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Getting started
Projects
Plans
Data sources
Knowledge base
Adding a knowledge base entry
How project content reaches the knowledge base
Insight reuse and citations
Listed and unlisted insights
Reviewing and retiring insights
Searching the knowledge base
Turning knowledge base sync on and off
Understanding the knowledge base
AI assistant
Dashboards
Reports
Builder
Tables
Infographics
Charts
Account and settings
Knowledge base
Capturing what your organization knows, and keeping it current.
Adding a knowledge base entry
Title, description, commentary, insights
How project content reaches the knowledge base
What syncs: charts, custom tables, data tables, infographics, elements, block records. plans, presentations, dashboards or reports
Insight reuse and citations
What "Reused" counts, and that it boosts AI ranking
Listed and unlisted insights
Listing is what makes an insight available for — it is offered in the infographic import picker only when listed. Unlisted hides it from colleagues,
Reviewing and retiring insights
Stale review, flagging, merging, archiving
Searching the knowledge base
Search, filters, tags
Turning knowledge base sync on and off
What syncing publishes, who can then see it, and what happens when you turn it off.
Understanding the knowledge base
Entries and insights. Why it exists