In this tutorial, I explain step-by-step how to create a simple yet functional Knowledge Base in SharePoint. There are many different ways to capture knowledge within SharePoint Online:
- 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:
[ Ссылка ]
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: [ Ссылка ]-
