can create separate sections for each department or topic with each containing folders, text, links, or documents. This gives you complete control when organizing all the information inside your Knowledge Base
Now let's take a look at how to use the knowledge base!
Step by Step: Activating the Knowledge Base
Step 1: Navigate to the left sidebar and to the add new feature button
Step 2: Add a Knowledge Base
Step 3: Name the Knowledge Base
Step 4 Save Changes
Take a look at how this looks below for purpose of our example I named the knowledge base “Company Knowledge,” however you can name your Knowledge base anything you would like.
Pro Tip: Not only can you keep all the information in one place, but you can also create as many knowledge bases as you need. If you are part of a larger company with different departments you could even create a knowledge base for each department.
Step by Step: Adding a Section Folder
Once you have activated the Knowledge Base you will want to add Section Folders. These will serve as the base to which you will then add SubFolders. We recommend spending some time planning how you envision your knowledge base looking prior to setting it up. This will help to get things organized exactly how you want.
To add a Section folder navigate to the bottom left corner to the + add folder button. Then, add and name the folder. In the example below I added a section called “Company Information”
Step by Step: Adding a Folder to a Section
Once you have added all your section folders you need to add subfolders to these sections. This allows you to keep things extra organized. Later on, you will add all the information or knowledge you want into these subfolders.
To add a folder to a section select the section you would like to add to, and then click on the blue + Add button to the right of the section and select add folder. In our example below I added two folders called Company Policies and Company Documents to the Section folder named Company Information.
How to add Text, Links, Files, or Folders to a Subsection Folder
Once you have added Sections and Subsection folders, it's time to start adding in your information. This can be done in the form of text, links, files, or even additional folders (to which you can add text links and files)
To add any of these enter the folder you wish to add them to and select the blue + Add Button and select which type of information you want to add.
Now let's go over how each of these looks!
Text: When adding text a window will pop up allowing you to type any information you would like. Simply copy and paste the information and press save changes. In the example below I have copied and pasted the company policy to the text box.
Links: Links will direct users to information found outside of the Connecteam Platform. This can be a video about the company, a link to the company website, and much more! Simply name and paste the link and then press confirm.
Files: Files are documents that are added to the folders. These can be PDF, Word Documents, Images, or even an excel sheet!
Folders: Folders can be added to subfolders for extra organization these can be used in a variety of ways. Perhaps you are a company that works with clients, maybe you want to have a subfolder named Clients and a folder for each client. You can then add text to these folders such as information about the client's address, or documents containing the client's past invoices. To add a folder simply go to the blue + Add button and then select add folder and name then name the folder.
Pro Trip: Did you make a mistake and accidentally create things in the wrong order! No problem! No matter what the content is be it a folder, text, link, or document. It can always be moved by selecting the grey button to the left and dragging and dropping it into the correct order.
If you need to move a file text or link to another folder this can also be done by hovering over the 3 buttons on the right side and selecting move to a new folder and then moving it to the relevant folder.
Searching for Information Inside the Knowledge Base
Now that you have set up your knowledge base it may seem a little daunting and you may wonder how will I or my users remember where to locate the information I have added. Do not worry, here at Connecteam we thought about that and created a powerful search bar within the Knowledge base. Simply search for anything in a library by typing a keyword in its search bar and the options will appear below.
See, with Connecteam's Knowledge base you really can organize and store all your information however you would like all in one place!
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