become a confluence whiz kid: organized spaces and beautiful pages
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Be a Confluence Whiz KidOrganized Spaces and Beautiful Pages
JOHN WETENHALL | CONFLUENCE GUY | ATLASSIAN | @JWETENHALL
What’s the #1 question I get at Summit every year?
1. How do I create pages that look like those?
2. How should I set up my Spaces?
Page
Page
Page
Page
Page
PagePage
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
SpaceSpace
ClarityConfidence
Success
AgendaGet organized with Spaces
Make beautiful, effective Pages
Become a page whiz
UNDERSTAND DO
1. What is possible 2. The ingredients
of pages
1. Content basics 2. Add dynamic
content with macros
3. Structure pages
What is possible?
Good artists copy, great artists steal.
STEVE JOBS / PABLO PICASSO
Layouts
Key ingredients for pages
Macros Editor tools
Layouts Macros Editor tools
Key ingredients for pages
Headings
HeadingsChoose heading style From toolbar or using keyboard shortcuts: CMD + (0-6)
H4: Nice to have H2: The Crust H3: Recipes
Add tables And the Tables toolbar will appear
Add tables And the Tables toolbar will appearAdd images
From the toolbar or by dragging and dropping
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
Adjust column width Responsive vs fixed width
Layouts
Building blocks
Macros Content tools
INTRO TO MACROS
Insert Add Macros with the + menu or by typing { in the editor
INTRO TO MACROS
Insert Add Macros with the + menu or by typing { in the editor
Choose The Macro browser shows macros by type
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
Adding structure
Page layout toolbar Add, move, and choose layouts
Introducing
The finished page
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.
PUTTING IT ALL TOGETHER
Content Horizontal rule: 4x “-“
Macro Panel macro adds borders.
Layouts Use the full width!
Layouts
Building blocks
Macros Content tools
UNDERSTAND DO
1. What is possible 2. The ingredients
of pages
1. Content basics 2. Add dynamic
content with macros
3. Structure pages
Guides Teach your
colleagues to fish
Projects Give everyone the
info they need
Even more examples
How to guide
Info & Tip
Layouts
Expand
Status
How to guide
Info & Tip
Expand
Status
Layouts
How to guide
Info & Tip
Expand
Status
Layouts
How to guide
Info & Tip
Expand
Status
Layouts
Content by label macro Lists pages by topic
Specify labels
Add labels here
Guides Teach your
colleagues to fish
Projects Give everyone the
info they need
Even more examples
Project overview
Roadmaps
Jira Issues
Jira Charts
Excerpt
Project overview
Roadmaps
Jira Issues
Jira Charts
Excerpt
Project overview
Roadmaps
Jira Issues
Jira Charts
Excerpt
Project overview
Roadmaps
Jira Issues
Jira Charts
Excerpt
All the macros!
Expand
Content by Label
Info / Warning/ Tip
Status
Roadmap
Jira Issues
Excerpt
Jira Charts
One more thing…
PRO TIP: TEMPLATES
Don’t reinvent the
PRO TIP: CREATE YOUR OWN TEMPLATES
What are they? Templates show up in “Create”
Create your own Add from “Create” or Space tools
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
UNDERSTAND DO
1. What is possible 2. The ingredients
of pages
1. Content basics 2. Add dynamic
content with macros
3. Structure pages4. Create templates
SpaceSpaces
1. Sketch space organization & page tree
2. Get your space under control
1. Why organization matters
2. The building blocks
UNDERSTAND DO
What are spaces for?
Projects Docs Teams
Teams
What are spaces for?
Projects Docs
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
Page Tree The backbone of a Space
BUILDING BLOCKS OF SPACES
Parent/Child Define page relationships
Shortcuts & Collectors Provide fast access to key info
Knowledge base spaces
KNOWLEDGE BASE
Collector pages Organized by key topics with details below
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
Project spaces
PROJECT SPACE: MANY PROJECTS
Collector pages Manage many projects with a top level page for each
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
Registers
Get organized!
Sketch it: Projects
Project A
DesignsRoadmap
Meetings
Decisions Requirements
Project B
Meetings
Requirements
GTM PlanDecisions
Decisions
Project A
Designs
Roadmap
Meetings
Decisions
Requirements
Project B
Meetings
Requirements
GTM Plan
Decisions
Goals
Project A
Designs
Roadmap
Meetings
Decisions
Requirements
Project B
GTM Plan
Goals
Sketch it: Knowledge BasesIT Help
How To Troubleshooting
Draft Docs
Printers
Team Docs
Laptops Wifi
2FA
Laptops
IT Help
How To
Troubleshooting
Draft Docs
Team Docs
Printers
Laptops
Wifi
2FA
Laptops
Parent pages
Child pages
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
1. Sketch space organization & page tree
2. Get your space under control
1. Why organization matters
2. The building blocks
UNDERSTAND DO
bit.ly/confluencewhizkid
RESOURCES
Thank you!
JOHN WETENHALL | CONFLUENCE GUY | ATLASSIAN | @JWETENHALL
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