Confluence Essentials (Server/Data Center)

Clearvision’s Atlassian Confluence Basics Training course explains how WIKI products in general, and Confluence in particular, help organisations to collaborate.

About this course

Is this course right for me?

This course is targeted at users who are unfamiliar with Confluence.

If you are new to the tool or struggling to use it effectively, this course can help!

Objectives and outcomes

Users will dive into the system to create content.

We’ll look at managing the structure and setup of spaces with templates and help you work with attachments and files.

Finally, you’ll be able to work together through various collaboration techniques using dynamic and meaningful content macros.


-Basic knowledge of Windows/internet browser interfaces.

-Access to a laptop

-Internet connection

Modules breakdown

Module Sections

1. Accessing Confluence

2. Key concepts

  • Pages
  • Spaces
  • The dashboard

3. Permissions

4. Menus

  • The browse menu
  • The people directory
  • The user menu

Lab Exercises

  • Sign up and login
  • Browse the dashboard
  • Browse spaces
  • Searching for a product requirements page
  • Searching for a page related to offers and promotions

Module Sections

1. Create pages

2. Edit pages using the text editor

  • Collaborative editing

3. Change page layouts

4. Create a table

  • Attachments

Lab Exercises

  • Create a page
  • Edit a page
  • Layouts
  • Text
  • Tables
  • Links

Module Sections

1. Sharing and notifications

2. Favourites

3. Comments and inline comments

4. Restrictions

Lab Exercises

  • Setting up favourites
  • Sharing a page and using @mentions
  • Add a comment
  • Inline comments
  • Restrict your page
  • Grant access to a colleague

Module Sections

1. Introduction to macros

2. Text formatting macros

3. HTML macro

4. Space macros

Lab Exercises

  • New lab – macros relevant to offer a proposal
  • Status macro
  • Warning macro, etc.

Module Sections

1. Page drafts

2. Copy pages

3. Deleting pages

4. Moving pages

Lab Exercises

  • Create a draft page
  • Resume a draft page
  • Delete a page
  • Create a shared page draft

Module Sections

1. Page history and versioning

2. Page locations and hierarchies

3. Labels

4. Exporting/importing pages

Lab Exercises

  • Find a specific page (historical competitor analysis)
  • Look at page history/information
  • Find the answers to some questions
  • Export to PDF
  • Import a Word document

This course provided the basic capabilities of Confluence which will greatly help me in my role as a product owner, particularly collaborating with external customers.

Tom, US Navy

Download our training brochure

Our Atlassian training courses were designed for users of all abilities, to equip teams with the skills for success. Clearvision’s Atlassian training covers the full software development lifecycle – and includes collaboration strategies and project management techniques. Download a brochure and learn more about Atlassian training.

Download our training brochure

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