Hi Atlassian Community!
Is your Confluence workspace starting to feel cluttered or overwhelming? You’re not alone! Over time, even the most organized spaces can accumulate outdated pages, scattered information, and hard-to-find content. That’s why I’ve put together this Confluence Clean-Up & Optimization Checklist—your step-by-step guide to streamlining your workspace, boosting productivity, and making it easier for everyone to find what they need.
Below are checklists for both admins and all Confluence users to promote healthy Confluence workspaces and work towards a smarter Confluence.
Note: Some of these features are limited to Premium or Enterprise Confluence plans.
Checklist for Admins
Delete & Archive Spaces or Pages
Archive pages that are no longer active but may be needed for reference (note: archived pages will not show up in page search). Bulk archive as needed.
Delete pages that contain inaccurate information or have been obsolete for a long period (note: deleted pages are moved to trash and can be restored until the trash is purged).
Use the admin key to view any potential outdated content that you haven’t been given permission to view.
Automate Manual Tasks
Review the rule audit log for any automation rules that aren’t running correctly. Ensure frequently used automations are running as intended.
Identify any manual tasks that could be automated.
Need some inspiration? Here are some popular Automations among customers!
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Every month, archive any page that hasn’t been updated for 6 months
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When a page is deleted or archived, then notify me
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When a page moves location, then change page restrictions to match the new location
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When a page is published, send an email to specific users
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Publish the same set of pages when a new space is created
Tip: Use Rovo to help create automations without the technical set-up. See more examples here!
Review user access
Utilize the user access to get a high-level view of what a user or group can access in Confluence. Manage global permissions as needed.
Review your guest users and revoke any who no longer need access.
Audit Public Links
Ensure that any content shared via public links is permitted. Control which spaces can allow public links and audit pages that are externally available.
Beta Features
Check which Confluence beta features are enabled on your site. Opt-in to new or inactive beta features that could benefit your team.
Announcements
Create or update site-wide announcement banners for:
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Time-sensitive alerts
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Software updates
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Planned maintenance
Identify popular content & trends
Review popular and trending search terms to identify what content your team needs most using Mission Control.
Communicate team content needs to company stakeholders. Cross-collaborate with department, team, or space admin owners to address spikes in search topics or content usage.
Check out Atlassian Learning
If you haven’t already, use this course to help grow your admin skills: Administer Confluence to improve the user experience.
Looking to strengthen those skills further? Take either our Associate Confluence Essentials or Professional Confluence Administration for Cloud certifications.
Update Confluence Templates
Promote and standardize templates for recurring content (e.g., weekly meeting notes).
Checklist for All Users
Star Important Pages & Spaces
To quickly access important pages, you can Star the page. This will allow you to view within the Starred section of your sidebar.
Star your most used or favorite pages and un-star those that you’d like to de-prioritize.
Organize Your Pages
Inside a space, you can nest content and create as many levels of hierarchy as you need. Create either parent pages or folders to keep your content organized.
Ensure that your pages are grouped into logical folders or parent pages. Identify if there are any new categories you should add or areas to consolidate.
Optimize Your Sidebar
Show, reorder, and hide navigation items by going to More (), then Customize sidebar.
Try switching the sidebar view to “My visits” or “Last updated” to stay focused on active work by clicking the three dots by Content.
Review Unused Pages
Flag any pages that you have not viewed this quarter. Determine if any of these pages can be archived or deleted.
Consolidate Information
Utilize other content types such as databases or whiteboards to organize, consolidate, or optimize your content.
For example, determine if a Confluence database could help create a table of various pages within a campaign or if a Confluence whiteboard could be a better home for brainstorming and retrospectives.
Evaluate Your Spaces
Evaluate your current starred spaces and those that you have worked in recently. Star any others that you frequent.
Identify if there are any inactive spaces that you see that you could flag to your Confluence admin for removal or archival.
If you have an overly cluttered space, assess if you need a new space to further organize the content.
Customize Your Personal Space
Add a profile photo to help personalize your account. Create an introductory blog or user manual to help others learn more about you and how you work.
Add Labels
Labels are key words that you can add to pages, live docs, and attachments to make them easier to group and find. Add labels to your content to allow you to easily see, display, and search for related pages.
You can also use labels to categorize spaces and keep Confluence neat and organized.
Remember, Confluence organization isn't a one-time task. Set recurring reminders to review your spaces, encourage your team to share their own tips, and stay updated on new features and best practices. Small, consistent efforts will keep your Confluence clutter-free and valuable for everyone.
What are your favorite clean-up strategies or automation hacks? Comment below to share your tips and help others get the most out of Confluence.