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Dan LeFebvre

This Introduction to Confluence course is intended to be to get you up to speed on how to be more productive and effective in Confluence. With almost 5 hours of content, we'll focus on the three main types of users in Confluence. The modules in this course are broken up for each of these types, so no matter which one you are you'll be able to quickly access the things you need.

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This Introduction to Confluence course is intended to be to get you up to speed on how to be more productive and effective in Confluence. With almost 5 hours of content, we'll focus on the three main types of users in Confluence. The modules in this course are broken up for each of these types, so no matter which one you are you'll be able to quickly access the things you need.

In the second module, we'll look at Confluence from an end user's perspective. What are the key things you'll need to know as someone who's just using Confluence at your company? That's what we'll look at in the second module.

When you're a team leader or manager using Confluence, there's some things you can do to help your team be more effective. So we'll look at some of these things in the third module.

Finally, as a Confluence administrator there's a lot of ways you can help your company by setting them up for success in Confluence. In the fourth module, we'll look at JIRA from an administrator's perspective.

Now even though this course is organized for different types of users, I wanted to make it so no matter what type of user you are you'll benefit from watching all of it if you wanted. For example, even if you're only using Confluence as an end user you can find it beneficial to understand how Confluence workflows and processes work so you can "speak the language" when you're asking your Confluence administrator for something.

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What's inside

Learning objectives

  • Understand confluence's core features and how it works.
  • Use confluence more productively.
  • Benefit from confluence as a team leader or manager.
  • Set confluence up for your team or company as an administrator.

Syllabus

Course Introduction
Course introduction
What is Confluence?
How to use this course successfully
Read more
Using Confluence
Section introduction
Confluence's interface overview
Customizing our account in Confluence
Understanding spaces
Creating and deleting a personal space
Controlling who can see our personal space
Overview of our space settings
Overview of our content tools
Creating a page
Setting a new home page
Editing an existing page
Drafts and unpublished versions
Finding page information
Creating hierarchies and reordering pages
Working with attachments
Importing Word documents as pages
Getting to pages quickly with stars
Using the watch page feature
Commenting tips and tricks
Task management in Confluence
Using blogs
Page restrictions
Exporting pages out of Confluence
Using the Confluence mobile app
Confluence for managers and team leads
Permissions for managers
Spaces configuration overview
Working with teams in Confluence
Collaborative editing
Sharing pages with our team
Confluence for administrators
User management overview
Working with groups
Controlling user permissions in Confluence
Creating a new space
Creating templates for our users
Moving and reordering pages
Working with Jira and Confluence together
Archiving and deleting
Exporting and space backups
In this section we'll cover some additional topics and features in Confluence
Using whiteboards in Confluence

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Develops the fundamentals and core competencies for end users, managers, and administrators
Provides a practical understanding of the tools and features available in Confluence
Teaches how Confluence can be used to support teamwork and improve communication
In-depth training on managing teams, permissions, and user groups
Requires extensive knowledge of the Confluence platform
Involves advanced configuration and customization techniques that may not be suitable for all users

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Reviews summary

Informative but outdated visuals

Learners say that this course has good information but that its videos are outdated. They recommend that the course creator update them with the latest version of the software.
The written course content is useful.
"I think that the information is good, but the videos are of a different Confluence than what is in the cloud arena."
Videos are of an older version of Confluence, which differs from the current one.
"I think that the information is good, but the videos are of a different Confluence than what is in the cloud arena."
"I would think that you should update the videos with the newer look and feel."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Understanding Confluence for users, managers and admins with these activities:
Refresh your understanding of core Confluence concepts
Reviewing key concepts and terms will help you build a stronger foundation for learning in this course.
Browse courses on Confluence
Show steps
  • Read through the course introduction and syllabus
  • Review the Confluence Help Center for a general overview of the platform
  • Watch a few introductory videos or tutorials on Confluence
Attend online webinars or meetups focused on Confluence
Connect with other Confluence users and experts to share knowledge, ask questions, and learn about best practices.
Browse courses on Networking
Show steps
  • Search for upcoming webinars or meetups on Confluence
  • Register and attend the event
  • Participate in discussions and ask questions to learn from others
Experiment with Confluence's features in a sandbox environment
Gain hands-on experience with Confluence's features and functionality in a safe and controlled environment.
Browse courses on Hands-on Practice
Show steps
  • Create a test space within Confluence
  • Experiment with creating and editing pages, adding attachments, and collaborating with others
  • Test out different features and settings to get a feel for the platform
Four other activities
Expand to see all activities and additional details
Show all seven activities
Create a study pack or reference guide for key Confluence concepts
Compile and organize course materials, notes, and other resources to enhance your learning experience.
Browse courses on Knowledge Organization
Show steps
  • Gather and organize relevant course materials, such as lecture notes, presentations, and handouts
  • Create a study pack or reference guide that summarizes key concepts and terms
  • Use your study pack or reference guide to review and reinforce your learning
Follow guided tutorials to learn about advanced Confluence features
Seek out and follow tutorials for further refining or developing skills in advanced Confluence features.
Browse courses on Advanced Techniques
Show steps
  • Search for tutorials on specific Confluence features that you want to learn more about
  • Follow the instructions and complete the exercises provided in the tutorials
  • Experiment with the features and techniques you learn in your Confluence sandbox
Create a knowledge base article or tutorial on a specific Confluence feature
By creating your own content, you'll reinforce your understanding of a specific Confluence feature and share your knowledge with others.
Browse courses on Knowledge Base
Show steps
  • Choose a specific Confluence feature or topic that you want to focus on
  • Gather information and resources on the topic
  • Create a well-organized and informative article or tutorial
  • Publish your content on the Confluence wiki or share it with others
Mentor a new or junior Confluence user
Share your knowledge and expertise with others to deepen your own understanding of Confluence while helping others grow.
Browse courses on Mentoring
Show steps
  • Identify a new or junior Confluence user who would benefit from your guidance
  • Offer your support and mentorship
  • Provide guidance and answer questions on Confluence features and best practices
  • Track your progress and provide feedback to the mentee

Career center

Learners who complete Understanding Confluence for users, managers and admins will develop knowledge and skills that may be useful to these careers:
Content Writer
A Content Writer is responsible for creating written content for websites, blogs, social media, and other marketing materials. They work with a team of editors, designers, and marketers to develop and implement content strategies that engage target audiences. This course provides a foundation in content creation and management, which is essential for success in this field.
Social Media Manager
A Social Media Manager is responsible for the planning, development, and execution of social media campaigns. They work with a team to develop and implement strategies to reach target markets, increase brand awareness, and generate leads. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for social media marketers.
Marketing Manager
A Marketing Manager is responsible for the planning, development, and execution of marketing campaigns. They work with a team to develop and implement strategies to reach target markets, increase brand awareness, and generate leads. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for marketers.
Product Manager
A Product Manager is responsible for the planning, development, and launch of new products or features. They work with a team of engineers, designers, and marketers to ensure that products meet the needs of target markets. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for product managers.
Web Designer
A Web Designer is responsible for the design and development of websites. They work with a team of developers and content writers to create websites that are visually appealing, user-friendly, and meet the needs of target markets. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for web designers.
Customer Success Manager
A Customer Success Manager is responsible for ensuring that customers are satisfied with the products or services provided. They work with customers to resolve issues, provide support, and identify opportunities for growth. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for customer success managers.
Account Manager
An Account Manager is responsible for managing relationships with clients. They work with clients to understand their needs, develop solutions, and ensure that they are satisfied with the products or services provided. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for account managers.
Sales Manager
A Sales Manager is responsible for the planning, development, and execution of sales strategies. They work with a team of sales representatives to reach sales targets, increase market share, and generate revenue. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for sales managers.
Project Manager
A Project Manager is responsible for the planning, execution, and completion of projects. They work with a team to develop project plans, track progress, and ensure that projects are completed on time and within budget. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for project managers.
Business Analyst
A Business Analyst is responsible for analyzing business processes and identifying opportunities for improvement. They work with a team to develop and implement solutions that improve efficiency, reduce costs, and increase revenue. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for business analysts.
Data Analyst
A Data Analyst is responsible for collecting, analyzing, and interpreting data. They work with a team to develop and implement data-driven solutions that improve decision-making and increase revenue. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for data analysts.
Software Engineer
A Software Engineer is responsible for the design, development, and maintenance of software applications. They work with a team to develop and implement software solutions that meet the needs of users. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for software engineers.
IT Manager
An IT Manager is responsible for the planning, development, and implementation of IT systems. They work with a team to ensure that IT systems are reliable, efficient, and meet the needs of the organization. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for IT managers.
Operations Manager
An Operations Manager is responsible for the planning, development, and implementation of operational processes. They work with a team to ensure that operations are efficient, effective, and meet the needs of the organization. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for operations managers.
Human Resources Manager
A Human Resources Manager is responsible for the planning, development, and implementation of human resources policies and procedures. They work with a team to ensure that human resources processes are compliant with laws and regulations, and that employees are treated fairly and equitably. This course may be useful for those who want to enter or advance in this field as it provides a foundation in content creation and management, which are essential skills for human resources managers.

Reading list

We've selected six books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Understanding Confluence for users, managers and admins.
Provides a comprehensive overview of Confluence for all user types, covering everything from basic usage to advanced administration. It's written in a clear and concise style, making it easy to understand and apply the concepts to your own work.
Comprehensive guide to using Confluence for software development. It covers everything from setting up a development environment to creating and managing documentation.
Practical guide to using Confluence for sales. It covers everything from creating and managing sales pipelines to collaborating with team members and stakeholders.
Practical guide to using Confluence for customer support. It covers everything from creating and managing knowledge bases to collaborating with team members and stakeholders.
Practical guide to using Confluence for finance. It covers everything from creating and managing financial reports to collaborating with team members and stakeholders.
Practical guide to using Confluence for government. It covers everything from creating and managing government documents to collaborating with team members and stakeholders.

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