Configuration of Bitrix24 Wiki
The client work process is documented in Google Docs. CRM instructions are in Notion. Email templates are in a Drive folder. A new employee spends the first week searching for documents and gets three different answers to one question. Wiki in B24 solves the problem: everything in one place with structured pages, search, access rights, and versioning.
What is Wiki in B24
Wiki is a built-in B24 module for creating internal pages with formatted text, tables, images, and links. It works on the Wikipedia principle: each page has a unique URL, change history, and can link to other pages. The module is available in Services → Wiki (on plans with the "Company" tool).
Difference from Knowledge Base: Wiki is a free structure of pages with cross-references. Knowledge Base is articles organized by categories and hierarchy. Wiki is suitable for reference information that is frequently updated and interconnected.
Page Structure
Before creating pages, you need a structure. Typical hierarchy:
-
Wiki Home Page — table of contents with links to sections
- Sales Department — procedures, scripts, CRM work
- Support — request handling algorithms, FAQ
- HR — onboarding, vacations, policies
- Development — code standards, deployment, infrastructure
- General — company details, contacts, organizational structure
Each section is a separate page with subpages. Navigation is through links on the home page and through internal search.
Page Templates
For standard pages (instructions, procedures, process descriptions), templates are created. A template defines structure: headings, required sections, format. This ensures consistency — all instructions look the same, information is easy to find.
Example "Instruction" template:
- Process name
- When to apply
- Step-by-step actions
- Person responsible
- Related documents
Access Rights
Wiki supports access configuration at section level:
- Read — all employees see the page
- Edit — only certain roles or departments
- Create — who can add new pages to a section
Typical scheme: everyone reads, department heads edit their sections, admin manages structure.
Search and Navigation
B24 built-in search indexes Wiki page content. To improve search quality:
- Use keywords in page titles
- Add tags to pages
- Create cross-references between related pages
- Maintain an up-to-date table of contents on the home page
Migration from External Systems
If documentation is maintained in Confluence, Notion, or Google Docs — transfer content to B24 Wiki. Process: export from source (HTML/Markdown), adapt formatting, create pages via interface or REST API (wiki.page.add), verify links and images.
What We Configure
- Wiki section structure for company departments
- Page templates for standard documents
- Access rights: read/edit by departments
- Table of contents and navigation with links
- Content migration from external systems (Confluence, Notion, Google Docs)
- Editor training: creating and updating pages