Build a team knowledge base in Learn

Learn inside your workspace is for your own team's knowledge: handbooks, onboarding, procedures and training. Everything lives in spaces, and each space holds articles and courses. This is separate from the public PGB Learn guides, which cover the product.

Create a space

1. Open Learn and choose New space. (Create a space on an empty page does the same.)
2. Enter a Name, for example Sales handbook, and an optional Description.
3. Under Who can read it, choose Everyone in the workspace, or Only people and groups I add.
4. Choose Create space.

You become the space's owner. If you have no spaces, Learn suggests starter ideas such as a company wiki, employee onboarding, engineering, and customer support.

Write articles

In the space, choose the + next to Articles (New article). Give it a title and write in the editor. Use headings to structure the article, and select text to add links. The editor shows Not saved or All changes saved as you work.

• Add a sub-article from an article's menu to nest pages under it, and use Move to put an article elsewhere: Inside another article or at the Top level of the space, and choose its Position.
• Use Search this space to find articles. Press Previous and Next to move through them.
• Comments lets people discuss an article. Write a comment, mention someone with @their.address, reply, and resolve threads. Use Hide resolved to tidy up.

Version history

Open Version history to see earlier versions. They are kept as the article is edited, and also when someone else edits it. Choose Name the current version to label one, like "Approved by legal". Choose Restore to go back. The current text is kept in the history, so restoring is safe.

Who can do what

Open Space settings (the settings button of the space).

• Viewer reads the space.
• Editor writes articles, builds and assigns courses and sees reports.
• Owner also manages members and can delete the space.

Add people or groups under Members and pick a role for each. If the space is open to Everyone in the workspace, everyone can already read it, so add people only to make them editors or owners. Only owners can change who can see the space.

Good to know

• If you see "This space doesn't exist, or you don't have access to it", ask one of the owners to add you.
• Images in articles can be up to 10 MB each.
• An article can be turned into a lesson in a course. See Build and assign a course.

Tips

• One space per team keeps permissions simple.
• Name important versions, for example before a policy change.