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:

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.

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


Training material can be found under: 



Confluence Site navigation

Use the site navigation menu to find people, pages, and apps no matter where you are in your Confluence site:  

In addition, you can:

Starred spaces appear at the top of your Home dashboard for easy access. To star a space, go to the Spaces >Space Directory and tap Star this space in the top right.

Navigating within a space

Use the space sidebar to navigate within a space. The space sidebar appears to the left of the page you’re viewing. It has three parts, each specific to the space you’re in.

The name of the space appears at the top of the space sidebar, followed by links to the space overview, blog, and space settings, plus dashboards for any apps you have installed.

Below these items, you’ll find your space shortcuts. These are links to important pages or websites that people who use the space need to be able to find easily. You can add shortcuts to pages in the space, in other spaces, or even on external websites.

Finally, there’s the content in the space. 
Pages are organized and displayed hierarchically in the page tree. To see the children of any page in the space, tap > next to the page name. Confluence automatically displays the children of the page you’re viewing.

Tap [ to show or hide the sidebar while you’re viewing a page.

To reorder pages within a space, just drag and drop; this should only be done by Confluence administrators and Space admins to prevent pages getting lost and links not working anymore.

Exploring your Home dashboard

Home Application switcher icon makes it easy to explore your recent spaces and pages and stay updated on what’s happening in your organization. 
To the right of your dashboard, you’ll find site-wide announcements, calendars, and your site’s activity feed.

The activity feed is a treasure trove of recent and popular content across your site. These are pages and blog posts that other people in your company have liked or commented on. These updates can help you keep tabs on what’s going on across your company and gauge how your company culture is doing.

The more likes and comments a page gets in a short period of time, the higher it will rank in the popular activity feed.

Search

Wherever your travels take you in Confluence , you should be able to find what you need. 
Use the search bar in the upper right  to look for pages, blog posts, spaces, and even people. Results will begin to show up as soon as you start typing.
If you get to many results you can filter them by space, contributors, content type, and more.

  1. Search filters – refine your results by space, contributor, type, date, label, or space category.
  2. Advanced search – go the the advanced search page.
  3. Search tips – get search help, and tips for refining your search.

Search for exact matches

To find a page that contains an exact phrase, use double quotes around your search phase. 

For example, searching for "product manager" in double quotes will show search results with that exact match. Results will not contain pages that have only 'product' or only 'manager.'

Search with operators

If you don't know the exact phrase you're looking for, enter keywords and operators in the search field. The available operators are OR, AND, NOT, and Group.

Search with wildcards

A wildcard is a character like ? or * that can be used to replace characters in your search. To replace a single character, use ?. To replace multiple characters, use *.

Here's something valuable to know: You can combine exact matches, operators, and wildcards in one search query. For example, you can search  manag* AND past? AND ("article" OR "post")

So searching on *amaha wont find Yamaha…. But searching on yamah* will find Yamaha.
There is a workaround however if you use /.*amaha.*/  it will find Yamaha.


More detailed information regarding the search option can be found on the following Atlassian page: Search

Keyboard shortcuts

Within Confluence, you can access the complete list of keyboard shortcuts. There are three ways to access this list:

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:

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 , 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.
  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:

Macro highlighted

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  > 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:

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  > 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. 

This is great for sharing code snippets such as:

Add the Code Block macro to your page

To add the Code Block macro to a page:

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

  2. Choose Code Block from the Formatting category.
  3. Choose a language for syntax highlighting.
  4. Use the parameters below to customise how the code block should appear on your page. 
  5. Choose Insert
  6. Type or paste your code into the macro placeholder. 

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


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:


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

Draw.io addon additional information: Draw.io Tutorial