Knowledge Base & Drafts

How to Archive or Delete a Draft Drafts you no longer need can be archived or removed from your Draft Center. To archive or delete: Open the draft. Choose Archive to hide it without deleting it, or Delete to remove it permanently. Confirm How to Duplicate a Draft If a draft is a good starting point for something similar, you can copy it instead of starting over. To duplicate: Open the draft. Click Duplicate. Edit the copy as needed. How to Publish a Draft Publishing turns a draft into the real thing: a live task, article, or other record. To publish: Open the draft from the Draft Center. Review the content. Click Publish. Good to know: Not every module type supports publishing yet if it's not supported, you'll see a message saying so. Understanding the Draft Center Drafts are a general save-as-you-go system not just for Knowledge Base articles, but for tasks and other content too, letting you save incomplete work and finish it later. Key things to know: A draft holds in-progress data for a specific module (e.g., a task or a Knowledge Base article) before it becomes a real record. Drafts auto-save periodically while you work, so you don't lose progress. Old, unfinished drafts are periodically cleaned up automatically.  

How to Edit a Knowledge Base Article Articles can be updated as information changes. To edit: Open the article from the Knowledge Base. Click Edit. Update content, category, or visibility. Save; this creates a new version. Good to know: Every edit is kept as a version; see Restoring a Previous Article Version. Restoring a Previous Article Version If an edit needs to be undone, you can roll an article back to an earlier saved version. To restore a version: Open the article and go to its Version History. Review previous versions. Select the one you want and choose Restore.   How to Edit a Knowledge Base Article Articles can be updated as information changes. To edit: Open the article from the Knowledge Base. Click Edit. Update content, category, or visibility. Save; this creates a new version. Good to know: Every edit is kept as a version; see Restoring a Previous Article Version. How to Create a Knowledge Base Article The Knowledge Base is where your organization can build its own internal documentation, separate from this help center. To create an article: Go to the Knowledge Base and click New Article. Enter a title and content (the article body itself). Choose a category (for browsing) and tags (for search). Set visibility: Private, Project Team, Department Team, Team, Organization, or Custom controls who can find and read it. Optionally attach a file or reference link. Save as Draft, or publish directly....