Add wiki pages to jobs

Table of Contents

Store wiki pages in a job template
Add wiki pages via automation
Add a wiki page to a job manually
Preview a wiki page

Wiki pages can be linked to jobs in three ways: manually on a job card, via a job template, or through a pipeline automation.

Store wiki pages in a job template

When you add wiki pages to a job template, jobs created from that template will contain links to those pages. To add wiki pages to a job template:

First, create a new job template or edit an existing one: Go to Templates > Firm templates from your left menu bar, then open the Jobs tab. Now, either click Create Template, or go ahead and choose an existing template.

2. Click + Add at the top right of the Edit Job Template screen, select Add wiki pages, then choose the Wiki pages you want to add. Use the search field to find a page by name, or click the Title column header to sort the list A→Z or Z→A.

Save the template.

Note

Only published wiki pages can be added to a job template. If the wiki page is unpublished, it will no longer be displayed inside the template. If it’s published again, it gets restored.

Add wiki pages via automation

The launch point for automated wiki pages is selecting a suitable stage in your workflow to add them to. Follow these steps:

You need a published wiki page with the instructions you want to be linked automatically. If you don’t have one, you can create it by clicking New page when you add the automation.
Make sure you have a stage in your pipeline for the wiki page to be linked, then create the Add Wiki page automation. Once the job enters this stage, the wiki page is automatically added to the job details and your team members can easily access it by opening the job.

Unpublishing will cause the wiki page to appear in the Linked section of the job card with the Draft label, but automation will work (the job can be moved to the next stage). Republish a wiki page to have it restored both in the pipeline stages and in the jobs moving through it.

Note

For the Add wiki page automation, it doesn’t matter if the automove jobs toggle for the stage is turned. The automation is triggered automatically and doesn’t need actions either from the client or from the firm to be completed.

Add a wiki page to a job manually

In some cases, you may also want to link wiki pages to jobs manually. To do so:

Open a job card. Make sure the job is in the right pipeline stage.
Click Link in the Linked section.
Select Wiki pages and choose one. Only published pages are displayed here. Use the search field to find a page by title or author name, or click the Title column header to sort the list A→Z or Z→A.

The page will appear in the Linked section.