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Feature · Article workspace

Article workspace

Draft owned guidance that a service team can maintain.

OverviewMy articles
Knowledge Base Builder · Article workspace

My articles

Knowledge articles

New
TitleCategoryStatusPublished atOwner
Draft ka-329CTG-376Draft03 Oct
Review ka-836CTG-671Review21 Oct
Published ka-782CTG-396Published26 Oct
Archived ka-662CTG-153Archived23 Oct
Draft ka-625CTG-143Draft14 Oct
6 of 6 records
Draft ka-329Knowledge articles · KA-46453
Draft
CategoryCTG-376
Published at03 Oct
Example screen with sample data

What you can do

Turn a recurring question into an article

A support question becomes useful guidance when someone can recognize the issue, follow the answer and find the person responsible for keeping it current. The article workspace holds the title, category and body in one owned record. A Knowledge Editor can start with a repeated question from an incident or request, write the explanation in the body and assign the article to the person who understands the service.

Consider a service desk that repeatedly explains how to recover access to an internal service. The editor writes the steps and selects a category that readers will recognize. The owner reviews the article as the service changes. Publication status tells the team whether this is a draft, material under review, a published answer or archived guidance.

How the work is organized

  • Draft. Start with the question, the answer and a named owner. Keep the article in Draft while the editor checks facts with the service team.
  • Review. Move the article to Review when its title, category and body are ready for a publication decision.
  • Maintenance. Use reader comments and recent support work to decide whether the published text needs another edit.

An article can be part of an incident discussion without turning the incident into the source of the answer. The incident keeps its own summary, priority, service, asset and assignee. The article carries reusable instructions. This separation lets the Knowledge Editor revise guidance without rewriting an incident’s history.

What to agree during setup

Agree how categories will be named and who will own each part of the library. Use terms your service desk already uses in conversation, so an editor can choose a category consistently. Decide when a draft is sufficiently complete to enter Review and when a change to a published answer should be reviewed again. Assign an Article Reviewer who can check the answer with the relevant service owner.

Keep an active person behind each owner assignment. If ownership moves to another employee, update the person reference deliberately. A title that says “password reset” may be too broad if the body applies to only one service. Include the limits of the advice in the article body so another agent can use it safely.

Check the handoff on an actual case

Take a recent access incident. The Service Desk Agent explains the problem and the current resolution. The Knowledge Editor drafts a short answer, sets its category and assigns an owner. The Article Reviewer reads the text as someone who did not handle the incident. If the steps assume information a reader cannot see, return it for revision. Once the decision is made, check the publication status and date together. Later, read the feedback for that same article to see whether the answer worked for readers.

What your team sees

  • My articles — Owned articles the editor can revisit before and after review.
  • Published article library — Current guidance with its category, owner and publication date.
  • Article workboard — Articles grouped by their recorded publication status.

Follow the work through

Follow drafting and review to see how an answer moves from a support question to published guidance. Use feedback and revision when readers find an answer unclear. The data model shows the article and feedback references.

What it keeps track of

Data model
Knowledge articles
Knowledge Articles for Knowledge Base Builder
Article feedback
Article Feedback for Knowledge Base Builder
People
People for Knowledge Base Builder

Who uses it

Permissions
Knowledge Editor
, Article Reviewer, Service Desk Agent, Admin.

Set up Knowledge Base Builder your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started