Share Information Using the Wiki Tab

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About this lesson

Share additional information with team members by creating a Wiki tab.

Quick reference

Share Information Using the Wiki Tab

Create a Wiki tab to store important information and make it accessible to channel members. 

When to use

We create a Wiki tab whenever we want to have an easily accessible area to store important information that everyone in the channel needs to know. 

Instructions

Wiki pages are effectively blank sheets of paper that can be used to store important information that channel members need to know. We can create tabs for our Wiki pages to make them easy to access. 

By default, when we create a new channel, we will get a Wiki tab called 'Wiki'. We can rename this tab and add additional Wiki tabs. Wiki tabs are smart text editors that double as a place we can communicate with our team, draft, edit and chat all in one place. 

We can format our wiki pages, add sections and reorganize sections easily. 

Rename the Wiki tab

  • Go into a channel. 

We will normally want to rename the Wiki tab to something more meaningful. For example, maybe we want to create a page that houses the brand guidelines for our company. 

  • In the tabs area, click on Wiki. 
  • Choose Rename from the menu. 
  • Type a new name for the tab. 

Create a Wiki tab

We may want to have more than one Wiki tab. In fact, we might have many Wiki tabs in a channel each housing different information. 

  • Go into a channel. 
  • In the tabs area at the top, click the + symbol. 
  • In the Search bar, type Wiki and press Enter. 
  • Select the Wiki app. 
  • Give the tab a new name. 
  • Click Save. 

Format the Wiki Page

We can add headings, paragraphs, and sections to our Wiki page. When clicked inside the Wiki page, the formatting toolbar will appear above. So, we can apply font formatting and alignment, insert images, tables and links and highlight important information. 

Add a New Section

We can organize the content on our Wiki page using sections. 

  • Click the + symbol to create a new section
Rearrange Sections

We may decide to rearrange the sections on our Wiki page. 

  • Hover the mouse over the section. 
  • Click the three dots. 
  • Choose Move up or Move Down. 
Link to Other Sections

We can link to other sections on the Wiki page. This is useful if we have a long Wiki page with a lot of content as it allows users to jump straight to the section of interest. 

  • Hover the mouse over the section. 
  • Click the three dots. 
  • Choose Copy link. 
  • Move somewhere else in the document. 
  • Press CTRL+V to paste the link. 
@mention People

We can @mention people on our Wiki page.

  • Click in a section. 
  • Type the @ symbol and the person's name. 

They will be notified that they have been mentioned in the Wiki. 

Start conversations

We can start conversations with others from the Wiki page. 

  • Hover the mouse over a section of the Wiki page. 
  • Click the chat bubble icon. 
  • Add a message and click Send.

Hints & tips

  • Chat bubbles will appear in dark gray when a conversation has been started. 
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  • 00:03 We're going to move on now and
  • 00:05 take a look at some other useful things that you can do in Teams.
  • 00:09 And we're going to start out in this lesson by introducing ourselves to
  • 00:13 the concept of tabs, and in particular, the Wiki tab.
  • 00:17 Now when we're talking about tabs in Teams,
  • 00:20 we mean these little links that we have at the top of each channel.
  • 00:25 So currently I'm clicked in the Northwind Traders marketing channel and
  • 00:31 I have three tabs by default, Posts, Files, and Wiki.
  • 00:35 So any chat conversations and
  • 00:37 other things that we've shared will be underneath posts.
  • 00:41 We then have a Files tab,
  • 00:42 which will show me any files that have been uploaded and shared.
  • 00:46 And then we have a Wiki tab.
  • 00:49 So what exactly is a Wiki tab and why is it useful?
  • 00:52 Well the Wiki tab is a smart text editor and
  • 00:55 doubles as a place where you can communicate with your team.
  • 00:59 And draft, edit, and chat all in one place.
  • 01:03 And every channel, by default, comes with its own Wiki tab.
  • 01:07 Now Wiki tabs are really considered pages in Microsoft Teams.
  • 01:11 We can have multiple Wiki tabs and each Wiki tab is made up of different sections.
  • 01:17 So we can use these to house important information about a specific topic,
  • 01:22 and everybody in the channel can access that information.
  • 01:26 And when we're creating information in a Wiki tab, we have access to format it,
  • 01:32 add headings, sections, and things like titles, links, and comments.
  • 01:38 So let's take a look at an example.
  • 01:40 Maybe I want to create a Wiki tab that houses all
  • 01:43 of the information related to brand guidelines for the marketing team.
  • 01:48 And I want this to be information that's easy for
  • 01:51 everybody in the marketing team or in this marketing channel to access and review.
  • 01:56 Now notice when I've clicked on the Wiki tab, by default it comes up with page name
  • 02:01 and then a generic section currently called Untitled.
  • 02:04 Now if I want to house my brand guidelines in here,
  • 02:08 I don't really want to have this tab called Wiki.
  • 02:11 So what I could do is I can click the drop down and I can choose to rename this tab.
  • 02:16 Or alternatively, I could create another Wiki tab and rename that one.
  • 02:21 So let's click on this plus to add a tab.
  • 02:25 And this is going to come up with all of the applications that we can effectively
  • 02:30 set up as a tab in our Teams.
  • 02:32 Now if I want to add a Wiki tab, I can simply search for Wiki, there it is.
  • 02:37 Is telling me I already have a tab with that name, which I do.
  • 02:41 But that doesn't matter because we're going to rename it straightaway.
  • 02:45 So I want this to be called, let's just say branding,
  • 02:47 it's a bit shorter than brand guidelines.
  • 02:50 And click on Save.
  • 02:52 So now I have a new tab at the top called branding and I can add in all of my
  • 02:57 information that I want all channel members to be able to see.
  • 03:01 So maybe the page name here is Brand Guidelines.
  • 03:05 In the first section maybe I want this to be the introduction.
  • 03:10 I can then add in some content.
  • 03:12 And just for demonstration purposes, I'm just going to put in this as a test.
  • 03:16 If I want to add a new section, I can simply click on the plus,
  • 03:20 it's going to give me a brand new section.
  • 03:23 So maybe this one is Uses For This.
  • 03:30 Document and then I have my text underneath.
  • 03:35 And let's add another section, I'm going to call this one.
  • 03:42 Company Templates.
  • 03:45 Now, obviously you're going to make this look a little bit more interesting than I
  • 03:48 have just here.
  • 03:49 But just know that wherever you click review have text,
  • 03:52 you have that formatting bar running across the top.
  • 03:55 So you can do things like adding links, adding tables, format your text, and
  • 03:59 make it look really nice.
  • 04:01 So you can even do things like insert images.
  • 04:03 So if you want to jazz this up a little bit, you can click on Insert Image and
  • 04:08 then pick that up from your local drives or OneDrive.
  • 04:11 Now with the different sections in your Wiki, you can rearrange them as well.
  • 04:16 For example, if I decided that I wanted company templates to be
  • 04:20 just after the introduction section.
  • 04:23 I can hover my mouse over that section and click on the three dots and
  • 04:27 I then have move up or move down.
  • 04:29 So let's say move up,
  • 04:30 and it's just going to very quickly reorganize those headings.
  • 04:34 Another thing that I can do is I can link to specific sections of my Wiki page.
  • 04:41 So if I'm up here where we have introduction,
  • 04:44 if I click on the three dots, I could choose Copy link.
  • 04:49 And then if I'm working somewhere down here, so let's just add another section,
  • 04:53 I'm just going to call this test.
  • 04:55 I could paste in this link Ctrl V.
  • 04:58 And notice,
  • 04:59 it gives me a nice little link here to the introduction section in the branding tab.
  • 05:04 And when I click that, it's basically going to jump me to the top.
  • 05:08 Now because I only have one page of information,
  • 05:11 we can't really see that too well.
  • 05:13 But if this is a really long document,
  • 05:16 it's going to jump you to the specific part of the Wiki page.
  • 05:19 So this is a way of just hyperlinking two different sections within the Wiki page.
  • 05:24 We can also do things like add mentioned other people.
  • 05:27 So maybe I want to say something like,
  • 05:32 please contact Ben Lee for the full list of templates.
  • 05:39 And as soon as I app mentions somebody in the Wiki page,
  • 05:42 they're going to receive a notification in their activity feed.
  • 05:46 Another thing that you can do in here is start a conversation with other people.
  • 05:50 For example, again, if I hover my mouse over company templates,
  • 05:54 notice right at the end here we have a little chat bubble.
  • 05:58 So if I click this, is going to open up the conversation pane.
  • 06:02 Is going to show me that this is a conversation about company templates.
  • 06:05 And also that Ben Lee was mentioned in brand guidelines.
  • 06:10 And I can come down to the bottom here and I can start adding my own messages.
  • 06:15 So I'm just going to type in hello and hit Enter and
  • 06:19 that's going to go through to the team channel.
  • 06:22 And when a comment or a conversation has been started in a particular section of
  • 06:27 the page, notice that that little bubble will turn a black color.
  • 06:31 So that people know they can click on this and
  • 06:33 they can view that entire conversation.
  • 06:36 So think of Wiki pages as being very similar to webpages,
  • 06:40 where you can house important information.
  • 06:43 And you can rename them so that they are more meaningful to your team.

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