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Wikis

Use a Template or Playbook

Templates give every new page a head start, and a consistent shape your team recognises. Playbooks go further: one click sets up a whole group of linked pages, ready to fill in.

Template Playbook
Creates One page Several linked pages
Examples Meeting notes, How-to article, Retrospective Project space, Incident management kit, Knowledge base starter
Where you use it From template… in the page list Install in a wiki in Template Studio, or when you create a wiki

Create a Page from a Template

  1. Click + next to Pages (or the + beside a page to put the new page under it)
  2. Choose From template…

  3. Pick a template. The wiki's default template, if it has one, is listed first with a star

    The New page from template picker

  4. If the template has fill-in fields, such as a project name, fill them in and click Create page

The new page opens in the editor with the template's content in place - here, the Meeting notes template with its meeting details and action items ready to fill in.

A new page created from the Meeting notes template

Give it a title, fill it in and save. Until you save, the page is a draft that only you can see.

Don't see From template…?

The option appears once the wiki has templates turned on. An Editor or Owner can switch them on in Wiki settings → Page templates. See Wiki Settings.

Install a Playbook

  1. Open Template Studio from the sidebar and choose Playbooks
  2. Click a playbook to see the pages it creates
  3. Click Install in a wiki
  4. Pick the wiki to install it into

The pages are created straight away, after the wiki's existing pages, and you are taken to the first one. Any property blocks the playbook uses are turned on in the wiki for you.

You need to be an Editor or Owner of the wiki you install into.

Playbook pages are published

Unlike a page from a template, playbook pages are created as published pages that everyone in the wiki can see. Tidy them up before you share the wiki.

Start a new wiki from a playbook

When you create a wiki, choose From a playbook on the Start from step to set the wiki up in one go.

Fill-in Fields

Templates can include fill-in fields, written as {{Name}}. When you use the template, you are asked for a value for each one, and it is dropped in everywhere the template uses it. Leave a field blank and the placeholder stays on the page so you can fill it in later.

To make your own templates, see Create a Template.

Please contact us if you have any questions.