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Trying to get started with Confluence Whiteboards

Samuel Parri
Contributor
November 25, 2024

Hello all,

 

I am trying to get started with Confluence Whiteboards.  What are some tips anyone may recommend?

 

Thank you kindly,

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Rob Hean
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November 25, 2024

Heya @Samuel Parri ,

 

1. Just get started - this helped me figure out it's features, and limits

2. Use colors - color coding helped me keep track of various items

3. Sections are helpful - easily visually group items

4. Name them - I'm reaaaaaly bad at adding names, but always give them a good name :D

5. Go live - invite others to edit with you

Aaron Pavez _ServiceRocket_
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November 25, 2024

Hi @Samuel Parri 

And welcome to the community!

A good place to start:

https://support.atlassian.com/confluence-cloud/docs/getting-started-with-confluence-whiteboards/

And a great video from our amazing Alex:

https://www.youtube.com/watch?v=3i-88nULoRM

And a course in the Atlassian university (its free!!)

Create whiteboards in Confluence 

Regards

 

James Rickards _Spark-Nel_
Contributor
November 25, 2024

Tip 1: Don't layer sections as the shapes seems to bind to the wrong section and suddenly get hidden, confusing people. At least it was the case at the time I'm writing this.

Tip 2: When Meeting with people, send out the agenda as a wiki page, with spaces to add notes, and an embedded whiteboard.  Then when running the meeting, don't screen share, but instead ask everyone to open the page and the whiteboard and add their notes as you go.   Seeing people type/move their mouse on the whiteboard lets you can see who's participating, and who's off with the fairies reading emails instead of focusing on the outcome you're trying to collectively achieve.

Tip 3: To embed a whiteboard in a confluence page, copy the URL and paste it into the page.

Tip 4: Explore the templates as they provide some good ideas on how to best lay things out. Also Google some Miro board templates as these can be mirrored on whitebaords.

Tip 5: Prepare your whiteboard prior to the meeting.

Tip 6: You can add your own shapes / pictures.   I have a whiteboard on my personal space that I can copy/paste from that has all the extra shapes and photos that I might want.

Tip 7: To get buy in with Visual Work Management practices, explore the principles and practices of Kanban by preparing and running the Kanban Pizza game. There is no better way to learn something than the process of planning how to teach it to others. Also.. no Kanban is not a software development "methodology", but more of a philosophy to managing processes, and a toolkit of techniques.

Aristóteles Quintanar
Contributor
November 25, 2024

Dude, just play with it!

Don't be afraid to get mistakes ... If you think like an agilist, you will learn a lot getting mistakes, so, enjoy the journey!

:-)

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