Show image for Confluence Cloud Best Practices

Confluence Cloud Best Practices

Learn proven strategies for organizing, managing, and collaborating in Confluence. These tips and tricks will help you unlock the full potential of your content and teams.

Confluence is a powerful collaboration tool, but many teams barely scratch the surface of its full potential. We’ve put together proven best practices to get the most out of Confluence and keep your projects running smoothly.

Our collection is built on decades of working with Confluence, supporting thousands of users, and solving the same challenges your team faces every day. This guide is designed for teams already familiar with Confluence. If you’re new to the platform, start with our tutorial guide for a step-by-step introduction. You’ll find proven tips and tricks and practical guidance on creating clear, engaging pages, managing content with templates, and keeping permissions simple and secure.

We’ll walk you through how to make the most of Confluence’s powerful features, from macros and automation to databases and whiteboards, and show you how they can transform the way your team collaborates.

These best practices focus on Confluence Cloud only. If you are using Confluence Data Center, some features we’re mentioning might not be available, but the tips in general are still true for Datacenter.

Discover the Guide

All
effective content
collaboration
manage content
advanced

Do eyes droop while reading your carefully documented process? Give your Confluence pages a makeover and create pages with better readability with this guide to building beautiful pages.

effective-content
Steffen Burzlaff Steffen Burzlaff

Tired of duplicating pages and fixing broken tables? Learn how Confluence templates can save your team time, keep things consistent, and make starting new work a whole lot easier.

manage-content
Steffen Burzlaff Steffen Burzlaff

Confluence databases are a fantastic tool at the fingertips of all Confluence users. And while you can do a lot with them, this video dives into the very best ways to use them. Explore the benefits of starting simple, linking instead of duplicating, and setting up your databases for simplification and effectiveness.

manage-content
Matt Reiner Matt Reiner

If a new team member doesn't create a Confluence page in their first 3 weeks, they likely won't ever create one. Onboarding them to Confluence is incredibly important and our guide will show you how.

collaboration
Steffen Burzlaff Steffen Burzlaff

With so many ways to get your team's attention in Confluence, which method should you use and when? This article outlines the best ways to involve and engage your team in Confluence.

collaboration
Steffen Burzlaff Steffen Burzlaff

There are a variety of ways to connect with your team in Confluence, with comments being the crowd favorite. Learn how to apply better feedback mechanisms in Confluence so your team can work better together.

collaboration
Steffen Burzlaff Steffen Burzlaff

The Confluence Cloud mobile app is great for consuming, editing or creating content on the go. Confluence mobile app allows you to browse Confluence nearly the same way as on your desktop. In this video we're going to show you what the Confluence mobile app is capable of and how and when to use it the best way.

collaboration
Steffen Burzlaff Steffen Burzlaff

Whether you're new to Confluence Cloud or looking to refine your skills, this video is designed to clarify what page management truly entails and why it's crucial for maintaining an effective knowledge base.

manage-content
Steffen Burzlaff Steffen Burzlaff

Learning when to use restrictions and how to implement permissions are key tools to enabling your organization to make the most out of Confluence.

manage-content
Steffen Burzlaff Steffen Burzlaff

Creating and managing content in Confluence Cloud can sometimes feel like navigating a maze. You're managing multiple tasks, trying to ensure clarity in your documentation, and aiming for efficiency—all while keeping up with the ever-evolving demands of your users and your team.

advanced
Steffen Burzlaff Steffen Burzlaff

If you're a seasoned Confluence Cloud user, you probably know the struggle of dealing with outdated content or encountering repetitive tasks like creating meeting notes over and over again. But you may have also heard whispers of a feature that could take your productivity to the next level: Automations for Confluence Cloud.

advanced
Steffen Burzlaff Steffen Burzlaff

In this article, we’ll explore best practices for using whiteboards in Confluence to collaborate effectively, whether your team works side by side, across time zones, or asynchronously.

advanced
Steffen Burzlaff Steffen Burzlaff

Confluence Analytics are a great way to take a look on what's going on in your Confluence Cloud instance. There are a lot of metrics you can look at and in this Confluence Best Practice video we're taking a deep dive into the Confluence Analytics feature and we'll tell you what the actual value of the data is.

advanced
Steffen Burzlaff Steffen Burzlaff

Your Confluence content can quickly grow out of control if you don't start with a sensible structure. Avoid a cataclysm by building the Confluence with your contributors at the forefront of your plans.

manage-content
Steffen Burzlaff Steffen Burzlaff

"Sorry, what was the name of that page again?" Here are some tips to help make sure your Confluence pages are found quickly and navigated in the right way.

manage-content
Steffen Burzlaff Steffen Burzlaff

Confluence labels are a simple but powerful feature to categorize your content. Learn how labels can improve the usability of your team's documentation for those who manage it, and those who search for it.

manage-content
Steffen Burzlaff Steffen Burzlaff

If your team uses Confluence, you’re probably creating really great content together. And you know what people do with good content, right? They copy it! While it’s important to put valuable information where people need it, Confluence provides a much better way of spreading great content than the simple “copy and paste”. In this video, we explore how to reuse your content throughout your pages and spaces so your team always has the most up to date information, everywhere.

manage-content
Steffen Burzlaff Steffen Burzlaff

Confluence makes it really easy for you to pack a lot of great information into your tables. But if you're not careful, your tables can end up filling entire pages and it can become very hard for your team to find exactly what they're looking for. Let's explore how to make tables useful and beautiful in Confluence.

effective-content
Steffen Burzlaff Steffen Burzlaff

Confluence Cloud is a perfect place to create great tables. To understand what you’re looking at, your team can use data visualization and charts to draw out valuable data insights.

effective-content
Steffen Burzlaff Steffen Burzlaff

Diagramming in Confluence is a powerful way to illustrate and visualize complex information to your team. But how do you create a good diagram in the first place? In this video, we explore the parts and pieces you can use to create beautiful and effective diagrams.

effective-content
Steffen Burzlaff Steffen Burzlaff

There is a secret page type you can build in Confluence that makes it so much easier to view hundreds of pages worth of information so much quicker and easier.

effective-content
Steffen Burzlaff Steffen Burzlaff

If you've published your Confluence content online but aren't seeing users flow in from search engines, you'll need to do some search engine optimization. It is possible in Confluence and we'll show you how.

effective-content
Steffen Burzlaff Steffen Burzlaff