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Become a Confluence Whiz Kid: Organized Spaces and Beautiful Pages

Many great achievements started with a page in Confluence. Still, users always ask us how to get started creating and organizing content. How you choose to organize content in Spaces and what your pages look like determines how effective your content is.

John Wetenhall, Confluence Whiz, is sharing top tips for Space organization and page creation from his 4 years working on Confluence and speaking to scores of users. He'll focus on Confluence's top use cases: project collaboration and knowledge bases, with hands on examples from Atlassian's own internal Confluence instances, so you know what great spaces and pages can look like, and how to actually create them.

Become a Confluence Whiz Kid: Organized Spaces and Beautiful Pages

  1. 1. Be a Confluence Whiz Kid Organized Spaces and Beautiful Pages JOHN WETENHALL | CONFLUENCE GUY | ATLASSIAN | @JWETENHALL
  2. 2. What’s the #1 question I get at Summit every year?
  3. 3. 1. How do I create pages that look like those?
  4. 4. 2. How should I set up my Spaces?
  5. 5. Page Page Page Page Page Page Page Page Page Page
  6. 6. Page Page Page Page Page Page Page Page Page Page Space Space
  7. 7. ClarityConfidence Success
  8. 8. Agenda Get organized with Spaces Make beautiful, effective Pages
  9. 9. Become a page whiz
  10. 10. UNDERSTAND DO 1. What is possible 2. The ingredients of pages 1. Content basics 2. Add dynamic content with macros 3. Structure pages
  11. 11. What is possible?
  12. 12. Good artists copy, great artists steal. STEVE JOBS / PABLO PICASSO
  13. 13. Layouts Key ingredients for pages MacrosEditor tools
  14. 14. LayoutsMacrosEditor tools Key ingredients for pages
  15. 15. Headings
  16. 16. HeadingsChoose heading style From toolbar or using keyboard shortcuts: CMD + (0-6) H4: Nice to have H2: The Crust H3: Recipes
  17. 17. Add tables And the Tables toolbar will appear
  18. 18. Add tables And the Tables toolbar will appearAdd images From the toolbar or by dragging and dropping
  19. 19. Creating a call-out Watch the tutorial in the Presentation Guidelines Keynote to learn how to create call-outs on screenshots within this template. Adjust image size Add borders, links, and more
  20. 20. Adjust column width Responsive vs fixed width
  21. 21. Layouts Building blocks MacrosContent tools
  22. 22. INTRO TO MACROS Insert Add Macros with the + menu or by typing { in the editor
  23. 23. INTRO TO MACROS Insert Add Macros with the + menu or by typing { in the editor Choose The Macro browser shows macros by type
  24. 24. INTRO TO MACROS Insert Add Macros with the + menu or by typing { in the editor Configure Modify parameters to get the content you want Choose The Macro browser shows macros by type
  25. 25. Adding structure
  26. 26. Page layout toolbar Add, move, and choose layouts
  27. 27. Introducing The finished page
  28. 28. PUTTING IT ALL TOGETHER Content Horizontal rule Macro Panel macro adds borders. Layouts Use the full width! Content Use when referencing a site or program. Do not use if you need to show a full screenshot.
  29. 29. PUTTING IT ALL TOGETHER Content Horizontal rule: 4x “-“ Macro Panel macro adds borders. Layouts Use the full width!
  30. 30. Layouts Building blocks MacrosContent tools
  31. 31. UNDERSTAND DO 1. What is possible 2. The ingredients of pages 1. Content basics 2. Add dynamic content with macros 3. Structure pages
  32. 32. Guides Teach your colleagues to fish Projects Give everyone the info they need Even more examples
  33. 33. How to guide Info & Tip Layouts Expand Status
  34. 34. How to guide Info & Tip Expand Status Layouts
  35. 35. How to guide Info & Tip Expand Status Layouts
  36. 36. How to guide Info & Tip Expand Status Layouts
  37. 37. Content by label macro Lists pages by topic
  38. 38. Specify labels
  39. 39. Add labels here
  40. 40. Guides Teach your colleagues to fish Projects Give everyone the info they need Even more examples
  41. 41. Project overview Roadmaps Jira Issues Jira Charts Excerpt
  42. 42. Project overview Roadmaps Jira Issues Jira Charts Excerpt
  43. 43. Project overview Roadmaps Jira Issues Jira Charts Excerpt
  44. 44. Project overview Roadmaps Jira Issues Jira Charts Excerpt
  45. 45. All the macros! Expand Content by Label Info / Warning/ Tip Status Roadmap Jira Issues Excerpt Jira Charts
  46. 46. One more thing…
  47. 47. PRO TIP: TEMPLATES Don’t reinvent the
  48. 48. PRO TIP: CREATE YOUR OWN TEMPLATES What are they? Templates show up in “Create” Create your own Add from “Create” or Space tools
  49. 49. PRO TIP: CREATE YOUR OWN TEMPLATES What are they? Templates show up in “Create” Create your own Add from “Create” or Space tools Instructional text Guide people to fill in content Like creating a page Instructional text is key addition
  50. 50. UNDERSTAND DO 1. What is possible 2. The ingredients of pages 1. Content basics 2. Add dynamic content with macros 3. Structure pages 4. Create templates
  51. 51. SpaceSpaces
  52. 52. 1. Sketch space organization & page tree 2. Get your space under control 1. Why organization matters 2. The building blocks UNDERSTAND DO
  53. 53. What are spaces for? Projects Docs Teams
  54. 54. Teams What are spaces for? Projects Docs
  55. 55. Contextual See how pages relate to one another and the grand scheme Why does it matter? Understandable Outsiders can quickly discover and self-serve Findable Get to key info by browsing
  56. 56. Page Tree The backbone of a Space BUILDING BLOCKS OF SPACES Parent/Child Define page relationships Shortcuts & Collectors Provide fast access to key info
  57. 57. Knowledge base spaces
  58. 58. KNOWLEDGE BASE Collector pages Organized by key topics with details below
  59. 59. KNOWLEDGE BASE Collector pages Organized by key topics with details below Complement Navigate from the page or the tree Lean shortcuts Get rid of shortcuts you don’t need in a KB
  60. 60. Project spaces
  61. 61. PROJECT SPACE: MANY PROJECTS Collector pages Manage many projects with a top level page for each
  62. 62. PROJECT SPACE: MANY Collector pages Manage many projects with a top level page for each Multiple levels Use hierarchy under each project collector Naming Further clarifies which page you’re looking at
  63. 63. Registers
  64. 64. Get organized!
  65. 65. Sketch it: Projects Project A Designs Roadmap Meetings Decisions Requirements Project B Meetings Requirements GTM Plan Decisions Decisions
  66. 66. Project A Designs Roadmap Meetings Decisions Requirements Project B Meetings Requirements GTM Plan Decisions Goals
  67. 67. Project A Designs Roadmap Meetings Decisions Requirements Project B GTM Plan Goals
  68. 68. Sketch it: Knowledge Bases IT Help How To Troubleshooting Draft Docs Printers Team Docs Laptops Wifi 2FA Laptops
  69. 69. IT Help How To Troubleshooting Draft Docs Team Docs Printers Laptops Wifi 2FA Laptops Parent pages Child pages
  70. 70. Contextual See how pages relate to one another and the grand scheme Why does it matter? Understandable Outsiders can quickly discover and self-serve Findable Get to key info by browsing
  71. 71. 1. Sketch space organization & page tree 2. Get your space under control 1. Why organization matters 2. The building blocks UNDERSTAND DO
  72. 72. bit.ly/confluencewhizkid RESOURCES
  73. 73. Thank you! JOHN WETENHALL | CONFLUENCE GUY | ATLASSIAN | @JWETENHALL

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