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DocsCreating & Managing Articles
Create, edit, and publish knowledge base articles
Article Fields
Fields available when creating or editing a knowledge base article.
| Field | Description |
|---|---|
| Title* | The headline of the article. Displayed on the article card and at the top of the full article view. |
| Category | The category the article belongs to. Select from existing categories or create a new one. |
| Content | The main body of the article. Supports Markdown formatting for rich content. |
| Status | The publication state of the article: Draft, Review, Published, or Archived. |
| Tags | Keywords or labels to help with search and organization. You can add multiple tags per article. |
Markdown Editor
Write rich content using Markdown syntax.
The article content editor supports Markdown formatting, allowing you to create well-structured articles with rich content. The following formatting options are available:
Supported Formatting
- Headers — Use # for H1, ## for H2, ### for H3 to create a clear hierarchy.
- Bold — Wrap text in **double asterisks** to make it bold.
- Italic — Wrap text in *single asterisks* to italicize it.
- Code — Use backticks for `inline code` or triple backticks for code blocks.
- Lists — Use - or * for unordered lists, and 1. 2. 3. for ordered lists.
- Links — Use [link text](URL) to create clickable links.
Publishing Workflow
Move articles through the publication lifecycle.
Articles follow a structured workflow from creation to publication:
- Draft — The article is being written and is only visible to its author and editors.
- Review — The article is complete and waiting for review before publication.
- Published — The article is live and visible to all team members in the knowledge base.
- Archived — The article has been retired and is hidden from the main view. It can be restored to Draft or Published at any time.
Engagement Metrics
Track how your articles are being used.
Each published article tracks engagement metrics to help you understand what content is most valuable to your team:
- View Count — The total number of times the article has been opened.
- Helpful / Not Helpful Votes — Readers can vote on whether an article was useful. Use this feedback to identify articles that need improvement or expansion.
Category Management
Organize articles into categories for easy navigation.
Categories provide the primary organizational structure for your knowledge base. You can create, rename, and delete categories from the category sidebar. When you delete a category, articles within it are moved to an “Uncategorized” state rather than being deleted.
Search
Find articles quickly by title or content.
The search bar at the top of the Knowledge Base page searches across article titles and content. Results update in real time as you type. You can combine search with category filtering to narrow results further.