How to build a project knowledge base

Steps

1. 01

   Create a teamspace for the project

   In Documents, click the arrow next to Create document and choose Create teamspace. Type a Teamspace title, add Members, turn on Make private if only members should see it, and click Create.

   In the user guide
2. 02

   Create the top-level documents

   Click Create document, check the teamspace chip, choose No parent document in the parent chip, type a title and click Create. You can also ask Maxima to write a document for you.

   In the user guide
3. 03

   Nest pages under them

   Hover a document in the navigator and click + to create a page inside it. To reorganize, drop a document on the middle of another one, or use Move and pick a new parent document.

   In the user guide
4. 04

   Structure each page

   Type / on a new line for headings, lists, Action items, tables, code blocks and diagrams. Headings appear in the page's table of contents.

   In the user guide
5. 05

   Link pages, people and issues with mentions

   Type @ and pick from Employees, Documents, Meeting minutes, Cards or Issues. A mentioned person is notified, and an issue mention shows its ID and title.

   In the user guide
6. 06

   Check backlinks

   Click Backlinks at the top right of a document to see every comment and document that mentions it. Use it to find pages that depend on the one you're changing.

   In the user guide
7. 07

   Keep files in a drive and link to them

   Open a drive for the project and click Upload files for PDFs, exports and designs. Use Copy link on a file and add it to a document with Link.

   In the user guide