Confluence - The Ultimate Course for Project Management

Explore the Confluence interface and its four main areas, learning to navigate spaces (site and personal), pages, whiteboards, and blogs, manage teams, templates, apps, and search to collaborate effectively.

Create your first project space in Confluence by selecting project management template, naming it project, setting permissions, and starting the space to access project plan, decision documentation, and status reports.

Navigate Confluence space options, view all content, manage content and blocks, and use automation and analytics; edit, update, set access, and share links with inline comments.

Create a Website Project Alpha team in confluence, invite up to 50 people by email or integrations, assign roles (project manager, lead developer, sponsor), then update and customize the team.

Create and publish Confluence pages by deleting pre-populated templates and using templates for roadmap, poster, requirements, task report, and meeting notes with space-wide view/edit access.

Explore text styling in Confluence, including heading levels, normal text, color options, bullet and numbered lists, indenting, alignment, action items, and linking meeting notes to a public facing website project.

Learn to insert images, videos, and files in Confluence pages, adjust borders, size, alignment, and captions, add alt text and links, tag teammates, and use emojis to enhance layouts.

Discover how to use Confluence page layouts to build two-column and three-column sections, add images, videos, and text, and apply heading three, center alignment, and color for readable pages.

Learn to create and customize tables in Confluence, from adding rows and columns to setting headers, colors, and totals, and link data to charts for cost estimates.

Learn to insert and customize charts in Confluence by cleaning data, removing nonnumeric characters like per year, and configuring chart type, axis labels, data source, and legend.

Learn to insert elements in Confluence to make pages user friendly, using code snippets, info panels, dividers, quotes, and expandable sections to improve team collaboration.

Use the find and replace functionality to quickly update text across multiple places on the page, such as changing website testing to QA testing in the project costs.

Learn to add and update a header image in confluence, choose from unsplash or upload your own, and adjust positioning to apply it on landing and other pages.

Use the page status feature to mark drafts, in-progress work, or ready for review on the landing page, reducing confusion and questions in collaborative Confluence projects.

Explore how to align your Confluence page title, switch between left and center positions, and add or remove an emoji to add personality, with guidance on professionalism and internal pages.

Discover Confluence AI’s writing assistant and apply it to day-to-day tasks, crafting refreshed visuals, streamlined site architecture, customer-focused content, clear calls to action, and SEO optimized pages.

Learn how to use ai to summarize lengthy conference pages, extract key features, deliverables, costs, and timelines, and quickly get up to speed on a new project.

Use confluence ai writing assistant to improve page text by rewriting sections, with options to replace or insert edits, while reviewing results for accuracy.

Find action items scans a page to reveal the next actions, even when hidden in sections, though it may miss items and improve with updates and AI.

Brainstorm a page title with the AI writing assistant, replacing the generic 'Website Project' with options like 'creating a modern, user friendly company website'.

Learn how to improve spelling and grammar with an AI writing assistant, including selective text fixes, avoiding full-page replacements, and practical editing tips.

Learn how to change writing tone with AI, switching between professional, empathetic, casual, neutral, and educational tones to tailor a short paragraph and explore writing assistant options.

Learn how the make it shorter feature converts long project overviews into a single concise paragraph, preserving updated design, simplified architecture, and key elements like calls to action and SEO.

Learn how to give custom instructions to a writing assistant, transform bullet points into paragraphs, adjust tone, and summarize costs and timelines for project proposals.

Create a project poster to define the problem, brainstorm solutions, and align the right team and stakeholders. Use it to map impacts, milestones, and validation metrics like conversion rate.

Learn to create a product roadmap in Confluence using a product roadmap template to map phases, features, and milestones for a website redesign and secure executive approvals.

Learn how to gather and document project requirements in Confluence using the product requirements blueprint, link requirements to Jira issues, and capture objectives, metrics, and mockups.

Use a task report blueprint in Confluence to track all project tasks, filter by assignee, labels, or date, publish updates, and ensure no action item is missed.

Use the meeting notes template to capture goals, discussion topics, action items with deadlines, and decisions, publish the notes to notify participants, and track outcomes in task and decision reports.

Explore Confluence analytics to gain insights into how Confluence pages and spaces are used, including popular spaces, active users, and top searches. Access analytics from space view or apps.

Navigate Confluence space analytics from the spaces overview to a specific space. Track views, pages created, updates, and comments over time, and export content and active users as Excel reports.

Explore page analytics in Confluence, viewing page-specific metrics like views by date range and hour, with mentions and attachments insights to understand page activity.

Explore Confluence search analytics to see what teams search for and the click-through rate within a date range, using project tracker and project roadmap as examples.

Confluence automations, a premium feature, let space admins automate tasks at scale using templates or rules from scratch, with four tabs: rows, audit log, templates, and usage.

Create your first automation in Confluence by using a template that sends an email with an AI-generated summary and action items whenever a meeting notes page is published.

Learn to edit and customize automations in Confluence by inspecting rules, copying or exporting automation, and refining conditions—including user-specific triggers—to control email notifications after meeting notes pages are published.

Learn how to create automations in Confluence using AI, generating rules like email notifications for mentioned users and weekly due-date reminders, and adjust scope across spaces.

Master confluence automation from scratch by using the rule builder to explore triggers and branch rules, set a Friday 8 p.m. Europe schedule, and archive inactive pages after six months.

Track your monthly automations and your plan's 6000-per-month limit. Explore usage trends to maximize automation and free time, and contact Confluence to raise the limit if needed.

Explore Confluence whiteboards to collaborate with your team, create a whiteboard from scratch or templates, and structure a post-mortem with sections for what went well and could have gone better.

Learn to run a Confluence postmortem on a whiteboard, capturing what went well, what could have gone better, and next project suggestions with timers, sticky notes, and links.

Leverage whiteboard templates from the Confluence team to jumpstart collaboration, select from 20–30 options for brainstorming, planning, and prioritization; implement a 60-minute team-driven prioritization matrix with sticky notes.

Learn how Confluence smart links enhance collaboration by adding external links, embedding videos, and choosing display options—inline, cart, or embed—with alignment and link preferences.

Learn to create the recent updates page, insert the updates element, and monitor pages, blog posts, comments, and attachments for up to 25 changes in your space.

Learn how to add live search inside Confluence pages, filter by space and element type, customize the search bar and results, and navigate to matching content like a timeline.

Explore Confluence space settings and learn to edit space details, update name and logo, set archive status, manage categories, and admins to organize and govern your space.

Customize the Confluence left sidebar by turning off unused features in space settings, keeping items used daily like automations, calendars, and analytics accessible, with archiving spaces explored next.

Learn to archive and delete spaces in Confluence, hide archived spaces from navigation, and restore or permanently delete spaces via space settings and admin control.

Export the conference space into csv, html, xml, or pdf, and export the whole space or individual pages for backups or sharing.

Manage content statuses in space settings by customizing up to five suggested states, creating your own, and choosing to enable or disable user-defined statuses as you convert pages.

Convert pages by switching between legacy and new editors, noting change management and when undo/redo signals new editor. Enable or disable related pages and review space permissions for sensitive data.

Explore Confluence permissions for users, groups, guests, anonymous access, public links, and analytics permissions at the space level, including view, add content, delete, blocks, comments, and admin tasks.

Learn to manage users with groups, assign admins and restricted roles, and configure guests and anonymous permissions in Confluence, including view and edit rights and public links.

Manage public links and permissions by enabling or disabling them, sharing page links, and configuring auto expiry. Control who can view analytics by adding users like George and Jim.