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Configuring board and wiki pages

Board pages and wiki pages are the same element in teamspace. Permissions and configuration control which areas are visible – per page board, wiki or both.

Prerequisites

  • Administration rights (access to the configuration)
  • Access to the permission groups under "Users & rights"

In teamspace, board pages and wiki pages are technically the same element – one page type with several areas. The difference arises solely from which areas (tabs) are visible and active on a page. As an admin you control this centrally; on the individual page it is then decided whether it uses a board area, a wiki area or both.

Why this is useful

  • Board area: create, move and manage cards – steer tasks visually.
  • Wiki area: maintain an instruction, a record or documentation right on the same element.
  • Both combined: e.g. a project board for steering and a wiki for the associated record – task control and knowledge in one place, instead of in separate elements.

Which permissions does a group need for boards?

For a user group to be able to use boards at all, it needs the right permissions. The fastest way to find them is to filter for “board” at the top right of the group permissions:

Configuration → Users & rights → Permission groups → <group> → Permissions → search "board"

The most relevant ones are:

  • Main menu → Boards – controls the visible tiles: My pin board, My boards, Overview, My board entries, as well as Kanban, Scrum and pin boards.
  • Detail manager → Task manager → Boards – allows working with board elements.
  • Configuration rights → Boards, Kanban, Scrum – only for admins who are allowed to change the central defaults (settings, list of boards, default settings).
User group permissions filtered by "board" – main menu, detail manager and configuration rights
User group → Permissions, filtered by "board" – the permissions required for boards

Visible areas via group permissions

Which tabs/areas a user group sees on a page is defined in the group’s permissions:

Configuration → Users & rights → Permission groups → <group> → Permissions → Detail manager → "Wiki page"

There you activate the individual areas via checkbox – including Wiki, Edit, Files, Forum, Permissions, Versions, Watchers, Public pages and History. Areas that are not activated do not appear for this group.

User group → Permissions → Wiki page with checkboxes for the visible areas
User group → Permissions → "Wiki page" – visible tabs/areas

Note: in the permissions the element is called “wiki page” – it covers board and wiki pages alike, because both are the same page type.

Central defaults for boards

You maintain default values for boards centrally – such as the default columns of the board lists:

Configuration → Boards, Kanban, Scrum → Settings

Here you define, for example, the default columns for the “Standard” and “Details” view of the pin boards. Under the “List of boards” and “Default settings” tabs you make further specifications.

Boards, Kanban, Scrum configuration with default columns for the Standard and Details view
Configuration → "Boards, Kanban, Scrum" – default columns of the board lists

Board, wiki or both – decide per page

On the individual page you determine, via the page type and the active areas, how it is used:

  • Board only – focus on the board area with columns and cards. See Creating and setting up a board.
  • Wiki only – the page serves as a pure knowledge or documentation page.
  • Both – board area for steering and wiki area for documenting on the same element.

This way you adapt each page to its purpose without having to create a second element.