Confluence Content Management

Webinar Notes V1

Skill Builder Topics

Topics Subtopics

• Using Labels
• Creating Templates
• Using Blueprints
Creating a Team
• "Content by Label" Macro
Space
• Using sections & Page Layouts
• Using status lozenge, formatting macros and panels

• Creating a team page

Get everyone to • Adding graphics and visual elements
know each • Using Live Search, Team Calendar and Profile Picture
other/your team macros

Customer /
• Using Page Properties and Page Report macro
People
Directories
• Creating Blog posts
Announcements • Structure and Visual elements

Introducing
• Using Excerpt and Excerpt Include macros
Department
Teams
• Finding large obsolete/attachment files
• Locate attachments via properties; creation, modification
Attachment and label
Challenges • Managing attachments
• Archiving and deleting attachment lists

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 • Review Trash
Trash • Deleted, Discarded and Restored content

• Orphaned Pages
Orphaned and
• Undefined Pages
Undefined Pages

• Check restricted pages

Restricted Pages

• Using CQL in Searches

CQL • Using CQL to manage the content returned by macros

Study Notes

Topic Area What you should know

Structuring a page

Use the page layout feature to appropriately

Page layout
position macros, images and text elements.

Create content segments using info, warn, tip and

Panel macro
general panels including color coding.

Display profile pictures, used to create team /

Team-related macros
people pages.
Templates

Using built-in tools, create predefined template

spaces for project intranets.
Space templates for project
Use the "create page from template button" macro
intranets
to ensure that the document created is
standardized.

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 Organize your attachments and files using the file
list template to provide an essential location for
Blueprints your project and team files.
Use structured content for creating instructional
pages in a team space using blueprints.
Use Task Lists to manage tasks for team members
Add, Assign and View Tasks
and individuals.
Building Directories of Content

Use team calendars to share information on events

and also to inform users of events that are
Team Calendars
managed in JIRA, such as due dates, sprints and
releases.
Use the page properties and page properties
Page properties and page
report to surface content and develop directories
properties report macros
of content.
Aggregate descriptions of different areas into
another page.
Excerpt/excerpt include macro
Optimize content using excerpts, and consider the
limitations of the Excerpt macros.
Manage Content in Confluence

Use the Attachments macro to manage content

attached to pages, spaces and blogposts.
Attachments Macro
Use all the possible parameters and functionality
to manage attachments.
Use the Space attachments macro to surface
Space attachments macro attachments in one place for ease of use across a
space.
Use labelling and the content by label macro to
Content by Label surface posts and blog posts that are relevant to
specific areas.
Blog post macro Use the blog post macro.
Space configuration and
administration

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 Archive outdated content.
Move unwanted, outdated attachments to
Archiving best practices archived space.
Delete outdated attachment versions on the page's
attachments list.
Avoid uploading the same attachment to different
areas of Confluence by re-using attachments.
Determine the best configuration options for
attachment-related macros.
Managing attachments
Use the Space administration tools to manage
attachments in a space.
Manage attachments using labels and descriptive
names.
Explain what happens when pages are re-instated
from the Space Trash.
Understand the functionality of
Explain the implications of deleting a Space.
the Space Trash
Explain the difference between deleted pages and
page drafts.
Explain how orphaned pages are created and how
Orphaned pages
to return them to the structure of the space.
Explain how undefined pages are created and
Undefined pages
where they can be managed.
Explain how to manage pages that have added
Restricted pages
restrictions from Space Administration.
Searching for content

Given a set of requirements, determine the best

Livesearch macro
way to help users find content in a space.
CQL

CQL and macros Use CQL to fine-tune results in macros.

Use CQL to fine tune search results in order to
CQL and search results
manage content in Confluence.

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