Help center · Create rules, processes and content

How do I organize my team’s knowledge in HubCoach?

Use bases, folders, tags and favorites without duplicating articles. A good structure helps new hires most, since they do not know what to search for yet.

  • For administrators and authors
  • 2 min read
  • Updated October 4, 2026
HubCoach knowledge base with folders, favorites and the Most consulted block for the last 7 days
Create rules, processes and contentAt a glance
Where
Web app · Knowledge base
For
For administrators and authors
Steps
4 steps
Time
2 min
The team's knowledge base, with sample data.

What are the steps?

  1. Open Knowledge base. With the search empty, Most consulted shows up to five published items with activity in your organization. Choose Week (last 7 days) or Month (last 30 days). Repeated openings by one person within a minute count once. Favorites and Recently opened keep their own filters.
  2. Create a base for a broad topic, such as Sales, and folders for smaller topics, such as Proposals.
  3. Use Organize content on an article to choose its base, folder and tags.
  4. Search by title or content and narrow the view by content type. Include your editable drafts when preparing new material.

What does it look like in practice?

  • Example

    Base: Customer success → Folder: Renewals → Tags: meeting, proposal. Save the guide you use most as a favorite.

What should you keep in mind?

Keep learning

What else might help?

More help articlesFrom Revenue Hub Latam
Need help?

Need help with HubCoach?

If you already use HubCoach, report what is not working in Friction reports, inside the app, so whoever maintains your rules and content can review it. If you do not use it yet, apply to the waitlist.

You can also write to us at contacto@revenuehublatam.com.

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Organize your team’s knowledge | HubCoach for HubSpot