Create a page You can create a page from anywhere in Confluence; just choose Create in the header and you're ready to go. Pages are the place to capture all your important (and unimportant) information; start with a blank page and use it like a word processor to add rich text, tasks, images, macros and links, or use one of the useful blueprints to capture meeting notes, decisions, and more. If you want to quickly create a blank page, hit the Create button in the header; if you want to create a page from a template, hit the Create from template button.   Create blank page Create from template Select space: choose the space where you'll create the content. Page templates: create a page from a template or create other types of content. Parent page: your page will be a child of this page. Once you decide on a blank page or blueprint, you'll be taken straight into the Confluence editor. The editor is where you'll name or rename your page, add the content, and format it to look great. When you've added some content, choose Preview to take a peek at what your finished page will look like, and Publish when you're ready to make it appear in the space. After you save you'll see the page in 'view' mode. You can re-enter the editor any time by choosing Edit or pressing E on your keyboard. Confluence header: create blank pages, pages from templates and visit spaces or your profile.  Space sidebar: access pages, blogs and administer the space. Page tools: edit or share the page, watch it to get updates and perform more actions.  Another useful way to create a page is to use the Create from Template Macro. This macro allows you to choose a page template, and adds a button to the page allowing one-click page creation. If you want others to create pages using this template, this is a great option. Edit together Need input from your team members? Multiple people can edit your page at the same time. Hit the Invite button in the editor and either grab the link, or enter some people or groups to invite by email (they need the appropriate Confluence and space permissions of course). See Collaborative editing for all the ins and outs.  Collaborate or restrict Once you've created a page, you can decide if you want to keep it private, using restrictions, or collaborate on it with others using @mentions, sharing, and comments. Organize and move You can also organize pages in a hierarchy, with child and/or parent pages for closely related content. When you navigate to a Confluence page and choose the Create button in the header, the page you're creating will by default be a child of the page you're viewing. Have as many child pages and levels in the hierarchy as you need to, and move pages if you want to change their location.

The Editor The Confluence editor is what you'll use to create and edit pages, blog posts, and comments. You can enter content as you would in a Word document, apply formatting, and embed other content and files on the page. Edit a page or blog post You'll be taken to the editor whenever you create a new page or blog post, or add a comment. To edit an existing page or blog post, choose Edit at the top of a page or press E on your keyboard. Confluence automatically saves drafts of your page as you work. If another user begins editing the same page as you, Confluence will display a message and will try to merge the changes when you save your page. To see changes between different versions of the page, look at the historyof the page. The editor  The editor allows you to enter or change the title of your page; insert content including text, images, and links; and format your content using the toolbar. If you're renaming your page, there are some things you should take into account.   Editor toolbar The editor toolbar is where you format your page layout and text, and add links, tables, images, attachments and macros. You can also perform a find and replace, or get help using the editor by choosing the help icon . Screenshot: The editor toolbar  The Insert menu The Insert menu is particularly useful. Use the Insert menu to include any of the following content types on your page: An image A link to another Confluence page or external URL, or a link to an attachment or image An emoticon or symbol, or a horizontal line A macro (choose a specific macro, or Other Macros, from the Insert menu) You can also use keyboard shortcuts to insert links, images, and macros.  Try out the shortcuts listed below: Type [ (square bracket) to insert a link. Type ! (exclamation mark) to insert an image or other media. Type { (curly bracket) to insert a macro. Typing any of the above shortcuts will trigger the autocomplete functionality, prompting you with a list of suggestions to finish off the entry. For more shortcuts, click the help icon   on the editor toolbar. Restrictions, labels, and notifications When editing a page, you may want to set restrictions on who can view or edit the page, or add labels to the page to make it easily searchable. Once you're ready to save, you can enter change comments to let others know what you've changed, and, if you like, send an email notification to anyone watching the page. Things to help you work faster Auto-formatting You can type Confluence wiki markup directly into the editor to have Confluence auto-format your text as you type. To learn more, choose help icon  in the toolbar, then choose Editor Autoformatting. Autoconvert for pasted links When you paste certain URLs into Confluence, the editor will analyze what you're pasting and automatically convert it into something that will display well in Confluence. Examples include: YouTube videos JIRA issue queries Google Maps Confluence pages, blog posts, comments, user statuses, user profiles. Shared screenshot links from Skitch And more. Drag-and-drop for external images and files You can drag files, like images, multimedia, Office files and PDFs, from your computer and drop them directly into the editor. The contents of the file will be embedded into the page or blog post.  Drag-and-drop within the editor In the editor panel, you can drag an image or a macro from one location to another on the page. Hover your cursor over the image or the macro placeholder and your cursor changes to a drag-and-drop icon   . Click the image or macro and drag it to a new location.  Note: For the drag-and-drop of images and macros in the editor, Confluence supports the following browsers: Chrome, Firefox, and Internet Explorer 10 (desktop mode). Keyboard shortcuts To view the available keyboard shortcuts, choose the help icon  in the editor toolbar.   Find and replace text Click the  icon on the toolbar, or use the keyboard shortcut Ctrl+F (Windows) or Cmd+F (Mac OS). Search matches are highlighted in yellow. You can step through the results one by one, replace the matching text strings one by one, or replace all matching strings at once. Find and replace works only within the current page.  Record change comments and notify watchers When you finish editing a page, you can add a comment to let others know what you changed. Type a short message in the change comments field in the footer. The comment will be visible in the page history. If you want to send a notification to people watching the page, select Notify watchers. The change comment will be included in the notification email.  The Notify watchers checkbox remembers your last selection, so if you choose not to notify people, the checkbox will be deselected for you next time.  

If you either want or, need, to add some columns to your pages in Confluence, there's good news: it's easy to do! The control for adding sections to a page is this one:   It's called the Page Layout button and, when you click on it, you get a toolbar that offers you all of the options you're likely to need.   Clicking the left-most selection, 'Add section', does exactly that. It adds a section to your page that you can populate with text, images, tables and all manner of other content. Mind you, if you have already put content onto your page, that will become the first section. You can, dynamically, add more content to the section so that the section stretches vertically. However, there is no resizing capability for the horizontal dimension.  When you add a section, it will extend the entire width of the page. Only when you choose any of the columnar options to the right of the toolbar will you see columns that have varying widths that are less than that of the page.  Choosing the second option, 'Remove section' comes with a caveat: if you already have created a section around content that you have put onto the page, choosing to remove the section will also wipe out your content!! If you do this and you need to get your content back, use CTRL-z (Undo) immediately. Doing so will retrieve your content. However, you will still have everything in a section. If you are still determined to remove the section, highlight the content within the section, choose 'Copy' from the formatting toolbar–or, use CTRL-c from the keyboard. Then, click 'Remove section' and paste your content back onto the page sans section (you can use CTRL-v to paste, too).  'Move up' and 'Move down' perform exactly as advertised: if you have a section that you have added to a page, these two choices will move the section up or down on the page so that you can place it in the precise location you determine it should go.  The next series of icons may, or may not, seem a bit obtuse. Nonetheless, they are there to help you put your content into columns. All of these options work from the premise that you have already added a section to the page. The first represents the default case: a single column section. Where you might make use of this is when you have formatted a section on your page with columns and have determined that your content would be better served in one section/column on the page.   The second selection is for a two-column section. By clicking that, you will see two individual sections appear on the page.   Here again, realize that if you already have content on the page, choosing this option will put all of your existing content into one of the columns.  The third option is 'Two column section with a left side-bar'. This forms a wider section to the right. Similarly, the next button to the right is the 'Two column section with a right side-bar' and yields a wider section to the left.    The next icon to the right is for a three-column section. Each column with be identically sized.    The last button is 'Three column section with side-bars'. Here, the center column is the widest.  The best suggestion we can offer is that you try them, if you're either curious or, of the mind to use what they can provide by way of page formatting. See which of the options works best for your purposes and aesthetics. Just remember: you can always undo....!

Links to Confluence information (Pages, Child Pages, other Spaces) navigate to the page you would like to add a link to and select Edit From the editing menu, select the Insert Link option From the menu that appears select the Search option Search for the name of the page you would like to add The drop down menu will provide you with an option to refine your search, Either to search all of conflunce or within a particular space. Select the page you would like to link to Use the Link Text option to set the Name of the link as it is displayed on the page. Click Insert when complete Utilize the Preview option to test the link as well as your layout. Select Update when complete Creating Links to Files This process is best utilized for uploading files like PDFs, MS Office Document, and other file formats.  The will upload the document to the page so it can be easily accessed. Navigate to the page you would like to add a link to and select Edit From the editing menu, select the Insert Link option From the menu that appears select the Files option Select the browse button and navigate and find the file you would like to add.  Click Choose Use the Link Text option to set the Name of the link as it is displayed on the page. Click Insert when complete Utilize the Preview option to test the link as well as your layout. Select Update when complete Websites Confluence will allow you to create links to other website on the internet.  This can be useful if you need to direct users to a specific website for information or external resource. Navigate to the page you would like to add a link to and select Edit From the editing menu, select the Insert Link option From the menu that appears select the Web Link option Utilize the Address field to enter the specific website you would like to add.  For example, https://inside.ptsem.edu or http://www.google.com could be entered for ease of use. Use the Link Text option to set the Name of the link as it is displayed on the page. Click Insert when complete Utilize the Preview option to test the link as well as your layout. Select Update when complete

Presenting content in tables is a normal part of writing for any purpose. If you've worked in MS Word, you know that adding a table to a document is relatively simple. The same is true for Confluence but, there are some things you may need to know.  If you already have a table that you've created in another application, outside of Confluence, you can copy and paste it into Confluence. The same is true for tables you wish to add from a website–copy and paste. However,  the end result may not be exactly what you either A). wanted or, B). anticipated. Here, we'll attempt to explain why this might be. The first thing to bear in mind is that Confluence is a "web processor". You've heard of "word processors"–MS Word being the one most commonly encountered in business. Confluence is bound by a different set of rules which is why there can be differences in terms of procedures and outcomes when working with it. So, it's useful to see how best to work with tables in Confluence. When you have a page you're either creating or, editing, you can find the 'Insert Table' icon on the Editing toolbar:  Clicking the Insert Table icon on the Editing toolbar results in this:  You get a drop-down menu–not unlike what you find in MS Word--with a series of rows and columns that allows you to quickly sweep your mouse to the amount of both rows and columns you'll need. For references sake, it's worth noting that the maximum table size you can create with this method is 15 X 20. That's 15 columns and 20 rows.  Above, you'll see that the Insert Table dialog box allows you to determine the amount of rows and columns your table will need. Also, there's a checkbox that sets aside a row at the top for headings in your table–something that is almost universal when assembling a table. Mind you, the heading row is counted with the total amount of rows so, if you have four rows of table content and one row of headings, the number of rows would have to change to 5. Unless you have a reason for not needing it, you can leave the checkbox checked. Were I to insert this table into my document, this is how it would look: You'll note that the first row is slightly shaded. This helps to draw attention to the column headings so that your audience will be better able to put the table data into its proper context. Also, using this method, you can create a table with a lot more rows and columns than you can using the 'mouse-sweep' process, shown above.  Once you have a table on your page, you can either start typing in the content for the cells or, you can copy and paste it in from another source.  Company Contact Country Alfreds Futterkiste Maria Anders Germany Centro comercial Moctezuma Francisco Chang Mexico Ernst Handel Roland Mendel Austria Island Trading Helen Bennett UK Laughing Bacchus Winecellars Yoshi Tannamuri Canada Magazzini Alimentari Riuniti Giovanni Rovelli Italy Here, I've gone to a website and just grabbed some example text that was formatted into a table on that page. It's interesting to note that this table has three columns and seven rows (including the heading row). What I called up–using the mouse-sweep method–was a 2 X 5 table. So, you should be compelled to wonder how it is that I got a table that fit my copied and pasted content. Here's why: This is the Table Tools toolbar. It appears in the Confluence creation space the moment you create a table. By default, it's set to 'Responsive'–which means that Confluence will automatically add rows and/or columns to fit the content you are pasting in. All you have to do is click the upper-leftmost cell within the table and paste in the text. Note that if you select a cell other than the upper leftmost as your 'target' cell, the pasted content will go in, starting from that cell–which will likely throw everything off. The good news is that you can choose Undo from the toolbar or, CTRL-Z from the keyboard, to remove the improperly-placed text and start again by selecting the upper-leftmost cell and pasting there.  Aside from 'Responsive', the other choice you have is 'Fixed Width': Fixed width means that the cells in the table have a set width and anything you paste or type into them will have to fit. This option can lead to some very unexpected and, typically, unwanted outcomes. So, you'll probably leave the option of 'Responsive' where it is.  Let's go back to the table I added a few minutes ago:  Company Contact Country Alfreds Futterkiste Maria Anders Germany Centro comercial Moctezuma Francisco Chang Mexico Ernst Handel Roland Mendel Austria Island Trading Helen Bennett UK Laughing Bacchus Winecellars Yoshi Tannamuri Canada Magazzini Alimentari Riuniti Giovanni Rovelli Italy You'll notice that all of the table content is left-justified. If I wished to change this, I can highlight the cell, or cells, I wish to change and use the appropriate alignment buttons on the Formatting toolbar.  Here, I've centered the headings by highlighting them with my left mouse cursor and using the center-alignment button. Company Contact Country Alfreds Futterkiste Maria Anders Germany Centro comercial Moctezuma Francisco Chang Mexico Ernst Handel Roland Mendel Austria Island Trading Helen Bennett UK Laughing Bacchus Winecellars Yoshi Tannamuri Canada Magazzini Alimentari Riuniti Giovanni Rovelli Italy The same can be done with any or, all, of the text in the various cells.  Something else you'll notice is that tables justify to the left of the page when they're inserted in Confluence. The same is also true for images or graphics. How do you center them on the page? The answer to this involves a little bit of finesse. Here, at the ITS Research Lair, dedicated scientists wearing freshly laundered lab coats have determined that the 'friendliest' way to do this is to place your mouse cursor immediately to the left of the table, or image, and use the Indent button on the Formatting toolbar to move the item to the right.  If this seems a bit like using 'Kentucky Windage' to place items on the page, you are correct! If you miss, by placing an item too far to the right, you can use the Outdent button to move it back toward the left.  The Table Toolbar: After the choices for Responsive/Fixed Width is the 'Insert Row Above' button. With this button, all you have to do is select a row in your table by clicking in any of the cells within that row, then left-click the icon and a blank row will be added above. You can also do this by using the Alt + Up Arrow key combination on your keyboard.    The 'Insert Row Below' button will add a new row below your cursor.    The 'Remove Current Row' button will remove any row from a table into which you have set focus by clicking a cell.   Cutting, Copying and Pasting Rows are the button commands for cut, copy and Paste.  You can also copy a row by using CTRL + Shift + c on the keyboard. Cutting is CTRL + Shift + x. Pasting the content of a row that you have either copied or cut is done by using CTRL + Shift + v.   Cutting, Copying and Pasting Columns are the button command options for columns for cut, copy and paster. Unfortunately, there aren't any keyboard shortcuts for working with these. These buttons all for adding a column to the left, to the right and removing a column. Each of these works the same as the controls for rows: left click any cell within a column you wish to either add a column to the left or right of or, delete from a table.    These are the options for merging or splitting cells that have been merged. Select all the cells you would like to merge and select the appropriate option.  There are two: one is for columnar headings (the leftmost of the two) and the other is for row headings. Click into the row or column that you wish to add headings above or next to and select the necessary icon.    Moving one further to the right, you will encounter the 'Change Cell Color' button. This enables you to select a cell, or range of cells, within a table and alter the background color. You can also remove color from a cell or, range of cells, by clicking on the down-arrow to the right of the button.    This is a 'Remove Table' button. This button will remove your table.  Click anywhere in the table and select this icon to remove the table for the page. This is the 'Table Settings' icon. The lone option this provides is to insert a numbered column in your table. One uses this by clicking a cell anywhere in your table then, left-clicking the icon will drop down an option to check a box wherein you will then place said numbered column as the leftmost in the table. 

The easiest way to set a page's location in Confluence is to navigate to the space where you want the page to live and, if necessary, find its parent page and choose Create. Sometimes though, you'll want to change a page's location either while you're creating it, or after it's been created. You can also move and reorder pages in the page tree (hierarchy). Set page location or move a page Do either of the following: While creating a page – choose the location icon  at the top of the page Once a page is created – choose   >  Move Use the tabs on the left of the 'Set Page Location' dialog to help you find the new space and/or parent page for your page (the Current location and New location breadcrumbs at the bottom of the dialog indicate the current parent page and new parent page) Select Reorder if you want to move the page to a different position amongst the child pages (when you choose Move in the next step, you'll be able to reorder the page) Choose Move (If you're reordering the child pages, choose the new position for the page and choose Reorder) The page – along with any attachments, comments, and child pages – is moved to your chosen location. Confluence will automatically adjust all links to the moved pages, to point to the page(s) in its new location. When completing the New parent page field, you need to select the page suggested by Confluence's autocomplete. Typing or pasting the page name (or using your browser's autocomplete) won't work.      Screenshot: Setting the location or moving a page   Reorder pages within a space You can change the location of a page within its space, and reorder pages in the hierarchy. This allows you to: Move a single page, or a family of pages, to a different parent within the space. Reorder pages that are children of the same parent. All links to the page are maintained. When you move a parent page, the entire hierarchy of child pages will move too. To move or reorder a page: Go to the space and choose Space tools > Reorder pages from the bottom of the sidebar Expand the branches to locate the page you want to move. Drag the page to a new position in the tree. Alternatively, you can choose to order a group of child pages alphabetically by choosing the Sort Alphabetically (A-Z) icon. The Sort Alphabetically (A-Z) icon only appears next to the parent page if the page family is currently sorted manually. If you change your mind, you can use the Undo Sorting icon to revert back to the previous manual page order. This option is only available immediately after sorting the page, while you're still on the Reorder Pages tab, and haven't performed any other action. Notes about permissions To move a page, you need the following permissions: 'Add' permission on the page you're moving, and 'View' permission on the page's parent page. If you're moving the page to a different parent, you need 'View' permission on the new parent. To move a page into a different space, you also need: 'Delete' permission on the space you're moving from, and 'Add' permission on the space you're moving to. If the page has restrictions, and you want to keep the page restrictions in the new location, you'll also need 'Restrict' permission on the space you're moving to. Alternatively, remove the page restrictions before performing the move.

If you have been notified that you have been assigned to update and/ or approve pages for our 2017-2018 Catalogue or 2017- 2018 Handbook, please review all of the information on this page! If you have not received Confluence Training or would like a refresher on the process, visit the IT Training Page to view dates/ times and to register for a class: VIDEO: Please watch this video first! Video- Updating & Approving PTS Catalogue & Handbook Pages To log in and view your approval tasks: Click the link below and Sign In to Confluence: http://confluence.ptsem.edu/users/workflow/view.action   Your task list will appear:    Select "Review" to access the page you are to edit and approve. Select the "Edit" button to edit the page.  For help on editing a page in Confluence, click here: Edit a Page in Confluence   To make a "Comment" on a page: Click on the "Comment" section, type your comment, then choose "Save". When the page is ready for approval: Select the "Workflow" button, then your name on the workflow list.     Select "Approve".     When all Reviewers have approved the page, the Page Status will change from "In Progress" to "Approved":    PAGE UPDATING TIPS & TRICKS Question: I cannot get extra space to go away between my lines/ paragraphs- what should I do? Answer:  Video: remove space between lines/ paragraphs Question: How can I get back to my Comala Workflows Tasks list quickly so that I can edit/ approve additional pages? Answer: Video: quickly navigate to Tasks List