How to Clone Knowledge in Assist

Overview

The Clone Knowledge feature allows you to create an exact duplicate of an existing knowledge item and place it in a different location within your Assist hierarchy. This is useful when you want to share knowledge across different levels of your organisation — for example, making project-specific knowledge available at the Organisation, Workspace, or another Project level.

Before You Start

• You must have an existing knowledge item with a "Training Complete" status.
• You should know where you want the cloned knowledge to live (Organisation, Workspace, Project, or Same Place).

Step-by-Step Guide

1. Open Your Project

Navigate to the project that contains the knowledge item you want to clone. You'll land on the main project screen.

2. Access Project Knowledge

Click the "Project Knowledge" button located in the upper-right area of the interface. This opens the Project Knowledge modal, which displays all knowledge items associated with the current project.

3. Click "Clone"

Find the knowledge item you want to duplicate and click the "Clone" button next to it.

4. Configure the Clone

A "Clone Knowledge" modal will appear with the following options:

Select your desired Destination from the dropdown and adjust the name if you'd like.

5. Execute the Clone

Click the purple "Clone" button to confirm. You'll see two notifications:

1. "Cloning knowledge..." — the process has started.
2. "Knowledge cloned successfully" — the clone is complete.

6. Save Your Changes

After the clone is complete, you'll return to the Project Knowledge modal. Click "Save" to finalise. You'll see a confirmation: "Project knowledge saved successfully".

7. Verify the Cloned Item

Navigate to the destination where you cloned the knowledge to confirm it's there:

• For Organisation: Click the Organisation option in the bottom-left sidebar, then select "Knowledge" from the flyout menu.
• For Workspace or Project: Navigate to the relevant Workspace or Project and open its Knowledge section.

The cloned item will appear with its new name (e.g., "Assist Logo (Copy)") and a "Training Complete" status — ready to use immediately.

Key Things to Know

• Cloned knowledge retains its training status — you won't need to retrain it after cloning.
• The original knowledge item is not affected — cloning creates a completely independent copy.
• You can rename the clone during the cloning process to keep things organised.
• Cloning works across all hierarchy levels — Organisation, Workspace, and Project.

Common Use Cases