When you create a space, Confluence automatically creates an overview for that space. Spaces created with a blueprint come with a ready-made overview populated with useful macros and sample content specific to the blueprint's use case.
However, even if you've started with a blank space, you can still customize your overview to make it easier for everyone using that space to navigate their way around and find useful content.
Create a stellar overview
The overview is the first page visitors will see when they visit your space, so it helps to include some information on what the space is about and what your team is working on. Try out these tips to create an effective (and attractive) introduction to your space:
Add a header image. This gives your overview visual appeal and makes it welcoming for visitors. To add a header image, hover over the page title and select Add header image, then upload a file from your computer.
Explain what the space is for. Start by summarizing the purpose of the space. This could be your team’s mission statement or a brief description of the kind of work you do. If you’d like, you can put this information in an info or note panel to make it pop on the page.
Share team goals. Add links to your team’s OKRs, project plans, and product roadmaps so visitors can quickly get a sense of your team’s goals. You can also use the excerpt include macro to display a portion of these pages directly in the overview.
Tell people how to contact you. Share your timezone and links to Slack channels, email aliases, or other contact details your team uses so visitors can contact you with questions or feedback about your team’s work.
List contributors to the space. Use the user profile macro to display a short summary of a specific Confluence user, including their profile photo, role, and contact details.
Display a list of important pages. Paste in page URLs to create smart links, or use the content report table macroto create a list of all the pages in the space.
You can adjust the macro settings to display only content with a specific label, so if you’d only like to display some pages, you can add a label to just those pages and reference it in the macro on the overview.
Add a search box to help people find content. Use the livesearch macro to add a search box to the overview, then adjust the macro settings so the search only returns results from the current space.
Share updates automatically. Use the recently updated macro to display a list of content that has been updated most recently. You can adjust the macro settings to display content from the current space only, or from related spaces as well.
Show off team progress. If your Confluence site is connected to Jira, you can use the Jira issues macro to display a list of issues your team is working on.
Start with a template
If creating an overview from scratch is intimidating, you can use a template instead. To do this, you’ll need to create a new page, publish it in the space, and set it as the space overview.
There are several templates you can use to create your overview, depending on your needs:
The Team homepage template from Hubspot is preformatted with all the details visitors to your space will need to understand who your team is and what work you’re doing.
The Product roadmap template will guide you to communicate details about the work your team is doing over the course of the next year.
The Master project documentation template serves as a one-stop shop for information on a specific project, with links to other important pages.
The Annual plan one-pager and Business plan one-pager templates provide visitors with a summary of your strategic thinking and goals.
You can find a full list of Confluence templates here.
Top macros for common types of spaces
Team Spaces
Introduce the team: The Insert the user profile macro displays a short summary of a given Confluence user's profile with their role, profile photo and contact details.
Share news and announcements with your team: The blog posts macrodisplays a stream of your latest blog posts so your team can easily see what's been going on.
Knowledge Base
Have external content that you need on your page? Embed online videos, slideshows, photo streams, and more, directly into your page with the widget connector macro.
Create an index of all your content: The page index macro creates a hyperlinked alphabetical index of all page titles within the current space.
Planning/Project
Keep track of everyone's tasks: Use the task report macroto display a list of tasks on a page. Filter the tasks by space, page, user, label, created date and more.
Is your project on track? Type /status to display a colored lozenge (a rounded box) that you can use to report project status. You choose the color of the lozenge and the text that appears inside it.
Let everyone see where you're going: The roadmap planner macrocreates simple, visual timelines that are useful for planning projects, software releases and much more.
To add a macro to your page:
In the new editor: Type/ into the editor, then use the arrow keys to browse the list of suggested macros. When you find the one you want to use, hit enter to select it.
In the legacy editor: Type{ into the editor, then use the arrow keys to browse the list of suggested macros. When you find the one you want to use, hit enter to select it.
For more info, seeKeyboard shortcuts, markdown, and autocomplete.
To edit an existing macro, click the macro placeholder and choose Edit. A macro dialog window will open, where you can edit the parameters of the macro.
Create an overview for your personal space
Whether you're using your personal space as a sandbox to draft and test content, a portfolio to show off what you're working on, a home base to navigate to your content in other spaces, or something completely different, these are some macros that should help you use your space more effectively.
Use the task report macroto keep track of all tasks assigned to you, and tick them off as you finish them.
Use the recently updated dashboard macroto keep track of all the content across your Confluence site that you're interested in the Dashboard lets you choose which spaces, users, blogs, pages or files you would like to keep updated about.
Set another page as your overview
You can set any page in a space as the overview.
To set an existing page as your overview:
Go to the space in Confluence Cloud.
SelectSpace Settingsfrom the sidebar.
Select Space details from the Manage space card.
Select Edit Space Details.
In the Home page field, enter the title of the page you’d like to use for your overview.
Select Save.
To use a template to create a space overview (such as this Team homepage template from hubspot), you’ll need to create a new page from the template first, then publish to the space, and then set it as the space overview.
Because the Pages section of the space sidebar displays children of the space overview, it may not display the same pages that it did before.
To make pages appear in the sidebar:
SelectSpace Settingsfrom the sidebar.
Select Reorder from the Manage pages card.
Drag the pages so that they are nested under the page you’ve selected as the overview.
Refresh the page to see your changes reflected in the sidebar.
FAQs
How do I customize my Confluence space? ›
- Select Overview in the space sidebar. ...
- Select the edit icon at the top right of the Overview page.
- Keep the parts of the page that work for you, and browse for other elements to use by selecting the in the toolbar.
- Select Publish when you are done editing your Overview.
You can change the appearance, or look and feel of Confluence Cloud for the whole site (globally) or for individual spaces. Changes you make to the whole site will also apply to all spaces that are inheriting the global look and feel.
How do I create a space in Confluence cloud? ›- Choose Spaces > Create space in the Confluence header.
- Select the type of space you would like to create, then choose Next.
- Enter details of your space including Name and Space Key , and any other information you're prompted for depending on the blueprint you choose.
- Choose Create.
On Confluence, go to Space -> Space Tools -> Content Tools -> Export -> XML -> Next -> Full Export -> Export Space and export the target space as XMLincluding attachments. Download the export. Go to Import Spaces. Select the Export and the option to link the Space import to the JIRA project created on step 1.
How do I customize my Confluence menu? ›Go to the Apps on the Confluence navigation bar and choose Cosmos in a dropdown menu. Go to Cosmos Settings > Navigation Menu Configuration to create a new navigation menu by clicking Add entry. Choose a design style for your navigation menu.
What is the overview of Confluence? ›About Confluence
Create, collaborate, and organize all your work in one place. Confluence is a team workspace where knowledge and collaboration meet. Dynamic pages give your team a place to create, capture, and collaborate on any project or idea.
There are no "edit" permissions in Confluence usually, you need add/create access to get these permissions. A Space Admin can check via: Go to Space Settings > Space Permissions. Ensure your individual user account, or Group you are a member of, has Add permissions for the relevant component - Pages, Blog, Comments, ...
What is the difference between a page and a space in Confluence? ›Confluence pages are used to share and edit knowledge. Pages are organized into spaces to structure the content. Confluence spaces are therefore containers that house pages.
Where is space tools in Confluence cloud? ›Go to the space and choose Space tools from the bottom of the sidebar. Space tools menu - showing items available to a space administrator.
What are spaces in Confluence? ›What is a space? Spaces are Confluence's way of organizing content into meaningful categories. Think of them like different folders where you can store your work. You, and every Confluence user, can also set up a personal space, which you can keep private or make public so others can view and edit the content.
Can you change space type in Confluence? ›
Go to the space in Confluence Cloud. Select Space Settings from the sidebar. Select Space details from the Manage space card. Select Edit Space Details.
Can you change the space key? ›Unfortunately, you can't change the space key, once created. It's recommended to think about it before creating the space.
How do I edit Confluence? ›- Go to a page in the space.
- Click Edit at the top to view the page in Edit mode. This is only displayed if you are logged in and have permission to edit the page. ...
- Apply changes to the content.
- Click Update to save any changes you made.
When you add a new page, you don't have to start from scratch. Instead, you can base your new page on a template – a Confluence page with predefined content. Some templates are provided by blueprints or Marketplace apps, and you can even create your own templates.
Where is settings in Confluence? ›Editor Preferences
Other people using Confluence can enable or disable the settings on their user profiles independently. To change your editor preferences: Choose your profile picture at top right of the screen, then choose Settings. Click Editor under 'Your Settings' in the left-hand panel.
The Confluence Page Tools menu is a toolbar that facilitates page-level actions. On any page, it is located directly under the Confluence Header, spanning the width of the page content area. This menu provides fast access to the Edit page function for all users who have been granted permission to add/edit pages.
What is an example of a Confluence? ›A confluence occurs when two or more flowing bodies of water join together to form a single channel. Confluences occur where a tributary joins a larger river, where two rivers join to create a third or, where two separated channels of a river, having formed an island, rejoin downstream.
What is the purpose of using Confluence? ›Confluence is a collaboration wiki tool used to help teams to collaborate and share knowledge efficiently. With confluence, we can capture project requirements, assign tasks to specific users, and manage several calendars at once with the help of Team Calendars add-on.
Why do companies use Confluence? ›Confluence is a collaboration tool that companies can use to share project updates and meeting notes to encourage superior communication between team members. Managers can introduce Confluence as a tool that streamlines operations, fosters collaboration and saves time for everyone who uses it.
Can anyone view and edit Confluence? ›...
There are 3 primary settings for page restrictions:
- "Anyone can view and edit"
- "Anyone can view, some can edit"
- "Only specific people can view or edit"
How do I make a document editable in Confluence? ›
To edit a file in Confluence: Go to the page containing the attached file. Click the file to open it in preview. Click Edit.
Why am i unable to create personal space in Confluence? ›On Confluence Cloud, a personal space is an area in your Confluence site that is automatically created for you. If its not created for you and create option is not available, it might be that your Site admin have not granted global permission to create "Personal Space" to confluence-users.
Can people see your personal space in Confluence? ›Anyone who can access your Confluence instance can see your personal space by default. If no one else is in your Confluence (if you're the sole admin), then you have nothing to worry about.
Are Confluence pages private? ›While Confluence is open to logged-in users, anonymous access isn't available on the Free plan. Only users who log in to your Confluence site can access it. To take advantage of Confluence permissions, restrictions, or anonymous access, upgrade your plan.
Who owns a Confluence space? ›The user who created the space is automatically a space administrator, and other users can also be granted Space Admin permission. To find out who is an administrators in your space, either: Go to Space Tools > Overview in the space.
How do I see all changes in Confluence space? ›If the space is using the Documentation theme, choose Browse > Pages in the header, then choose Recently Updated. You'll see a list of the most recently added or modified content in the space. Choose any of the links to open the corresponding content.
How does Confluence store data? ›Confluence implements cloud storage to enable remote teams to access pages and information wherever they might need. Both Jira and Confluence primarily store information in the form of attachments. As far as storage, these two tools each come with their own storage limitations, depending on what plan you're on.
How can I use Confluence for free? ›Our Free plan lets you try Confluence for up to 10 users with 2GB of storage and Community Support. If you'd like to add more than 10 users or get access to more support and storage, you can sign up for a 7-day free trial of our Standard or Premium plan.
How Confluence is used in project management? ›Confluence is a workspace enabling teams to work more effectively on mission-critical projects. It is a wiki collaboration platform that saves and organizes all your project information, from meeting notes to strategy documents, design documents, and IT documentation.
How many spaces can you have in Confluence? ›There are no limits to the number of spaces or pages you can have in Confluence. As your pages grow in length, the server resources required to edit and render the pages will increase.
Who can delete Confluence space? ›
Only someone with space admin permissions for the space can delete it. Deleting a space is immediate and permanent! There is no Trash from which a deleted space can be retrieved, and no way to restore a space or its content once it is deleted. If you're not 100% sure about deleting a space, try archiving it instead.
How do I change my space key to another key? ›To reassign a key
Select the Start button, and then select Microsoft Mouse and Keyboard Center. From the displayed list of key names, select the key that you want to reassign. In the command list of the key that you want to reassign, select a command.
The 'space bar' puts a space between words. Press it once to put in a space. The 'tab' key puts a bigger space between words.
What is the key code for space? ›the keyCode=49 for a space.
How do I change the template of an existing Confluence page? ›It is not possible to apply a template to an already-existing page. Once a page has been added using a template, the template is no longer linked to the page. All further editing is performed as if the template was never used. Some Marketplace apps provide enhanced template functionality.
Where is the space tools menu in Confluence? ›Go to the space and choose Space tools from the bottom of the sidebar. Space tools menu - showing items available to a space administrator.
How do I add an avatar in Confluence? ›- Choose your profile picture at top right of the screen, then choose Profile.
- Choose Picture on the left.
- Choose Upload image > Upload an image.
- Locate and select the picture on your computer or file server.
- Adjust the size and position of your photo, then choose Save.
- Tap. in the top right of Facebook.
- Tap Pages.
- Go to your Page and tap. More.
- Tap Edit Page.
- Tap Edit next to your current template at the top.
- Scroll to the template you'd like to apply and tap View More.
- Review the new buttons and tabs for your Page and tap Apply Template.
- Go to a page in the space.
- Click Edit at the top to view the page in Edit mode. This is only displayed if you are logged in and have permission to edit the page. ...
- Apply changes to the content.
- Click Update to save any changes you made.
- Go to your Confluence site.
- From the home screen, select Create Space.
- Select the type of space you'd like to create.
- Fill in the Space name, Space key, and other details.
- Set permissions for your space.
- Select Create.
What is the difference between Confluence spaces and pages? ›
Confluence pages are used to share and edit knowledge. Pages are organized into spaces to structure the content. Confluence spaces are therefore containers that house pages.
How do spaces work in Confluence? ›What is a space? Spaces are Confluence's way of organizing content into meaningful categories. Think of them like different folders where you can store your work. You, and every Confluence user, can also set up a personal space, which you can keep private or make public so others can view and edit the content.
Can you change a Confluence space name? ›Change the space name and logo
Select Space Settings from the sidebar. Select Space details from the Manage space card. To edit the space name: Select Edit Space Details and type in a new name.
From the editor toolbar, choose Insert > Other Macros. Choose User Profile from the Confluence content category. Enter the username of the person you want to display. Choose Insert.
Can you add icons in Confluence? ›You can add various symbols, emojis and special characters to Confluence pages. You can also use them in other places that display content, such as pages, blog posts, inline and page comments, and the dashboard welcome message.