
Many organizations have a knowledge base, but people find it hard to use. This course is designed to help change that.
This lecture outlines the challenge many knowledge bases face (poor organization, lack of maintenance, etc), and what you can expect from the course
A short outline of how to use the Udemy platform, including lecture speed, note taking and navigation
Learn how to setup, and use, Draw.io, a free diagramming tool you can use during this course
In this lecture you'll setup a free LucidChart account which we'll use later in this course
In this lecture you'll setup a free Confluence account, which we'll use to practice our skills later
This lecture introduces you to the planning processes and concepts you'll need for a successful knowledge base. These include:
Determining your audience, content and structure
The importance of structure (how pages are arranged) in a knowledge base
Hands-on opportunities to build your own structure
Understanding who will be using your knowledge base is an important step in planning. It helps inform your content, but also other topics like access control and layout will also be impacted by who is expected to use it.
Here you'll learn different ways to identify what content your knowledge base needs, including how to work with your customers to determine their needs
How pages relate to each other impacts several aspects of your knowledge base, including search and browsing. Here you'll learn about the importance of both, and how to get started designing your structure.
This lecture digs deeper into what makes a good, or bad, structure in a knowledge base. You'll learn about the importance of good structure, and how to build it into your knowledge base.
In this lecture you'll learn how to use LucidChart to build a structure that we'll then build in Confluence in the next lecture
See how to build a structure using Draw.io
You'll learn how to use Confluence to build out your knowledge base structure
Wrap up the Planning section here
Gain an overview of the processes you'll need to setup and maintain your knowledge base. These include things like
Content Audits - reviewing what you've got to ensure it's up to date
Publication Workflows - a series of steps to ensure content is properly written before deployment
Content Strategy - How you'll continue to add content
More!
Content auditing - or regularly reviewing what is in your knowledge base - helps keep things fresh and ensures it is accurate. This improves engagement and keeps people coming back for more.
Publication Workflows are a series of stages a page goes through before being published. These help ensure content is accurate and conforms to formatting/style guidelines.
Learn the importance of having a good content strategy - basically how you'll continue to improve your knowledge base over time
Knowledge bases are used by people, so it's important to engage with your audience to ensure you're meeting their needs. You'll learn different ways of engagement, including new hire training and company-wide communication.
This lecture covers Page Owners - individuals who are responsible for reviewing and updating specific pages on a regular basis. You'll learn how to identify and approach these individuals to help keep your knowledge base fresh and up to date.
Learn two different ways to track page owners in confluence - labels and page properties. Either one will make tracking and working with page owners significantly easier.
Wrap up the Processes section with this lecture and review what you've learned
Get an overview of what mechanics and features are needed to manage your knowledge base. These include things like:
Templates
Labels
Titles
Headers
more!
Learn how templates help your audience more easily read content and also make it easier to add new items to your knowledge base by standardizing layouts
Get hands on in this lecture and learn how to use and setup, manage and edit templates in Confluence.
Learn how labels help you categorize your content. This helps improve search results, can improve browsing and also enables macros to interact with your content in several ways.
Get hands on in your Confluence knowledge base and learn how to add, manage and apply labels
Titles are incredibly important as they help your audience find content, but also let them easily browse.
This lecture digs deeper into what makes a good, or bad title, and you'll learn the importance of writing good titles for your content
Headers help break up a page making it easier to read - and to add content to.
This lecture digs deeper into what makes a good, or bad header, explains the importance of good headers, as well as some high-level insight into other ways headers can be used.
Generally a knowledge base should be open for folks to use... but sometimes you need to control specific content. Learn about access controls here.
Get hands on and see what access looks like in Confluence.
Version history keeps track of all changes made to a page - a very useful feature for compliance and more.
Get hands on and see what version history looks like in Confluence.
Review and wrap up everything you've learned about knowledge base mechanics and tools
Macros are incredibly useful tools that help supercharge your Confluence pages. This lecture outlines what they're for and how to add them.
Learn about the Table of Contents Zon macro - which automatically generates dynamic tables of contents that update themselves... but only for information in a specific area of the page.
Learn about the Table of Contents macro - which automatically generates dynamic tables of contents that update themselves.
Learn about the Include Page macro - which lets you mirror the contents of an entire page somewhere else.
Learn about the Excerpt Macro - which lets you define a portion of the page to use mirrored on other pages.
Learn about the Exceprt Include Macro - which lets you pull an Excerpt from another page onto the current one.
Learn about the Include Contents by Label macro - which lets you pull content in from other pages based on labels.
Learn about the Task Report macro - which lets you instantly build real-time tasks lists based on "to do" items.
Learn about the Live Search Macro - which adds a search bar to your page and lets you control what it searches through.
Learn about the Page Tree Search macro - which lets you add a search bar that only searches through a specific page tree.
Learn about the Page Properties macro - which lets you cross-display information on a page. Examples include page owners, status reports and more. Note - this needs to be used in conjunction with the Page Properties Report macro!
Learn about the Page Properties Report macro - which lets you aggregate information from Page Properties macros in a single spot.
Wrap up the course with a quick review of what you've learned
Get information about other courses I have
If you’re interested in learning how to more effectively manage, create or contribute to a knowledge base or a Wiki than this course is for you. I designed it specifically for individuals who are first time knowledge base users wanting to learn these skills, but individuals who have been tasked with managing, maintaining and updating knowledge bases will also benefit from the course. No prior knowledge base experience is necessary - this course covers ALL the basics!
The lessons learned here can be applied to any knowledge base or wiki. The course, however, provide hands-on learning using Confluence (from Atlassian), which is a widely used knowledge base (and offers free version!).
We’ll cover fundamental aspects of knowledge bases, including planning, processes and features.
Planning includes
Understanding your audience and their needs
Determining what content you'll need to meet hose needs
Designing a structure to encourage browsing and support search
Processes includes
Content audits and how they help keep your content fresh
The importance of publication workflows to ensuring new content meets your standards
How to engage your audience to use and contribute to your knowledge base
Features includes
Learning how to develop and deploy templates to standardize content
The importance of labels and how they drive search and they automate some tasks
Why good titles and headers are critical to your success
Who should take this course
Knowledge base admins or managers - This will help round-out your knowledge and help build better experiences
Anyone who contributes to a knowledge base - Anyone adding information to a knowledge base will benefit from understanding these basics
Team managers - Managers will benefit by understanding how to structure their team's knowledge, reducing friction and speeding up work
Individuals using a knowledge base - Folks using a knowledge base will benefit by understanding how they're setup, and how to more easily find information.
Product managers - Product managers will benefit by being able to setup repositories for their engineering / development teams, as well as customer-facing groups
This course also includes hand-on activities, including documenting your knowledge base structure in LucidChart (a free tool for diagramming processes), and setting up a live knowledge base in Confluence (a free and widely used knowledge base!) so you can get some experience using these tools.
Hands-on activities include
Making and managing templates in Confluence
Using LucidChart to diagram your knowledge base structure
Creating that knowledge base structure in Confluence
Applying and maintaining labels in Confluence
Learning how a number of Confluence Macros work
Please join me in this course and start improving your knowledge base today!
Review
"This course was really great. Everything was well explained & there were plenty of helpful illustrations & assignments that gave hands-on experience. Highly recommend this course for anyone managing a knowledge base whether in Confluence or elsewhere. I was able to apply concepts & practices from this course immediately & improve my teams knowledge base."