Managing spaces and pages in Confluence is essential for effective content organization and collaboration. This guide provides a comprehensive overview of how to manage these elements, ensuring your team can work efficiently.
Understanding Spaces
Spaces are the primary organizational units in Confluence. They come in two main varieties:
- Site Spaces: Found in the Space Directory, site spaces are areas where you create content and collaborate with others. These are sometimes called global spaces.
- Personal Spaces: Every Confluence user can set up a personal space that they can keep private or make public so others can view and contribute.
Creating and Managing Spaces
To create a new space:
- Navigate to the "Spaces" menu in the Confluence navigation bar.
- Select "Create Space."
- Choose between creating a site space or a personal space.
- Follow the prompts to configure your new space.
Using Space Templates
Confluence offers various templates to help you get started quickly:
- Space Templates: Provide ready-built pages categorized by different use cases.
- Parent & Child Pages: Create a hierarchical structure visible in the page tree on the left sidebar.
For example:
- Add a parent page titled “Retrospectives.”
- Nest biweekly meeting notes as child pages beneath it.
Linking Jira Projects with Confluence Spaces
If you use Confluence alongside Jira Service Management:
- Link your project to the corresponding space.
- Teams can access project documentation directly without spending time searching for information.
Managing Permissions
Permissions control who can view or edit content within each space:
- Go to "Space Settings."
- Select "Permissions."
- View each role’s individual permissions from the Users table.
- Make changes if necessary; automatic role assignment simplifies this process.
Quick Search Functionality
Quick search allows fast access to pages, files, attachments, people, or spaces:
- Use Quick Search from any screen by typing keywords into the search bar.
- Filter results by category for more precise searches.
Creating Shortcuts
Shortcuts provide quick access links pinned to the space sidebar:
- Navigate to "Space Settings."
- Select "Shortcuts."
- Add unique shortcut links relevant to your team's needs.
Summary
Effectively managing spaces and pages in Confluence enhances team productivity by organizing content logically and making it easily accessible:
- Utilize site and personal spaces appropriately
- Leverage templates for efficient setup
- Link Jira projects with corresponding Confluence spaces
- Manage permissions carefully
- Use quick search functionality for fast access
- Create shortcuts for frequently accessed resources
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