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Projects & Work

Docs

Beginner6 min read

Build your company's internal knowledge base with organized categories, rich-text pages, visibility controls, and reader feedback.

Key concepts

  • Category: A folder that groups related pages. Categories have a name, description, display order, and visibility setting. They appear as sections in the sidebar tree.
  • Page: A single document inside a category. Each page has a title, rich-text content, status, visibility level, tags, and an owner (the author).
  • Status: A page's lifecycle stage -- Draft (work in progress, visible only to the author and admins), Published (visible to permitted readers), or Archived (hidden from normal browsing).
  • Visibility: Controls who can see a page or category -- All Company, My Department, Restricted (selected groups only), or Private (personal note visible only to you).
  • Tag: A keyword attached to a page for search and filtering (e.g., "onboarding", "policy", "engineering").
  • Feedback: Readers can mark a page as helpful or not helpful, giving authors a quick quality signal. Feedback is recorded per user (one vote per page, changeable) -- not anonymously.
  • Template: A pre-built content structure you can choose when creating a new page (Blank, Policy, Guidelines, FAQ, Meeting, or SOP).
How to

Step-by-step

Browse the Docs Library

  1. Navigate to Work > Docs

  2. The home view shows a Recently Updated list and a Browse by Section area with category cards, each previewing its top pages

  3. The left sidebar shows a tree of categories (click a category to filter to its pages) plus a My Drafts / My Notes section for your own drafts and private notes

  4. Use the search bar to find categories or pages by name. You can also narrow results by category or tag. (There are no status tabs -- drafts are only visible to their author and to admins.)

  5. Click a page title to open and read it

Create a New Page

  1. Click New Page in the header

  2. Pick a Template from the right sidebar (Blank, Policy, Guidelines, FAQ, Meeting, or SOP) — the editor pre-fills with a starter structure

  3. Type your Page Title at the top

  4. Write your content in the rich-text editor (supports headings, lists, bold, links, images, and more)

  5. In the right sidebar, select a Category (or type a new name to create one inline)

  6. Set the Status to Draft or Published

  7. Choose a Visibility level (All Company, My Department, Restricted, or Private)

  8. Add Tags by typing a keyword and pressing Enter

  9. Check the Pre-publish Checklist to make sure everything is filled in

  10. Click Publish to make the page live, or Draft to save it for later

Read a Page

  1. Click a page title from the library or category tree

  2. The page opens with a table of contents on the right (auto-generated from the page's headings)

  3. See the author, last updated date, and estimated reading time at the top

  4. Jump to the previous or next page in the same category using the Previous / Next links at the bottom

Give Feedback on a Page

  1. Open any published page

  2. At the bottom of the content, find the Was this helpful? prompt

  3. Click Yes or No

  4. Your feedback is recorded against your account -- one vote per page, which you can change at any time by clicking the other option. It helps authors improve their content.

Edit an Existing Page

  1. Open the page you want to update

  2. Click the Edit button in the page header

  3. Update the title, content, category, visibility, status, or tags

  4. Click Save to apply your changes

  5. The page detail view refreshes with the updated content

Manage Categories

  1. Navigate to Docs > Categories (or click Manage Categories from the sidebar)

  2. Click New Category

  3. Enter a Name and optional Description

  4. Set the Visibility (All Company, My Department, or Restricted)

  5. If Restricted, select which Roles can access this category

  6. Click Create

  7. Drag categories to reorder them in the sidebar

  8. Click a category to edit or delete it

Search for Pages

  1. On the Docs library page, type a keyword in the main search bar at the top

  2. Results update in real time, showing matching pages across all categories

  3. You can also filter by tag using the tag parameter in the URL

  4. Combine search with a category filter to narrow results further

Use Private Notes

  1. When creating a new page, set Visibility to Private

  2. Private pages appear in the My Notes section of the sidebar (visible only to you)

  3. Use private notes for personal drafts, research, or reminders that do not need to be shared

Tips & best practices

  • Start with a Template when creating pages -- it saves time and ensures consistent structure across your knowledge base
  • Use the Pre-publish Checklist on the new page sidebar to make sure you have filled in the title, category, content, and tags before publishing
  • Choose Visibility carefully -- use "All Company" for general policies, "My Department" for team-specific guides, and "Private" for personal notes
  • Add 2-3 Tags per page so team members can discover content through search and filtering
  • Review Feedback on your published pages periodically -- if a page has low helpfulness scores, consider updating it
  • Keep categories focused and not too broad -- aim for 5-15 pages per category for easy navigation
  • Use the FAQ Template for frequently asked questions and the SOP Template for step-by-step procedures
  • Archive outdated pages instead of deleting them -- archived pages are hidden from regular browsing but can be restored later

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