Odoo Knowledge Module: Internal Knowledge Base Setup

What Is Odoo Knowledge?

Odoo Knowledge is an internal wiki and documentation system built directly into Odoo. It provides a structured space for SOPs, policies, how-to guides, meeting notes, and any other internal documentation. Articles support rich formatting, embedded Odoo views, file attachments, and collaborative editing.

Module Setup

Install the Knowledge module from Apps. Once activated, it appears in the main menu. The module works standalone but gains extra power when integrated with Helpdesk, Sales, and other modules.

Article Structure

Knowledge organizes content as a tree of articles, similar to Notion or Confluence.

Creating Articles

1. Knowledge → Create (or use the + button in the sidebar)
2. Enter article title
3. Write content using the rich text editor
4. Nest sub-articles by dragging in the sidebar tree

Recommended Structure

# Company Knowledge Base structure:
# Company/
#   ├── Policies/
#   │   ├── Code of Conduct
#   │   ├── Remote Work Policy
#   │   └── Expense Policy
#   ├── Departments/
#   │   ├── Engineering/
#   │   │   ├── Development Guidelines
#   │   │   ├── Code Review Process
#   │   │   └── Deployment Procedures
#   │   ├── Sales/
#   │   │   ├── Sales Playbook
#   │   │   └── Pricing Guidelines
#   │   └── HR/
#   │       ├── Onboarding Checklist
#   │       └── Benefits Guide
#   └── Templates/
#       ├── Meeting Notes Template
#       ├── Project Brief Template
#       └── Incident Report Template

Rich Content Editor

The Knowledge editor supports extensive formatting:

• Text formatting — Headings, bold, italic, lists, quotes, code blocks
• Tables — Create and edit tables directly in the article
• Images and files — Drag and drop attachments
• Embedded views — Insert live Odoo data (list views, graphs, pivot tables)
• Command palette — Type / to access all formatting options

Embedded Views

One of Knowledge's most powerful features is embedding live Odoo data:

# Examples of embedded views:
# /list — Embed a list view of any Odoo model
# /kanban — Embed a Kanban board
# /graph — Embed a chart or graph
# /pivot — Embed a pivot table

# Use case: Sales playbook article with an embedded
# list of current top opportunities from CRM
# Data updates in real-time as CRM records change

Templates

Create article templates for recurring documents:

1. Write the template article with placeholders
2. Mark it as a template in article properties
3. Team members create new articles from the template
4. Placeholders guide them to fill in the required information

Common Templates

Sharing and Access Control

Internal Sharing

• Workspace articles — Visible to all internal users
• Private articles — Visible only to the author
• Shared articles — Visible to specific users or groups

Member Permissions

Each article can have specific members with different access levels:

• Reader — View only
• Editor — View and edit
• Owner — Full control including delete and permission management

External Sharing

Share articles externally via a public link. External viewers do not need an Odoo account. Useful for sharing SOPs with contractors or policies with partners.

Integration with Other Modules

• Helpdesk — Link Knowledge articles to helpdesk ticket responses for consistent support answers
• Sales — Embed product documentation and pricing guidelines in sales articles
• HR — Onboarding documentation accessible from employee records
• Website — Publish Knowledge articles as public help center pages

Search and Discovery

Knowledge includes full-text search across all articles. The sidebar tree provides navigation, and favorites let users bookmark frequently accessed articles. Recently viewed articles appear at the top for quick access.

Best Practices

• Assign article owners — Every article should have a responsible person for updates
• Review quarterly — Schedule reviews to keep documentation current
• Use templates — Standardize recurring documents
• Embed live data — Replace static screenshots with embedded Odoo views
• Organize by audience — Structure for who reads it, not who writes it

DeployMonkey + Knowledge

DeployMonkey's AI agent helps structure your knowledge base, create article templates, and configure sharing permissions based on your organizational hierarchy.