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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.
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Whether you’re a new contributor, a space administrator, or part of a team, this training reference will help you work productively and maintain the quality and consistency of our knowledge base.
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| Looking for more training material? Visit the Atlassian Confluence Data Center documentation. |
Confluence access, permissions and restrictions
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Use the site navigation menu to find people, pages, and apps no matter where you are in your Confluence site: 
- Tap Home or the Confluence logo ( ) to return to your Confluence dashboard. Tap Recent to see a list of pages and blog posts you’ve visited or worked on, plus drafts and starred content.
- Tap Spaces to move between your starred or recently visited spaces, or to access the space directory.
- Tap People to visit the people directory, where you can find information about the people you work with and create teams.
- Tap Apps to see a list of the apps that are installed on your site or visit an app’s dashboard.
- Tap Create to create a new page from anywhere on your site.
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More more information about Word document import read the following Atlassian page: Import a Word Document into Confluence
Video instructions (Video is in German, but the screenshots are clear).: https://www.youtube.com/watch?v=QUB9lB9EtA
Page comments and inline comments
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Links to pages within your Confluence site are relative, which means that you can move pages and rename pages without breaking links.
This page Below paragraph explains the most common ways to create links.
For information about
Insert a Jira issue/filter link
To create an association between a Jira issue and a Confluence page use the Jira issue/filter option, read Jira Issues Macro for instructions. - Confluence
Insert a text link
To insert a link on a page:
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- Select an image on your page.
- Select Link on the Image Properties toolbar.
- Select a page, blog post or attachment, or enter an external URL (see belowfor for how to link to particular types of content).
- Select Insert.
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Confluence supports many methods like below for creating links, for more detailed documentations read the following Atlassian page: Links
- Link to a page
- Link a page in another space
- Link to a blog post
- Link to an attachment or image on this page
- Link to an attachment on another page
- Link to an external website
- Link to an anchor on a page
- Link to a heading on a page
- Link to a comment on a page
- Link to an undefined page (a page that does not exist yet)
- Link to a personal space or user profile
Macro's
Tables
With Confluence tables you can use the familiar table formatting options like resizing columns, coloring cells, rows and columns, aligning content, and table sorting by clicking the column headers to view the information the way you like it.
Insert a table
To create a table:
- Hit the Table button in the toolbar
- Click a cell in the drop-down to set the number of columns and rows in your table
Edit your table
To resize table columns, just click and drag the column's border. To make other changes to your table, click inside it to reveal the table toolbar.
Here's a summary of the table tools:
| Column width modes
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| Rows
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| Columns
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| Cells
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| Alignment
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| Table
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Sort the table
You can sort the contents of your table by selecting the sort icon in the table header row.
To preserve the order of a sorted table:
Edit a page
Go to the table, and select the sort icon for the column you want to sort
Select Publish to save the changes
Screenshot: A colorful, sortable table
You can use the Cut row and Paste row icons to move rows around in the editor.
For more information about Tables read Atlassian page: Tables
Tasks
Keep track of the things that need to get done with tasks. With the ability to give each task an assignee and due date, and plenty of ways to see your tasks, you can make sure nothing slips through the cracks.
Add a task
You can add tasks on any page in Confluence. For example, you might add tasks under action items on a meeting notes page, or in a requirements page – anywhere you need a lightweight task management solution.
To create a task:
- In the editor, choose the Task list
button or use the keyboard shortcut [ ] - Start typing your task – @mention someone to assign the task to them, and type // and choose a due date
The first person you mention in a task is the assignee; you can even assign tasks to yourself.
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View tasks
There are a number of ways to keep track of tasks assigned to you, or tasks you've created for others.
Basics for tasks are explained below for more information read the following Atlassian page: Add, Assign and View Tasks.
View tasks on a page
View tasks in your profile
Go to Profile > Tasks.
Use the filters to show tasks that were assigned to you or created by you in the last 6 months, and toggle between complete or incomplete tasks.
View in a task report
Create a task report:
- Choose Create > Task Report
- Select the type of report:
- Assigned to my team – for tasks assigned to particular people.
- In my project – for tasks that appear in a specific space or parent page.
- Custom – for a wide range of filtering options, including by date or page label.
- Follow the prompts to create the report.
This blueprint uses the Task Report Macro. You can also choose to use this macro on an existing page, for example, on a project or team space homepage.
Labels
Labels are key words or tags that you can add to pages, blog posts and attachments. You can define your own labels and use them to categorize, identify or bookmark content in Confluence.
For example, you could assign the label 'accounting' to all accounts-related pages on your site. You can then browse all pages with that label in a single space or across the site, display a list of pages with that label, or search based on the label.
Because labels are user-defined, you can add any word that helps you identify the content in your site.
Below the basics for label usage is explained, if you want to know more read the following Atlassian page: Add, Remove and Search for Labels and Display Pages with Label Macros.
Label a page or blog post
Any user with permission to edit a page can add labels to it. Any existing labels appear at the bottom-right of the page, below the page content.
To add a label to a page or blog post:
- At the bottom of the page, choose Edit labels
or hit L on your keyboard - Type in a new label (existing labels are suggested as you type)
- Choose Add
If you're editing or creating a page, and you want to add labels, choose the Edit label icon at the top of the page.
Search by label
You can use the ' labelText: ' prefix to search specifically for content that has a specific label. For example, if you're looking for pages with the label 'chocolate', type labelText:chocolate into the search field in the Confluence header.
For more examples of searching by label, see Confluence Search Syntax.
Macro's
Macros are how you supercharge your Confluence pages.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 organize 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. Confluence space to the next level using macros.
Basics information and some highlighted Macros are explained below.
Head to the documentation for specific macros information of Atlassian to view full details of the parameters available in each macroBelow you find some useful macro's for Page editing.
Macro basics
Add a macro to your page
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- In the editor, click the macro placeholder and select Edit.
- 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:
Macro's highlighted
Jira Issues Macro
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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.
Headings can be found at left side in the upper bar.
Step-by-step guide Add Table of Contents:
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More detailed information regarding Table of contents content macro's can be found on the following links:
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Main navigation bar
The main navigation bar is the menu at the top of your screen that stays with you wherever you go in Confluence.
The options within your navigation bars may look different than the screenshot. Navigation options can be customized based on your space settings, permissions, and team preferences.
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You can 'watch' pages to get email notifications when changes or comments are added to the page.
Share pages with teammates
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Overview
Content Tools