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Key pointers

Emmanuel.A
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July 3, 2024

Can anyone please share there most important tips to starting with confluence,

 

we just got it, and would love to hear the communities' recommendations before we start?

4 answers

4 votes
MJ Valencia -drawio diagrams-
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July 3, 2024

Hi Emmanuel! 

Confluence is awesome for collaboration and documentation, here are some of my favorite tips (hope they're useful): 

  • Make sure to create spaces for different teams or project so that your content stays organized and things are easy to find. 
  • They have really cool templates for things like meeting notes, project plans, and more. I've found they save time and provide structure. 
  • Integrate with other tools depending on your needs. For things like visualization, draw.io integrates seamlessly. There's also Trello, Jira, etc.
  • Use macros! There's options for calendars, diagrams, task lists, etc. I find these make documents not just documents and keeps them dynamic and more useful. 

Hope these are helpful! 

Abigail Newton
Contributor
July 8, 2024

I would also add don't allow project work to be in private spaces

MJ Valencia -drawio diagrams-
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July 8, 2024

That's a good one too, definitely a worthy addition! 

2 votes
andy.smulders@marel.com
Contributor
July 3, 2024

I would suggest to start with a couple of small videos from Atlassian University on Youtube:
https://www.youtube.com/playlist?list=PLaD4FvsFdarTASr5JEeE9uifLIb1NiaWZ
Scroll down to the bottom for the Confluence videos(starting at video 51)

Also Atlassian University supports with free e-learning:
learning path Get started with Confluence which maybe very helpful if you are a beginner:
https://university.atlassian.com/student/collection/850385/path/1083904

Other tips to get started:

  1. Start with a structure for your space:
    • Who is your audience
    • What information do you want to share
  2. Remember structure and content is setup with pages
  3. Use templates to keep your content consistent
    1. default templates
    2. create you own template
  4. Don't know what you want to write, ask AI as an inspiration source

Confluence is a great tool to create documentation, knowledge base and a starting point for teams to collaborate.

If you are using Jira, it even becomes more interesting. Manage your tasks to get your work done in Jira and document project information, release notes in Confluence.

2 votes
Aristóteles Quintanar
Contributor
July 3, 2024

Hello Emmanuel!
For me there's only one important tip; create your space and play with it! ... Follow the "first steps" tutorial and then just click wherever you want.  Confluence is a very powerfull tool, but you have to loose the fear to use it!

Then, enjoy it!

Regards,
Aris

2 votes
Wayne_Reilly
Contributor
July 3, 2024

Set up your Spaces, users and the groups to manage who has access to what. The best thing I've found is to promote it as much as possible and share some of the free training links. Confluence is an area where each business unit own their own space and pages so the more they know themselves how to create them the better they will do and the more they will use it.

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