Confluence Essentials (Cloud)

Clearvision’s Atlassian Confluence Cloud Basics Training course explains how WIKI products in general, and Confluence in particular, help organisations to collaborate.

Audience:

This course is targeted at users unfamiliar with the Atlassian Cloud version of Confluence. If you are new to the tool or struggling to use it efficiently, this course can help!

Prerequisites:

  • Basic knowledge of Windows interfaces.

Objectives & Outcomes

Users will dive into the system and create content with ease. We’ll look at managing the structure and setup of spaces with templates and help you to work with attachments and files. Finally, you’ll be able to work together through various collaboration techniques using dynamic and meaningful content macros.

Course outline:

Module 1: Introduction to Confluence

1. Accessing Confluence

2. Key concepts

  • Pages
  • Spaces
  • The dashboard

3. Permissions

4. Menus

  • The browse menu
  • The people directory
  • The user menu

Lab Exercises

  • Sign up and login
  • Browse the dashboard
  • Browse spaces
  • Searching for a product requirements page
  • Searching for a page related to offers and promotions

Module 2: Creating page content

1. Create pages

2. Edit pages using the text editor

  • Collaborative editing

3. Changing page layouts

4. Creating a table

  • Attachments

Lab Exercises

  • Create a page
  • Edit a page
  • Layouts
  • Text
  • Tables
  • Links

Module 3: Collaboration

1. Sharing and notifications

2. Favourites

3. Comments and inline comments

4. Restrictions

Lab Exercises

  • Setting up favourites
  • Sharing a page and using @mentions
  • Add a comment
  • Inline comments
  • Restrict your page
  • Grant access to a colleague

Module 4: Dynamic Confluence content

1. Introduction to macros

2. Text formatting macros

3. HTML macro

4. Space macros

Lab Exercises

  • New lab – macros relevant to offer a proposal
  • Status macro
  • Warning macro, etc.

Module 5: Page management part 1

1. Page drafts

2. Copy pages

3. Deleting pages

4. Moving pages

Lab Exercises

  • Create a draft page
  • Resume a draft page
  • Delete a page
  • Create a shared page draft

Module 6: Page Management part 2

1. Page history and versioning

2. Page locations and hierarchies

3. Labels

4. Exporting/importing pages

Lab Exercises

  • Find a specific page (historical competitor analysis)
  • Look at page history/information
  • Find the answers to questions
  • Export to PDF
  • Import a Word document
 

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