Introduction
This guide will show you how to set data relations between Easy8 and the Knowledge Base (KB). This is useful for connecting tasks, projects, and dashboards with knowledge articles to support collaboration and knowledge sharing. By following these steps, you’ll be able to create links, embed content, and reference articles directly in your Easy8 workflows.
Target Audience
- User
Prerequisites
- Knowledge Base add-on installed and active
- Access to Easy8 features such as tasks, projects, dashboards, and text editors
- The content namespace setting enabled in the KB at
/wiki/Special:NamespaceManager
How to Set Data Relations Between Easy8 and KB
Step 1: Link Articles to Tasks
- Open any task detail
- Use the article search field within the task view
- Search and click to link an article
Note: This search looks only through article titles, not the full content.
To remove a link, use the unlink button next to the article name.
Step 2: Link Articles to Projects
- From within the Knowledge Base, open an article
- Use the option to link the article to a specific project
Tip: This allows you to associate documentation with the context of a project.
Step 3: Embed Articles on Dashboards
- Go to any customizable page, such as a Project Dashboard
- Add the widget called Knowledge article
- Search for the article, select it, and save the page
Note: This embeds the article into the dashboard as a widget. The search includes all indexed content.
Step 4: Reference Articles in Text Using Symbol §
- While writing in any text editor (task comments, descriptions, project history, noticeboard, etc.), type the symbol §
- This opens a lookup tool for knowledge articles
- Select an article to insert it as a link into your text
Note: For security reasons, only public namespaces or those using global permissions will be searchable. Adjust these settings at /wiki/Special:NamespaceAccess.
Troubleshooting
| Issue | Solution |
|---|---|
| Articles not showing in task search | Ensure the namespace is marked as public and the article title matches the keyword. |
| Unable to link articles in project or dashboard | Verify that the KB add-on is active and articles are indexed. |
| Symbol § does not trigger lookup | Check that the namespace permissions allow visibility for the current user. |
Conclusion
You have successfully set up data relations between Easy8 and the Knowledge Base, including linking articles to tasks and projects, embedding them in dashboards, and referencing them in text fields. These features make it easier to provide relevant knowledge where it’s most needed.
