Knowledge Base
A searchable, AI-enhanced library of everything your team knows — meeting records, project notes, and shared resources.
#Overview
The Knowledge Base is a centralized repository for your team's institutional knowledge. Unlike file storage, every entry is searchable by the AI Copilot and can be referenced automatically in meeting summaries, task descriptions, and email drafts.
#Creating knowledge entries
Add entries directly by navigating to Knowledge in the sidebar and clicking New Entry. Entries support:
- Rich text editor with headings, lists, code blocks, and inline images
- Tags for organization and filtering
- Visibility settings (personal, team, or public)
- Version history — every edit is tracked
#Auto-generated entries
Delegate automatically adds entries to the Knowledge Base from:
- Board meeting records — formal decisions and minutes
- Meeting summaries — AI-generated notes from recorded meetings
- Project briefs — automatically created when you create a project
#Searching knowledge
Use the search bar at the top of the Knowledge Base to find entries by keyword, tag, author, or date. Results are ranked by relevance and recency.
You can also ask the AI Copilot directly — type "What do we know about [topic]?" in the AI panel and it will search the Knowledge Base on your behalf.
#Sharing and permissions
- Personal — only you can see it
- Team — all workspace members can view and comment
- Edit access — grant specific members the ability to edit