# Knowledge Board

A Knowledge Board in IMBRACE allows users to manage information in a structured, table-based format, similar to a spreadsheet or database. Each board contains customizable fields that define the type of information stored in each record. This structure enables teams to organize knowledge, media, and references in a consistent and searchable format.

Knowledge Boards are particularly useful for managing structured content such as product knowledge, technical references, analytics data, and operational records. Users can add records, attach media, include video links, and organize information using tags and custom fields.

<figure><img src="/files/44nDuSduLcOa9tBadktS" alt=""><figcaption></figcaption></figure>

### Steps to Create & Manage Knowledge Board

The typical workflow when using a Knowledge Board includes the following steps:

#### Step 1 – Create a New Board

To create a new Knowledge Board:

1. Navigate to **Knowledge Hub**.
2. Click **New Board**.

<figure><img src="/files/LSWp700HBlm7KBSJ5GvH" alt=""><figcaption></figcaption></figure>

4. Enter the following information:

| Field                 | Description                                     |
| --------------------- | ----------------------------------------------- |
| **Board Name**        | The name of the knowledge board.                |
| **Board Description** | A short explanation of what the board contains. |
| **Board Access**      | Define which teams can access the board.        |

<figure><img src="/files/3P0KYxGKhzbWggmTZpWZ" alt=""><figcaption></figcaption></figure>

Board access can be configured for:

• **All Teams**\
• **Selected Teams**

After entering the required details, click **Next** to continue.

#### Step 2 – Manage Fields

Fields define the **structure of the information stored in the board**. You can save the name and type of the fields as required.&#x20;

<figure><img src="/files/awOuauyE4AY2wE1ncSIE" alt=""><figcaption></figcaption></figure>

To add a new field:

1. Navigate to the **Manage Fields** tab.
2. Click **Add New Field**.
3. Enter the following:

| Field           | Description                                |
| --------------- | ------------------------------------------ |
| **Field Name**  | Name of the data field.                    |
| **Description** | Optional explanation of the field.         |
| **Field Type**  | Select the type of data (e.g., Long Text). |

Example field types may include:

• Long Text\
• Short Text\
• Number\
• Date\
• Selection / Tag\
• File Attachment\
• Link

Click **Create** to add the field to the board.

<figure><img src="/files/KYAvNMReXD3pvPHbYUSs" alt=""><figcaption></figcaption></figure>

Once fields are configured, the board structure will be ready to store records.

#### Step 3 – Add Records

Records represent individual entries within the board. Each record stores values based on the fields defined for the board.

To add a new record:

1. Open the desired Knowledge Board.
2. Click the Add (+) button.
3. Enter the required information for the record fields.

Click **Save** to create the record.

<figure><img src="/files/QNItJjFA7i4wbG5Ysk0U" alt=""><figcaption></figcaption></figure>

#### Step 4 – Edit or View Records

Users can click on any record to view or edit its details. The record detail panel allows users to:

* Update text fields
* Modify tags
* Add or remove attachments
* Edit video links
* Update embedding IDs

Changes can be saved by clicking **Save**.

The system also tracks:

* Last Updated Date
* Record ID

#### Step 5 – Attach Files and Media

Knowledge Boards support **file attachments and media references**. Users can attach supporting materials such as:

• Images\
• Documents (PDF, DOCX, etc.)\
• Instruction files\
• Reference materials

Attachments help provide additional context for each record.

To add attachments:

1. Click the **Attachment (+)** icon.
2. Upload the required file.
3. Save the record.

<figure><img src="/files/8o6i0DC098bWXyZo8NTy" alt=""><figcaption></figcaption></figure>

#### Step 6 – Add Tags and Links

Tags help organize records and make them easier to search.&#x20;

<figure><img src="/files/AoWoAmCb9fvmGOVj7YAo" alt=""><figcaption></figcaption></figure>

Users can also add external video links, such as YouTube tutorials, to support the knowledge entry.

<figure><img src="/files/jbLp0c0h45WOPKjxalYb" alt=""><figcaption></figcaption></figure>

#### Step 7 – Search and Filter Records

Knowledge Boards include built-in tools to help users locate records quickly. Users can:

* Use the Search bar to find records
* Apply Filters to narrow results
* Sort data by different columns

These tools help teams efficiently manage large datasets.

<figure><img src="/files/OopzTUmsDpTB24wtNTGa" alt=""><figcaption></figcaption></figure>

#### Step 8 – Integrate Automation

Knowledge Boards can be connected to **automation workflows** within IMBRACE. Automation may trigger actions based on:

• Record creation\
• Field updates\
• Tag changes\
• Data conditions

Examples include:

• Sending notifications when records are updated\
• Triggering AI responses using board content\
• Updating related workflows automatically

This enables powerful automation capabilities for knowledge management.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://imbrace.gitbook.io/imbrace-documentation/knowledge-hub/knowledge-board.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.