Knowledge Center

Institutional knowledge that actually gets used. The Knowledge Center gives every team member a place to write, find, and share what they know — company-wide, within their department, or just for themselves. Markdown editor with live preview. AI-assisted search. Save to KB from any module.

Features

• ✓ Three scopes: Company (everyone), Department (your team), Personal (just you)
• ✓ Markdown editor with side-by-side live preview — write plain text or full Markdown
• ✓ Pinned articles float to top — pin your most-referenced company policies and procedures
• ✓ Tag filtering — click any tag to instantly filter to related articles
• ✓ Relative timestamps — "Updated 2 days ago" — stale knowledge stands out
• ✓ 📌 Article counts on each scope tab
• ✓ Ask Todd — AI-assisted search opens portal chat with your KB as context
• ✓ Save to KB from Matters, Projects, and Customers — capture knowledge while it's fresh
• ✓ Full-text search across title, content, and tags
• ✓ Access control: company articles need kb.company_post to write, department articles open to all department members, personal is just yours

Save to KB from anywhere

Every Matter, Project, and Customer detail view has a 📚 Save to KB button. Click it after resolving a tricky situation — the editor opens pre-filled with the record's key details and a Notes template. Add what you learned and save. That's how institutional knowledge actually accumulates: capture it at the moment, not weeks later when you've forgotten.

Ask Todd

Click 💬 Ask Todd in the Knowledge Center toolbar. The portal chat opens with context that you're in the Knowledge Center. Ask Todd to find information, draft an article from your rough notes, or explain something from existing articles. Todd has access to the same KB articles you do.