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How To Set Up Project Sites and Spaces with Confluence

Heidi Barker

Confluence is a browser based tool that teams can use in the workplace to collaborate on a variety of projects. Confluence allows you to create anything from meeting notes and product requirements to marketing plans and HR policies. You can create a template for documents that you create regularly and save time.

This project will take you through setting up project sites and spaces in Confluence.

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What's inside

Syllabus

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Beginning with the basics, it can aid total beginners to set up Confluence
Course material not provided, so gauge Confluence's value independently

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Reviews summary

Practical confluence project setup for beginners

According to students, this course offers a practical, step-by-step guide to setting up project sites and spaces in Confluence. Learners particularly highlight its clear explanations and hands-on, project-based approach, making it excellent for beginners or those needing a quick start. While it effectively delivers on its core promise, some found the content too basic for experienced users, serving more as an introduction. A notable concern is that some content or screenshots may be outdated, requiring updates to reflect the current Confluence interface, which can be a major drawback for some.
Project-based approach enhances practical skills.
"It's a project-based course, which is great for hands-on learning."
"The hands-on aspect was good."
"The practical examples made it easy to follow along."
Delivers precisely what it promises, without fluff.
"This course was incredibly practical and to the point. It showed me exactly how to set up spaces and project sites..."
"Excellent course! Very concise and focused on the core task of setting up project spaces."
"It delivers exactly what it promises – setting up sites."
Guides absolute novices through Confluence setup.
"Fantastic for beginners! I had never used Confluence before and this course guided me through every step."
"Perfect for a quick start! I needed to onboard a new team member and this course was perfect for getting them up to speed..."
"Highly recommend for anyone new to Confluence for project management."
Covers fundamental setup, lacks advanced features.
"Decent introduction, but very basic. If you're already familiar with Confluence at all, this won't offer much new."
"I expected more depth. This is essentially a guided tour of Confluence's basic features. Not really a 'how to set up' but more a 'where things are'."
"Very specific to just setting up sites, not much beyond that."
Some course elements do not reflect current Confluence.
"Outdated content. Some screenshots and navigation steps were different from the current Confluence interface, which made it confusing to follow."
"Needs an update to reflect the latest version. This was a major drawback for me."
"It might be outdated soon given Confluence updates."

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 How To Set Up Project Sites and Spaces with Confluence with these activities:
Review Confluence Basics
Familiarize yourself with the basics of Confluence to enhance your understanding of the course material.
Browse courses on Confluence
Show steps
  • Explore the Confluence interface and navigation.
  • Create and edit a simple page.
  • Add attachments and images to a page.
Create a Project Site in Confluence
Reinforce your understanding of setting up project sites by creating one in Confluence.
Show steps
  • Choose a project name and description.
  • Set up permissions and user roles.
  • Create sections and pages within the project site.
Collaborative Project Site Review
Enhance your understanding and gain feedback by collaborating with peers to review and provide suggestions on each other's Confluence project sites.
Show steps
  • Pair up with a classmate.
  • Review each other's project sites.
  • Provide constructive feedback and suggestions for improvement.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Develop a Confluence Template
Solidify your knowledge of Confluence templates by creating one tailored to your own project needs.
Show steps
  • Identify common elements and structure for your project documents.
  • Design a template that includes these elements.
  • Test and refine the template for usability.
Explore Advanced Confluence Features
Expand your knowledge of Confluence by exploring advanced features such as macros, plugins, and integrations.
Show steps
  • Research and identify useful Confluence plugins.
  • Install and configure plugins to enhance your project site.
  • Utilize advanced features such as macros and templates.
Create a Document Collaboration Plan
Demonstrate your ability to apply Confluence concepts by developing a plan for effective document collaboration in a real-world scenario.
Show steps
  • Identify stakeholders and their roles in the collaboration process.
  • Establish clear workflows and communication channels.
  • Develop guidelines for document versioning and revision control.
Confluence Best Practices Guide
Consolidate your knowledge and expertise by compiling a comprehensive guide to Confluence best practices.
Show steps
  • Research and gather best practices from various sources.
  • Organize and categorize the best practices.
  • Create a well-structured guide that is easy to navigate and reference.

Career center

Learners who complete How To Set Up Project Sites and Spaces with Confluence will develop knowledge and skills that may be useful to these careers:
Knowledge Manager
A Knowledge Manager is responsible for creating, organizing, and maintaining an organization's knowledge base. Confluence is a great tool for creating a knowledge base. In this course, you will learn the basics of Confluence, and how to use it to create, organize, and maintain your organization's knowledge base. As a result, you can improve internal communication within your organization and help employees find the information they need to do their jobs effectively.
See salaries and explore the career path for Knowledge Manager
Instructional Designer
Instructional Designers create and develop educational materials and resources. Confluence can be a powerful tool for creating and managing these materials. This course will help you learn the basics of Confluence, and how to use its features to create and manage educational materials. This can help you be more effective in your role as an Instructional Designer, and help your learners achieve their goals.
See salaries and explore the career path for Instructional Designer
Project Coordinator
Project Coordinators assist Project Managers with the planning, execution, and completion of projects. Confluence can be a powerful tool for managing projects. In this course, you will learn the basics of Confluence, and how to use it to plan, execute, and complete projects. This can help you be more effective in your role as a Project Coordinator, and help your team deliver successful projects.
See salaries and explore the career path for Project Coordinator
Product Manager
A Product Manager is responsible for the development and launch of a product. Confluence can be a powerful tool for project management. In this course, you'll learn the basics of Confluence, and how to use it for creating product plans, tracking product progress, and communicating product updates to a team. This knowledge will help you plan better products and minimize the risk of your products going off-track, which can be critical to success as a Product Manager.
See salaries and explore the career path for Product Manager
Project Manager
Project Managers lead the planning, execution, and completion of projects. Confluence can be a powerful tool for Project Management. In this course, you'll learn the basics of Confluence, and how to use it for creating project plans, tracking project progress, and communicating project updates to a team. This knowledge will help you plan better projects and minimize the risk of your projects going off-track, which can be critical to success as a Project Manager.
See salaries and explore the career path for Project Manager
Technical Evangelist
A Technical Evangelist helps to promote and educate customers or clients about their company's products or services. Often, Technical Evangelists work with Confluence. By taking this course, you'll learn the basics of Confluence, and how to use its features to create and deliver engaging presentations about your organization's products or services. This can help you be more effective in your role as a Technical Evangelist, and help your company reach a wider audience.
See salaries and explore the career path for Technical Evangelist
Marketing Manager
Marketing Managers develop and execute marketing plans for their organization's products or services. Confluence can be a powerful tool for creating marketing materials. In this course, you will learn the basics of Confluence, and how to use it to create a variety of marketing materials, such as presentations, white papers, and case studies. This can help you be more effective in your role as a Marketing Manager, and help your organization reach a wider audience.
See salaries and explore the career path for Marketing Manager
Content Strategist
Content Strategists plan, create, and manage content that is published on the internet. Confluence is a powerful tool for collaborative content creation and management. By taking this course, you will learn the basics of Confluence, and how to use it for a variety of content creation and management tasks. This will help you create effective content strategies that resonate with your target audience, and measure the success of your content marketing efforts.
See salaries and explore the career path for Content Strategist
Information Technology (IT) Support Specialist
IT Support Specialists provide technical support to users of computers and software. Confluence can be a powerful tool for documenting and sharing IT support information. In this course, you will learn the basics of Confluence, and how to use it to document and share your IT support information. This can help you be more effective in your role as an IT Support Specialist, and help your users get the help they need quickly and easily.
See salaries and explore the career path for Information Technology (IT) Support Specialist
Software Engineer
Software engineers design, develop, and maintain software applications. Confluence can be a powerful tool for managing software development projects. This course will help you learn the basics of Confluence, and how to use it for planning releases, tracking progress, and sharing information with team members. This can help you be more effective in your role as a Software Engineer, and help your team deliver better software products.
See salaries and explore the career path for Software Engineer
Systems Analyst
Systems Analysts study an organization's current business processes and procedures, and develop plans for improvement. Confluence can be a powerful tool for documenting and sharing these plans. In this course, you will learn the basics of Confluence, and how to use it to document and share your plans for improving your organization's processes. This can help you be more effective in your role as a Systems Analyst, and help your organization improve its efficiency and effectiveness.
See salaries and explore the career path for Systems Analyst
User Experience (UX) Designer
UX Designers create and improve the user experience of a product or service. Confluence can be a powerful tool for collecting and sharing user feedback. In this course, you will learn the basics of Confluence, and how to use it to collect and share user feedback. This can help you be more effective in your role as a UX Designer, and help you create products and services that meet the needs of your users.
See salaries and explore the career path for User Experience (UX) Designer
Business Analyst
Business Analysts help organizations to improve their business processes and systems. Confluence can be a powerful tool for documenting and sharing business processes. In this course, you will learn the basics of Confluence, and how to use it to document and share your business processes. This can help you be more effective in your role as a Business Analyst, and help your organization improve its efficiency and effectiveness.
See salaries and explore the career path for Business Analyst
Quality Assurance (QA) Analyst
QA Analysts test software applications to find and fix bugs. Confluence can be a powerful tool for managing QA processes. In this course, you will learn the basics of Confluence, and how to use it to plan and execute QA tests. This can help you be more effective in your role as a QA Analyst, and help your team deliver high-quality software products.
See salaries and explore the career path for Quality Assurance (QA) Analyst
Technical Writer
For those who love writing, organizing information, and communicating complex ideas, a career as a Technical Writer may be a good fit. This course will help you develop an overview of Confluence, and how to use its features for project management. Additionally, you'll learn how to build a template that you can use again and again. This will allow you to save time in your Technical Writing career by organizing projects clearly, creating intuitive project documentation, and communicating information about these projects to others.
See salaries and explore the career path for Technical Writer

Reading list

We've selected seven 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 How To Set Up Project Sites and Spaces with Confluence.
Cover image
A Scrum Book
Save
Provides an introduction to Scrum, a popular agile project management framework. can also be a useful recommended reading for those who are interested in learning more about agile project management in general.
A Scrum Book: The Spirit of the Game
Paperback
$$
A Scrum Book: The Spirit of the Game
Kindle Edition
$$
Cover image
Project Management the Agile Way, Second Edition
Save
Presents an introduction to agile project management using Confluence. complements the course by providing more in-depth coverage of agile project management.
Project Management the Agile Way, Second Edition:...
Hardcover
$$$
Cover image
Bees in Early Modern Transatlantic Literature
Save
Presents a collection of case studies and examples of how organizations use Confluence. can provide depth by providing examples from other successful organizations.
Bees in Early Modern Transatlantic Literature...
Paperback
$$$
Bees in Early Modern Transatlantic Literature:...
Kindle Edition
$$
Cover image
Jira Work Management for Business Teams
Save
Provides an introduction to agile project management using Jira. can be used as a recommended reading for those who are interested in learning more about agile project management in general.
Jira Work Management for Business Teams: Accelerate...
Paperback
$$
Jira Work Management for Business Teams: Accelerate...
Kindle Edition
$$
Cover image
Extreme Programming Explained
Save
Provides an introduction to Extreme Programming (XP), a popular agile software development methodology. may be a useful recommended reading to learn more about agile project management in general, which is utilized by Confluence.
Extreme Programming Explained: Embrace Change, 2nd...
Paperback
$$
Extreme Programming Explained: Embrace Change (XP...
Kindle Edition
$$
Lean Startup: How Today's Entrepreneurs Use...
Save
Provides a perspective on how to apply lean principles to your startup in order to increase likelihood of success. may be useful for those who are interested in the intersection of business and agile project management.
The Lean Startup: How Today's Entrepreneurs Use...
Hardcover
$$
The Lean Startup: How Today's Entrepreneurs Use...
Kindle Edition
$$
Cover image
Health Care Information Systems
Save
Helpful guide for getting started with Confluence.
Health Care Information Systems: A Practical...
Hardcover
$$$
Health Care Information Systems: A Practical...
Kindle Edition
$$$

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Course image
Effort
2 hours
Level
Intermediate
Via
Coursera
Institution
Coursera Project Network
Instructor
Heidi Barker
Language
English
Traffic lights
Read about what's good
what should give you pause
and possible dealbreakers
Beginning with the basics, it can aid total beginners to set up Confluence
Course material not provided, so gauge Confluence's value independently
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