Confluence Essentials (Cloud)

Confluence Essentials (Cloud)

The Confluence (Cloud) Essentials training course explains how wiki tools help teams collaborate, with a focus on Confluence.

About this course

Is this course right for me?

This course is targeted at users unfamiliar with the Atlassian Cloud version of Confluence. If you are new to the tool or struggling to use it efficiently, this course can help!

Objectives and outcomes

Users will dive into the system and create content with ease.

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

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

Prerequisites

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. Changing page layouts

4. Creating 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 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
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