Create a page
For anyone starting a new page: a blank one, one from a template, or a subpage under a page that already exists.
Where a new page goes
A new page is created in the knowledge base you are working in. Start it from a folder and it lands in that folder; start it from a page's New subpage and it sits under that page. You can move it later; see Move a page.
Start a blank page
- Open Navigation → Wiki and click New page in the header.
- The editor opens empty, at the top level of the active knowledge base.
Start from a template
Every other way in opens the template picker first: the sidebar's + button, a folder's New page here or hover +, a page's New subpage, or Start from template in the editor of a new page. The dialog, Start from a template, says Pick a starter layout. You can change anything after — it's just a page.
- Browse by category on the left, or type in Search templates….
- Click a template to preview it, then click Use template. Blank page opens the editor straight away.
| Category | Templates |
|---|---|
| Core docs | Blank page, Meeting notes (attendees, agenda, decisions and action items), How-to guide (step-by-step instructions for one task), SOP / process doc (a repeatable process: who does what, when). |
| Customer & implementation | Project brief (scope, goals, timeline and stakeholders), Customer onboarding checklist (track an implementation end to end), Kickoff notes (capture the first call with a customer). |
| Engineering | Decision record (ADR) (a decision, its context and trade-offs), Runbook (what to do when something breaks), Troubleshooting / FAQ (common questions and their answers). |
| Planning | Retrospective (what went well, what did not, what changes), Status update (where things stand, at a glance). |
If you apply a template to a new page that already has text, the editor asks Replace the current content with this template?.
Fill in the header
At the top of the editor:
- Page title is required. Without it, Save says Title is required.
- Add a description… is an optional one-line summary, up to 500 characters, shown under the title when the page is read.
- The address chip, /wiki/page-slug, follows the title until you change it. Click it (Edit URL slug) to type your own, then press Enter.
- The tag icon, Name this version (optional), lets you label the save that is about to happen, for example Reviewed by legal. The label shows in the version history. See Name a version.
Write the body as described in Write and format a page.
Save the draft
Nothing is stored until you click Save. The first save creates the page as a draft (Draft created) and opens it in the reading view, where it carries a draft chip. Drafts are visible to the people the page is shared with, so you can keep working on it over several sittings. When it is ready, publish it; see Draft, published or archived.
Tip: The editor does not warn you when you leave. Click Save before Exit.
Duplicate an existing page
To start from a page you already have, open it and choose Duplicate from its ⋯ menu (or from its ⋮ menu in the sidebar tree). The copy opens as a new draft with the same content and tags.
From the mobile app
Tap New page on the mobile app's Wiki tab. The form has the same Page title and description, plus Base (the knowledge base), Folder, Parent and Tags, and offers Start from a template.
Next: Write and format a page.