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.
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:
Navigate to Knowledge Hub.
Click New Board.
Enter the following information:
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.
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.
To add a new field:
Navigate to the Manage Fields tab.
Click Add New Field.
Enter the following:
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.
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:
Open the desired Knowledge Board.
Click the Add (+) button.
Enter the required information for the record fields.
Click Save to create the record.
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:
Click the Attachment (+) icon.
Upload the required file.
Save the record.
Step 6 – Add Tags and Links
Tags help organize records and make them easier to search.
Users can also add external video links, such as YouTube tutorials, to support the knowledge entry.
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.
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.
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