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Guide 1: Choosing Confluence for your team
Get your team on the same page
Choose your plan
Manage a successful rollout
Guide 2: Get started with Confluence
A brief overview of Confluence
Set up Your Confluence site and spaces
Create and collaborate on content
Navigate Confluence
Organize and customize your Confluence space
Manage permissions
Confluence best practices
Guide 3: Confluence Essentials
Navigate Confluence
Create a new page
Formatting and editing a page
Collaborate on a Confluence page
Visual collaboration whiteboard
Create a visually appealing company hub
Organize structured data with databases
Guide 4: Integrate Confluence with everything you use
Confluence integrations and apps
Using Confluence and Jira together
Using Confluence and Jira Service Management together
Tutorial: How to Use Confluence and Loom Together
Using Confluence with chat: Slack and Microsoft Teams
Turn data into insights
Guide 5: Confluence best practices
Confluence use cases
Keep it all organized
Make compelling pages
Make quick work of tables
Master the whiteboard
Confluence Whiteboards for Marketers
Confluence Whiteboards for Product Managers
Confluence Whiteboards for team brainstorms
Using whiteboards for diagrams in documents
Team posters for better teamwork
Productive blogging (yes, really!)
Set up an org-wide knowledge base
Supercharge your workflows with Atlassian Intelligence
Tips and tricks for using AI
Knowledge management for teams
Successful project collaboration
Confluence databases
Smart connectors and smart sections
Team alignment
Marketers
Guide 6: How-to-guides
How to use Confluence whiteboards for planning and prioritization
Mind map template
Flowchart template
Meeting agenda template
GTD templates
Fishbone diagram template
Project Proposal template
Confluence whiteboards for retros
Work plan template
Decision matrix template
Eisenhower matrix template
Communication plan template
Time management matrix
KPI
Lessons learned
Stakeholder analysis
Critical path
Brand strategy
Process map
Reporting requirements
Business requirements
Project summary
Project closure
Checklist
Conference agenda
Invoice
Request proposal
Process documentation
Scope of work
Risk register
Iceberg template
Memo
Theory of change
Algorithm chart
Info sheet
Brand guidelines
Guide 7: How admins can level up with Confluence Premium
Confluence Premium empowers admins
Quickly create new spaces with the right permissions
Troubleshoot permission problems fast
Get actionable space and site-level insights with mission control
Easily manage content at scale
Eliminate manual tasks with automations
Security and support to scale with your organization

Navigate Confluence

Wouldn’t your team love to stop sifting through email accounts and shared folders?

When everything lives in Confluence, it’s easy to find what you’re looking for, create, and collaborate on work.

Home & main page areas

Familiarize yourself with your main Confluence page areas to get organized and working in a flash.

Learn the main page areas

  1. Left sidebar button to view page tree
  2. Home
  3. Global nav links
  4. Create
  5. Search field
  6. Notifications
  7. Help
  8. User icon for profile and more settings
  9. Editing, collaboration and watching
  10. Permissions settings and Share
  11. More actions
  12. Breadcrumb/page tree hierarchy pathway
  13. Page snapshot, including viewer insights

Once your team starts using navigating Confluence, you’ll notice a fast improvement in efficiency and teamwork.

  • Start at your home dashboard to find recent spaces and pages
  • Use the menu at the top to move between spaces or visit the people directory
  • At the top, also see a list of your apps or create a new page
  • Stay up-to-date with site-wide announcements, calendars, and your site’s activity feed

  • Browse the feed to discover a treasure trove of recent and popular content

Pro Tip

Tap [ on your keyboard to show or hide the sidebar, and simply drag and drop pages anywhere along the page tree to reorder them within a space.

Pick up where you left off in Home

In seconds, Confluence lets you reach tasks and other space areas to keep your work momentum going.

Follow along

  1. Click on Home in the top navigation bar.
  2. Select Tasks from options in the left column. This is where all action items assigned to you are listed in one view.
  3. Use the filters in the top right corner to quickly find what you need.
  4. Check off tasks straight from here and they’ll be updated on their respective pages.

The left sidebar offers more options for quick navigation.

  • To navigate within a space, go to the left sidebar for the space overview, blog, settings, and more.
  • There, use the space shortcuts for links to all your favorites, from sales reports to YouTube videos.

  • Below that is the page tree showing every page in the space hierarchically, which reduces searching. 

Pro Tip

The more likes and comments a page gets in a short period of time, the higher it will rank in the Popular activity feed on the Home page.  

Email settings & page insights

We know you’re swamped, so Confluence helps you control your email alerts and quickly learn what’s working — and what’s not.

Follow along

  1. Click your user icon in the top right.
  2. Select Settings.
  3. Choose Email in the lefthand column.
  4. Check and uncheck boxes based on your preference.
Pro Tip

Check the option 'Subscribe to receive a daily digest' to receive a single email per day with a summary of all updates across pages, blog posts, and spaces you’re watching. Uncheck this option if you prefer to receive separate notifications for each update as they happen.

Learn in real time what content is resonating the most with teammates and other stakeholders.

  • Underneath the page title, the creator byline tells you when the content was last updated, who worked on it, and how long it will take to read.
  • Click the people viewed link to see who viewed a page, when, and other interactions with the content.

  • By clicking the three dots next to a page owner’s name, admins and current owners can change ownership of a page so that the most appropriate person to manage the page’s content is visible for any visitor to the page.

Pro Tip

If you can’t remember what a page is called, click Content in the page tree to browse all pages, blogs, and content cards.

Use quick & advanced search

Confluence quick search

From any published page, simply type / to bring up the quick search bar.

  • When first opened, the quick search bar displays recently viewed content and spaces.
  • Begin typing into the search bar to retrieve a suggested list of options based on keywords identified in a page title, person, space name, or file. Items are ordered with the most recently updated first.

  • If you don't immediately see what you need, press Enter or choose the Advanced search option at the bottom.

Confluence advanced search

Advanced search lets you sort through multiple results faster.

  • Similar to Google, relevant results will begin to show up as soon as you start typing.

  • For lengthy search results, filter by space, contributors, content type, and more.

Pro Tip

To jump back into content quickly, click Recent in the top navigation bar or Home for a feed summarizing recently viewed pages by you, popular content throughout the company, or other activity you’re following.

Dive deeper into Confluence navigation:

Watch our primer video: How to Navigate in Confluence Cloud

Watch video

Read: Ditch your inbox and get Confluence notifications in Slack

Learn more

Explore all there is to know about Confluence navigation

Learn more
Confluence best practices

Learn how to integrate Confluence with your favorite business tools.

Read Guide 2, Part 5
Create a new page

Learn how to create Confluence pages.

Read Part 2