Introduction to Odoo Knowledge App

1. Create Knowledge Articles

Articles are the building blocks of Odoo Knowledge. They can be created:

• From scratch → Click New or use the + icon in the sidebar. Add text, images, or commands.
• From a template → Browse preconfigured templates and click Load Template.
• Nested (child) articles → Hover over an existing article and click + to create a sub-article.

You can also use special options:

• Item Kanban / List / Calendar → Organize items visually.
• Generate with AI → Let AI create a draft article for you.

 Tip: After adding a header, hover over Untitled to auto-name the article.

2. Edit and Format Articles

Once created, articles are fully editable. You can:

• Use the text editor toolbar to format text.
• Add comments on specific text.
• Use commands (/) to insert Kanban boards, lists, calendars, or indexes.
• Add a cover picture from Unsplash, URL, or file upload.
• Add a title emoji to make articles easier to spot in the sidebar.

3. Manage and Organize Articles

Articles can be managed directly from the sidebar tree:

• Move → Drag & drop or use “Move To.”
• Lock Content → Prevent edits.
• Copy / Export / Trash → Duplicate, print, or delete.
• Archive → Hide articles without deleting them.
• Version History → Restore previous versions.

Categories in the sidebar help structure your knowledge base:

• Favorites → Articles you’ve starred.
• Workspace → Visible to all internal users.
• Shared → Shared with specific users.
• Private → Your personal space.

4. Share Articles with Your Team

Collaboration is easy with controlled access rights:

• Default access rights → Can edit, Can read, or No access.
• Visibility settings → Show to everyone, or restrict to members only.
• Invite users → Share with specific internal or portal users.
• Public sharing → With the Website app, generate a shareable URL.

 Note: Users without access to linked app views won’t see them in Knowledge, even if they see the article.

5. Add Data and Views from Other Apps

Knowledge is not just static text—you can enrich articles with dynamic business data:

1. Go to any Odoo app.
2. Select a view (e.g., Kanban, List, Calendar).
3. Click the  icon → Knowledge → Insert view or Insert link.

This creates a live link between your app data and your knowledge base.

6. Use Properties to Add Structured Data

Properties are custom fields you can add to articles or items. They allow you to:

• Store structured data (e.g., deadlines, owners, tags).
• Display properties in cards or lists for quick reference.
• Keep consistency across parent and child articles.