Knowledge pages in Aptly give you flexible formatting tools to organize and present your content. Whether you’re building standard operating procedures (SOPs), project plans, or reference documents, you can easily customize the look and feel of your page while linking it directly to Aptly data like locations, cards, contacts, and tasks.
Formatting Tools
When editing a Knowledge page, you can format text and add structure using common tools you’d find in a word processor:
- Headings – Choose from different heading sizes to organize sections.
- Text Styling – Apply bold, italics, or underline to emphasize key points.
- Tables – Insert tables to organize data neatly.
To access these options, type / (forward slash). This will bring up a menu of all available formatting options, so you can quickly add and edit elements in your page.
Linking to Aptly Objects
What makes Knowledge pages unique is their ability to connect directly to items in Aptly.
You can link to:
- Locations – Reference specific properties or buildings.
- Cards – Connect SOPs or documentation to related workflows.
- Contacts – Include relevant owners, tenants, or vendors.
- Tasks – Link project steps or action items directly to your page.
This is especially helpful when creating:
- SOPs – Include clear steps while linking directly to the boards and cards they relate to.
- Project Pages – Centralize project plans while connecting relevant tasks and locations.
- Card-Specific Notes – Build a knowledge page tied to a specific card for easy reference.
Tips & Best Practices
💡 Make your Knowledge pages clear and actionable with these tips:
- Keep content scannable: Use headings and bullet points so information is easy to digest.
- Link wherever possible: Adding links to locations, cards, and tasks keeps your page interactive and connected to your Aptly workflow.
- Use tables for organization: Great for SOP steps, maintenance schedules, or tracking details.
- Create templates for recurring needs: Build a standard format for recurring Knowledge pages like onboarding guides or vendor documentation.
- Update regularly: Review your Knowledge pages often to keep processes and links up to date.
By combining rich formatting with Aptly’s linking features, Knowledge pages become dynamic, interactive resources that help your team stay organized and efficient.