It's very likely that you already know this, but it bears stating anyway: Confluence is a place for documentation and collaboration. Confluence holds information, from internal project info to external-facing documentation or knowledge bases and anywhere in between. Confluence makes it easy to organize and collaborate on content with as much or as little transparency as is needed for the subject matter. Let's start by talking about how Confluence is structured and the different tools available for organizing content in Confluence.
Following on from Confluence structure, you'll learn about navigating Confluence and using its search tools effectively. We'll teach you about how Confluence weights different types of content to rank search results, and we'll give you some things to think about to help you create better content that shows up at the top of Confluence search results.
Navigation and Search
Confluence Space Administration
Next, let's discuss the space administrator. This role manages a space and can update permissions, add templates, and adjust the space theme. Keep in mind that there may be one or more space administrators for a space. As a space administrator, you can access the tools to modify your space and space permissions from the Space Tools menu at the bottom left of Confluence. If you're a space administrator, you see additional options in this menu to configure your space.
You'll also learn about the Content Tools in Confluence. These include options for creating templates, reordering pages, reviewing attachments, and exporting or importing. In addition to templates, you can update pages in this section, including reordering pages, managing orphan pages, and looking at undefined pages. When you rearrange pages, you just drag and drop the pages to a new location in the page tree.
Space permissions define who can do what in your space. These permissions can include groups or individual users, and we'll teach you how to control anonymous access and manage view, add, delete, and export permissions.
Last, in this chapter, we'll talk about templates and blueprints in Confluence. You can use these to provide guidance on writing content with instructional text to help users when they are creating new pages or automatically add labels to all pages created with the template. Templates are lovely for large teams or for creating structured documents with predefined sections and content.
Introduction to Space Administration and Look and Feel Tools
Setting Space Permissions
Creating and Working with Templates and Blueprints
Collaborating with Confluence
This chapter covers collaboration features in Confluence beginning with adding comments to mention people and send them a notification. Comments can be added to a page at the bottom or inline with text, and we'll cover both of these methods with their benefits and limitations.
Next, we'll go over some cool things you can do with tasks in Confluence. When you create a task list, you can add a user mention and a date to generate a task notification that will appear in the user's Confluence notifications area, as well as under the user's tasks area in Confluence.
Linking Jira and Confluence allows for some deep integration and the ability to display issues from Jira on Confluence pages as well as link Confluence pages to Jira issues. For this section, we focus on what you can do with Jira and Confluence, including adding Jira issues from a Confluence page and displaying Jira issues in Confluence.
And once Jira and Confluence are linked, we can build Confluence reports that display items from Jira as well as using Confluence macros or additional report types that we can grab from the Atlassian marketplace. We take a brief look at the Page Properties report macro and then dive into building a report that you and your team can collaborate on in Confluence that includes tasks, Jira issues, and more.