- Multiple integrations
- Easy to learn
- Confluence Wiki
- Team Calendar
- Confluence Macros
- UI & UX
- Missing to-do list
- Text formating
- Expensive add-ons for single users
Next, in the Confluence review, let’s take a more structured approach and see what this tool can do to make our life easier. Forwards we’ll find out:
- What is Confluence?
- What is Confluence used for?
- How to install Confluence?
Now, let’s see what we are getting ourselves into with the Confluence software.
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What is Confluence?
First of all, Confluence is a project- management tool. Second of all, the Confluence tool is a knowledge-sharing tool. Moreover, the Confluence software that fits teams of all types and sizes and with no geographical limitations. The outcome from using the tools is more efficient sharing and collaboration between groups.
Furthermore, let’s continue the Confluence review by taking a closer look at how can the tool make your life easier.
Is Confluence cloud-based?
Yes, Confluence can be cloud-based. Why we say that “it can be cloud-based”? Well, Confluence also gives you the possibility to opt for self-managed solutions. Meaning, you have the following options at your disposal when choosing the software:
- Data Center
Your site hosted is by Confluence by using the AWS cloud hosting. The real benefits are that you can enjoy the tool without any fuss with servers, storage issues, or the need for maintenance. Above all, it guarantees you the fastest access to the latest features, automatic upgrades, and immediate access from everywhere. Finally, the option is available both in the free and premium plan.
Confluence Data Center
The Data Center from Confluence is a more rigid solution in contrast to the Cloud. Specifically, it is a self-managed solution that provides the organization with bespoken configuration options to meet the organization’s demands. IaaS technologies offer a read-only mode and deployment through the Confluence Data Center.
This option comes with additional complexity. Above all, it’s recommended for teams looking for strict control over their data. Thus, the Confluence Server it’s hosted on your hardware and personalize your setup. This sort of arrangement is complex and recommended for teams that put a lot of emphasis on data governance.
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Above all, a product’s features are the most essential to convince us to use or not to use it. Thus, let’s start by looking at the Confluence feature available in detail and discuss a bit about its functionality and ease of use.
What is Confluence used for?
The software allows its users to create, collaborate and organize all the work in one safe and secure environment. Thus, Atlassian Confluence helps improve communication amongst teams, contains the workspace, and make company strategy accessible. Additionally, for an intuitive structure, everything in Confluence is structured in Pages and Spaces. Now, in the light of what we spoke of, let’s move on to the essential features.
Top Confluence Features
- Advanced search
- Page tree
- Jira Integration
- Team Calendar
Confluence Advanced search
The Confluence advance search feature allows you to use structured queries to search content. The search function employs a Confluence Query Language; moreover, a simple query in CQL contains a field, operator, and followed by one or more processes (values).
For instance, a simple CQL query for the Confluence advance search would find all the content in the “Design Project” space. It uses the space field, the EQUALS operator, and the value “Design Project.”
Confluence Page tree
The Confluence Page tree is one of the multiple macros features the tool has. The macro displays document that can serve as a table of content or a list of related topics, as it displays a dynamic and hierarchical list of pages starting from a pointed root page. Wondering how to add a page tree in Confluence?
Let’s take a look.
- Go to the Confluence Editor Toolbar
- Choose Insert – Other Macros
- Choose the Content category, and from there, the Page Tree
- Finally, choose the page version to display and then Insert
First of all, let’s take a look – What is a Confluence template? -.
When you start a new page in the Confluence software, you aren’t pushed by the circumstances to develop one from scratch. Therefore, if you are not proud of your skill to create a template, you can not only choose to use one of the Confluence templates. You can also select one of the Atlassian Marketplace apps.
Notably, the Confluence tool does not limit your creativity and allows you to create your tools to match your heart’s desire. You can do that by using the Confluence editor.
There are two types of Confluence templates:
- Space templates are available only in specific spaces and accessible if you have space administration permission.
- Global Templates are universally available in all spaces if you have a Confluence admin permission
Confluence offers over 75 customizable templates suitable for every team.
Now that we understand – What is a Confluence template? -; we can move on to information on the limitations and the creation of templates.
Primarily, Confluence templates are used only when adding a new page. You can’t apply the templates on existing pages. For more complex functionality on your templates, consult the Atlassian Market place.
How to create a template?
You can create a Confluence template by using the editor. Furthermore, the Confluence editor will allow you to customize your template to suit your team’s needs. You can create both a new space template and a new global template.
To generate a space template, go to:
- Space tools section > Content > Tools than choose Templates > Create new template
To generate a new global template, do the following:
- General Configuration Global Template and Blueprints > Choose Add New Global Template
Confluence Jira Integration
Briefly, the feature allows you to connect your plans to the development department. Confluence and Jira were built from the start to supplement each other through the Jira- Confluence integration points built-in. Above all, this allows Confluence users to view, interact and reference Jira issues from pages.
To make things easy, imagine you are running a software company, and you have a new project that involves several teams from developers, social media managers, designers, content writers, and many more.
The Confluence Jira integration allows all the involved parties to participate in discussion without leaving Jira or Confluence through the OpenSocial gadget. Thus, to get back to our example, the content writer can issue a developer without having a Jira account.
Jira vs. Confluence – How do Jira and Confluence interact with each other?
Jira vs. Confluence is a bit of a stretch. We here at Tekpon think that we are looking more into Confluence and Jira complementation. With this being said, let’s see what you have access to if you link Jira to Confluence from both perspectives.
From Confluence Perspective
From Jira Perspective
Display in Confluence page and the entire list of Jira issue with the Jira issues macro
Access to Confluence page on Jira Dashboard
View Dates, milestones, and sprints alongside your people and team events calendars from Jira in Confluence Team Calendar
Access to Confluence report on Jira Dashboard
|View JIRA reports/charts within a Confluence page||
Link any issue in Jira to a Confluence page
Track in Confluence WorkBox – shares, mentions, and comments from Jira Instances
|Jira Agile retrospective in Confluence|
Create Jira issues from the same Confluence page for fixes and stories by highlighting existing text on the page
|Global Phone Web API the(new feature)|
View of all sprints, epics, and issues from Jira
Now that we’ve seen how Jira and Confluence interact with each other. Let’s move on and discuss some of the more practical impacts of the integration.
How to use Confluence with Jira?
Confluence Jira integration will create a better synergy between them. Thus, link Jira to Confluence by creating direct links. The plugin will offer convenient navigation between individual Confluence pages and Jira screens using the sidebar shortcuts.
For example, a developers’ team that works with Jira and the other parties involved use Confluence one of the simplest ways to tie them together is to use direct links. It’s important to mention the sidebar shortcuts can be created only by people with the right credentials, such as an administrator.
How is a direct link Jira to Confluence helping?
To further clarify, with the Confluence Jira integration, we are looking into two powerful tools merging more straightforwardly to get developers and non-technical employees to understand each other better.
Well, if you are wondering how we got to this conclusion. It’s simple! Link Jira to Confluence, and you got yourself a merger between a developer’s world with, for example, a Marketing project manager. Thus, the Confluence Jira integrations are probably among the essential features to make a difference in an organization.
So, there are lots of things we can say about Jira Confluence. We barely covered the surface.
Confluence Team Calendar
One of the most commonly used features in collaboration software is the team calendars by far. Easy to use yet very helpful, this feature is a lifesaving attribute that is a must-have for any team. Furthermore, the Confluence Team Calendar lets the team stay organize and check the availability of anybody involved in the project. The team calendar presents both individual appointments as well as team appointments.
Moreover, the team calendars for Confluence doesn’t only give your team the chance to keep their schedules organize but also connect your confluence team calendar to Jira. Thus, keeping your team up to date even with the development projects.
Last, the team calendar in Confluence Cloud also comes with CalDAV server support. Meaning, you can integrate Confluence with:
- Microsoft Outlook
- Google Calendar
- Apple IOS & MacOS Calendar
In conclusion, the Confluence team calendar remains one of the most useful premium features.
One of the most important features by far in Confluence are the Macros. Let’s begin by looking into what they are and how they can improve your experience. You can use macros to improve your experience in Confluence by connecting it to your favorite software products.
What are Confluence macros?
Macros are basically how you give superpowers to the Confluence software. Meaning, you can use the Confluence Macros to:
- Change format or page layout
- Display Media
- Confluence Jira integration
- Jira Chat macro
- Organize Confluence pages
Confluence is flexible when it comes to macros. It allows you both to add and edit the existing macro. Furthermore, if you are wondering where you can get Confluence macros, it’s easy and flexible.
You can get them on the Confluence Server, Data center, and also several third-party macros available on the Market place. Keep in mind that they can be installed only by Confluence administrators and that as an administrator, you can create your macros.
Confluence comes with three levels of permission:
- Global permission– They are broad permissions allocated by a Confluence Administrator. This kind of detail spread to whether a team member can log in into a specific space or create one.
- Space permission – every space created in Confluence comes with its own set of permissions managed by a space administrator. The space permissions can be used to give or revoke authorization to add, view, and delete content in spaces.
- Page restrictions – Slightly different than global and space permissions. Page restrictions refer to the fact that pages are open for viewing and editing by default, but the page restrictions can restrict viewing and editing.
Keep in mind that every page in Confluence belongs to space, which means that this allows the space admin to revoke at any time access to a Space, which consequently revokes access to a page.
What features on Confluence are missing?
So, this is surely a minus to the Confluence software. According to loyal users of the software, Atlassian missed adding to Confluence a few of the basic and essential features that most of their competitors have. Actually, we are more inclined to believe that Atlassian Confluence focused on revolutionizing the knowledge sharing sector so far and taking it so far away that they missed some basic settings. We hope they will notice the feedback supplied by their own customers as we have no doubts that they have the necessary resources to implement all the necessary changes. With this being said, let’s take a look at a few of the features missing from Confluence:
- Text editor
- Text styles, Font selection & Justified text
- Font size & Font weight
- All caps, small caps, title caps
- Line spacing
- Backgroud color
- Little to no options to number list & bullet list
- Automatic headings numbering
- Columns & sections that flow text
- Table styles
- Borderless tables
- Cell borders & Color – any side / color / thickness
- Merge cells & spanning
- Column width & Row height
- Drag section borders to resize the selection
- Section borders
- Number of horizontal sections
- Media & Attachment
- Sitewide media browser & attachments
However, some of the more technical users of the Confluence platform argue that the lack of these features is because the software is not a content formatting tool but a content tool. Above all, the above-mentioned missing features can be solved with CSS. True, this is not something that comes in handy to every user; however, most of them can also be solved through plugins and macros.
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Since 2004 the Confluence tool joined forces with several other software to create a remarkable experience. Ignoration with your favorite apps in your Confluence can enhance your experience with the software.
The integration of Confluence with other applications is done by using Application Links. Thus, the application links help you connect applications such as Jira, Trello, and Salesforce to Confluence. Linking two applications allows you to share information and access one application from the other one.
Let’s take a closer look into some of the most common merges between Confluence and other apps and how to:
The Confluence Trello Integration lets you add your Trello card right to Confluence also update them in real-time from either one of the tools. To enjoy the Trello confluence integration benefits, you would need to have an account on both. Any content you don’t have permission to access will not be available in Trello or vice versa. Thus, to access the file, access will have to be granted by the admin.
Furthermore, to add a fully interactive Trello board on your Confluence page, you must integrate the Trello board macro by adding the board’s URL and chose the height you want the board to be. To add Confluence pages to the Trello card, you need to reverse the process, meaning you attach the Confluence Cloud pages to the Trello card. The Cloud will allow you to create pages directly from your Trello cards.
Last, this will also display who created the Confluence page, commented, how many comments, and snippets.
The Confluence Salesforce Integration facilitates the collaboration between the two. Thus, you can enjoy your live information from Salesforce through the Confluence Server. The Salesforce Confluence Server Connector allows users to observe up-to-date objects from Salesforce in the Confluence tool.
Furthermore, the Connector allows you to access through the Confluence Wiki the following information from Salesforce leads and opportunities, contact data, products, accounts, etc. Permission settings restrict access to the Salesforce data in Confluence.
Finally, the integration combined with ServiceRocket allows you to use custom SOQL Reported, and Salesforce Reported to pull data into Confluence.
As with the other integrations, the Confluence SharePoint integration comes with the gift of bringing your team closer together. Let’s see, by which means it does that.
First, the SharePoint integration allows you to share and edit documents from the SharePoint library into your Confluence Wiki. Second, it simplifies how you navigate amongst documents by embedding a document library available to browse within a Confluence page. Third, the SharePoint Connector for Confluence enables you to upload documents from SharePoint to Confluence pages directly.
The Confluence Outlook Integration is probably one of the best alternatives to the Confluence Team Calendar. The winner back in 2017 of the Atlassian Codegeist Hackathon in the Best Add-on category, the Outlook Calendar, a great plan-projects, and meetings solution. The Confluence Outlook integration comes with a set of perks that would make your team’s life easier. Let’s go through all of them and give you the option to choose whether the Confluence Team Calendar or the Outlook integration is a better alternative for you.
First, the Outlook integration for Confluence is available for all the Confluence solutions: Could, Server or Data center. Moreover, you also need a Microsoft 365 subscription to use it.
Second, it comes with a few perks, such as the complete overview of Confluence’s relevant dates, transparency in project management, simple user access, ease of setup, and available in several languages with a translation feature.
Finally, in Confluence, you can add calendars to the page, show and edit team calendars, display and edit personal calendars, schedule meetings, visualize Jira issues and sprints, schedule and plan meetings.
Using the Confluence Hipchat integration, you will get instant updates about the changes happening in spaces and get real-time notifications in the Hipchat room. Moreover, you can also share your updates with your team. Also, to reduce cluster in your Hipchat, Atlassian suggests a series of Confluence plugins. Use the Hipchat integration plugins in Confluence if you would, for example like emoticons.
The Confluence Slack integration can be easily found on the Atlassian Market place. The Confluence plugin keeps all that is happening in one place. Meaning, that you can customize your notifications to stay on top of all the changes happening on spaces and pages, see links preview on pages, and share them with your team in Slack directly. Finally, take action immediately by replying to comments on Confluence straight from Slack.
To use the Confluence plugin for Slack, you must have an active subscription to Confluence Cloud.
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Let’s go a bit back. We mentioned in the general section about the Confluence software that it comes with three different versions:
- Data Center
Now, if you are wondering why these matters do? Well, it does like the way you download Confluence differs for each one of these options.
How do I install Confluence?
Well, as mentioned above, it depends on the type of option you seek. By far, the easiest to download and to setup is the Confluence Cloud version. Thus, the cloud version of Confluence requires you to create an account and start the setup process. No download is necessary for the Conference Cloud.
Furthermore, for Confluence Data Center and Server, you have a few installation options for the Confluence downloads:
Installation methods steps
Compatibility & Details
Download and Install a Confluence Server trial
|Available for Windows, Linux, or OS X
No external database required for the Confluence Server Trial
Download Confluence and Install using an installer
This uses the classic installer we are all familiar with. Available for Windows & Linux only
Download and Install from a Zip or Archive file
It requires you to install the file and make some system settings manually. Available for Windows & Linux only
Run Confluence Server in a Docker container
This required a pre-installed and configurated Docker image on your computer. Keep in mind there is no Atlassian support available.
Download Confluence and install the Data Center in a Cluster
Available for Windows & Linux. Deploy a Confluence Data Center cluster on a public cloud platform such as AWS or Azure.
What is the best way to use Confluence?
Well, it depends on the organization you are part of. The easiest way to use Confluence for a small to medium size team is the Cloud. The Confluence Cloud option always offers the newest feature and the latest updates, and it requires minimal requirements in terms of computers and fast implementation.
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After we reviewed all Confluence features, integration and plugins let’s take a look at how much will this tool take out of your pocket.
Confluence pricing options differentiate above all on the type of solution you choose Cloud, Server, or Data Center. Second, all the clarifications come with a free trial or 30 days, but Confluence Cloud also has a freemium version for small teams of under 10 people.
Furthermore, the Confluence license varies from a free version available on the Confluence Cloud to $220.000 for over 40.001+ users on the more secure Data Center solution. For more detailed information about prices and features included in each package, visit the pricing section.back to menu ↑
Were you not convinced? Here are some of the most notable alternatives to the Confluence software.
- eXo Platform
More information about Confluence competitors is available on the dedicated page.back to menu ↑
Firstly, Confluence is a vital tool for good team coordination. Also, as the corporate world becomes more common, our need to optimize the communication between departments is more crucial than ever.
Through its integration features, macros, and plugins, Confluence manages to bring all departments together by building a bridge between departments. It does so by giving each of the departments a chance to view the information they seek in their most comfortable matter and their favorite tool.
To sum up, Confluence is a great tool that manages to help team members speak the same language.
Alina is a vegetarian, yet she adores her hot dog, Sandy. But don't you worry, Alina's reviews will still be meaty. She is the team's peace before and after the brainstorm but pretty Viking when she has to sustain her ideas. Alina has lived in Denmark for eleven years, from there her state of being. Whenever she has some spare time, you would find her traveling, trying a new experience, exploring nature, naturally cuddling her dog and cat, or cooking something up whenever her husband is not near the kitchen.