In a one-hour presentation, we explored how Atlassian Confluence enhances operational efficiency for IT project teams. Confluence has emerged as a versatile and indispensable platform for capturing, sharing, and managing information. Introduction to Atlassian Confluence: Atlassian Confluence is a collaborative wiki platform designed to facilitate knowledge sharing and teamwork. It serves as a central repository for documentation, project information, and collaboration within IT teams. Organizing Information: Confluence allows teams to create structured and organized spaces for various projects, teams, and departments. Pages and templates help standardize documentation and maintain consistency. Ease of Collaboration: Real-time collaboration features enable team members to work together on documents, eliminating the need for multiple versions and emails. Inline commenting, likes, and notifications foster engagement and discussions. Knowledge Capture: Confluence is an excellent tool for capturing tribal knowledge within operational teams. Valuable information is documented, searchable, and preserved, reducing reliance on individual expertise. Project Documentation: IT project teams can create project documentation including requirements, design documents, test plans, and post-implementation reports. Version control ensures that the latest information is always available. Task Management: Confluence integrates with Jira, Atlassian's project management tool, for seamless task and issue tracking. Teams can link Confluence pages to Jira issues, streamlining project workflows. Information Retrieval: The powerful search functionality allows teams to quickly find relevant information, reducing time spent searching for documents. Labels, tags, and content hierarchies enhance discoverability. Customization and Extensions: Confluence can be customized with macros and add-ons to extend its capabilities, catering to specific team requirements. Integration with other Atlassian products and third-party tools further enhances its utility. Security and Access Control: Granular permissions and access control ensure that sensitive information is protected. Audit logs provide visibility into who accessed and modified content. Knowledge Sharing Culture: Confluence fosters a culture of knowledge sharing and collaboration, encouraging cross-functional teams to work together more effectively. It enables onboarding of new team members and reduces knowledge silos. Use Cases and Success Stories: Real-world examples and success stories demonstrated how organizations have benefited from using Confluence in their IT operations. Conclusion: Atlassian Confluence is a versatile, user-friendly, and indispensable tool for operational teams, particularly those working on IT projects. It streamlines information management, enhances collaboration, and promotes a culture of knowledge sharing

1. Hi! I’m Craeg Strong from Ariel Partners.
AGILE & DEVOPS
Team Spaces in
Confluence
Oct 4, 12:00PM PDT

2. Craeg Strong
u Software Development since 1988
u Large Commercial & Government Projects
u Leadership Coaching & Training
u Organizational Agility Coach
u DevSecOps Architect
u Certified Ethical Hacker
CTO, Ariel Partners
FLC/FLG AKC/AKT/KCP, CSM/CSP/CSPO,
ITILv3, PMI-ACP, PMP, CLP, SPC, CEH
ICP-ACC, ICP-ATF, PSM-II, PSK
cstrong@arielpartners.com
https://www.linkedin.com/in/cstrong
@ckstrong1
2

3. Agenda
1. Team Space Overview Page
2. User Profile Details
3. Permissions
4. Recurring Pages: Templates &
Blueprints
5. Meeting Notes
6. Child Pages, Macros
7. Customizing Templates
8. Automation
9. Embedding Excel Documents
10. HOWTOs
11. Document References: Dropbox,
SharePoint
12. Timeline / Roadmap
13. Jira Integration
14. Design Diagrams with Gliffy
15. Project Glossary

4. Space Overview
Who, What, Where, Why, When

5. User Profile Details
u Each user edits their profile
u Add first and last name
u Add email
u Set visibility to ”Everyone”
1 2 3

6. Permissions
Confluence Admin
1. Setup a Group for the Team Space
2. Add each team member (user) to the
group
Space Admin
1. Add appropriate permissions to the
group
2. Turn off guest access
3. Turn off anonymous access
How do we ensure team members cannot see any other spaces?
1
2
3

7. Recurring Pages: Browse Global Templates

8. Meeting Notes
Weekly Meeting Notes
1. Dates
2. Participants
3. Goals
4. Topics
5. Action Items can be assigned with @-mention and given
//-due dates
6. Decisions: key decisions that were made

9. All Meeting Minutes: Child Pages, Macros
Macro Benefit
Create from Template Create a new meeting
notes page
Task Report Display incomplete tasks
Decision Report Display all major
decisions
Children Display Display all notes in
reverse chronological
order

10. Customize a Template: Add a label
1
2
3
4
5
Let’s customize the template so we can use the content report table macro

11. Automation
Let’s remind users of their unfinished action items weekly
1
2
3

12. Risk Lists: Embedded Excel
Office Excel Macro- Read-only
1. Attach the Excel to the page
2. Add the macro
3. Contents will be visible
Ricksoft Excel-Like Editor
u Full import/export/editing

13. HOWTOS
Macros
1. Create from template
2. Content report table
3. Table of Contents
4. Info Panel
5. Code snippet

14. Document References: Dropbox, SharePoint
u ”Active” Links to Editable Content
u SharePoint Online requires plugin

15. Timeline / Roadmap

16. Jira Integration

17. Design Diagrams: Gliffy
Gliffy Plugin
1. Design Diagrams
2. Storyboards
3. Org Charts

18. Other Useful Stuff: Glossary

19. Key Takeaways
u An online wiki-like tool for Documentation with excellent ease-of-use
u It is not necessary to use Jira to get tremendous value out of Confluence
u Displaying and Editing Office Documents Still not on par with SharePoint or Teams
u It is possible to create a very useful site with minimal plugins (Gliffy)
u Some tasks (still) require administrative privileges: add user to group, customize global template
u Much deeper integration with Jira than before
u Recommended for All Teams, IT and non-IT

20. Thank you for being apart of:
Team Spaces in Confluence
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