How to create a Knowledge Base in SharePoint
13,064
Published 2024-04-21
- Lists
- Document Libraries with Metadata
- Viva Topics
- SharePoint Pages
In this video, I explain how to build a SharePoint Knowledge Base using SharePoint Pages. I help you choose the proper SharePoint Site template, configure its look and feel, create a Knowledge Base Page Template, and make it default for the users.
In addition, at the end of the video, I explain how to enhance the SharePoint Knowledge Base with advanced capabilities. Specifically, I go over the following additional features:
- Site Pages Library Metadata
- Audience Targeting
- Search Vertical creation
⬇️ In case you would like to follow the instructions in the written article on the topic, check out this blog post:
sharepointmaven.com/how-to-create-a-knowledge-base…
00:00 - How to create a Knowledge Base in SharePoint
00:58 - Step 1: The Concept of SharePoint Pages
04:43 - Step 2: New Site or Existing Site?
06:51 - Step 3: Decide on Site Type (Template)
13:39 - Step 4: Create the first page
17:58 - Step 5: Create a Page Template
23:40 - Step 6: Create Knowledge Base Articles from a Page Template
26:38 - Step 7: Customize the main Wiki Page
30:38 - Step 8: Customize the Site Navigation
37:17 - Step 9: Site Pages Metadata
46:57 - Step 10: Set up Audience Targeting
51:48 - Step 11: Set up Search Vertical
01:03:13 - Step 12: Set up Site Security & Permissions
01:05:40 - How I can help
The Knowledge Base in SharePoint is possible thanks to the following SharePoint features and functionality:
SharePoint Pages allow to store, organize and display content in SharePoint. While a typical SharePoint Site contains just one SharePoint page by default, you can create multiple SharePoint Pages, each with its own content, layout, and web parts.
The Page Template allows you to standardize the look and feel and layouts of the SharePoint Pages being used on the same SharePoint Site. By creating a Page Template, you will ensure that everyone creating articles on your Knowledge Base site follows the same layout guidelines.
SharePoint Metadata can be useful in a few cases. First, it allows Knowledge managers to organize Knowledge Base articles in various categories and sort/group/filter those articles (SharePoint Pages) within the Site Pages Library. Second, you can also utilize SharePoint Metadata to filter and display only certain articles to the user based on tagged categories. Examples of this method are included in this video.
Audience Targeting can be useful if you have various/different audiences that you want to target (display) knowledge base articles to. For example, you want full-time employees only to see articles applicable to them, and contractors should only see articles for them, and so on. While we can target several elements in SharePoint Online, in this SharePoint Knowledge Base tutorial, I explain how to set up Audience Targeting on Site Navigation and Quick Links.
Search Verticals greatly improve the Search experience by filtering out unnecessary search results. In the context of the SharePoint Knowledge Base, in this video, we create a custom Search Experience where we create a custom search vertical to only display results from SharePoint Pages. To set up Search Verticals, you would need to get familiar with Keyword Query Language (KQL) as well as managed properties (plenty of resources available on my blog).
👉 Continue learning more on this topic, by watching this video: • How to create a Human Resources Site ...
All Comments (16)
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👉 If you want to learn more on this topic, check out this video as well: https://youtu.be/PvIm57RPQjI?si=Dz59wkJYRuHvBfo-
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Great content - exactly I was looking for (as someone who is being asked to support a SPO KM). Thank you! (Still reviewing and you have a new SUBSCRIBER).
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I also learned the existence of the group "Everyone". This is great.
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Great tutoirial. I learned the sub-link feature in the left-hand side vertical menu. I am a happy viewer.
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Perfeito!!! Excelente conteúdos que você compartilhou ❤. Eu estava procurando a mais de 6 meses alguém para explicar e ensinar sobre isso! e você ensinou maravilhosamente neste vídeo. Muito obrigado 🫂. Já conquistou mais um inscrito aqui do Brasil no seu canal, vou maratonar todo seu canal e blog. Eu sou administrador de serviços ITSM, Service Desk, Field e workplace para 12 mil usuários em uma grande empresa, e você me ajudou a ter várias idéias de micros-serviços que podem ser fornecidos para meus usuários. Valeu💪👊
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Thank you! Another wonderful teaching video
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Great tutorial.👏 Helped me a lot while I build our company's knowledge base.
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Great video again. Really useful
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Hi, excelent job! I am thinking about building such knowledge base but I'd like to create pages as a documents managed. Example: policies, procedures, instructions with metatags for managing expiration, owners, privacy, etc. But when I've started I've noticed that Web Part - Text is not sufficient - it is to simple to make page like document. Any advice?
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Really liked the tutorial. However I miss the integration of this new wiki knowledge site into the communication site. If I add this link to my navigation bar of my communication site it opens the new site, instead of being integrated as a page on the communication site. How did you manage to do that?
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Thank for this video.. question.. at 15:40 how did you get the text box to close to the sides? on my sharepoint, there is a much wider gap from my content to the side of the browser..
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Thank you for sharing such amazing content and knoweldge with us on your blog and videos!! I'm so grateful for the amount of knowledge I've gained over the years from you. Would you still recommend a single KB site if you want each department to be responsible for their own content? Having separate sites for each so everyone doesn't get full access the entire site and to edit other departments and you don't break the permission inheritance? Would the search experience still be ok if using a hub site to tie the different departments together?
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Great video as usual. For the search verticals is there any way to get the search results to default to the new vertical rather than all?
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Whats the reason(s) to use pages rather than Word docs in a doc library?
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why do you use the template page? Can't use the news post template?
