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Introduction

Welcome to the Confluence Basic Training page, designed to help you quickly get up to speed with Confluence Data Center Environment.
Confluence is a collaboration wiki tool used to help teams to collaborate and share knowledge efficiently.  Dynamic pages gives a team a place to create, capture, and collaborate on any project or idea.

This page will serve as your starting point for:

  • Navigating spaces and content hierarchies efficiently
  • Learning the basics ofpage creation, formatting, and structuring

  • Navigating spaces and content hierarchies efficiently
  • Applying permissions and restrictions appropriately

  • Leveraging collaboration features such as comments, mentions, and inline discussions

Whether you’re a new contributor, a space administrator, or part of the technical team, this training reference will help you work productively and maintain the quality and consistency of our knowledge base.

Confluence Training

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Looking for more training material, visit Atlassian Confluence Data Center documentation.


Training material can be found under: 

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  • Use the keyboard command: When viewing a page, press shift and together?

  • Use the main navigation bar: At the top right of your screen, select the ? icon, then Keyboard shortcuts

  • Scroll to the bottom of any page: In edit mode, scroll to the bottom and select the ? icon 

Confluence Editor

The Confluence editor is what you'll use to create and edit Confluence pages, blog posts, and comments. You can enter content as you would in a Word document, apply formatting, and embed other content and files on the page.

Note: To edit a page, you need the 'Add Pages' permission for the space. 

Blog post with instructions from Atlassian: The Editor

Macro's 

Macros are how you supercharge your Confluence pages. 

You can use macros to:

  • change the format and layout of your page
  • display media like video, audio, and social media content
  • collate and organise Confluence pages, blogs, and files
  • perform actions from a page, such as creating a page from a template. 

Take your Confluence space to the next level using macros. 

Below you find some useful macro's for Page editing.

Macro basics

Add a macro to your page

To add a macro to your page:

  1. From the editor toolbar, select Insert Image Added, then Other Macros.

  2. Select a macro from the list.
  3. Enter any required parameters.
  4. Choose Insert.

In the editor you'll see a placeholder that represents the macro. Once you publish your page, you'll see the macro in its full glory. 

Edit a macro

Macro parameters are used to change the behavior of a macro.

To change the macro parameters:

  1. In the editor, click the macro placeholder and select Edit.
    Image Added
  2. Update the parameters as required then select Insert.


Head to the documentation for specific macros of Atlassian to view full details of the parameters available in each macro.
Some Macros have been highlighted below:

Table of Contents and Content Zone Macro

The Table of Contents macro scans the headings on the current Confluence page to create a table of contents based on those headings or selected zone.
This helps readers find their way around lengthy pages, by summarizing the content structure and providing links to headings. 

Step-by-step guide Add Table of Contents:


  1. From the editor toolbar, choose Insert Image Added > Other Macros.
  2. Choose Table of Contents from the Confluence content category.
  3. Use the parameters below to specify which pages to display.
  4. Choose Insert.

You can then publish your page to see the macro in action. 


More detailed information regarding Table of contents can be found on the following links:


Children Display Macro

Add the Children Display macro to a page to display a list of pages from a specific part of the page hierarchy.  You can choose to display pages that are a child of the current page, or a child of any other page in a space. 

This macro is great for providing quick access to:

  • pages related to a project 
  • procedures and how-to pages.

Because it relies on the page hierarchy, the list of pages is automatically updated when pages are added, deleted, or moved.  You can even show an excerpt from the page for extra context. 

Step-by-step guide: Add the Children Display macro to your page

To add the Children Display macro to a page:

  1. From the editor toolbar, choose Insert Image Added > Other Macros.

  2. Choose Children Display from the Confluence content or Navigation category.
  3. Use the parameters below to specify which pages to display, and how you want them to look. 
  4. Choose Insert

You can then publish your page to see the macro in action. 

More detailed information regarding Table of Children's Display can be found on the following link:  Children Display Macro

Code Block Macro

The Code Block macro is an essential tool for presenting technical content clearly and consistently.
It allows you to display code, configuration snippets, or command-line examples in a way that preserves formatting, improves readability, and prevents accidental formatting changes by Confluence’s rich-text editor.

It will also prevent you from not being able to save a page if a code block is not used for saving code on a page or a page breakage.

Add a Code Block macro to your page to display code examples with syntax highlighting. 

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  • sample code
  • terminal commands
  • excerpts from application logs.

Add the Code Block macro to your page

To add the Code Block macro to a page:

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More information can be found on the following Atlassian page; Code Block Macro

Apps

Draw IO

Draw.io addon for Confluence is used to create powerful, easy to use and secure diagrams and whiteboards.

You can use draw.io to visualize everything:

  • Process Modeling and Relationships (BPMN 2.0, ERD, Flowcharts, Swimlane diagrams…)
  • Software Development and Networks (UML, UML 2.5, AWS, Azure, Cisco, GCP, IBM…)
  • Administration (Org charts, Mindmaps, Floorplans, Infographics)
  • AI-driven Smart Templates for all of the use cases mentioned above
  • Meetings and Brainstormings (with our simplified whiteboard editor)
  • And many more


Instructions: https://drawio-app.com/blog/getting-started-with-draw-io-for-confluence/ 

Draw.io addon additional information: Draw.io Tutorial