How to create a Knowledge article or video online

Knowledge is a ServiceM8 Add-on — to get started, ensure the add-on is activated through your Online Dashboard (go to Settings > ServiceM8 Add-ons). If you can’t see the Knowledge Add-on, check your plan details.

This tutorial will show you how to create a Knowledge article or video in the Online Dashboard.

Before you can create a Knowledge article, ensure that you have activated the add-on first.

To create a knowledge article, go to Settings then click Knowledge Articles icon

Click Add Knowledge and select Knowledge Article

Here you can give a title name for the article, add relevant tags and the content.

The Content toolbar allows you to add, edit or format text content including bullet checklist, images, tables, and external links. Don't forget to click Save Changes when you're done.

You can add multiple tags by using a comma to separate them.

NOTE: with Knowledge tagging, the tag's text must be an exact match of an Item Name, Item Number, Client Name, or Service Name. Use a comma if you would like to tag another Material, Client or Service. Ensure there are no commas within the tag itself.

You can also upload videos that you want to share across your team

In the Knowledge Articles page, click Add Knowledge and select Knowledge Video

Add the title and tags for the video and click Choose File to browse, then Save

Knowledge Videos support common video formats such as MOV, MPEG, AVI, etc.

You've now successfully added a Knowledge article!

You can modify any existing article here at anytime by clicking Edit.

To learn more about creating a Knowledge article from the app, click here.

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