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I would like to roll out Confluence for my team. One department already uses the platform, and I would like to start placing policies and procedures in one place.
What resources can I tap into please?
Examples of things I am looking for are:
Any other features and nuances I need to be aware of as I roll this out?
Many thanks for your help!
As always, I can't skip mentioning one of the greatest resources you can kick off with: The Atlassian University.
Here is the Confluence Fundamentals free course:
Him welcome to Confluence. Implementing Confluence can indeed streamline operations and centralize access to vital documents like policies and procedures.
Here are some steps and resources to assist you in rolling out Confluence effectively.
1. Initial Setup: Build a Space for each Department/Team: Spaces are high-level containers for your content, ideal for segregating information for different departments or teams. You can refer to Atlassian’s guide on spaces for detailed instructions.
2. Create Pages for Individual Items: Each policy, procedure, or any document should have its individual page within the relevant Space. Creating a new page is easy and can be done with a few clicks.
Version Control: Confluence automatically maintains the version history of each page, allowing you to track changes and revert to previous versions if necessary.
Learn more about Page History and Page Comparison views to make the most out of this feature.
Organization & Accessibility: Use Labels: They help in categorizing and finding pages easily.
Set Permissions: Control who can view, edit, or comment on your content. Integrate with
Jira: If you're using Jira, link it with Confluence to create a cohesive workflow and easy accessibility between task tracking and documentation.
Here’s how you can integrate Jira and Confluence.
- Templates: Utilize templates available in Confluence or create your custom templates for uniformity in documentation.
- Macros: Use macros to add functionality and dynamic content to your pages.
- Collaboration: Encourage team members to comment and collaborate on pages to enhance the quality of documentation.
- Training and Support: Make use of Atlassian’s extensive documentation and Confluence Community forums for advice, tips, and best practices.
For customized guidance and advanced queries, consider reaching out to an Atlassian Solution Partner.
Final Advice: Start small and expand gradually, seeking feedback from your team on the usability and organization of content within Confluence.
Tailor your Confluence setup to match the specific needs and workflow of your team, and don’t hesitate to explore and experiment with the myriad of features Confluence offers.
Good luck with your Confluence rollout! If you have more specific questions or run into any issues, feel free to ask!