FAQ Confluence: we answer all your questions (with 15 illustrated tutorials)!

Welcome to this FAQ dedicated to Confluence, an essential tool for every Scrum Master. We’ll take you step-by-step through Confluence’s various features in a series of tutorials. Let’s go !

FAQ confluence tutoriel guide FAQ Confluence: we answer all your questions (with 15 illustrated tutorials)!

To add or remove rights to Confluence, you must have administrative rights. If you have these rights, then in the “Space tools” section (bottom left of your side panel), you’ll find a button called “Authorizations”.

In “Authorizations” you can give more or less rights to each user or user group.

image tutorial on how to modify user or group access rights to a Confluence space
Tuto: to modify access rights, click on the green and red icons in each column.

To apply restrictions to your Confluence page, go to the “…” menu at the top right of your page and select “Restrictions”.

You can then define who can view or modify the page by user or user group.

image tutorial to apply display restrictions on Confluence
Restriction window on Confluence

To retrieve an older version, go to the “…” menu at the top right of your page and select “Page history”. You can then choose the version you wish to restore.

image to show how to restore an old version in the History page of the Confluence page
Confluence history page

To reorganize pages, go to your side panel, then to the “Space tools” menu, then select “Reorganize pages”.

Image for tutorial on how to move pages in the tree structure to reorganize your Confluence space

You can then move the pages in the Confluence space tree:

Image for FAQ to move pages in the tree to organize the hierarchy of your Confluence space

To create a diagram with the Gliffy or Draw.io plug-in, click on the “More” button in the page toolbar, select the “Gliffy Diagram” or Draw.io macro.

screenshot showing the button for creating a diagram on Confluence with Gliffy
Macro for creating a Confluence diagram with Gliffy

You will then be redirected to the plugin page. which will suggest schemas from an existing library.

You can choose a template from a wide range of possibilities. In this example, I’ve taken a Kubernetes architecture diagram :

image showing an example of a Confluence diagram
Example of a diagram from Gliffy

Once you’ve finished editing, click on “Save” and your diagram will appear on your Confluence page.

Note: You can reuse a single Gliffy or Draw.io diagram on several Confluence pages.

This allows the diagram to be updated in a single place. The update is performed automatically on all Confluence pages that call up this diagram.

To do this, simply switch to edit mode on the confluence page containing the diagram you want to copy. Then select the diagram with the mouse and press CTRL+C followed by CTRL-V in the target Confluence page.

To import a PowerPoint or Excel file, click on the “More” button in the toolbar of your page, select “File” and choose the file you wish to upload. You can also drag & drop the file onto the page to import it. Once this file has been uploaded, a preview will be visible directly on your page.

In some Confluence versions (a little older) you can use the “Office Excel” or “Office Powerpoint” Macro to display a viewer of your file on the page.

To add the table of contents, simply insert the “Table of contents” macro in the desired position on your page.

tutorial image of the
Contents” macro to display a table of contents on your page.

Don’t forget to prioritize your page with titles and subtitles:

image illustrating a tutorial for editing the level of a title on a Confluence page

Simply copy/paste the Jira ticket url into the Confluence page editor.

Here is the final result: 

screenshot of a Jira ticket link on a Confluence page

If you go to this Jira ticket you will find a link back to this page: 

screenshot on Jira showing the link to the confluence documentation page
Link to the Jira ticket documentation confluence page

To find out more, read our tutorial on the 5 basic Jira actions, available on our Blog.

To insert a table, click on the “Table” button in the toolbar of your page and choose the size of your table.

image tutorial for adding a table to a Confluence page

You get an empty table:

3 rows and 3 columns table image on Confluence

Clicking on a cell activates the table editing buttons on the toolbar of your Confluence page:

image showing the toolbar for editing a dynamic table on Confluence

They allow you to edit the table (add/delete rows or columns, copy/cut/paste rows or columns, etc.).

To display child pages, insert the“Child page” macro on your parent page. This will automatically create a list of child pages linked to this page.

Image FAQ of the macro Children's page display on Confluence
Children’s display” macro

To insert a list of Jira tickets, use the “Jira Issues” macro.

Simply enter the ticket numbers you wish to include or a JQL filter, and a list of Jira tickets will be automatically inserted on your page.

To include a page, use the “Include page” macro. Simply enter the URL or title of the page you wish to include.

image showing the

The advantage of this approach is that existing pages can be reused in several other pages. So instead of editing the same table (or digram) several times on many different pages of your Confluence space. You can create a single page with this table (or diagram) and use this macro to call it up in all the other pages of your documentation.

To insert a date, simply type “//” and a calendar will appear, allowing you to select a date. The date will be automatically formatted according to your regional settings.

the result: image showing the result of the shortcut to add a date to a Confluence article

Bonus: Some Confluence keyboard shortcuts

e : Modify the page you are currently on.

c: Create a new page.

ctrl + s: save page.

s : share page.

w: Follow/Unfollow the page (to receive or not an email notification).

m: comment page.

f: to add to favorites.

Submit your question!

Use the comments (at the bottom of this page) to ask your questions about Confluence. We’ll get back to you as soon as possible!

Or join us on our Facebook group if you have a question about your documentation or visual management tools!

This post is also available in: French

Share on :

Our latest articles :

Your Resolution for 2024: Become a Certified Agile Master

Price : 59,99€

Note:

4,7/5

Agile Master certification: professional excellence for life, at the most attractive price. Multiply your chances with unlimited attempts. Make the difference in a fast-changing market.

Share this article!

LinkedIn
Facebook
Twitter
Email

Leave a Reply

Your email address will not be published. Required fields are marked *

Other articles to read :

Ahmed BEN SALEM

Ahmed BEN SALEM

Strongly involved in Agile methodologies, I have held the roles of Scrum Master, Product Owner and Release Train Engineer for SAFe, Scrum and DevOps projects. My approach focuses on people and stakeholder collaboration, creating environments conducive to innovation and performance.

Since 2016, I have successfully led several Agile software development projects for companies of all sizes, including Odigo, Orange and PSA. My solid experience in Agile methodologies, in particular Scrum and SAFe, has enabled me to work with multicultural teams from countries such as the USA, India, Vietnam and Morocco.

🚀 Agile Master Certification - Special Offer 2024 for Only €59.99!

Transform your career with Agile Master Certification. A unique opportunity for agility professionals, from beginners to the most experienced.

Key benefits :

  • Lifetime validity: No renewal necessary.
  • Unlimited attempts: Retake the exam as many times as necessary.
  • 100% Online Access: Study where and when you want.
  • Professional recognition: Certificate and OpenBadge digital badge, shareable on LinkedIn.
  • Teaching resources: More than 25 revision sheets and other aids.

Transform Your Career Today!