Confluence Cloud is a fantastic platform for documenting and organizing information while collaborating with your organization. The open structure of information really goes hand-in-hand with Atlassian's motto of "Open company, no bulls**t." With user-friendly features from the simple layout to the handy slash command, anyone can jump right in and figure it out with very little assistance. Plus, the search features allow you to find and share information quickly.
Today I'm going to go over some Confluence Cloud basics—little things that will make your life easier when using this awesome collaboration tool.
First, you'll want to explore your site and spaces, if you haven't already. After a quick breakdown of the structure and spaces, I'll get into pages, finding information, and integrations.
Make sure you understand how your organization has set things up, or if it's a fresh instance, decide how you'd like to set it up. The home page will show your current work and activity, which makes it easy to jump back into whatever you're working on. You can also filter your recent pages to make the information shown even more relevant.
Every team should have its own space. Team spaces are a great place for collaboration! They allow team members to see what everyone's working on, as well as the most recently updated pages, all at a glance. You can even hop onto a page and see who else is currently working on it with you. Personal spaces are a great area to work on things that may not be relevant to your team.
Organize the pages within your spaces by dragging and dropping them in the sidebar. Pre-filling parent pages will create structure. Utilize templates to create pages with ease. If you are creating a page from scratch, try using macros with the slash command (/) to quickly pull up a list of all the things that can be used on/inserted into your page. Tables are very user friendly to modify by adding or deleting rows/columns, adjusting their width, and changing background colors. You can also set restrictions for who can view/edit your pages. Favorite a page to find it quickly or "watch" the page to be notified of any changes. Also, it's important to clean out pages that are no longer relevant.
A few ways to utilize page collaboration features are by:
- Using anchored headings for the ability to send someone to that exact spot on the page
- Tagging team members anywhere on the page so they will be notified
- Liking/commenting on pages
If you're still struggling with navigation, that's okay! Luckily, it's incredibly easy to find the information you need through the search bar. When you click on the search bar, it shows you some useful information before you even start typing, like recently viewed pages, spaces, and people. Search for anything—an attachment, text on a page, the page name, a space, a blog post, a person. You can also use the advanced search to filter search results.
Integrations allow you to seamlessly connect the apps you already use. Check out Marketplace apps for Confluence Cloud.
Here are some examples of how to easily integrate other popular tools with Confluence Cloud:
- Jira: Easily create or pull issues and roadmaps into pages without leaving Confluence
- Trello: Embed a Trello board right into your page with the slash command
- Google Drive: Use the slash command to add Google docs, sheets, or slides and edit within the page
- Slack: Interact with Confluence within Slack by page tracking and notifications
- Gliffy: Add/edit existing diagrams or choose a template