{"id":595,"date":"2025-08-01T09:52:34","date_gmt":"2025-08-01T09:52:34","guid":{"rendered":"https:\/\/comng.ai\/ws\/?post_type=wz_knowledgebase&#038;p=595"},"modified":"2025-08-01T13:36:09","modified_gmt":"2025-08-01T13:36:09","slug":"the-project-knowledge-base-capturing-creating-and-analyzing-information","status":"publish","type":"wz_knowledgebase","link":"https:\/\/comng.ai\/ws\/knowledgebase\/the-project-knowledge-base-capturing-creating-and-analyzing-information\/","title":{"rendered":"Your Project&#8217;s Brain: The Knowledge Base (Notes)"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">The Project Knowledge Base: Capturing, Creating, and Analyzing Information<\/h3>\n\n\n\n<p><strong>Audience:<\/strong>&nbsp;All project members.<\/p>\n\n\n\n<p><strong>Goal:<\/strong>&nbsp;To provide a complete guide to using the Notes (Docs) section, from basic note management to leveraging the advanced AI tools for document creation, import, and analysis.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>The&nbsp;<strong>Notes (Docs)<\/strong>&nbsp;section is your project&#8217;s central knowledge base. It&#8217;s where all project documentation, research, meeting minutes, AI-generated reports, and imported files live. Think of it as your project&#8217;s shared brain, accessible to the entire team.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Part 1: Navigating and Managing Your Notes<\/strong><\/h3>\n\n\n\n<p>When you click on&nbsp;<strong>Notes (Docs)<\/strong>, you&#8217;ll see a list of all the documents in your knowledge base.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"e8e9eb\" data-has-transparency=\"false\" style=\"--dominant-color: #e8e9eb;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"530\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-71-1024x530.avif\" alt=\"\" class=\"wp-image-596 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-71-1024x530.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-71-300x155.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-71-768x398.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-71-1536x795.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-71.avif 1906w\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>List View:<\/strong>&nbsp;Each line represents a note, showing its title, category, and character count.<\/li>\n\n\n\n<li><strong>Filtering and Searching:<\/strong>&nbsp;Use the dropdowns to filter by&nbsp;<strong>Type<\/strong>&nbsp;or&nbsp;<strong>Category<\/strong>, or use the&nbsp;<strong>Search<\/strong>&nbsp;bar to find a specific note by its title or content.<\/li>\n\n\n\n<li><strong>Expanding a Note:<\/strong>&nbsp;Click the&nbsp;<strong>+<\/strong>&nbsp;icon to the left of any note to see more details, including a content preview, the author, and creation date. This also reveals the action buttons.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"e9eaec\" data-has-transparency=\"false\" style=\"--dominant-color: #e9eaec;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-72-1024x535.avif\" alt=\"\" class=\"wp-image-597 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-72-1024x535.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-72-300x157.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-72-768x402.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-72-1536x803.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-72.avif 1905w\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"e8e9eb\" data-has-transparency=\"false\" style=\"--dominant-color: #e8e9eb;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-73-1024x534.avif\" alt=\"\" class=\"wp-image-598 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-73-1024x534.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-73-300x156.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-73-768x401.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-73-1536x801.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-73.avif 1908w\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Part 2: Creating and Editing Notes<\/strong><\/h3>\n\n\n\n<p><strong>A) Editing a Note and Using AI Assist<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Expand the note you wish to edit and click the&nbsp;<strong>Edit<\/strong>&nbsp;button.<\/li>\n\n\n\n<li>A sidebar will appear where you can modify the&nbsp;Title,&nbsp;Content,&nbsp;Type, and&nbsp;Category.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"adadaf\" data-has-transparency=\"false\" style=\"--dominant-color: #adadaf;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-74-1024x535.avif\" alt=\"\" class=\"wp-image-599 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-74-1024x535.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-74-300x157.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-74-768x401.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-74-1536x802.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-74.avif 1903w\" \/><\/figure>\n\n\n\n<p><strong>AI-Powered Content Generation:<\/strong><br>Don&#8217;t want to start from a blank page? Let the AI help you.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In the&nbsp;Edit Note&nbsp;sidebar, provide a clear and descriptive&nbsp;<strong>Title<\/strong>.<\/li>\n\n\n\n<li>Click the yellow&nbsp;<strong>Suggest Content<\/strong>&nbsp;button at the top.<\/li>\n\n\n\n<li>The AI will analyze the title in the context of your project and generate detailed, structured content for the note.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"abacad\" data-has-transparency=\"false\" style=\"--dominant-color: #abacad;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-75-1024x534.avif\" alt=\"\" class=\"wp-image-600 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-75-1024x534.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-75-300x157.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-75-768x401.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-75-1536x801.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-75.avif 1907w\" \/><\/figure>\n\n\n\n<p><strong>B) Creating a New Note from a Template<\/strong><br>You can create various types of structured documents using predefined templates.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the dropdown arrow on the&nbsp;<strong>+ Add Note<\/strong>&nbsp;button.<\/li>\n\n\n\n<li>Select a template from the list, such as&nbsp;<strong>Business Case<\/strong>,&nbsp;<strong>Meeting Notes<\/strong>, or&nbsp;<strong>Risk Assessment<\/strong>.<\/li>\n\n\n\n<li>A new note will be created with the appropriate structure, ready for you to fill in or use the&nbsp;<strong>Suggest Content<\/strong>&nbsp;feature to have the AI write it for you.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"eaebed\" data-has-transparency=\"false\" style=\"--dominant-color: #eaebed;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"530\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-76-1024x530.avif\" alt=\"\" class=\"wp-image-601 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-76-1024x530.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-76-300x155.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-76-768x398.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-76-1536x795.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-76.avif 1905w\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Part 3: The AI Creation Toolbar<\/strong><\/h3>\n\n\n\n<p>The toolbar at the top of the page is your gateway to powerful AI document creation and analysis tools.<\/p>\n\n\n\n<p><strong>Ask Me<\/strong>: Have a question about your project? Click this, choose a prompt template or type your own question, and the AI will create a detailed new note with the answer.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"9e9fa1\" data-has-transparency=\"false\" style=\"--dominant-color: #9e9fa1;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-77-1024x534.avif\" alt=\"\" class=\"wp-image-602 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-77-1024x534.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-77-300x156.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-77-768x400.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-77-1536x801.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-77.avif 1903w\" \/><\/figure>\n\n\n\n<p><strong>Voice Note<\/strong>: Click this to record your voice or upload an audio file. CoMng.AI will transcribe the audio and create a fully formatted document from it.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"adadae\" data-has-transparency=\"false\" style=\"--dominant-color: #adadae;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-78-1024x539.avif\" alt=\"\" class=\"wp-image-603 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-78-1024x539.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-78-300x158.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-78-768x404.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-78-1536x808.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-78.avif 1891w\" \/><\/figure>\n\n\n\n<p><strong>What-If Scenario<\/strong>: This powerful tool lets you explore the potential impact of a hypothetical situation. Describe a scenario (e.g., &#8220;What if we lose a key developer?&#8221;), and the AI will generate a comprehensive analysis of the potential impacts on your budget, timeline, and risks.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"a0a1a2\" data-has-transparency=\"false\" style=\"--dominant-color: #a0a1a2;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"532\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-79-1024x532.avif\" alt=\"\" class=\"wp-image-604 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-79-1024x532.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-79-300x156.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-79-768x399.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-79-1536x799.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-79.avif 1902w\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Part 4: Importing Knowledge<\/strong><\/h3>\n\n\n\n<p>The&nbsp;<strong>Import<\/strong>&nbsp;button allows you to bring external knowledge into your project, where it will be analyzed and converted into a new note.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"eaebed\" data-has-transparency=\"false\" style=\"--dominant-color: #eaebed;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-80-1024x534.avif\" alt=\"\" class=\"wp-image-605 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-80-1024x534.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-80-300x156.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-80-768x401.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-80-1536x801.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-80.avif 1900w\" \/><\/figure>\n\n\n\n<p>You can import:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Documents:<\/strong>&nbsp;PDF, Word, Text files<\/li>\n\n\n\n<li><strong>Data Files:<\/strong>&nbsp;CSV, Configuration files (json, yaml, etc.)<\/li>\n\n\n\n<li><strong>Visuals:<\/strong>&nbsp;Image files, Draw.IO diagrams<\/li>\n\n\n\n<li><strong>Live Sources:<\/strong>&nbsp;Capture from a Webcam (to digitize a physical whiteboard) or scrape a Web Page.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Part 5: Advanced Note Actions (&#8230; More Actions)<\/strong><\/h3>\n\n\n\n<p>When you expand a note, the&nbsp;<strong>&#8230; More Actions<\/strong>&nbsp;button provides tools to transform and utilize that specific piece of information.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"eaebed\" data-has-transparency=\"false\" style=\"--dominant-color: #eaebed;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"533\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-81-1024x533.avif\" alt=\"\" class=\"wp-image-606 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-81-1024x533.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-81-300x156.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-81-768x400.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-81-1536x800.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-81.avif 1898w\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create Tasks<\/strong>: This is a key feature. The AI will read the note and automatically identify and create actionable tasks in your&nbsp;<strong>Tasks<\/strong>&nbsp;section based on the note&#8217;s content.<\/li>\n\n\n\n<li><strong>Summarize<\/strong>: Generates a concise summary of the note.<\/li>\n\n\n\n<li><strong>Present<\/strong>: Instantly converts the note into a structured presentation outline (similar to the&nbsp;<strong>Presentations<\/strong>&nbsp;section but from a single note).<\/li>\n\n\n\n<li><strong>Get Insights&nbsp;\/&nbsp;Ask AI<\/strong>: Ask a specific question about&nbsp;<em>this note<\/em>, and the AI will provide a detailed answer.<\/li>\n\n\n\n<li><strong>Collaboration:<\/strong>&nbsp;Discussion,&nbsp;Share, and&nbsp;Export&nbsp;to HTML work just like they do for tasks.<\/li>\n\n\n\n<li><strong>Create Document<\/strong>: Formats the note into a clean, professional document for printing or saving as a PDF.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/comng.ai\/ws\/knowledgebase\/managing-your-project-budget-with-ai\/\">Managing Your Project Budget with AI<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Provide a complete guide to using the Notes (Docs) section, from basic note management to leveraging the advanced AI tools for document creation, import, and analysis<\/p>\n","protected":false},"author":1,"featured_media":596,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"wzkb_category":[148],"wzkb_tag":[199,200,201,204,202,203,198,155],"class_list":["post-595","wz_knowledgebase","type-wz_knowledgebase","status-publish","has-post-thumbnail","hentry","wzkb_category-basic","wzkb_tag-data-analysis","wzkb_tag-information-capture","wzkb_tag-information-systems","wzkb_tag-knowledge-management","wzkb_tag-knowledge-sharing","wzkb_tag-project-documentation","wzkb_tag-project-knowledge-base","wzkb_tag-project-managers"],"_links":{"self":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase\/595","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase"}],"about":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/types\/wz_knowledgebase"}],"author":[{"embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/comments?post=595"}],"version-history":[{"count":3,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase\/595\/revisions"}],"predecessor-version":[{"id":706,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase\/595\/revisions\/706"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/media\/596"}],"wp:attachment":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/media?parent=595"}],"wp:term":[{"taxonomy":"wzkb_category","embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wzkb_category?post=595"},{"taxonomy":"wzkb_tag","embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wzkb_tag?post=595"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}