What is Confluence

Confluence is a collaboration software whereby teams can create, share, and organize content such as documents, notes, and project plans. Teams can collaborate using features such as templates, spaces, and rich text editors. It also provides seamless integration with other tools developed by the same developer, such as Jira and Trello.

To understand better, one should always start with the fundamentals. In Confluence fundamentals, we talk about spaces, pages, and their operations and formatting them. Formatting is an easy and fun part of the Confluence fundamentals, so let’s delve into it.

Formatting Basics

1. Let’s say you want to make a Working From Home policy page. To do that, click the ‘+’ icon on the left vertical bar menu to start making a new page.

 

2. A new page will pop up. Let’s give it a title, ‘Working from home (WFH) FAQ.’ WFH inside the bracket makes searching easier whenever you need to see the Working from home page.

 

 

The best thing about Confluence is you can change the font size, font style, and heading just like you would normally do in Microsoft Word or Google Docs. If you want to make the text a heading, you can select the text or triple-click it and change it by selecting heading type in the upper menu.

Adding an image to Confluence

Adding an image to Confluence is as easy as counting numbers from 1 to 10 on your fingers. There are two ways: copy the image from your computer folder and paste it, or click on the image tab on the upper menu.

When you click on the image, you can align the image to different positions and give the image a caption.

Adding a table to Confluence

Let’s add a table whereby you want to designate the days to the specific persons coming to the office. Click on the table icon, and the table is inserted. You can click at the left-right bottom if you want to add more rows to your table. If you want to delete the column, click on the upper part of the column and click on the cross button to delete the column.

 

 

You can also change the width of each column by choosing the column and dragging it across.

Adding a chart to the table in Confluence

One great feature of Confluence is that you can easily make a chart from the table. Click anywhere on the table, and at the bottom, click on the chart icon, as shown in the image below.

 

Once you click on the chart icon, choose the chart option. You can choose a bar, line, or pie chart as per your preference. Once selected, you can customize the chart on the right side of the menu.

 

 

Inserting links in Confluence

Sometimes there is extra information that you want your user to direct to. For example, we want our users to provide a link to book a desk in this sample. To do that, highlight the text where you want to insert the link, and click on the insert link icon on the upper right menu or press CTRL+K on the keyboard.

 

You can either add a new link or from the previous ones you already added. We will select ‘Org chart,’ as shown in the above image, and the result will be a hyperlink appearing as blue text below the image.

 

 

Previewing and Publishing the page on Confluence

It is always better to preview the page before publishing to see how it will look in printed form. Click on the three vertical dots on the right top of the upper side menu to see the preview. Once happy with your accomplishment, you can hit the Publish button.

 

 

Conclusion

The blog covered how to format the page, add and edit text, insert the table, make a chart, and insert the link. Confluence is quite an easy and exciting tool to use for teamwork and collaboration. If you like the blog, you can always sign up for the 2023 Confluence Crash Course to learn more!