Select Knowledge Base in the left-hand menu, then Articles, then Create Article.
The fields
| Field | What to put in it |
|---|---|
| Title | What the article is called. Write it as the question somebody would ask, or the thing they are trying to do. |
| Abstract | A sentence or two saying what the article covers. This is what a reader sees in the list before they open it, so it decides whether they open it at all. |
| Author | Who wrote it. Optional, and useful when readers need somebody to ask. |
| Slug | The short text used in the article's address. Settle it before you share the link, because changing it afterwards breaks the links people have saved. |
| Categories | Where the article is filed. See the guide on categories. |
| Card Image | The picture shown beside the article in the card view of the list. |
| Content | The article itself. |
What you can put in the content
The editor works in blocks rather than as one long document. Start typing for a paragraph, and use the plus button to add a block of another kind.
| Block | Use it for |
|---|---|
| Header | A section heading. Use them liberally — they are how people skim. |
| List | Steps in order, or a set of options that has no order. |
| Checklist | Something the reader is meant to work through and tick off. |
| Table | Genuine matrices: a field and what it does, an option and its effect. |
| Warning | The amber callout. Reserve it for traps, mistakes that are hard to undo, and anything irreversible. |
| Quote | The blue callout, for context and asides. |
| Image | A screenshot or a photograph, pasted or dropped straight in. |
| Media Library | A picture chosen from your Media Library, with a caption. |
| Video | An embedded video from YouTube or Vimeo. |
| Resource Library | A file from your Resource Library, as a download button. |
| Code | Something the reader would copy exactly. |
| Delimiter | A break between two parts of a long article. |
A SCREENSHOT OF A SCREEN THAT HAS CHANGED IS WORSE THAN NONE
Pictures help most where words genuinely struggle — a screen with many controls, a diagram, a before and after. They are also the part of an article that goes out of date without anybody noticing, because nothing tells you the software has been redesigned. Use them where they earn their place, and prefer the Media Library block so the same picture can be replaced everywhere at once.
Saving as you go
Status is Draft or Published. A draft is saved and is yours to come back to; nobody else sees it. Leave an article in draft until it is finished, because publishing it makes it available to everybody its visibility settings allow.
Leaving the editor with unsaved changes loses them silently