What’s in the Knowledge Base?
Trilo’s knowledge base supports three types of resources:Pages
Rich text documents with formatting, images, embeds, and real-time collaboration.
Spreadsheets
Tables and data with formulas, filtering, and import/export capabilities.
Boards
Visual whiteboards for brainstorming, diagramming, and creative work.
Key Features
Real-Time Collaboration
Multiple team members can work on the same resource simultaneously:- See who’s viewing and editing in real-time
- Changes sync instantly across all viewers
- No more emailing documents back and forth
Powerful Organization
Keep your knowledge organized with:- Project-based structure: Resources belong to projects, making them easy to find
- Drag-and-drop: Reorganize resources with simple drag and drop
- Archive system: Archive inactive resources without deleting them
AI-Powered Assistance
AI helps you work smarter:- Get AI-generated summaries of long documents
- Ask questions about your content
- Generate new content with AI assistance
Easy Sharing
Share knowledge inside and outside your team:- Internal sharing: All team members can access resources in their projects
- Public links: Create shareable links for external stakeholders
- Custom URLs: Set custom slugs for cleaner public URLs
Navigating the Knowledge Base
Finding Resources
There are several ways to find what you need:- Project Resources: Each project has a dedicated Resources section
- Search: Use the global search (press
Cmd/Ctrl + K) to find any resource - Recent: Access recently viewed resources from the sidebar
Resource Views
When viewing resources in a project, you can:- List view: See all resources in a simple list
- Sort: Order by name, date created, or date modified
- Filter: Show only specific resource types
Getting Started
1
Navigate to a project
Open a project from your sidebar where you want to create resources.
2
Go to Resources
Click on Resources in the project navigation.
3
Create your first resource
Click + New and choose the type of resource you want to create.
4
Start creating
Add content to your new page, spreadsheet, or board.
Resource Types at a Glance
| Type | Best For | Key Features |
|---|---|---|
| Pages | Documents, notes, guides, wikis | Rich formatting, embeds, templates |
| Spreadsheets | Data, lists, tracking, tables | Formulas, filtering, CSV import |
| Boards | Diagrams, brainstorming, visual planning | Freeform drawing, shapes, sticky notes |