Knowledge Documents

Knowledge documents are the reference layer of CRHQ Tasks. They hold persistent information — brand guidelines, strategy docs, technical specs, meeting notes — that both humans and agents can access.

Document Scoping

Documents exist at two levels:

• Workspace-level — Company-wide knowledge (brand guidelines, policies, general reference)
• Project-level — Project-specific context (PRDs, technical decisions, campaign briefs)

Creating a Document

1. Navigate to the Knowledge section in CRHQ Tasks
2. Click Create Document
3. Fill in:

Document Lifecycle

Version History

Every edit creates a new version with:

• Version number
• Change summary (what was modified)
• Who made the change (human or agent)
• Timestamp
• Ability to restore any previous version

Search

Find documents using:

• Full-text search — Search across titles, content, and summaries
• Label filtering — Filter by tags
• Project filtering — Show only documents for a specific project
• Pinned filter — See only pinned documents

Linking Documents to Tasks

Documents can be linked to tasks for reference:

• A task can have multiple linked documents
• A document can be linked to multiple tasks
• Links appear in both the task detail and document detail views

This creates a knowledge graph connecting work items to their reference materials.