By Robbie Lee | December 26, 2014

Looking for guidance on basic Confluence functionality? Take a look at some of the most common tasks.

Create a Page

Confluence simplifies page creation. With an easy-to-access Create button, you can create a blank page, a blog post, or a page from one of the built-in templates.
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Within the Confluence header is a Create button. From here you initiate the creation of a page.

Notice that you can select a space in which to add the page. You can also select a different page type or template.

Organize Pages

Confluence organizes content into pages that live within spaces. This structure is similar to a file system in an operating system where pages exist in a hierarchy.

As you create pages, you may need to change their order. You can do so by dragging and dropping them when viewing the page hierarchy. You can also move a page while viewing it.

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You can organize pages when viewing them in a hierarchy.

Notice that I can move pages above and below other pages.

I can also make a page a child of another page.

Lastly, I can sort pages alphabetically.

I can also move a page while viewing it.

Edit Content

Once you initiate a page edit, a rich-text editor opens. From here you enter and format text. Generic formatting options include:

  • font properties
  • justification
  • ordered lists
  • indentions

You can also insert tables, tasks, links, attachments, images and macros.

Macros

Macros allow you to implement the functionality of an Atlassian or third-party plugins. Examples include:

As you explore, you'll discover many other features in the editor.

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When editing content in Confluence, you use its rich-text editor.

Besides entering text, you can also format it.

I'll style this sentence using heading one.

For the next sentence, I'll change it's color to red.

For this ordered list, I can choose bullets or numbers.

In the next sentence, I can insert a link.

Finally, I'll add a table after the last sentence.

Upload Files

You can upload files from your computer to a Confluence page. Once attached, you can:

  • add text that links to a file
  • show a list of page attachments
  • insert content from a file into the page
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You can upload files to Confluence. Here's how.

Insert Content from an Attachment

After uploading image or office files, you can insert them as page content. Confluence can display Microsoft Office (97-2013) and Adobe Acrobat files. File types include:
  • .doc and .docx
  • .xls and .xlsx
  • .ppt and .pptx
  • .pdf
  • .gif
  • .jpeg
  • .png
  • .bmp (depending on browser support)
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You can insert office files and images as page content. Here are some examples.

Copy a Page

You can easily copy pages. When doing so, be mindful of any pages in the destination space that have the same title as your copy.

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You can easily copy a page. Here's how.

Restore Previous Page Version

An important function of Confluence is page versioning. This feature is key for content collaboration. When multiple users have the ability to edit a page, the need to restore a previous version increases.

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Each time you save a change to a page, Confluence records a new version in Page History.

On this page, I'll change "docs" to "documentation."

Let's compare the current version and previous version in Page History.

Now let's restore the previous version.

Restrict a Page

As you develop content, you may need to restrict certain pages within a space. The content may relate to a particular group or exist for personal use only. Restrictions involve limiting who can view or edit the page.

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Page authors can restrict the viewing or editing of a page.

On this page, I'll restrict viewing to the confluence-users group.

Next, I'll restrict page edits to the confluence-administrators group.

Delete and Restore a Page

If your space administrator has granted you permission, you can delete pages within a space. Don't worry though. Your administrator can restore these pages as long as the space exists.

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Users with the appropriate permissions can delete pages.

When deleting, pay attention to any incoming links that need updating.

Once deleted, space admins can restore the page.

Monitor Orphaned Pages

As you delete or move pages, you may accidentally create orphaned pages. How do pages become orphaned? Two ways occur most often:

  • You delete a parent page and the children no longer have a home.
  • You move a page and do not select a parent page.

Luckily, you can easily define a parent page for orphaned pages.

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A page becomes an orphan when you delete its parent or move it without selecting a parent. Let's take a closer look.

If I delete the Internal Resources page, four pages will become orphans.

After deleting the parent, the child pages now live at the same level as the homepage of the space. As a result, the page tree does not show the orphaned pages.

Generally speaking, when relocating a page, you want to move it within a page hierarchy.

If I move the Internal Resources page, I should select a parent page. Notice here the homepage appears below the name of the space.

If I forget to select a parent page or select the space name instead, the Internal Resources page and its children become orphans.

Let's move the orphaned pages into the page hierarchy.