How-to Guide for "Desk Manual"

Owned by Stephania Tatis
Last updated: Jul 27, 2023
4 min read

This space is specifically tailored to provide the team with comprehensive instructions and insights to streamline your processes, as well as to learn how to navigate and manage the different spaces and pages. 

Editing Spaces

  • Once logged in, you'll see the dashboard. Click on "Spaces" in the top navigation bar.
  •  Select the desired space from the list or use the search bar to find it.
  • On the space homepage, click on the "•••" (more) button and choose "Edit" to modify the space details.
  • Update the space name, description, or other relevant information in the editor.
  • Click "Save" to apply the changes.

Creating and Editing Pages

  • Inside a space, click on "Create" in the top navigation bar and select "Blank Page" or choose a specific page template.
  • Give your page a title and start adding content using the Confluence editor.
  • Use the toolbar at the top to format text, add images, create tables, insert links, and more.
  • Save your changes periodically by clicking "Save" or using the keyboard shortcut (Ctrl+S or Command+S).
  • To edit an existing page, navigate to the page and click "Edit" at the top. Make the necessary changes and save them.

Updating Documents

  • The wiki allows you to attach documents to pages for easy collaboration.
  • Open the page where you want to update the document or create a new page as described in the steb above.
  • While editing the page, position your cursor where you want to insert the document.
  • Click on the "+" button in the toolbar and select "Files and Images" or drag and drop the file directly onto the page.
  • Choose the document you want to upload from your computer or select an existing document from the file library.
  • After the document is uploaded, you can add a title, description, and any relevant information about the document.
  • Save the page to finalize the update and make the document available for others to access.

Managing Permissions

  • Click on "Settings" in the bottom left corner and select "Space Settings" from the menu.
  • On the space settings page, click on "Permissions" in the left sidebar.
  • Assign permissions by adding individual users or groups to the appropriate permission levels (e.g., Space Administrator, Space Editor, Space Viewer, Page Editor).
  • Configure permissions for viewing, editing, commenting, and deleting content as per your requirements.
  • Save the changes to apply the new permissions.

Using Macros

  • While editing a page, position your cursor where you want to insert a macro.
  • Click on the "+" button in the toolbar to open the macro browser.
  • Browse or search for the desired macro. You can explore macros like tables of contents, task lists, charts, multimedia embeds, etc.
  • Select the desired macro from the list.
  • Configure the settings and parameters of the macro according to your requirements.
  • Click "Insert" or "Save" to add the macro to the page.
  • Customize the content or settings of the macro as needed.
  • Save the page to apply the changes with the macro.

Versioning and Tracking Changes

  • Open the page you want to view or manage the version history for.
  • Click on the "•••" (more) button in the top-right corner of the page.
  • From the dropdown menu, select "Page History" or "View History" option.
  • The page history will be displayed, showing the list of versions and changes made.
  • To compare versions, click on the checkbox next to the versions you want to compare, and then click "Compare Versions".
  • To view the details of a specific version, click on the version number or the timestamp.
  • You can restore a previous version by clicking "Restore" if needed.

Moving Pages to Other Locations

  • Navigate to the page or subpage you want to move.
  • Click on the "..." (More) button located in the top-right corner of the page.
  • From the dropdown menu, select "Move."
  • A move dialog box will appear. Choose the new parent page where you want to move the page or subpage.
  • You can select an existing parent page or create a new one by typing its name in the search bar.
  • Once you've selected the new parent page, click "Move" to confirm the action.
  • Confluence will move the page or subpage to the new location, and you will be redirected to the updated page location.

Linking Pages

  • Highlight the text you want to turn into a link.
  • Click the link icon in the editor.
  • You can search for the page you want to link or paste the URL directly.
  • Click 'Insert' to create the link.

Exporting and Importing Pages

  • Page Export:

    • To export a single page, open the page you want to export and click the ellipsis (...) at the top right corner.
    • Select "Export" from the dropdown menu and choose the desired format, such as PDF or Word.
    • Confluence will generate the export and provide a download link.

  • Space Export:

    • To export an entire space, navigate to the space's home page.
    • Click the ellipsis (...) at the top right corner and choose "Space settings."
    • In the space settings, find the "Content Tools" section and click on "Export."
    • Select the content you want to export (e.g., all pages, blog posts, attachments) and choose the export format (XML or PDF).

  • Space Import:

    • To import content into a space, navigate to the space's home page.
    • Click the ellipsis (...) at the top right corner and choose "Space settings."
    • In the space settings, find the "Content Tools" section and click on "Import."
    • Choose the content to import (e.g., XML file or Word document) and follow the prompts to complete the import process.


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