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Business operations

Create private notes and publish team knowledge

Organise private notes and team procedures, review the exact draft to publish, and find or restore a previous revision.

Organise private notes and team procedures, review the exact draft to publish, and find or restore a previous revision.

Choose the audience before writing#

Open Apps in the corporate workspace and install Knowledge Base & Notes. Create a private space for working notes. A private space belongs to your current workspace membership, including when another person is the workspace owner.

The workspace owner can create a team space for procedures and references. Members with write access can contribute drafts in that space. Workspace viewers can open published team articles.

Publish the exact revision you reviewed#

Open a team space, create an article, and save its plain-text draft. The author and workspace owner can read its draft and revision history. Other current workspace members see the published revision after the owner approves it.

As owner, open the current draft, check the exact title and text, confirm the audience and choose Publish revision. Editing an article after publication keeps the previous copy visible until the owner publishes the new revision.

Find a note or recover earlier text#

Search across active spaces or within the open space. Search uses whole words in the title and text you can currently read. If the results are empty, check the space, the publication state and your current workspace membership.

Open Revision history as the author or workspace owner for a team article. Select an older revision and choose Copy revision into draft. Review the new draft before publishing it.

Withdraw a team article or archive a space#

The owner can unpublish an article when a shared procedure is no longer current. Archiving an article also removes its team access. Restore an archived article as a draft, then review publication again.

Archive the active articles before archiving a space. Private and team revision history counts toward workspace storage. Each revision supports up to 12,000 UTF-8 bytes of plain text. Keep regulated records in the process designated by your organisation.

Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.