Confluence 101

Getting started in Confluence

 Syllabus

• Organize your work in spaces

• Create content with pages

• Discuss with your team

 Organize your work in
spaces
• Where to put all your stuff?

• Word doc

• Evernote files

• Emails

• PDFs

• Post it notes
 Core Concept

• What is Confluence? An online application built to help

teams organize, create, and discuss their work.

• Where do I put my stuff? Everything in Confluence is

organized in spaces, which are a collection of related
pages.

• How are spaces organized? Spaces are made up of

pages.
Get familiar with spaces
• Know your spaces

• Meeting notes and agendas

• Project plans and timelines

• Technical documentation and more

• Key is to think of a space as the container that holds all the important
stuff a team, group, or project needs.

Protip: start by checking out what spaces already exist

 Spaces
• Blank customise it for your project, team, department or company.

• Personal is where to store the content you care about.

• Documentation a structured page tree that makes navigating content

easy.

• Knowledge base share knowledge and best practices internally with

your team or organisation.

• Software project plan and organise your software project and see live
content from JIRA

• Team share knowledge and collaborate on projects, processes and

procedures with your team.
Personal
Team
Create a space
Get familiar with pages
• Project plans

• Product requirements

• Blog posts

• Internal communications

• Business processes

• And many more

 Pages
• Blank customise it based on your requirement

• Blog Post news and announcement to your team

• Troubleshooting Article solutions for commonly encountered

problems

• Task Report track of tasks for your team or project

• Share a Link content from the web like articles and videos

• Product Launch document strategy and plan launch activities

• How-to Article step-by-step guidance for completing a task

 Best Practices: Pages

• Make sure to select the appropriate space

• Know your permissions

• allow you to control who can view and edit the content
you’re working on.

• Where to find it? “Go to your space” > ”Space settings”

Protip: Pages inherit the permissions of the Space they are in.
 Create Content with Pages

• What can you put in a page?

• Rich content (Images, Videos, Files, Links)

• Tracking information (JIRA Issues)

• Functionality (Macros)

Protip: While in edit mode, click the + sign in the toolbar to add content
What kind of pages can you create?
(Meeting note sample)
Create a page
 What else do you need to
know about pages?

• Live online

• Page restriction

• Pages can be nested

• Start with a template

 Quick tips and tricks about
Macros
• Status: when creating pages that track the status of
milestones, projects, or progress of work.

• Table of Contents: makes it easy for readers to jump to

each section.

• Info: gives you a visual information box where you can

call out useful information.

• Expand: is great for providing extra detail in your page

without the page becoming too lengthy or busy
Bonus! Keyboard Shortcut
SHORTCUT INSERTS DESCRIPTION

// 28 Oct 2014 date

Mention someone by
@ @mention
typing their name
Any macro. Start typing
{ macro
the macro name, then
choose the one you Link to a page, or other
[ Link suggestions
web content

* Bullet Bulleted list

 Discuss work with your
team
• How do you discuss work?

• Comments live right alongside your work so the feedback

you need isn’t difficult to locate in another system.

• Page comments are located at the bottom of the page,

and are best used for overall feedback.

• Inline comments appear alongside the content of the

page and are great for giving specific feedback within
the text of the page itself.

• File comments place directly on your embedded files.

 Best Practices: Discussing
work

• Share button a quick way to share your page with a

teammate, your team, or a larger group.

• Watch button you’ll get notifications about all changes

made to the page, including comments.

• Likes as a lightweight way to show acknowledgement.

Protip: uncheck watchers before clicking “save” for minor changes

Happy collaborating!
 Reference
• Confluence: Getting Started - https://www.google.com/
url?
sa=t&rct=j&q=&esrc=s&source=web&cd=1&cad=rja&uact=
8&ved=2ahUKEwjH6JOToendAhUGY48KHRMTAWgQFjAA
egQICRAC&url=https%3A%2F%2Fwww.atlassian.com%2
Fdam%2Fjcr%3A438a8cda-b614-4af8-
a6c5-2a3fc949b4a6%2Fconfluence-101-getting-started-
in-
confluence.pdf&usg=AOvVaw2plDYZvWyWnXp6mriPT9Tz

• Confluence Link - https://unionbankbpa.atlassian.net/

wiki/discover/all-updates