Cheat Sheet #day39 - Confluence

Confluence Cheatsheet

Basic Terminology

• Space: A collection of pages related to a specific project, team, or topic.

• Page: A single document or article within a space.

• Blog Post: A time-stamped article within a space, often used for announcements.

• Blueprint: Predefined page templates for common content types.

• Macros: Dynamic content elements that can be added to pages (e.g., task lists, charts, calendars).

• Labels: Tags that help categorize and organize content.

Common Operations

Creating Content

• Create a New Page

  • Click the “Create” button in the top navigation bar.

  • Choose a template or start with a blank page.

  • Enter your content and click “Publish.”

• Edit an Existing Page

  • Navigate to the page and click the “Edit” button.

  • Make your changes and click “Publish.”

• Create a Blog Post

  • Click the “Create” button, then choose “Blog Post.”

  • Enter your content and click “Publish.”

Organizing Content

• Move a Page

  • Click the three-dot menu on the page, select “Move,” and choose the new location.

• Rename a Page

  • Click the “Edit” button, change the title, and click “Publish.”

• Delete a Page

  • Click the three-dot menu on the page, select “Delete,” and confirm.

• Add Labels

  • Click the label icon at the bottom of the page, enter your labels, and click “Add.”

Viewing and Searching Content

• Search for Pages

  • Use the search bar at the top right to find pages, blog posts, and attachments.

• Recently Viewed Pages

  • Click on your profile picture, then “Recently viewed” to see your recent pages.

• Favorites

  • Click the star icon on a page to add it to your favorites. Access favorites from your profile menu.

Formatting and Styling

• Headings

  • Use the toolbar to apply heading styles (H1, H2, H3, etc.).

  • Use Markdown: # Heading 1, ## Heading 2, etc.

• Bold, Italic, Underline

  • Use the toolbar or keyboard shortcuts: Ctrl+B, Ctrl+I, Ctrl+U.

• Lists

  • Bullet List: Use the toolbar or * or - .

  • Numbered List: Use the toolbar or 1. .

• Tables

  • Use the table icon in the toolbar to insert a table and customize its layout.

• Links

  • Insert Link: Use the link icon or Ctrl+K.

Macros

• Insert a Macro

  • Click the “Insert more content” button (+), then choose “Other macros.”

• Common Macros

  • Task List: Add checkboxes for task tracking.

  • Page Tree: Display a navigable tree of pages.

  • Attachments: List all attachments on a page.

  • Children Display: Show child pages of the current page.

  • Table of Contents: Automatically generate a table of contents based on headings.

Collaboration

• Comments

  • Add Inline Comments: Highlight text and click the comment icon.

  • Add Page Comments: Scroll to the bottom of the page and enter your comment.

• Share Pages

  • Click the “Share” button, enter user names or emails, and click “Send.”

• Mentions

  • Mention Users: Type @ followed by the user’s name to notify them.

• Notifications

  • Watch Pages: Click the watch icon to receive notifications about changes.

Keyboard Shortcuts

• Create a New Page: c

• Edit the Current Page: e

• Save the Current Page: Ctrl+s (when editing)

• Search: /

• Open Recently Viewed: g then r

• Open Dashboard: g then d

• Open Space Directory: g then s

Administration

• Create a New Space

  • Click on “Spaces” in the top navigation, then “Create space.”

• Manage Users and Permissions

  • Go to the Confluence settings, click on “User management” or “Space permissions.”

• Space Settings

  • Click on “Space tools” at the bottom left of the sidebar, then configure settings.

• Customize Look and Feel

  • Go to Confluence settings, click on “Look and feel” to customize themes, layouts, and colors.

Tips and Best Practices

• Use Templates and Blueprints

  • Standardize content with templates and blueprints to ensure consistency.

• Organize with Hierarchies

  • Use a clear page hierarchy to organize content logically and make navigation easier.

• Labels and Metadata

  • Use labels to categorize content, making it easier to find and filter.

• Regular Reviews

  • Regularly review and update content to keep it current and relevant.

• Collaborate Effectively

  • Encourage team members to use comments, mentions, and shares for effective collaboration.

• Backup Regularly

  • Ensure regular backups of your Confluence instance to prevent data loss.

This cheatsheet covers essential commands and configurations for using Confluence effectively, from creating and organizing content to collaboration and administration. Adjust steps and commands according to your specific Confluence setup and needs.