Knowledge Base Software for Your Whole Company
Write SOPs, policies, runbooks and meeting notes in TeamTrackin Documents. Organise them in spaces and page trees, review and publish them, and control exactly who can view or edit each page.
- Spaces & page tree
- Templates
- Version history
- Cmd/Ctrl + K search
Everything your team knows, in one place
A full knowledge base inside the platform your team already uses for time, projects and HR.
Spaces and a page tree
Give each team, department or client its own space, then nest pages as deep as you need. Move, duplicate, archive and favourite pages.
- Spaces per team or topic
- Nested pages
- Trash with restore
A rich editor with a slash menu
Type / to add headings, lists, checklists, tables, code blocks, quotes and coloured info, warning, success and danger panels.
- @mentions and links to other pages
- Images, files and video
- Spreadsheet pages
Templates
Start from a template instead of a blank page and keep documents consistent across the company.
- SOP / how-to
- Meeting notes and decision records
- Onboarding checklist and retrospective
Drafts, autosave and publish
Edits save to a draft automatically. Readers only see the new version when you publish it, with an optional summary of what changed.
- Autosaved drafts
- Publish with a change summary
- Choose whether to notify watchers
Comments and mentions
Discuss a page in threaded comments, or highlight a sentence and comment on it inline. Resolve threads when they are done.
- Inline and threaded comments
- @mention teammates
- Watch pages for notifications
Version history
Every published version is kept. Compare any two versions side by side and restore an earlier one in a click.
- Text diff between versions
- Restore any version
- Change summaries on publish
The right people see the right pages
Set who can view or edit each space, then restrict individual pages to chosen people or groups. Restrictions carry down to child pages, and anyone without access can request it.
- Space access: no access, can view or can edit
- Per-person and per-role grants, up to space admin
- Separate view and edit restrictions on any page
- People without access can request it
Know which pages are still up to date
Give each page an owner and a review date. Pages move from rough draft to in review to approved, show a Verified badge while they are current, and are marked outdated when the review date passes.
- Rough draft, in review, approved and outdated statuses
- Request a review from chosen people
- Search every page you can see, or press Cmd/Ctrl + K
- Export to PDF, Word, Markdown or HTML
Tables your team can actually work in
Add a database page to any space. It is a table with typed fields and saved views, and it keeps the page's title, icon, access, sharing and trash. Anyone who can edit the page can edit the database, and the page owner or a space admin can lock its structure.
- Table, Board, Gallery, Calendar and List views as tabs
- Each view keeps its own filters, sorts, hidden fields, grouping and colours
- Open any entry in a side panel with its own page, comments and history
- Teammates' changes appear instantly, with their name on the cell they are editing
Everything a team table needs
Track projects, suppliers, assets or anything else in a database page, right beside the documents that explain it.
Typed fields
Text, numbers, currency, percent, select, tags, status, dates, checkboxes, people, links, files, rating, progress and formulas.
- Entry links between databases, with two-way backlinks
- Sum, count or average linked entries
- Link tickets, boards, Docs pages and clients
Fast, spreadsheet-style editing
Click a cell or press Enter to edit and move with the arrow keys, Tab and Enter. Thousands of rows scroll smoothly.
- Copy and paste blocks with Excel and Google Sheets
- Fill down with Ctrl/⌘ + D
- Undo and Redo, bulk edit and drag to reorder
Filter, sort, group and colour
Build filters with AND/OR groups, sort on several levels, group entries and colour rows or cells by condition.
- Filters show as chips under the toolbar
- "Me" filters for people fields
- Save changes or add them as a new view
Calculate under each column
Count, sum, average, median, min, max and range, plus earliest and latest dates and checked percentages.
- Counts of empty, filled and unique values
- Per-view totals
- Date ranges at a glance
Import CSV or Excel
Drop a spreadsheet on the page tree. Every sheet comes in, field types are guessed and you check the mapping before anything is saved.
- Rename, retype or skip columns first
- Confluence and Notion database exports
- Undo an import for 48 hours
Export, history and the API
Export any view as CSV or Excel, see who changed what and restore it, and reach databases from the public API or the AI tools you connect.
- Change history with Restore
- Built-in AI assistant answers from entries
- Your existing spreadsheet pages are now databases
An endless canvas, right inside Docs
Add a whiteboard page to any space for workshops, retros, flowcharts and planning. It keeps the page's title, icon, access, sharing and trash. Anyone who can edit the page can edit the board, and viewers watch it live without changing it.
- Start from Blank, Retrospective, Brainstorm, Flowchart, Mind map, Kanban, User journey or your company's own templates
- Sticky notes, shapes, frames, connectors that stay attached, pen, highlighter, stamps, images and files
- Cards for tickets, boards, pages, databases and clients that open in a side panel
- Works on phones and tablets with touch
Everything a team workshop needs
Brainstorm, run a retro or map a process on a board right beside the documents that explain it.
Work together, live
Everyone on the board sees changes instantly, with live cursors and names. Follow a teammate, or bring everyone to where you are.
- Comments with @mentions and Resolve
- Vote on notes and see ranked results
- A shared countdown timer with a chime
Everything to draw and plan
Sticky notes in four sizes and any colour, shapes, frames, text, lines and freehand drawing, with elbow, curved or straight connectors.
- Group, lock, align and layer
- Minimap, zoom to fit and snap to grid
- Search words on notes, shapes and files
From ideas to tickets
Select sticky notes and click Make ticket. The note shows the ticket key and status, and the ticket links back to the whiteboard.
- Pick the board, type and title
- Cards open tickets, clients and databases in place
- People without access see "No access"
Export and share
Export the whole board or just a selection as PNG, SVG or PDF. Share the page like any other Docs page, with view or edit access.
- Restricted pages and view-only access
- Duplicate, move and archive
- Save any board as a company template
History you can restore
Versions are kept automatically while people work, and you can save a named version. Preview any version and restore it in place.
- The current board is kept before a restore
- Undo only undoes your own changes
- Lock a board to stop other editors
The API and your AI tools
The built-in AI assistant can find and summarise boards you can open. Keys and connected AI tools can read and change boards with separate read, write and delete permissions.
- Ask: "Summarise the Sprint 12 retro board"
- Boards, elements, versions and comments in the API
- Included with Docs on Premium and Enterprise
From blank page to trusted reference
Set up your first space in a few minutes.
- STEP 01
Create a space
Add a space for a team or topic and decide who can view and edit it.
- STEP 02
Start from a template
Pick an SOP, meeting notes, decision record, onboarding or retro template — or a blank page.
- STEP 03
Write, review and publish
Drafts save as you type. Ask for a review, then publish when the page is ready.
- STEP 04
Keep it current
Watchers hear about changes, comments capture questions and review dates flag stale pages.
One knowledge base for every team
Operations and SOPs
Step-by-step procedures with checklists and warning panels, reviewed on a schedule so they stay correct.
HR and onboarding
Policies and onboarding checklists, with sensitive pages restricted to HR and managers.
Engineering and product
Specs, decision records, runbooks and retros, linked to each other and exportable when you need a copy.
Works with the rest of TeamTrackin
Documents sit beside the boards, projects and HR tools your team already runs in TeamTrackin.
Plan the work your documents describe in sprints.
Projects, milestones and tasks with built-in time tracking.
Keep policies and onboarding next to leave, timesheets and benefits.
Share boards, hours, invoices and vault files with clients.
Frequently Asked Questions (FAQs)
Knowledge base software is a shared, searchable home for the things your company knows — procedures, policies, how-to guides, decisions and meeting notes. TeamTrackin Documents gives you spaces, a page tree, templates, comments, version history and page-level access control, inside the same platform you use for time tracking, projects and HR.
Type / in the editor to add headings, bulleted, numbered and check lists, tables, quotes, code blocks, dividers and info, warning, success and danger panels. You can also @mention people, link to other pages by typing [[, and add images, file attachments and videos from YouTube, Loom or Vimeo or by upload. Spreadsheet pages are available for tabular content.
Blank page, SOP / how-to, meeting notes, decision record, onboarding checklist, retrospective and spreadsheet.
Your edits save to a draft automatically as you type, so readers keep seeing the last published version. When the page is ready you publish it, optionally with a short summary of what changed and a notification to watchers. Every published version is kept in the page history, where you can compare versions and restore an earlier one.
Yes. Each space has a default level for everyone — no access, can view or can edit — plus grants for specific people or groups, up to space admin. Individual pages can then restrict viewing and editing to chosen people or groups, and those restrictions carry down to child pages. People without access can request it.
Give each page an owner and a review date, and request a review from chosen people. Pages move through rough draft, in review, approved and outdated. Approved pages show a Verified badge until their review date passes, so readers can tell at a glance whether a page is current.
Yes. Search across every page you have access to from the Documents screen or with Cmd/Ctrl + K. Pages can be exported to PDF (through your browser's print dialog), Word (.docx), Markdown and HTML, and spreadsheet pages to Excel (.xlsx).
A database is a page that holds a table with typed fields — text, numbers, currency, select, status, dates, people, files, formulas, links to other databases and links to TeamTrackin tickets, boards, pages and clients. Show it as a table, board, gallery, calendar or list, each view with its own filters, sorts, grouping and colours, and open any entry in a side panel with its own page, comments and change history. It lives in your page tree and follows the page's access, sharing and trash.
Yes. Choose New page → Import CSV or Excel, drop an .xlsx or .csv file on the page tree, or paste a table. TeamTrackin finds the header row, guesses each field's type and brings in every sheet. You can rename, retype or skip columns before importing, read a short report afterwards and undo the import for 48 hours. Confluence database CSV exports and Notion "Markdown & CSV" exports work too, and any spreadsheet pages you already had became databases automatically.
Yes. Choose New page → Whiteboard, pick a template (Blank, Retrospective, Brainstorm, Flowchart, Mind map, Kanban, User journey or one of your company's own) and click Create whiteboard. You get an endless canvas with sticky notes, shapes, frames, connectors, pen and highlighter, images and files. Everyone on the board sees changes live, and viewers can watch without changing anything.
Yes. Select one or more sticky notes, click Make ticket, pick the board, type and title, and click Create. The note then shows the ticket key and status, and the ticket links back to the whiteboard page.
Documents is part of the Premium and Enterprise plans. See the pricing page for the full comparison and the 14-day free trial.
New in Documents
Know who has read each page, share published pages through links that expire, and send pages for signature.
Command palette
Press Ctrl+K (Cmd+K on a Mac) anywhere to search tickets, projects, people and documents, or jump straight to any page.
How it worksEmoji reactions
React to tickets, comments and messages with a quick thumbs-up, tick or party popper instead of another reply.
How it worksCopy link and undo
Copy a direct link to any ticket or comment, and undo a delete or archive with one click or Ctrl+Z.
How it worksE-signatures
Send a PDF or a Documents page for signature. Signers type or draw their signature, and you get the signed PDF with an audit certificate.
How it worksDocument read receipts
See who has read a page and who hasn't, ask people to confirm they've read it, and send a reminder to anyone who hasn't.
How it worksExpiring public links
Share a published page with anyone through a link that works for 1, 7 or 30 days, with an optional password.
How it worksTeamTrackin AI in Documents
Improve, shorten, translate or turn notes into an SOP, and get answers from your own documents with links to the pages used.
Ask TeamTrackin
Ask questions about your team in plain English — hours by person or project, overdue tickets, who's off, overtime and invoices — answered from your real data and only what you can see. Ask how to do something in TeamTrackin, where a setting is or whether you can do something, and get click-by-click steps.
Take a lookAI summaries, stand-ups & writing help
Summarise tickets and chats in one click, get your stand-up and weekly report written from your tracked time, and improve, shorten or translate documents.
Take a lookGive Your Team One Place for What It Knows
Spaces, templates, comments, version history and page-level access control — alongside time tracking, projects and HR in TeamTrackin. Try it free for 14 days.