Intro to Wiki

Video Placeholder Duration: 4-6 minutes Topics covered: What is Wiki, workspace-level documentation, organizing pages, sharing

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What is Wiki?

Wiki is Plane's centralized documentation system for organization-wide information. While Pages exist within projects, Wiki provides a bird's-eye view of your company's knowledge — accessible from the workspace level.

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Wiki vs Project Pages

Feature	Project Pages	Wiki
Scope	Single project	Entire workspace
Access	Project members	Workspace members
Use case	Project-specific docs	Company-wide knowledge
Location	Within project	Workspace level

Use both:

• Project Pages: Technical specs, sprint notes, project requirements
• Wiki: Company policies, onboarding guides, org-wide processes

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Accessing Wiki

Wiki lives at the workspace level:

1. Look for Pages in your workspace sidebar
2. This opens the Wiki view
3. See all pages across your workspace

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Wiki Organization

Page Visibility

Pages in Wiki can be:

Type	Visibility
Public	All workspace members can view
Private	Only creator can view
Shared	Specific people you invite (Business)

Categories

Pages are organized into:

• Public — Team-wide documentation
• Private — Your personal notes
• Shared — Collaboratively accessible
• Archived — Historical documents

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Creating Wiki Pages

New Page

1. Navigate to Pages in workspace
2. Click New Page
3. Choose visibility (Public or Private)
4. Start writing

Page Content

Same rich editor as project pages:

• Headings and formatting
• Lists and checklists
• Tables and code blocks
• Images and embeds

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Wiki Use Cases

Company Policies

📄 Employee Handbook
├── 📄 Time Off Policy
├── 📄 Remote Work Guidelines
└── 📄 Code of Conduct

Onboarding Materials

📄 New Employee Guide
├── 📄 First Day Checklist
├── 📄 Tools Setup
├── 📄 Team Introductions
└── 📄 FAQ

Technical Guides

📄 Engineering Wiki
├── 📄 Development Setup
├── 📄 Code Standards
├── 📄 Deployment Process
└── 📄 Incident Response

Organizational Knowledge

📄 Company Info
├── 📄 Mission & Values
├── 📄 Org Chart
├── 📄 Team Directory
└── 📄 Meeting Cadences

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Finding Pages

Search

Use the search function to find pages:

• Search by title
• Search within content
• Filter by visibility

Browse

Navigate through categories:

• Public pages
• Your private pages
• Shared with you
• Archived pages

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Sharing Pages (Business)

Share private pages with specific people:

How to Share

1. Open a private page
2. Click Share
3. Add team members
4. Choose permission level:
   • View — Read-only access
   • Edit — Can modify content

Shared Section

Shared pages appear in a dedicated "Shared" section for easy access.

Managing Access

Page creators can:

• Add new collaborators
• Change permission levels
• Revoke access

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Wiki Best Practices

Clear Organization

Structure content logically:

• Group related pages
• Use consistent naming
• Create navigation pages

Keep Current

Outdated docs are harmful:

• Schedule regular reviews
• Archive obsolete content
• Update when processes change

Public by Default

Make information accessible:

• Default to public for team knowledge
• Use private only for personal notes
• Share when collaboration is needed

Single Source of Truth

Avoid duplication:

• One authoritative page per topic
• Link instead of copying
• Update in one place

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Wiki vs External Tools

Aspect	Plane Wiki	External (Notion, Confluence)
Integration	Built-in	Separate tool
Context	With your work	Disconnected
Collaboration	Same workspace	Different system
Cost	Included	Additional subscription

Benefits of keeping docs in Plane:

• Everything in one place
• Link docs to work items
• Unified search
• Same permissions model

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Key Takeaways

• Wiki is workspace-level documentation
• Access from Pages in the workspace sidebar
• Pages can be Public, Private, or Shared
• Use for company-wide knowledge (not project-specific)
• Search and browse to find pages
• Sharing allows selective access (Business tier)
• Keep docs organized, current, and accessible

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Next Steps

Organize wiki pages into groups with Collections.

Next Lesson: Intro to Collections