Knowledge and workspace tools
Workspace knowledge
Workspace knowledge is where you keep a fact worth finding again after the job that produced it is finished: a site access code, a client's standing preference, a DNO contact, a decision the team agreed on. Each entry keeps a note of where the fact came from, so anyone reading it later can check it.
Choose the right place
If the fact only matters for one job, keep it on that task. If it is something the whole team should be able to find later, save it as workspace knowledge instead. Don't copy the same fact into several places to make it easier to spot; just link the task to the knowledge entry.
Your AI agent can search and save workspace knowledge for you. Ask it separately for facts that belong to one task; it will keep those on the task rather than in workspace knowledge.
Add a fact with its source
State the fact plainly and say where it came from, so someone can check it later. If it changes, update the entry with the new source. If it stops being true, remove it rather than leaving it to mislead the next person who reads it.
A prompt to try
Search workspace knowledge for the current site access arrangements. Show me the source and date for each match. Don't change anything.
Draft a knowledge entry for this decision we've agreed. Include the decision, the source, the date and when it should be reviewed. Show me the draft before you save it.
Review facts when the source changes
A fact in workspace knowledge is only useful if people can trust it. Check it again if its source changes, or when its review date comes round. Keep the source with the entry, so your agent can tell you where a fact came from when it reports it back to you.
Connected records
Forge can record a link between related things in the workspace, such as a task and its document, a person and a site, or a form response and the work it relates to. These links help you and your agent follow related records, without treating every similarly-named item as connected.
A link only shows what has actually been recorded. It doesn't prove that every file, task or person with a similar name belongs together. Check the linked record and its source before relying on it for a decision.
Show me the records linked to this task and explain how each one relates to it. Don't create or change any links.
See Tasks: keep a job together and Skills.