...
- Spaces - In Confluence, content is organized into spaces. Each space has its own pages, news items, comments and access permissions. Spaces can based on any theme or topic. Confluence treats each space as an independently managed wiki. This means that each space functions autonomously within your site.
- Dashboard - The Dashboard is the front page of Confluence. It provides an overview of the site, access to all of the spaces you have view access, and a list of the most recent content updates. Read more about the Dashboard
- Search - A search box, located on every page in the wiki, allows you to search Confluence wherever you happen to be in the site. By default, Confluence will search all content in all spaces (global and personal), including attachments, that you have access to view. Read more about searching and filtering results
- Browse - Within a space, the 'Browse' menu, gives access to wiki content such as pages, news items, etc, and allows you to browse the People Directory. If you are an administrator, the space and site administration options appear here too.
- Read more about Using the Confluence screens and page options
Working with Pages
Pages are the main building blocks of the wiki. You will use pages to organize your content into lower-level groups. You should create a new page whenever you want to create a whole new category of content or discussion, if you want to add a set of related content that makes sense to group together in one place, or if you want the content to be accompanied by a longer description and it would take what feels like too much space on an existing page. Once a page exists, you must link to your page from at least one other page so that people can find it. Then you can link to it from as many other pages as you would like as well.
...
- Go to a page in the space, open the 'Add' menu and select 'Page'. The 'Add Page' screen opens.
- Enter a name (title) for your page. This is how it will be referred to from other pages.
- By default, Confluence will add the page as a child of the page you are viewing. If you need to move the new page to a different space or a different parent, you can edit the 'Location'.
- Enter content for your page using the Rich Text editor box below the title. You will see some buttons at the top of the box that look like buttons in Word or other office applications at the top of this area. Use the Bold, Italic and Underline buttons as you would with any document. Use the format drop down menu to create sections of the page. Use bullets and numbers for lists. You can even insert images, select text color, and add links (described below).
- Click 'Preview' if you want to see a preview of what the page will look like before saving it.
- Click 'Save'.
Editing a Page
- Go to the page and click on the 'Edit' link. This will bring up the edit screen.
- Make changes to the content or add new content as you would when you create a new page.
Click 'Preview' to view your changes, and click 'Save' to keep them. Confluence will auto save a draft periodically, but we suggest that you save often, especially when adding a lot of content.
Info On the same line as the Bold, Underline, Link, etc. buttons, there is a "Toggle to Fullscreen Mode." When clicked, it changes the window so the the editing area fills up the whole computer monitor, which may be easier if you are working on a long page.
...
- Go to the page and click on the 'Edit' link.
- Click on the 'Remove' link located at the top of the page.
Adding an attachment
An attachment is any file that is included with your page. Images, word documents, presentations, PDFs, multimedia and sound files are some examples of attachments. Attachments are useful when you want to share information that exists in another file format. in confluence you can attach files to any page.
...
- Click the 'Add Comment' link near the bottom of the page.
- The comments box opens up. Type in your text.
- Click the 'Preview' tab to see a preview of your comment.
- You can tick the box next to 'Watch this page' to receive email alerts whenever the page is commented or edited.
- Click the 'Post' button to save your comment and display it on the page.
To respond to a comment
- Click the 'Reply' link located below the text of a comment.
- This will open up a new comment box. Type in your text.
- You can tick the box next to 'Watch this page' to receive email alerts whenever the page is commented or edited.
- Click 'Post'.
links
...
- From the page and location you wish to link from, click on the 'Insert Link' button on the toolbar
(the one that looks like a globe with chain link in front of it). This will open up the 'Link Properties' window. - Click on one of these tabs: 'History' or 'Recently Modified' 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. - In the field called "Alias," 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.
- Another way to enter the words that will form the link is to highlight the words in the edit window before clicking the 'Insert Link' button. These words will automatically appear in the "Alias" field and all you have to do is enter the Wiki page name.
- Click 'OK'.
...
- Viewing restrictions make the page invisible to everyone except the chosen users/groups.
- Editing restrictions prevent everyone except the chosen users/groups from editing the page.
To set 'viewing' restrictions on a page
...
- Click on the 'Browse Space' link for the space. This is located at the top of every page and beside the space link on the dashboard.
- Go to the 'News' tab. This will display the latest news items in the space along with the date of each item and the name of its author.
...
- Click the 'Add News' link located at the top of every page in the space. This will bring up the 'Add News' screen.
- Enter a title for your news item in the 'Title' text field at the top.
- Enter your content in the text-entry box using Confluence markup or Rich Text as you would for any other page in Confluence.
- If you want to backdate your news item, click 'edit' next to 'Posting Day'.
You can set the date to earlier than today, but you cannot set it to a future date. And you can only change the date when creating the news item, not when editing a news item. - Preview and click 'Save'.
...
When you watch a page, you are notified by email whenever the page is modified.
- Go to the page.
- Click the Tools menu at the top of the page.
- Select the 'Watch Page' icon
from the list. This will be replaced with the 'Stop Watching Page' icon .
...
- Go to your name at the top of the page. (This is the 'User' menu. A dropdown list will appear when your cursor hovers over the 'User' menu.) Select 'Preferences' from the dropdown list. The 'Preferences' view will open.
- Click the 'Edit Profile' tab.
- Click the 'Email' link in the left-hand panel.
- Check the box beside 'Subscribe to daily updates'.
- If you want to receive a notification each time you add or edit content on Confluence yourself, check the box beside 'Notify on my actions'. If you leave this box unchecked, you will receive notification of other people's actions but not of your own.
- From the 'Email Format' dropdown menu, select whether you want to receive your notifications as HTML or plain text. This will apply to all your email notifications, including your watches.
- Click 'Save'.
User Profile
Each user in Confluence has a user profile. Your profile contains your personal details, photograph (optional), group membership, site preferences, email notification preferences and user statistics. To find your profile:
Go to your name at the top of the page. (This is the 'User' menu. A dropdown list will appear when your cursor hovers over the 'User' menu.) Select 'Preferences' from the dropdown list. The 'Preferences' view will open.
Info Name and Email are not editable in your user profile. This information reflects the name and email on record in Active Directory