Welcome to our "Out of the Box" series! In this group of articles we'll take a look at how to get the most out of your Confluence instance using the amazing tools already provided by Atlassian right out of the box. This series is particularly helpful for smaller businesses on a budget, Confluence champions hoping to increase user adoption, and admins who need to get useful spaces up and running quickly.
Congratulations on your new space! Whether you're a team or an individual, starting a space can be exciting and, yes, maybe a little daunting. But don't worry: we have some easy tips to help you take your new space from boring to polished using the tools included in your space. So pull up your space and let's get started with the first thing your users will see: your space's homepage.
Top to Bottom
When looking at a page, it's easy to get stuck on the content in the middle and forget about what's happening around the outside of the page. The truth of the matter is that the border is the easiest thing to tackle AND makes the biggest impact because it travels with the user throughout the pages of the space. Spend a little time getting these elements in place and you'll immediately see a difference.
TIP: To edit the header or footer, go to:
Most people ignore the header, which is a shame if you think of it as a bulletin board that is always available and visible. This is a great place for your business or team logo, and you can link it to any URL you like. We recommend linking it to your space's homepage as a quick way to help users return to the homepage at anytime.
NOTE: While the header and footer will show on the homepage for Server, they do not show on the homepage for Cloud but DO show on all other pages in the Cloud space. To compensate, I also added the image and search to the homepage directly in Cloud.
Don't ignore your footer either! You can use the above information for the header and repeat it in the footer, but we like to make the footer more useful by including functionality. A popular usage here is the live searchbar for searching anywhere within your space by keyword.
And In Between
Now that you have your header and footer set for your homepage, we can take a look at the content in between. It's a good idea to brainstorm / ask some coworkers / hold a user study to discover what the primary needs of the space will be. You might need a lot of things, but what are your users' top three to five actions? When they visit your homepage, what are they trying to do? Knowing this information will help you decide how to set up our following tips.
3. Guided Links
When the average user first visits a space, they might have an idea of what they need but probably aren't sure where to find it. Including guided links to the most frequently visited pages can help quickly direct them to the area that best fits their needs. Here are a few examples based on the type of space you are building.
If you have button macros, great! If not, no worries: you can still make your links look professional using these steps:
4. Recently Updated
The "Recently Updated" macro is a great way to show activity in a space without having to toot your own horn. It can also help you see who your contributors are so you know who to encourage for future help in updating pages. If your space is especially active, we recommend having multiple filtered instances of this macro, such as by content type (ex: one for pages and one for blogs), authors (ex: one for subject matter experts and one for managers), or labels (ex: one for hot topics and one for meeting minutes).
TIP: Trying to spice up your page? Change your titles from a passive voice to an active voice by emphasizing your users' actions over what happened to the pages. For instance, "Recently Updated" pages can be titled "Latest Changes" or "New Edits", and "Recently Updated" blogs can be "Current News" or "Hot Off the Press". It creates a more active state and sense of urgency.
5. Contact Info
It might seem obvious to include contact information, but we've seen many spaces floating around where new visitors can't tell who manages it, who can answer questions, etc. Our favorite macro for this is "User Profile" because it includes both the user's profile image and their contact info. Adding team members - even better with pictures of their smiling faces! - to a homepage helps show the hard work that is happening behind the scenes and reassures users that your space isn't an automated machine wasteland.
Now That's a Good-Looking Space!
And there you have it: quick tips to take your "out of the box" space from a generic template to a polished site that will impress your users and - hopefully! - increase both interest and adoption. There are many other tools that can help make your Confluence spaces and pages work better that we will look at it in our next articles. What have you tried and found worked well for your instance? We'd love to hear your tips for success in the comments!
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