Can be used for: knowledge base, collaboration, training, communication, tracking work and thoughts
A space is a collection of related pages. Pages are contained within Spaces. Your team may have hundreds of pages, all contained within a single space. Spaces help organize pages into meaningful categories.
A space is like a filing cabinet and the pages are the documents and folders within the filing cabinet
HOME - you can see your spaces, recent activity, your feed (good place to start
Recent
Spaces
Feeds
Notifications
SPACES
When you select a space from the dropdown, it brings you to the space overview . This is the first page you see when you arrive at a space. Space overviews can be fully customized to fit the needs of your team, so yours may look different than the examples.
Now that you've entered a space, you'll see a collapsible menu on the left of your screen. This is the space sidebar , a menu to guide you around the space. From here you can access the blog, analytics, calendar, and most importantly, any page within the space.
🟢 Team space (*most popular): A space organized by team, like 'Marketing Team.' This helps a team contain pages related to their team only
🟢 Project space (*most popular): A space organized around a particular project, like 'Q1 Engagement Campaign.' This helps contain pages related to a specific project.
🟢 Documentation space: A space to create and organize technical documentation for your products or services.
🟢 Knowledge base space: A space to store answers to common questions, such as policies and IT solutions.
🟢 Personal space: A space just for you! You can use a personal space to write down ideas, organize notes, keep track of goals, or document anything else you'd like.
PAGES OPTIONS: Near the top right of every page, there is a set of page options. This is how you edit, comment on, share, and update the permissions of pages. You'll use these page options frequently.
Note: your page options may look different than the example below. Based on the permissions of the page and space, you may not have access to specific options.
Best practices:
to acknowledge you have viewed something - add a reaction / make a comment/
always add labels - how to use them and when to use them
your personal space in confluence
team space in confluence
SSOT
You can create tasks and assign them to yourself or others by editing a page, using+ to add an action item, assign with @username and add a due date.
if you have tasks from multiple people and want to see them all in one place, you can add tables like below and add a task report from confluence tasks
✔ EditEdit this page.
✔ CommentAdd a comment to this page.
✔ Star this pageAdd this page to your starred pages . Starring your favorite (or most important) pages makes them easier to find later.
✔ Watch this pageAdd this page to your watched pages . That means you will get email notifications when any changes or comments are added to the page. This helps you stay in the loop on the most important pages.
✔ Page permissions
Change the permission settings of this page. Page owners can keep the page open for all or restrict it to certain teammates.
✔ Publish
Publish this page.
✔ More actions
Available options will vary based on your permissions. Some actions may allow you to copy the page, export the page, move the page, or see detailed analytics.
find a page: use the page tree / search (by name, label, word) / back to home to view activity
create a page: from “create” from right pane - view breadcrumbs or page tree - create as child
As you edit your page, Confluence saves your work automatically. Every page is saved as a draft that only you and your collaborators can see. Even if you close the page, your draft will be saved.
You can find your saved drafts in the main navigation bar by selecting 'Recent' and toggling to 'Drafts.'
2. You have full control over who can see your pages.
Notice the lock icon near the top right of your screen. This is how you update page permission settings. You decide who can and cannot see your page.
By default, your page will be set to 'Anyone can view and edit.' Confluence is designed for transparency so everyone can access the information they need. That said, you may have control over these settings, depending on your own permissions.
Sometimes you'll want your entire organization to be able to view your page. Other times you'll want a private page only you can view.
3. Click the 'Publish' button for your page to go live.
You must click the 'Publish' button for your page to be viewable by your team. When you click 'Publish,' the page will reload, and you'll see the published version of your page.
The published page provides a new set of options near the top right of the page. Use these options to edit, share, comment on, and change permissions on your page. You'll learn more about these options in future courses.
👇 Click the 'Publish' button to make your page viewable by your team.
4. Find your new page in the 'Recent' dropdown.
After publishing your page, it lives within the page hierarchy where it was initially created. It may be nested within another page. One way to find your new page is to use the page tree.
If you can't find it in the page tree, go to the main navigation bar and select the 'Recent' dropdown. Your new page should be near the top of the list.
👇 To find your new page, select the 'Recent' dropdown from the main navigation bar.
📖 Pages
Pages are best for evergreen content - brainstorming, project planning, collaborating and creating long-term content across your organization. Pages can be structured in a hierarchy to show relationships, making them easy to find and organize. You'll probably use pages more often than blog posts.
💬 Blog posts
Blog posts are best for short-lived content - sharing timely announcements, updates, and news. They are ordered chronologically and can be accessed from the 'Blog' section in the space sidebar. Blog posts work well to share any timely updates or news with your organization.
Task report
Looking good, no incomplete tasks.
add a board view from Jira (this will be used for onboarding)
Add a calendar view from Jira