Confluence (Wiki) Training Outline

Wiki Account Signup

Confluence (wiki) account signup form


  • wiki

    • a set of web pages with a functionality well suited for collaborative text-based content creation

  • Confluence

    • a commercial offering of a wiki

    • in an OAGi / IOF context, it's "the wiki"

    • a companion application to Jira (supports single sign-on)

  • space

    • Confluence’s top-level organizational unit

    • a collection of related Confluence (wiki) pages

    • a space may have permissions assigned to it distinct from other spaces

  • Jira

    • a project-oriented task-management tool

    • a companion application to Confluence (supports single sign-on)

    • may use Jira in IOF later, if the TOB decides to do so

  • project

    • Jira’s top-level organizational unit

    • a set of related tasks in Jira

    • every task in Jira must be associated with a project

  • Atlassian

    • the company that developed Confluence and Jira, and offers them as services as part of Atlassian Cloud

    • Atlassian is an Australian company

Key Concepts

  1. OAGi / IOF's Atlassian Cloud service includes:

    1. Confluence ("the wiki")

      1. The wiki is composed of spaces.

        1. Spaces are composed of pages

          1. Pages may have child pages

          2. Pages may have file attachments

    2. Jira

      1. Jira is composed of projects.

        1. Projects are composed of issues (tasks).

  2. Create/edit, autosave, publish

  3. What happens if I forget to publish, close my browser window, shut down my computer, etc? Do I lose my edits?

    1. No, just go back to the page and go into edit mode.

    2. Confluence autosaves content.

    3. Maybe you’ll lose the last couple of sentences you edited.

  4. Most users cannot permanently delete any published content on pages (only admins can)

    1. So, edit all you want!

3-Dot Menu

  • Top-right of page

  • Be careful to distinguish between the page 3-dot menu and the browser’s 3-dot menu!


Following is a list of ways to navigate. These are not a series of steps.

  1. Select space

  2. Sidebar

    1. May expand/collapse

  3. Search

  4. Breadcrumbs

Create Page

Following is a list of ways to create a page. These are not a series of steps.

  1. Create button on menu bar

    1. Creates page as child of the displayed page

  2. Click + (plus sign) that appears on a page link in the side bar

  3. Copy page

    1. 3-dot menu | Copy

  4. Word import

    1. Sometimes it does a good job, and sometimes not

Edit Page

Following is a list of editing topics. These are not a series of steps.

  1. Headings

    1. Menu bar

    2. # (pound sign)

  2. Referencing users

    1. To reference someone that is a wiki user, type @ and start typing their name (such as "@Jim Wilson" will show up as @Jim Wilson.

  3. Specifying dates

    1. To specify a date, type // (two forward slashes) and a calendar will pop up so you can choose the date.

    2. To edit a date, just click on it.

  4. Tables

    1. Creating

    2. Adding, deleting, copying, moving rows

    3. Adding, deleting, copying, moving columns

    4. Row header

    5. Column header

    6. Row numbers

  5. Links

    1. Other pages

    2. Websites

    3. Attachments

  6. Tasks feature

  7. Myriad other features


  1. Review changes between versions of pages

    1. 3-dot menu | Page History

Share Page

  1. Get tiny link to a page (preferred)

    1. Method 1: 3-dot menu

      1. 3-dot menu | Page Information | Tiny Link

    2. Method 2: Keyboard

      1. Windows: k, Control + C, esc

      2. Mac: k, Command + C, esc

  2. Copy URL in browser’s address bar

    1. OK for quick reference (like chat window during meeting

    2. Link is broken when page name is changed

    3. Link is broken when page is moved to another space

  3. Export to Word or PDF

    1. 3-dot menu | Export

Watch a Page or a Space

  1. Automatically registered as a “watcher” on a page after

    1. Creating a page

    2. Editing a page

    3. Being named in a page

    4. Commenting on a page

  2. Choose to register as a “watcher”

  3. May control notifications in user profile