Welcome to the tutorial on a page! This page contains all the topics from the tutorial.
On this page:
Using the menus
The image below shows the menus and other controls on a typical Confluence page.
|Menu or option||Explanation|
|Browse||Gives access to wiki content such as pages, blog posts, etc, and allows you to browse the People Directory. If you are an administrator, the space and site administration options appear here too.|
|User||After you have logged in, your name will appear at top right of the screen. This is the 'User' menu, and allows you to log out, access your user profile or view your editing history, personal labels and page watches. You can also retrieve drafts of pages you are editing.|
|Search||Type into this box and press 'Enter' to search.|
|Edit||Edit the current page. (Or press 'E'.)|
|Share||Email a link to the current page to another Confluence user.|
|Add||Add things to a page, or add new a new page or blog post to the space.|
|Tools||Miscellaneous actions relating to the page.|
|Byline||Shows who originally authored, and who most recently edited, the page.|
|Byline Icons||A small padlock icon indicates page restrictions. A paperclip icon indicates that the page has attachments. Both icons are clickable, leading to the 'Page Information' and 'Attachments' pages, respectively.|
|Labels||Shows labels (or tags) attached to the current page. (Or press 'L'.)|
|Add a Comment||Click in the text box to begin writing a comment. (Or press 'M'.)|
If your Confluence administrator has customised your Confluence site, the menus may appear in different positions from those shown here.
If you are not logged in to Confluence but anonymous access is available on your Confluence site, a 'Log In' link will appear instead of the 'User' menu.
Creating a space
Now that you have seen how the menus work, you are ready to start creating content in Confluence. Let's begin by adding a new space.
To set up a new global space, you require the Create Space permission. Create Space is one of the global permissions that can be assigned by a Confluence administrator. See Security or contact a Confluence administrator for more information.
To create a new global space:
- Click the Add Space link located above the list of spaces on the Dashboard.
- The Create Space screen appears. Enter the following information about your new space:
- Space Name: Type a name for the space. Note that space names do not have to be unique.
- Space Key: Type a simple key to identify your space (A-Z, a-z, 0-9). This key is a shorthand name for the space, used when linking content between spaces, for web URLs and for reports.
For example, a Development space might have a space key of 'DEV'.
The space key must be unique within the entire Confluence site.
- Permissions: Leave the default settings or choose to allow only yourself to view or contribute content to this space.
A space administrator can change the permissions at any time after creating the space.
- Theme: Select a theme for your space.
A space administrator can change the theme later too.
- Click the OK button.
- The home page for your new space is displayed.
Note: Your home page will automatically contain any default space content as defined by your Confluence administrator.
- Click OK.
Next, you can start adding pages to your space.
Creating a page
Now you will create a page in your new space.
To create a page, you need the 'Create Pages' permission for that space, which is assigned by a space administrator from the Space Administration screens. See space permissions or contact a space administrator for more information.
Add a Page from the Dashboard
You can quickly add a page from the dashboard without having to browse to a specific space. Confluence adds the new page at the root of the space.
To add a new page from the dashboard:
- Click Add Page at the top right of the dashboard.
- Select the space where you want to add the page and choose a template on which to base the page content. For more details about using a template, see Creating a Page using a Template.
- Click Next. Confluence opens the page in 'Edit' mode.
Add a Page from Any Page in a Space
By default, Confluence adds the new page as a child page of the current page.
To add a new page:
- Go to any page in the space.
- Choose Add > Page.
Note that you will only see the Add Page link if you have permission to create pages for the space.
You can also create a page using a template.
Add a Page Using an Undefined Link
You may want to insert a link pointing to a Confluence page that does not yet exist, but which you intend to create later. This type of link is called an undefined link.
To add an undefined link for later creation of a page:
- Edit the page in which the link should appear.
- Type '[' to trigger autocomplete, and type the name of the undefined page.
- Choose Insert Link to Create Page.
When you save the page, Confluence colours the undefined link red. When someone clicks on the link, the new page is opened in 'Edit' mode. You can then enter the page name, add content and save the page, as usual.
Notes about Page Names
Confluence does not accept the following characters in the title of a page:
A page must not start with the following characters:
Page names must be unique within a space.
Importing an Office Document into One or More Confluence PagesThe Office Connector allows you to import a Word document into Confluence, optionally creating one or more new pages. See Importing an Office Document into Confluence.
Adding content to a page
In the previous step, you created a page with some sample content. Now you will edit the page you have created and add some more content.
An Editing Session
You start an editing session whenever you:
- create a new page, blog post or page comment
- edit an existing page, blog post or comment (by pressing 'E' on the keyboard, or clicking Edit).
While in an editing session, you can also:
- Name, or rename, a page or blog post. Note that renaming has effects that you should consider.
- Add a comment describing the changes you made.
- Choose whether or not people watching the page get notified of the change you made
- Add labels to the page.
Confluence automatically saves drafts of your page as you work. If another user begins editing the same page as you, Confluence will display a message, and will try to merge the changes when you save your page.
Click Cancel (at the bottom of the page) if you want to end the session without saving any changes.
The session ends when you click Save, or Post.
When you save a new page you can choose where the page should be saved. You can also move a page after it has been saved, to make it a child page of a different page, or to move it to another space.
Embedding Content in the Page
Click Insert on the editor toolbar to embed any of the following types of content so that they are displayed on your page:
- An image.
- A link to another Confluence page or external URL, or a link to an attachment or image.
- An emoticon, symbol or horizontal line.
- A macro. Either a choose a macro from the list, or Other Macros from the Insert menu.
Things to Help You Work Faster
You can type Confluence shortcut text and formatting commands directly into the editor to have Confluence automatically format your text on the fly. To learn more, click (?) on the editor toolbar and choose the 'Editor Autoformatting' tab.
When editing a page or blog post, you can enter a trigger character to show a list of suggested links, media files or macros to add to your page. This feature is called 'autocomplete' and provides you with a fast editing solution if you prefer to use key strokes rather than pointing and clicking with the mouse.
|Type:||To see suggested content:|
|[||pages and blog posts|
For details, see Using Autocomplete.
You can drag a file such as an image, video, audio file, Office document or PDF file, directly into the editor. The contents of the file will be embedded into the page or blog post. Please refer to the following pages for more information:
- Using Drag-and-Drop in Confluence – Using Confluence's drag-and-drop feature, including details about its requirements and configuration.
- Inserting an Image – Embedding images onto a Confluence page or blog post.
- Embedding Multimedia Content – Embedding videos, audio files and other multimedia files onto a Confluence page or blog post.
- Displaying Office Files in Confluence – Embedding Office and PDF files onto a Confluence page or blog post.
You can view the Keyboard Shortcuts dialog by clicking (?) on the toolbar.
Using the Dashboard
The dashboard is the front page of a Confluence site. It provides an overview of the site, access to all spaces to which you have 'view' permission, and displays a list of the most recently updated content within them.
You can go to the dashboard from anywhere in your site by clicking Dashboard at the top-left of the page.
The dashboard is divided into three sections:
- Welcome message — the welcome message for the site. Confluence Administrators can customise this message using the Administration Console.
- Spaces, Pages, Network — tabs that display your favourite content and people.
- Recent activity — tabs that display recently updated content in All spaces, your Favourite spaces, or by space Categories.
Screenshot above: Confluence Dashboard Overview
- The dashboard is the only place in Confluence where you can add a new space to the site. Use Add Space on the Spaces tab.
- By default, the dashboard is the home page for the Confluence site. However, you can set any other page in Confluence as the home page using the Space Admin tab or your user profile settings.
- Administrators can customise the global dashboard that all users see.
- Users can customise the dashboard for themselves.
- There are quick Add Page and Add Blog Post buttons at the top right of the dashboard.
- Clicking view change beside a page name displays a 'comparison view' against the content's previous version.
- The Feed Builder link is now in the Browse menu.
- The People Directory link is now in the Browse menu.
Updating your user profile
Each Confluence user has a User Profile area, where numerous account management features can be accessed.
Finding your User Profile
Go to the 'Profile' view for your user profile. To do this:
- Log in to Confluence, if you have not already done so.
- Go to your name (the 'User' menu) at the top of the page and choose Profile. The 'Profile' view will open.
The profile view is divided into tabs, each of which is described in a separate section below.
Screenshot above: User profile
The 'Administer User' link is visible to Confluence administrators only. The administrator can click this link to go directly to the user management screen in the Administration Console.
- View and edit your personal details, such as your name and email address details and optionally, your photograph and other personal information. Note that as a security precaution, in order to change your email address, you will be required to re-enter your password.
- Upload a profile picture (optional).
- Change your password.
- View the recent activity of users that you are following via the Network view.
- Follow other users from this view.
- View your history of status updates.
- View your personal labels.
- View a list of the pages and spaces you are currently watching.
- Retrieve any pages you were in the process of editing. See Working with Drafts.
Adding a comment to a page
You can add comments to pages and blog posts in Confluence. You can also respond to previous comments and create a discussion.
To add a comment, you require 'Create Comments' permission which is assigned by a space administrator from the Space Administration screens. See Space permissions or contact a space administrator for more information.
To add a new comment:
- Choose Add > Comment from the top of the page, or simply click beside your profile picture below the last comment.
- Type in your comment.
- Click Save. By default, the current page is added to those that you receive notifications about.
To respond to a comment:
- Click Reply located below the text of a comment.
- Type in your response.
- Click Save.
Creating a blog post
From the Dashboard
You can add a blog post to any space from the Dashboard, without having to browse to that space.
To add a blog post from the Dashboard:
- Click Add Blog Post at the top right of the Dashboard.
- Select the space where you want to add the blog post.
- Click Next. Confluence will open the Add Blog Post screen in edit mode.
- Type your content as you would for any other page in Confluence.
- Preview and click Save when you are finished.
From Any Page
You can add a blog post from any page (other than the Dashboard) in the space.
To add a blog post from any page:
- Click Add near the top right of the page and choose Blog Post. Confluence will open the Add Blog Post screen in edit mode.
- Type your content as you would for any other page in Confluence.
- Preview and click Save when you are finished.
- Add labels if you want to categorise information this way.
- If you want to backdate your blog post, edit the date in Posting Date. You cannot set a date after today's. Also, you can only set the date when creating the blog post, not when editing it.
- You can view the blog for the current space by opening the Browse menu and selecting Blog. Your blog post should be listed.