Create and edit a SharePoint Knowledge Base manually (preview)

Note

SharePoint Knowledge Base is in Frontier preview, and availability might vary in your organization. This means that you might not yet see this feature or it might look different from what is described in this article. If you don’t see the option to create a knowledge base, contact your SharePoint administrator.

Before you begin

To create a knowledge base manually, you need permission to create content on the SharePoint site. To write or edit KB pages, you need permission to edit the knowledge base. Manual creation and editing don't require a Microsoft 365 Copilot license or Copilot credits.

Create a knowledge base manually

Use one of the following entry points:

  • On a SharePoint site, select + New on the command bar, and then select Knowledge base.

    Screenshot of the + New menu on a SharePoint site with Knowledge base selected.

  • On the app bar, select Build, select Knowledge base under Start building, and then choose the destination site.

Then complete these steps:

  1. Choose whether to start with blank content or one of the three import options.

    Screenshot of the More ways to start section with options to create a blank knowledge base or import Markdown files, Confluence content, or a classic wiki.

  2. Follow the prompts to finish creating the knowledge base.

Write and edit KB pages manually

Write KB pages in the Visual editor or edit their Markdown in the Source editor. Both editors work on the same KB page.

Create a KB page manually

  1. In the knowledge base, select New, and then select Blank page.
  2. Select the page name at the top, enter a name, and then press Enter.
  3. Add your content. On the first KB page, explain what the knowledge base covers and where readers should start.
  4. Select Save and exit.

Edit a KB page manually

  1. Select the KB page in the knowledge base navigation.
  2. Select Edit.
  3. Make your changes. Use the toolbar to format text or insert images, videos, and links.
  4. Select Save and exit.

To add page properties, select Edit, select Properties on the editing toolbar, and then select Add property. In the Source editor, properties appear as YAML frontmatter at the top of the file.

Note

Renaming or moving a KB page manually can break links to it from other KB pages. After you rename or move a KB page, update those links, or ask Copilot to check the knowledge base’s health to find broken links. A health check uses Copilot credits.

Use Markdown in the KB page Source editor

To add Markdown
Heading # Heading through ###### Heading
Bold, italic, strikethrough, highlight **Important**, *Emphasis*, ~~Old wording~~, ==Review this==
Bulleted, numbered, or task list - First item, 1. First step, - [ ] To do, - [x] Completed
Quote > Quoted text
Inline code or code block `command`, or three backticks on separate lines before and after the code
Link [Microsoft Support](https://support.microsoft.com)
Link to another KB page [[Page name]]
Image or video ![Image description](image-url), ![Video description](video-url)
Table A header row, a separator row, and data rows, with vertical bars between cells
Horizontal rule --- on a separate line
Math $x^2$, or an expression between $$ lines
Mermaid diagram A code block with mermaid after the opening backticks
Property YAML key-value pairs enclosed by --- on separate lines at the beginning and end of the block. The opening --- must be on the first line of the file.