Confluence Course for Beginners: Get Started with Confluence

Explain what Confluence is as a wiki application designed for collaborative editing in a web browser, developed by Atlassian, and compare it to Jira.

Explore how Confluence differs from Jira, including separate licenses, roles as a knowledge base versus project tracking, and how they collaborate for changelogs, documentation, and issue management.

Explore key Confluence terms, including pages that host content, macros that pull in content like a table of contents or Jira issues, and spaces that organize pages and control permissions.

Navigate confluence interface: top navigation, home page, recent items, spaces, people, templates; use app switcher, confluence logo, and shortcuts g d, g r, / to speed up work.

Learn how Confluence uses spaces to organize content, compare personal spaces and team spaces, and see how pages within each space hold diverse content with access controls.

Create a personal space in Confluence using the top-right add personal space option, keep the default name, and locate it from the home page to start adding content.

Navigate your Confluence personal space using the left nav, expand/collapse, and shortcuts; customize the home overview, explore templates, and manage space settings.

Create your first page in your personal space with the confluence page editor, using templates like the to-do list to speed setup, then publish and adjust templates to streamline pages.

Learn to control who can see your Confluence personal space by adjusting space permissions, using groups or individual users, and avoiding anonymous access unless needed.

Delete a personal space in Confluence by going to space settings and choosing delete space, then confirm; deletion is permanent with no recovery or recycle bin, unless you archive it.

Learn how to create and navigate a team space in Confluence, including required administrative permissions, setting a unique space key, using templates, and managing pages, blogs, and space settings.

Explore page drafts and unpublished versions in Confluence, including automatic background saving, accessing drafts from recent or drafts, comparing changes, previewing unpublished edits, and reverting to the last published version.

Edit an existing Confluence page using the editor or E shortcut, and tailor layout with full width, multi-column options, drag and drop panels, and Jira macro integration.

Set a new page as your Confluence space home by editing space details and saving. Use the home page to pull in Jira issues and guide navigation for the team.

Explore how to manage space settings in confluence, including space details, appearance, permissions, and navigation, with tips on hidden and undefined pages, attachments, and exports.

Learn to quickly access favorite pages and spaces in Confluence by starring pages or entire spaces, and use the recent and start views to see started items.

Understand the difference between starring and watching in Confluence and learn how to watch a page or an entire space to receive updates, emails, and notifications.

Learn task management in Confluence using the to do list template, action items, and checkboxes; assign tasks by mentioning teammates and track them in the profile tasks page and notifications.

Learn how blogs work in Confluence, including access via the left sidebar, creating and editing posts, date-based organization, and RSS feeds.

Import a Word document as a Confluence page, choose location and name, resolve title conflicts by rename or replace, and split by heading levels or embed the document.

Export Confluence pages either individually or by space, choosing Word or PDF for single pages. Admin permissions govern multi-page exports; space exports can be HTML, XML, or PDF.

Access confluence on the go with the cloud mobile app, log in, manage spaces and permissions, view recent pages, and stay connected with notifications and desktop sync editing.

Explore collaborative editing in Confluence, inviting teammates to edit pages and see real-time cursors and changes as you work together, including handling unpublished edits and publishing notes for the team.

Learn to share pages in Confluence with your team using the share button, entering a name, group, or team, and receiving in-app and email notifications.

Create and manage teams in Confluence, invite members, and monitor team activity and shared links across spaces to boost collaboration.

Drag and drop files to attach them to a Confluence page, preview recognized types like images and Word documents, and manage versions, extension filters, and space-wide searches.

Explore how Confluence page restrictions differ from permissions, and how to apply view and edit limits to a single page and its child pages, plus effects on access and hierarchy.

Learn how Confluence manages users, licenses, and access. Discover inviting users, assigning basic or site admin roles, and using groups to organize teams while controlling costs.

Learn to organize users with groups in the Atlassian admin area, assign product access for multiple users (including JIRA and Confluence), and share pages by group while tracking billing.

Discover how to customize Confluence permissions, from global to default space permissions, enable space creation for groups like managers, and manage anonymous access and apps for efficient collaboration.

Create and customize global templates in Confluence by designing a new page template, editing built-in blueprints, and managing visibility across spaces so users can access consistent layouts when creating pages.

Learn to link Jira and Confluence, use a Jira macro to pull issues into Confluence pages, and create Jira issues from Confluence, enabling seamless sprint retrospectives and reusable templates.

Archive and delete Confluence spaces and pages, restore from archive or trash by a space administrator, purge deleted items, and understand search visibility and backups for recovery.

Export Confluence spaces with a full XML backup, including attachments and comments, for future restoration; note blogs are not included and import may require renaming the space key.

Reflect on core Confluence features learned, and plan how to customize for your organization while using Atlassian documentation and tech support for tailored setup and guidance.