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Intro to Wiki Pages ​

Video Placeholder Duration: 4-5 minutes Topics covered: Wiki page features, editing, collaboration, publishing, management

Wiki Pages Overview ​

Wiki pages are the documents within your Wiki — they share many features with project pages but serve a broader organizational purpose.

This lesson covers features specific to Wiki pages at the workspace level.

Creating Wiki Pages ​

Quick Create ​

  1. Go to Pages in workspace sidebar
  2. Click New Page
  3. Choose visibility
  4. Start writing

In a Collection ​

  1. Navigate to the target collection
  2. Click New Page within that collection
  3. Page is created in the right place

Page Visibility Options ​

Public Pages ​

  • Visible to all workspace members
  • Anyone can view
  • Great for team-wide documentation

Private Pages ​

  • Only you can see
  • Personal notes and drafts
  • Work-in-progress content

Shared Pages (Business) ​

  • Invite specific people
  • Control view/edit permissions
  • Collaborative documents

Editing Features ​

Wiki pages support full rich-text editing:

Text Formatting ​

  • Headings (H1-H6)
  • Bold, italic, underline
  • Strikethrough
  • Text color and highlights
  • Text alignment

Content Blocks ​

Use / to insert:

  • Paragraphs
  • Lists (bulleted, numbered, checklist)
  • Quotes and callouts
  • Code blocks
  • Tables
  • Images and files
  • Embeds

Markdown Support ​

Write in Markdown if you prefer:

  • Auto-converts as you type
  • Familiar syntax
  • Quick formatting

Collaboration Features ​

Real-Time Editing ​

Multiple people can edit simultaneously:

  • See others' cursors
  • Changes sync instantly
  • No save conflicts

Comments ​

Add inline comments:

  • Select text
  • Click comment icon
  • Discuss specific content

Mentions ​

Reference team members:

  • Use @ to mention
  • They receive notifications
  • Creates accountability

Page Management ​

Table of Contents ​

Long pages automatically generate TOC:

  • Based on headings
  • Click to jump to section
  • Stays visible while scrolling

Version History ​

Track all changes:

  • See who changed what
  • View previous versions
  • Restore if needed

Page Info ​

View metadata:

  • Word count
  • Character count
  • Read time estimate
  • Created/updated dates
  • Editor information

Page Actions ​

ActionDescription
Export to PDFDownload as PDF
Export to MarkdownDownload as .md file
LockPrevent editing
ArchiveMove to archive
DeletePermanently remove

Locking Pages ​

Lock to prevent accidental changes:

  • Finalized documents
  • Approved policies
  • Reference materials

Archiving ​

Archive when no longer active:

  • Preserves content
  • Removes from main view
  • Can unarchive later

Publishing Pages (Pro) ​

Share pages publicly outside your workspace:

How to Publish ​

  1. Open the page
  2. Click Publish
  3. Get a public URL
  4. Anyone with the link can view

Public Page Features ​

  • Public commenting (optional)
  • Read-only access
  • No Plane account needed

Use Cases ​

  • Public documentation
  • Customer-facing content
  • Open knowledge sharing

Nested Pages ​

Create hierarchy within pages:

📄 Engineering Wiki
├── 📄 Getting Started
│   ├── 📄 Environment Setup
│   └── 📄 First PR Guide
├── 📄 Architecture
│   ├── 📄 System Overview
│   └── 📄 Database Schema
└── 📄 Processes
    ├── 📄 Code Review
    └── 📄 Deployment

Creating Nested Pages ​

  1. Open parent page
  2. Create new page from within it
  3. Child page is nested under parent
  • Expand/collapse nesting
  • Breadcrumbs show location
  • Easy to restructure

Templates for Wiki Pages ​

Create reusable templates:

When to Use Templates ​

  • Meeting notes structure
  • Post-mortem format
  • Process documentation layout
  • Team page format

Creating Templates ​

  1. Create a well-structured page
  2. Save as template
  3. Use when creating new pages

Best Practices ​

Clear Titles ​

Use descriptive, searchable titles:

  • ✅ "Engineering Code Review Process"
  • ❌ "Review stuff"

Consistent Structure ​

Use similar layouts across related pages:

  • Standard headings
  • Common sections
  • Predictable organization

Keep Updated ​

Outdated docs cause problems:

  • Set review dates
  • Assign owners
  • Archive when obsolete

Connect related content:

  • Link to other pages
  • Reference work items
  • Create navigation pages

Key Takeaways ​

  • Wiki pages are workspace-level documentation
  • Three visibility levels: Public, Private, Shared
  • Rich editing with Markdown support
  • Real-time collaboration
  • Version history and restore
  • Can publish pages publicly (Pro)
  • Support nesting for hierarchy
  • Keep pages organized and updated

Next Steps ​

Track the time your team spends on work with Time Tracking.

Next Lesson: Intro to Time Tracking

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