Pages & Documents

Pages are rich documents inside Mosic. Use them to write knowledge base articles, meeting notes, project specs, runbooks, and more. Every page uses a block-based editor with auto-save.

Creating a Page

Before you begin: You need Member, Editor, or Admin permission in the workspace to create pages.

1. Open the workspace where you want the page
2. Click the New Page button in the sidebar, or open an existing page and click Add sub-page
3. Fill in the Title field (required)
4. Choose a Page Type from the dropdown
5. Optionally set Appearance (icon and color)
6. Click Create New Page

Mosic opens the new page automatically. If you close the dialog without saving, no page is created.

Page Creation Fields

Page Types

Choose a type that matches the purpose of your page:

• Document — General-purpose document (default)
• Note — Quick note or scratchpad
• Template — Reusable page template
• Wiki — Knowledge base or reference article
• Knowledge Article — Self-service help content
• FAQ — Frequently asked questions
• Tutorial — Step-by-step guide
• Proposal — Project or initiative proposal
• PRD — Product requirements document
• Spec — Technical specification
• Decision Log — Record of decisions made
• Research — Research findings and notes
• Agenda — Meeting agenda
• Meeting Notes — Meeting summary and action items
• Retrospective — Team retrospective notes
• Status Report — Project or team status update
• Changelog — List of changes or updates
• Post-mortem — Incident review document
• Runbook — Operational procedures
• SOP — Standard operating procedure
• Policy — Organization policy document

Editing Page Content

Pages use a block-based editor. Each paragraph, heading, list, or image is its own block. Click any block to edit it.

Available Block Types

Adding Blocks

1. Hover over the left edge of any existing block
2. Click the + button that appears
3. Choose a block type from the menu
4. Start typing in the new block

You can also press Enter at the end of a block to create a new paragraph below it.

Inline Formatting

Select text within any block to see the inline formatting toolbar. You can apply bold, italic, and add links. You can also convert a paragraph block to a different block type using the toolbar on the left side of the block.

Auto-Save

Mosic saves your page content automatically as you type. You do not need to click a save button. Changes are stored as revisions, so you can review previous versions using the History button in the editor toolbar at the top of the content area.

Content Outline

The content outline shows a table of contents built from your headings. It appears in the page sidebar. Click any heading in the outline to scroll to that section. The currently visible section is highlighted as you scroll.

Page Hierarchy

Organize pages in a parent-child tree. A page can have one parent page and many child pages.

Setting a Parent Page

1. Open the page you want to move
2. Click the Parent Page field
3. Search or browse for the parent page
4. Select a page from the list
5. Mosic updates the hierarchy immediately

To make a page a root-level page (no parent), click the Parent Page field and choose Make root page.

Tree Navigation

The page tree appears in the sidebar of any open page. It shows the full hierarchy starting from root pages.

• Click a page title to navigate to it
• Click the chevron arrow next to a page to expand or collapse its children
• Use the Expand all or Collapse all button at the top of the tree to toggle all pages at once
• Pages with children show a small + button to create a sub-page directly under them

The tree automatically expands to show the path to your current page. Archived pages are hidden from the tree.

Page Categories

Categories group related pages together. A page can belong to one category.

Assigning a Category

1. Open the page
2. Click the Category field
3. Search or browse available categories
4. Select a category from the list

To remove a category, click the x button next to the category name, or choose Remove category from the dropdown.

Creating a New Category

1. Open any page in the workspace
2. Click the Category field
3. Type the new category name in the Search or create category… field
4. Press Enter or click Create “[name]”

New categories are available to all pages in the same workspace. Editors and Admins can create categories. Members can assign existing categories but cannot create new ones.

Page Templates

Templates let you create new pages pre-filled with content. Any page can become a template.

Creating a Template

1. Create a new page with the content you want to reuse
2. Set the Page Type to Template
3. Add the content, structure, and formatting that new pages should start with

Using a Template

1. Create a new page (see Creating a Page)
2. In the creation dialog, the content and type are pre-filled if you clone from a template

You can also duplicate any existing page by opening it, clicking the More options menu (…), and choosing Duplicate page. The duplicated page includes “(Copy)” in the title and copies the original content.

You can mark or unmark any page as a template from the More options menu. Marked pages appear as template options during page creation.

Page Status

Every page has a status that controls its visibility and lifecycle.

Changing Page Status

1. Open the page
2. Click the Status dropdown in the page header
3. Choose a new status from the list

You can also use the Publish or Unpublish quick action in the More options menu (…) to toggle between Published and Draft without opening the status dropdown.

Draft pages display a warning banner when sharing: only workspace members with edit access can view draft pages.

Reading Time and Word Count

Mosic automatically calculates the estimated reading time and word count for each page based on the content. These values appear in the page metadata area and are also visible in the portal.

Page Sharing

Share a page with others using the Share Page dialog.

How to Share a Page

1. Open the page
2. Click the Share button in the page header
3. The Share Page dialog opens

Share Options

Copy Link — Copy the page URL to your clipboard. Anyone with the link and workspace access can open it.

Email — Open your email client with the page title and link pre-filled.

Copy as Markdown — Copy the full page content formatted as Markdown, including a source link at the bottom.

Access Control

Page access is granted through workspace membership and page relations. If the page is linked to other entities (tasks, projects, spaces), members of those entities can also access the page.

Portal Visibility

Two fields control whether a page appears in the customer portal: Hide from portal prevents the page from appearing in the portal even if the portal module is enabled. Portal shared with limits visibility to specific customers or organizations. See Customer Portal for details.

Exporting a Page

Export a page to share content outside Mosic or keep an offline copy.

1. Open the page
2. Click the More options menu (…) and choose Export
3. In the Export Page dialog, choose a format:
   • Markdown — Best for documentation and GitHub
   • HTML — For web publishing
   • Plain Text — Simple text without formatting
   • PDF — Print-ready document (opens in a new window)
4. Toggle Include metadata to add the page title, date, and source link to the export
5. Click Export

The file downloads to your computer (except PDF, which opens a print preview).

Cover Images

Add a cover image to any page for visual context.

1. Open the page
2. In the left sidebar, find the Cover Image section to upload or change the image

To remove a cover image, click the x button on the image.

Pinning Pages

Pin important pages to keep them visible in the sidebar.

1. Open the page
2. Click the More options menu (…) and choose Pin to sidebar
3. The page appears in the pinned section of the sidebar

To unpin, open the page and choose Unpin from sidebar from the same menu.

Page Navigation

From the Sidebar

The sidebar shows a collapsible page tree. Click any page to open it. The current page is highlighted.

Direct Navigation

Each page has a unique identifier. You can navigate directly to a page using its UUID-based URL in the format /Page/[id], or by its human-readable identifier using /doc/[identifier].

From Other Documents

Pages linked to tasks, projects, or other entities appear in the Relations tab of those documents. Click the link to open the page.

Permissions

Best Practices

1. Choose the right page type — Page types help organize content and set expectations
2. Use headings for structure — Headings power the content outline and make long pages scannable
3. Organize with categories — Group related pages under a shared category
4. Build a hierarchy — Use parent and child pages to create a logical structure
5. Create templates — Build templates for recurring document types like meeting notes and status reports
6. Set status accurately — Keep drafts as Draft until ready, then publish for visibility
7. Use relations — Link pages to relevant tasks, projects, and spaces so team members find them easily
8. Keep titles descriptive — Clear titles help in search and navigation

Related Documentation

• Spaces — Organizing work at the top level
• Customer Portal — Sharing pages with external users
• Relations & Links — Connecting pages to tasks and projects