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Complete Confluence User Guides

• Complete Confluence User GuidePDF version (PDF)
• Confluence Quick Start of the complete Confluence User Guide

Common Tasks in Confluence

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1. From the page and location you wish to link from, click on the 'Link' button on the toolbar (the one that has two chain links). A pop-up screen will appear.
2. In the pop-up screen, click on the tab labeled "AttachmentsFiles" To add a new attachmentfile, click on the "Choose File" button to get to files on your computer, and select the appropriate file.
   1. After selecting the file, it will automatically upload and show up in the list of attachments on the same screen. This is a list of all the attachments to that particular page.
3. Select the attachment you just uploaded from the list and in the field called Change the "Link Text" enter the words you wish to appear to represent the link on the actual page. For instance, you might type "click here to see our latest report". The link can appear in the middle of a paragraph, and may simply be part of a sentence.
4. Another way to enter the words that will form the link is to highlight the words in the edit window before clicking the 'Link' button. These words will automatically appear in the "Link Text" field and all you have to do is add the attachment info.
5. When ready, click the "Insert" button at the bottom of the pop-up screen.

Adding an Attachment to a Page for Future Linking

1. Go to a page in the space, open the 'Tools' menu and select 'Attachments'. The 'Attachments' view will open.
2. Click the 'Choose File' button.
3. Browse through your files and select the file you'd like to attach.
4. Enter a description for the attachment in the 'Comment' text field (optional).
5. Click 'Attach more files' if required.
6. Click 'Attach'.

Once you attach a file, you can then provide a link to it from a Confluence page (see linking below). When a user clicks on the link, the attachment will open, so long as the user has the software application needed to open the attachment. In the case of image attachments, Confluence allows you to display attached images on the page.

Commenting on a Page

A comment is a remark, question, or any other additional information you wish to add to a page pertaining to the topic the page covers. Comments are a means by which a community of users can interact with each other on the site.You can leave a comment on any page or news item in Confluence.

Comments on pages will appear by default in threaded form, below the page content. If the comment author is a Confluence user, a link appears to their profile page. The time of the comment's last edit is also displayed - you can mouse-over the time to see the date and time it was posted.

To add a new comment

1. if needed
2. When ready, click the "Insert" button at the bottom of the pop-up screen.

3. Quick instructions: Choose "Link" Button  Image Added> Choose Files > Click Choose file (to select a files) > Then update the link text as needed > Click insert

Adding an Attachment to a Page for Future Linking

1. Go to a page in the space, open the 'Tools' menu and select 'Attachments'. The 'Attachments' view will open.
2. Click the 'Choose File' button.
3. Browse through your files and select the file you'd like to attach.
4. Enter a description for the attachment in the 'Comment' text field (optional).
5. Click 'Attach more files' if required.
6. Click 'Attach'.

Once you attach a file, you can then provide a link to it from a Confluence page (see linking below). When a user clicks on the link, the attachment will open, so long as the user has the software application needed to open the attachment. In the case of image attachments, Confluence allows you to display attached images on the page.

Commenting on a Page

A comment is a remark, question, or any other additional information you wish to add to a page pertaining to the topic the page covers. Comments are a means by which a community of users can interact with each other on the site.You can leave a comment on any page or news item in Confluence.

Comments on pages will appear by default in threaded form, below the page content. If the comment author is a Confluence user, a link appears to their profile page. The time of the comment's last edit is also displayed - you can mouse-over the time to see the date and time it was posted.

To add a new comment

1. Click the 'Add Comment' link near the bottom of the page.
2. The comments box opens up. Type in your text.
3. Click the 'Preview' tab to see a preview of your comment.
4. You can tick the box next to 'Watch this page' to receive email alerts whenever the page is commented or edited.
5. Click the 'Save' button to save your comment and display it on the page.

To respond to a comment

1. Click the 'Reply' link located below the text of a comment.
2. This will open up a new comment box. Type in your text.
3. Click the 'Add Comment' link near the bottom of the page.
4. The comments box opens up. Type in your text.
5. Click the 'Preview' tab to see a preview of your comment.
6. You can tick the box next to 'Watch this page' to receive email alerts whenever the page is commented or edited.

7. Click

   the

   'Save'

   button to save your comment and display it on the page.

To respond to a comment

1. Click the 'Reply' link located below the text of a comment.
2. This will open up a new comment box. Type in your text.
3. You can tick the box next to 'Watch this page' to receive email alerts whenever the page is commented or edited.

4. Click 'Save'.
   links

To delete a comment

'Remove Comments' needs a permission from a Space Administrator.  Once you have the permission then 'Remove' button will display at  the bottom of page next to add comment button.

1. Go to the page that contains the comment.
2. Click Remove at the bottom of the comments box.

Linking

You can create links to anywhere within Confluence (pages, news items, comments, attachments) or an external web site.

Linking to another page in Confluence

1. .
   links

To delete a comment

'Remove Comments' needs a permission from a Space Administrator.  Once you have the permission then 'Remove' button will display at  the bottom of page next to add comment button.

1. Go to the page that contains the comment.
2. Click Remove at the bottom of the comments box.

Linking ( Hyperlink) 

You can create links to anywhere within Confluence (pages, news items, comments, attachments) or an external web site.

Linking to another page in Confluence

1. From the page and location you From the page and location you wish to link from, click on the 'Link' button on the toolbar (the one that has two chain links). This will open up the 'Insert Link' window.
2. Click on 'Recently Viewed' to select the page you want to link to.
   or
   Do a 'Search' for the page using the search facility and select a page from the search results.
3. In the field called "Link Text" enter the words you wish to appear to represent the link on the actual page. For instance, you might type "here is the latest report," or simply the document's title. The link can appear on its own or in the middle of a paragraph, and may simply be part of a sentence.
4. Another way to enter the words that will form the link is to highlight the words in the edit window before clicking the 'Link' button. These words will automatically appear in the "Link Text" field and all you have to do is enter the Wiki page name.
5. Click 'OK'.

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The first time you use the Meeting Notes blueprint in a space, Confluence will create an index page and add a shortcut on your space sidebar (if you are using the default theme). The index page lists the latest Meeting Notes pages in that space.

Screenshot: Index showing three Meeting Notes pages.

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To use the Meeting Notes blueprint:

• Create a Meeting Notes blueprint page (choose Create > Meeting Notes).
• Enter goals, agenda items, @mention attendees - the instructional text will prompt you.
• Save your page and get ready to attend your meeting. 
• During or after your meeting edit the page and enter your notes, action items and @mention users to assign them to tasks.

Screenshot: A blank Meeting Notes page showing instructional text.

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the latest Meeting Notes pages in that space.

Screenshot: Index showing three Meeting Notes pages.

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To use the Meeting Notes blueprint:

• Create a Meeting Notes blueprint page (choose Create > Meeting Notes).
• Enter goals, agenda items, @mention attendees - the instructional text will prompt you.
• Save your page and get ready to attend your meeting. 
• During or after your meeting edit the page and enter your notes, action items and @mention users to assign them to tasks.

Screenshot: A blank Meeting Notes page showing instructional text.

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Working with Tasks

Using a task list with the ability to give each task an assignee and due date, helps you to keep track of things that need to get done.

To create a task:

1. In the editor choose the Task list button
2. Start typing your task:

• • use @ to assign the task to someone - the first person you mention in a task is the assignee
  • use // to choose a due date (dd/mm/yyyy)

Example: @ John Paul  contact each vendor for their product description 18 Nov 2014 –

John Paul has been assigned the task of getting the product information from the vendors by Nov 18, 2014.

You can mention more people in the task, but the first person mentioned will be the assignee - you can assign tasks to yourself also.

There are a number of ways to keep track of tasks assigned to you, or tasks you've created for others.

On a page

The simplest way to see a task is on the page it was originally created on, for example the Action items in a meeting notes page.

It is easy to see if a task is complete, who it is assigned to, and when it is due. If a task is nearing, or has passed its due date, the color of the date will change (red for overdue, orange for due in the next 7 days). 

Screenshot: Tasks created on a meetings notes page

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In your profile

The tasks page in your profile gives you a place to see all the tasks relevant to you in one place. Easily keep track of the status of tasks assigned to you, and tasks you've created and assigned to others.

To view the tasks page, go to Profile > Tasks.
Use the filters to show tasks that were assigned to you or created by you and toggle between complete or incomplete tasks.

Screenshot: Task page - Incomplete tasks assigned to me (Sophie)

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In a Task Report

If you're looking for a more custom view of tasks, the Task Report blueprint is a great way to track tasks assigned to a specific team or project. 

To create a task report:

1. Choose Create > Task Report
2. Select the type of report:
• Assigned to my team for tasks assigned to particular people
• In my project for tasks that appear in a specific space or page, or
• Custom for a wide range of filtering options, including by date or page label. 
3. Follow the prompts to create the report.

This blueprint uses the Task Report macro.  You can also choose to use this macro on an existing page, for example, on a project or team space homepage.

Screenshot:  Task Report for a particular month

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Working with News/Blogs

Each space in Confluence can publish its own news. News items may be announcements, journal entries, status reports or any other timely information you would categorize as 'news' pertaining to a space. News items are also known as 'blog posts'.

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