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Guide 1: Choosing Confluence for your team
Get your team on the same page
Choose your plan
Manage a successful rollout
Guide 2: Get started with Confluence
A brief overview of Confluence
Set up Your Confluence site and spaces
Create and collaborate on content
Navigate Confluence
Organize and customize your Confluence space
Manage permissions
Confluence best practices
Guide 3: Confluence Essentials
Navigate Confluence
Create a new page
Formatting and editing a page
Collaborate on a Confluence page
Visual collaboration whiteboard
Create a visually appealing company hub
Organize structured data with databases
Guide 4: Integrate Confluence with everything you use
Confluence integrations and apps
Using Confluence and Jira together
Using Confluence and Jira Service Management together
Tutorial: How to Use Confluence and Loom Together
Using Confluence with chat: Slack and Microsoft Teams
Turn data into insights
Guide 5: Confluence best practices
Confluence use cases
Keep it all organized
Make compelling pages
Make quick work of tables
Master the whiteboard
Confluence Whiteboards for Marketers
Confluence Whiteboards for Product Managers
Confluence Whiteboards for team brainstorms
Using whiteboards for diagrams in documents
Team posters for better teamwork
Productive blogging (yes, really!)
Set up an org-wide knowledge base
Supercharge your workflows with Atlassian Intelligence
Tips and tricks for using AI
Knowledge management for teams
Successful project collaboration
Confluence databases
Smart connectors and smart sections
Team alignment
Guide 6: How-to-guides
How to use Confluence whiteboards for planning and prioritization
Mind map template
Flowchart template
Meeting agenda template
GTD templates
Fishbone diagram template
Project Proposal template
Confluence whiteboards for retros
Work plan template
Decision matrix template
Eisenhower matrix template
Communication plan template
Time management matrix
KPI
Lessons learned
Critical path
Brand strategy
Process map
Reporting requirements
Business requirements
Project summary
Guide 7: How admins can level up with Confluence Premium
Confluence Premium empowers admins
Quickly create new spaces with the right permissions
Troubleshoot permission problems fast
Get actionable space and site-level insights with mission control
Easily manage content at scale
Eliminate manual tasks with automations
Security and support to scale with your organization

Visual collaboration with Whiteboards

How do brainstorms become deliverables? Whiteboards in Confluence simplifies transforming ideas into actionable tasks for team collaboration. Ready to get started?

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Brainstorm, visualize, and turn ideas into action – without ever leaving Confluence. Turning a brainstorm into a reality should not be a manual, big lift. Confluence Whiteboards are designed to make this process as smooth as possible. 

  • Collaborate in real-time with your team on an infinite, flexible canvas
  • Visually articulate ideas and map out processes with stickies, text, shapes, and connectors
  • Embed content and media from external tools to bring in extra context

  • Convert stickies into Jira issues and Confluence pages to action on ideas

Create a whiteboard

Ready to create a whiteboard? Follow these steps below.

  1. From home, or in your desired space, click the Create button at the top of the page.
  2. Select Whiteboards from the drop down.
  3. Select a template from the gallery to start with, or start from a blank page.
  4. Add a title and you’re off to the races!
  5. Be sure to share it with your team by clicking the Share button on the top right.

Use a template to make a page

Whiteboard taskbar

Confluence Whiteboards is your flexible, infinite canvas with intuitive features to help you visualize your great ideas. Here’s a quick rundown of the available tools.

  • Stickies
  • Text
  • Line connectors
  • Stamps and stickers
  • Images
  • Links

  • Templates

Pro Tip

Utilize the stamp collections to bring in some fun and color to your whiteboards

AI empowered brainstorm sessions

Not sure where to start? If you are a Premium or Enteprise edition customer, Atlassian Intelligence can help you get started with Whiteboards.

 

Generate stickies (coming soon): takes on some of the heavy lifting when coming up with new ideas during brainstorm sessions

  • Create a sticky and add an idea
  • Select the sticky you created
  • Click on Atlassian Intelligence logo
  • Click Generate similar ideas

 

Organize stickies (coming soon) helps organize similar ideas together for a more efficient brainstorm session

  • Select all the stickies you want to organize
  • Click on Atlassian Intelligence logo
  • Click Group related content

 

Summarize whiteboards (coming soon) makes it easier to quickly understand the key takeaways from your whiteboard full of ideas with a simple click

  • Click on the “Summarize" on top right corner

Use smart links, tagging, and tables

To equip your team to deliver results faster, try our advanced editing features.

Advanced editing tools

  • While in edit mode:
  • Embed images or other files for a multimedia experience.
  • Use @ mentions to tag users (@) for kudos, to-do’s, and FYIs they’ll be auto-notified about.

    • When you @ mention a user next to an action item ([ ]), the user will be notified and the action item will appear in their Tasks.

  • Add inline and page comments for faster feedback.

Pro Tip

Collaborating on a page with your teammate? Give our live-edit pages (beta) a try to update and collaborate in real-time seamlessly. 

Turning ideas into action

You’ve got the ideas, now it’s time to action on them. The tight integrations between whiteboards and other Atlassian tools helps to bridge the gap between where teams think and where teams do. Here’s how you can integrate whiteboards seamlessly into your Atlassian workflows.

Create Jira issues direction from whiteboards: turn sticky notes and shapes into single or multiple Jira issues.

  • Select a sticky or shape with text inside it.
  • Select + Create a Jira issue from the floating toolbar.
  • Select a site, project, and issue type from the options in the picker. Note that the required input fields will update depending on the project and issue you select.
  • Fill in all required fields, then select Create.
  • Create smart sections to take bulk actions in Jira

  • Embed needed plans and attachments for the full picture

Import Jira issues into your whiteboards: search and import single or multiple Jira issues into your whiteboard.

  • Open your Whiteboard
  • Select Import from Jira from the floating toolbar at the bottom of your board.
  • Select as many issues from the list as you would like to import or click on the JQL toggle and enter your JQL query in the search field.
  • Select import issues

Embed your entire whiteboard into Jira, Confluence, or Trello: Easily embed your whiteboards into project posters, roadmaps, kanban boards, and more by pasting a link into your desired tool.

Pro Tip

Simply copy and paste any link into your whiteboard to embed external content. Links from other Atlassian tools and select 3rd party tools will automatically transform from the URL to a Smart Link with multiple display options.

Collaborate on a Confluence page

Learn how to collaborate effectively in Confluence.

Read Part 4
Organize structured data with databases

Unlock the full potential of your team with Confluence databases.

Read Part 6