Creating Knowledge Items

Learn how to create different types of knowledge content.

Creating a Policy

1. Go to Knowledge and click New Item
2. Select Policy as the type
3. Enter a Title
4. Write the policy content using the rich text editor
5. Preview your content in the side panel
6. Click Create

The rich text editor supports formatting like bold, italic, lists, headings, and links.

Creating a Procedure

1. Go to Knowledge and click New Item
2. Select Procedure as the type
3. Enter a Title
4. Write a body with context or instructions (optional)
5. Add Steps — each step is a separate instruction
6. Choose between numbered or bulleted list format
7. Click Create

Creating a Definition

1. Go to Knowledge and click New Item
2. Select Definition as the type
3. Enter the Term or word being defined
4. Add one or more Definitions
5. Optionally add Etymology or background information
6. Click Create

Editing and Managing

• Edit — Click the pencil icon on any item to modify it
• Delete — Remove items you no longer need
• Assign — Use the users icon to assign items to team members

Drafts are saved automatically while you create or edit items.