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Optimizing Confluence Docs 📚 Ensure Users Find What They Need

We know that documentation may not be as captivating as a thrilling novel, but it serves as an essential resource when users encounter questions like, "What should I do next?" Typically, users refer to documentation when they're uncertain or seeking more information. In these instances, it's crucial to provide prompt and clear answers rather than lengthy explanations.

 

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Your documentation efforts will be in vain if readers cannot locate the necessary information. This is particularly true in platforms like Confluence, where adding pages is swift and straightforward. Maintaining consistency in structure and naming conventions is vital for your team.

When crafting documentation in Confluence, consider the following key points:

  1. Understand user search behaviors
  2. Organize content effectively
  3. Write with the user in mind

This article will explore best practices for Confluence documentation and highlight features from apps that can optimize the process. Let's delve into these essential aspects.

Comprehend User Search Behaviors in Confluence

Before writing, it's important to understand the various ways users search for content. Different users have distinct search habits, but common methods include navigating the page tree or utilizing Confluence's search function.

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Navigating via the Page Tree

Despite the availability of a search bar, many users prefer browsing through the page tree on the left-hand side. Maintaining a consistent structure and clear naming conventions aids these users in locating information effortlessly.

Example of a page tree of the documentation space 

Utilizing Confluence's Search Functionality

Confluence's search feature often provides the quickest route to desired information. Users can enter specific terms and refine results by filtering for space, contributor, label, or date.

To enhance search effectiveness, users can employ:

  • Exact Match: Enclose terms in quotation marks ("...") to find exact phrases.

  • Wildcard: Use an asterisk (*) to replace characters in a search term.

  • Boolean Operators: Combine terms with "OR" or "AND" for more precise results.

  • Exclusion: Exclude certain words by adding "NOT" or "-".

Enhancing Search with Atlassian Intelligence

Atlassian Intelligence elevates Confluence's search capabilities, allowing users to input full-sentence questions and receive natural language responses, complete with links to relevant Confluence pages.

ConfluenceCloud_AnswersInQuickSearchToAS (1).gif

Atlassian Intelligence responding to search queries

Analyzing Search Patterns

By employing Viewtracker, you can identify frequent search terms and instances where searches yield no results. This data is invaluable for refining existing documentation, revising page titles, creating new labels, and pinpointing topics that require coverage.

Viewtracker Search Report with the most frequent search terms

Organize Content Effectively in Confluence

While adding content to a Confluence page is straightforward, managing multiple ideas on a single page can be challenging. Avoid overloading pages with excessive information. Instead, structure topics hierarchically—begin with a general overview and progressively delve into detailed subtopics. This approach facilitates user navigation and information retrieval.

Best practices for structuring Confluence documentation include creating sub-pages or linking to pages with specific labels.

Implementing Tabs for Page Organization

A practical tool for structuring content in Confluence is the bitvoodoo app Navitabs, which enables the creation of clickable tabs displayed either horizontally or vertically.

NTSERV_selecting_existing_pages_tab_wizard (2).gif

 

Selecting existing pages with Navitabs Tab Wizard

Incorporating Colorful Panels for Visual Clarity

Improve page navigation by using panels, such as standard Confluence panels (info, tip, note, warning) or customized panels with the bitvoodoo app Advanced Panelboxes. These elements improve clarity, especially on overview pages.

Heading of product documentation with two Advanced Panelboxes

Write with the User in Mind

To ensure your Confluence documentation meets user needs, always consider their goals and intentions. Anticipate specific use cases and proactively address potential questions. Pay attention to Confluence’s search parameters that influence information discoverability:

  • Title: Confluence prioritizes search terms in titles.

  • Content: The frequency of search terms within the content matters.

  • Document Age: Newer pages are ranked slightly higher.

  • Popularity: Pages with more links and likes rank higher in search results.

 

Every time! (📸: @buzzfeed) | Writing humor, Writing memes, Writer memes

Crafting Thoughtful Page Titles & Headings

Well-structured spaces and pages are essential for information retrieval, and thoughtful naming conventions enhance clarity. Develop unique and meaningful titles and subtitles consistently. Utilize headings within your content to improve structure, facilitating easier navigation for readers. Incorporating a Table of Contents macro can further enhance usability.


By implementing these strategies, you can create effective and user-friendly documentation in Confluence, ensuring that users can quickly find the information they need.

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