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.
Prerequisites
-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.

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