How to edit information in the knowledge base
Editing information in Monday CRM involves locating the workdoc or board where the content was saved, opening it, modifying it, and making sure the changes are saved and visible to the team. Without a native knowledge base, the process requires navigating between documents and boards. In Teeo, you indicate what to change and it's updated instantly.
How to do it in Teeo
“Edit in the knowledge base: the entry about [topic] should now say [new information]”
The entry is updated in the knowledge base immediately.
How to edit information in the knowledge base in Monday CRM: step by step
Requirements
- ·Monday CRM does not have a native knowledge base. Information is stored in Monday Docs or dedicated boards.
- ·If the doc was created by another user, you need edit permissions to modify it.
- ·Monday Docs saves version history; you can revert changes from the history menu.
Log in to Monday CRM
Go to monday.com and enter your credentials to access your workspace.
Navigate to the Docs section
In the left sidebar, click the Docs icon. You will see the list of all documents created in your workspace.
Locate the document you want to edit
Search for the doc by name in the list or use the top search bar (Ctrl+K) to find it quickly. If you use a board as a KB, navigate to the corresponding board.
Open the document
Click on the doc name to open it in the workdocs editor. The document will open in read mode if you don't have active edit permissions.
Activate edit mode
If the document is in read mode, click the 'Edit' button in the upper right. If you have permissions, you can edit directly by clicking on the text.
Modify the content
Locate the text or section you need to change, select it, and type the new information. You can add, delete, or reformat content using the editor's formatting options.
Verify the changes were saved
Monday saves changes automatically in real time. Verify that the 'Saved' message or auto-save indicator appears at the top of the doc. Share the updated link with your team if needed.
Frequently asked questions
How do I edit information in the Monday CRM knowledge base?
Monday CRM does not have a native knowledge base. If you use Monday Docs to store information, you need to navigate to the Docs section, find the document, activate edit mode, and modify the text. The process takes 10 to 15 minutes depending on how much information you need to change.
Is the change history saved in Monday Docs?
Yes. Monday Docs automatically saves version history. You can access previous versions from the document's options menu (⋯) by selecting 'View version history'. This allows you to revert changes if needed.
What is the fastest way to update information in a knowledge base?
The fastest way is with Teeo CRM. You just tell the assistant: 'Edit in the knowledge base: the entry about [topic] should now say [new information]' and the update is applied in under 1 minute, without searching for documents or navigating menus.