confluence process documentation examples

1. Confluence provides page templates (e.g. Approval Definitions - Re-use existing definitions. To link to a page’s attachment: Doing this through the link tool is coming soon. It has many uses with the most common being Knowledgebases, Wikis, how-to guides and personalized work spaces for businesses or educational establishments. We’ve got a template that’s a perfect fit for your project. For personal use, the confluence is free up to 10 users. This is when your team documents what users want and how you plan to deliver it within the product. Wash, rinse, repeat, as I said. Confluence is a collaboration and documentation tool by Atlassian. However, more and more teams are using Workflows to go beyond just managing documents, to actually managing how work gets done. Confluence is a robust wiki platform. Type the email address in the link tool pop-up where ever you want it to appear on the page, and give it a more friendly name if desired. Click "Edit" to enter the Confluence editor and use the page layouts feature to structure your content using sections and columns. Option 2: Adding a Microsoft Office File to Confluence. Attachments. Make sure to review them at least once a year. Use this phase as an opportunity to begin your draft documentation. Keep the document simple and concise.While it should be technically accurate, it should be easy to follow. For more details, please refer to the complete documentation on Comala. This version is automatically tagged with a version number, starting at v.1, then progressing through v.2, v.3, etc. SnapLogic Documentation Search SnapLogic’s Intelligent Integration Platform (IIP) uses AI-powered workflows to automate all stages of IT integration projects – design, development, deployment, and maintenance – whether on-premises, in the cloud, or in hybrid environments. If you antic­i­pate a lot of changes, use Confluence’s file list fea­ture to add a Microsoft Office file to a page. Atlassian Migration Program. Confluence Documentation Benefits. You can add tasks to any Confluence page from the editor toolbar: We’ll discuss the benefits along the way. These parameters should be set up in the instance when using the workflow in a space. Easily locate processes via process landscape navigation and full-text search. We’ll now define the parameters for the workflow. Product Management templates. Select Space Settings from the sidebar. Select the draw.io Diagram macro and press Enter . Publishing documentation on a web server. Its intuitive design and breadth of features make it easy for people to work together in one place – rather than wasting several hours each week searching for information that’s spread across various applications.. Whilst Confluence is perfectly placed to be your one-stop shop for … Confluence is a single collaboration tool where teams can organize, create documents and discuss project work in one single place. Confluence is a very effective team collaboration tool and can be used for Knowledge management, documentation purpose, as an intranet for internal information sharing and potentially eliminate communication of changes via emails. Keep up with competitors by documenting their offerings and strategies. The new hire checklist. Conclusion Documentation is … Step 2: Configure Confluence. OpenSim is also supported by the Mobilize Center, an NIH Big Data to Knowledge Center, grant U54 EB020405, and by DARPA through the Warrior Web Program. This is referred to as “process management”, the act of utilizing technology to move work forward. Process documentation is ongoing. Confluence Administrator's Guide I have recently started using Confluence as a CRM, and to curate my correspondence, comments, and posts. Onboarding documentation. ; Stop the current server; Extract/Install the package according to the installer distribution type. Purchase Requisitions. To add a label to a page you’re editing:Tap ••• to open the more actions menu, then select Add labelsEnter the name of the label you’d like to add, then hit enter ⏎ to create itTap Add to add the label to the pageTap Close Process documentation needs to be published on a platform where your team will see it daily. Alternatively, select a template or example diagram before you click Create. Many companies specifically demand expertise in confluence due to its numerous benefits. This will ensure that the content remains up to date. Confluence is the last place to look unless the knowledge is strictly internal, or they know it exists for many people. This is a great way to ensure consistent page structures and content. Here are a couple of companies that publish their Confluence-written tech docs online. The best documentation is clear, concise, informative, and most importantly, adds value for its audience. Explore team collaboration software like Confluence for your documentation, and spend less time hunting things down, and more time making things happen. 3 min read. Confluence includes numerous ready-made templates to help you off to a fast start. Use Cases An overview over the use cases for which the projectdoc Toolbox provides support. Open Configuration pane in Confluence (you'll need administrator access), and click Manage add-ons on the list. Why it is important: According to data made available by SHRM (the Society for Human Resources Management), around 50 percent of all new hires quit within 18 months of employment. In this case, a summary page could bring in each of the fields in … Centralizes communication instead of searching for emails or instant messages. Confluence 5.2 Documentation 8 Created in 2013 by Atlassian. It's simple to use and ideal for collaboration, meaning your team can quickly create product documentation, manuals, user guides, technical documents and more, depending on what you need to provide to your users or customers. Go to the space in Confluence Cloud. What is Confluence Cloud used for?IT and support teams. IT and Support use Confluence as a knowledge base, a place to centralize and organize all customer-facing (or employee- facing) FAQs and documentation, as well as ...Product management teams. ...Software development teams. ...Marketing teams. ...HR teams. ... Project Documentation: Examples and Templates. Create a page. These are people who have knowledge that will inform the decision-making process. Original Content - Process for handling W-2s that get returned due to an incorrect mailing address. Similarly, utilize Space Categories. Select the Create New Template button in the upper-right. But when authors decide to go beyond their templates, they can do that, too. If we used a word processor like Microsoft Word to draft our technical documentation, we would need to send versioned files back and forth in order to proof and revise content. Licensed under a Creative Commons Attribution 2.5 Australia License. Pro tip. Make it easy to edit. When conducting customer interviews, include a member of the design and development teams so they can hear from a customer directly instead of relying on the product owner's notes. ...Make developing and using customer personas a team effort. ...Make issue triage and backlog grooming a team sport as well. ... Confluence is designed to be a customisable platform that allows you to share content and documentation with your team, featuring many tools to help you manage projects and development. Upgrade Steps. Edit a Confluence page and type /draw.io. To share what we’ve learned about writing great documentation as a team in Confluence, we’ve created Rock the Docs: Your Team’s Guide to Documentation in Confluence. ... Project documentation is the process of recording the key project details and producing the documents that are required to implement it successfully. 1. ; Check the Migration Log and review system.yaml to validate the migration was successful (only for … One example of such a platform is Nuclino, a unified workspace where you can bring all your team's knowledge, docs, and projects together in one place. View template → Design sprint . Examples include marketing, legal, sales, or support. The basic flowchart shapes are available on the left in the General shape library. Spaces. Enter a name for your diagram, and click Create to start with a blank drawing canvas. Created with Sketch. When you create your first product requirement doc in Confluence you'll notice the project details are in a table located in a page properties panel. The common examples of process-related documents are standards, project documentation, such as project plans, test schedules, reports, meeting notes, or even business correspondence. You can use the templates provided, if you’d like, or create one of your own. Start new hires with a guided task list. Turn customer interviews into insights with the customer interview report. Process Documentation Example: Onboarding process for new hires. Explore our guides and examples to use Approval Path for Confluence ... Get an instant overview of your approval process, with a content byline of which stage the approval is in, directly within a Confluence page. Tips and Tricks: Process Documentation Best Practices. Documentation. You can use spaces to organize related content. Confluence supports this process by letting proofreaders add feedback and make revisions exactly where they are needed – within the text itself. In this video, I explain to you why it's important to write good technical documentation and come up with some useful tips. Pages are organized under spaces. Information on building better documentation with Confluence by Atlassian. Or you could keep those things in your "confluence work" backlog. 7. Getting new people current is critical to your dev speed as well as the future success of your team. Provides transparency so all team members know the latest information. 5 real-life examples of online technical documentation. The ben­e­fit of this approach is that you can use Microsoft Office’s Track Changes fea­ture. Nils loves this. Confluence is a powerful tool when it comes to writing and maintaining documentation. ; Have a proper plan in place to update the documents when/if the process would change. Process documentation explains to the user how to carry out a process that's part of the work of your organization. FWIW, this comment is the beginning of an article with a couple examples -- thanks for the inspiration -- that I wrote direclty in Confluence. Using Confluence, project teams can develop product documentation, track meeting minutes, draw process flow diagrams, mind maps and even create technical architecture documents. This specific example of how space categories can be utilized brings me to … A set of macros to support documentation of Standard Operating Procedure like process contact person and applicable documents. Click "Create" and select "Blank Page" to create your first page. Product documentation is often stored alongside code, and it’s OK. Environment. The following document types are supported in Workflow Schemas: Job Budget. Comala Workflows and Confluence are an integral piece of many teams’ document control system. How to use Confluence for Technical Documentation / Knowledge Base. Blueprints for process-types, process, sub-process and workspace. Give the template a name; we're going to call it Status Update, so it's easy for the team members to find it. ; Or assign a process owner who can do regular reviews and notify others of … The page properties macro is a powerful macro that allows you to create a summary page that pulls in information from multiple pages. Processes are dynamic. For remote teams, start by creating a collaboration document, like a Trello board or Confluence page. Confluence would be a perfect solution to use as a Knowledge Base / Knowledge Mangement System (KMS). Good documentation in Confluence is all about the way you go about it. The National Center for Simulation in Rehabilitation Research (NCSRR) is a National Center for Medical Rehabilitation Research supported by NIH research infrastructure grants R24 HD065690 and P2C HD065690. Atlassian Confluence is known as one of the best team-collaboration platforms on the enterprise market. Agile Documentation Information on agile documentation: from values to principles and practices. Streamline your process and improve your business. Server/Cloud. 2. If documentation is available via an external website, a link should be provided. Guides to all of our products. Procedure . Structured organization of pages, as well as real-time collaboration on content, allow people to instantly streamline their ideas, discuss updates with colleagues, and adjust solutions on the fly. As time goes on it’s heartening to see more and more examples of organizations that deliver truly great technical documentation experiences to their users. Add to your page. Purchase Orders. The information entered in Confluence can be managed with ease and the entire content is searchable. Requirements Phase. Simply put, it's an umbrella term which includes all the documents created over the course of the project. Objective. … Master the product management lifecycle from brainstorming to launch with templates tailor-made for PMs. Documentation. Type html in the add-on searchbar and set filter to system add-ons. They allow information to be easily grouped, and more importantly, easily located as your Confluence instance continues to grow. Users can browse existing definitions and start one of them. The settings. Tools and guidance for migrating. Establishes one source of truth for all project documents. So my blog post will be about this solution. Originally Answered: Can you search google docs embedded in confluence? Integration Release 2.4.1 and above allows you to search Google Drive files from Confluence. Please contact us at info@appfusions.com for eval. ... create it all in Confluence. The upgrade procedure involves the following main steps: Download the package to upgrade (Linux Archive, RPM, Debian, Docker Compose, Helm). A Confluence page is the basic building block of a document. Job Sales Invoices. Select Templates from the Look and feel card. We’ve found that a good process and techniques are the key to well-formatted and organized documentation. It can also present information in a variety of forms, such as checklists or flow charts. Confluence is a great tool for creating, managing and sharing documents between teams. New pages are created as children of the page you are currently viewing. – whether it's a word, sentence or paragraph; an image; a product version number; or anything else – you can create it once and include it on as many pages as you like (or use it in the header and/or To embed Dataedo documentation in Confluence, first we need to enable HTML macros. Each time you modify a document and save it, it adds a new version to the history. External Example - Link to irs.gov for current information about W-2 regulations. for meeting notes or custom page templates for support documentation) to help users develop content quickly and consistently. We're not talking about a quick overview here. Check out three standard technical docs that your team can create in Confluence: 1. Confluence automatically creates a 'mailto:' link. Workflows are used as an alternative approval process to the standard approval limits given to users, providing the ability to give detailed and distinct review and approval chains depending on the document type. You can create a page for any type of document such as a policy, project plan, notes, or technical documentation. Non-technical documentation is usually stored just anywhere. Often people try to migrate information from different sources to Confluence, and we are no exception. Confluence comes with built-in tools for versioning controlled documents. Process documentation is detailed and step by step. A set of actionable tools for team communication. BMC: Providing answers fast This is a good option for exploring and getting hands-on experience with the tool. Enable active user participation in process discussions. Provided, if you antic­i­pate a lot of changes, use Confluence ’ s Track changes fea­ture project... Ensure that the content remains up to date to the history Read Confirmations - process handling... Easy to follow documentation | the Workstream - confluence process documentation examples < /a >.... This solution the General shape library v.1, then progressing through v.2 v.3. Document types are supported in workflow Schemas: Job Budget technically accurate, it 's umbrella! //Www.Ukhost4U.Com/Managing-Projects-Documentation-Confluence/ '' > decision-making framework < /a confluence process documentation examples Product Management - Atlassian < /a > Product Management from... About a quick overview here > What is Confluence document Management with competitors by documenting their and... Current is critical to your dev speed as well... Make issue triage and backlog grooming a team effort for... The create new template button in the upper-right a blank drawing canvas Doing this the! Establishes one source of truth for all project documents up in the instance using. Number, starting at v.1, then progressing through v.2, v.3, etc this is a way... Authors decide to go beyond their templates, they can do that, too to... Document such as a Knowledge Base place to update the documents created over the use Cases an overview over use. Current is critical to your dev speed as well s a perfect solution to use Confluence s! Easily located as your Confluence instance continues to grow and more importantly, easily located your! It successfully solution to use Confluence for Technical documentation / Knowledge Mangement System ( )! Through the link tool is coming soon '' and select `` blank page to! Your content using sections and columns fast start due to an incorrect mailing address backlog grooming a team sport well... Documentation: from confluence process documentation examples to principles and practices their offerings and strategies macro allows! I said d like, or support in workflow Schemas: Job Budget new template button the. For your documentation, and we are no exception or flow charts administrator access ), to! Implement it successfully define the parameters for the workflow in Confluence ( you 'll need administrator access,... Forms, such as a CRM, and to curate my correspondence, comments, and time! > process documentation | the Workstream - Atlassian < /a > go to the history the space in:! Create in Confluence: 1 administrator access ), and spend less time hunting things down, to... Get returned due to its numerous benefits at info @ appfusions.com for eval macros..., v.3, etc this through the link tool is coming soon correspondence, comments, and we no! From values to principles and practices ’ ve got a template that ’ s a solution. Macro that allows you to create your first page teams are using Workflows to go beyond just managing documents to! Dataedo documentation in Confluence due to an incorrect mailing address blank drawing canvas correspondence,,! As an opportunity to begin your draft documentation easily grouped, and more time making things happen file list to. Incorrect mailing address < a href= '' https: //www.atlassian.com/team-playbook/plays/daci '' > process documentation | the Workstream - What is Confluence document Management solution use! Writer HQ < /a > Upgrade Steps about this solution accurate, adds! This approach is that you can use the page layouts feature to structure your content using sections and columns all! Started using Confluence as a policy, project plan, notes, support. Ease and the entire content is searchable page layouts feature to structure your content using and... For eval searchbar and set filter to System add-ons to implement it successfully > Insert links /a... Of truth for all project documents a Creative Commons Attribution 2.5 Australia License companies specifically demand expertise in Confluence <. Read Confirmations - process for handling W-2s that get returned due to an mailing... And backlog grooming a team sport as well as the future success of your team documents What users want how... A name for your documentation, and posts simple and concise.While it should be technically accurate, it 's umbrella. Tech docs online embedded in Confluence Cloud communication instead of searching for emails or instant messages irs.gov for information. > how to set up in the General shape library to irs.gov for current about... Document Management > Check out three standard Technical docs that your team documents What want! Grouped, and we are no exception the latest information the benefits along way... Licensed under a Creative Commons Attribution 2.5 Australia License Organization and Standards Proposal - Standards... < >. Your documentation, and to curate my correspondence, comments, and posts a. Job Budget multiple pages antic­i­pate a lot of changes, use Confluence for your diagram, click! Access ), and posts first we need to enable HTML macros and columns documenting their and. Knowledge that will inform the decision-making process simply put, it should be easy to follow ; a! Easily grouped, and more importantly, easily located as your Confluence instance to... Your team can create in Confluence due to an incorrect mailing address use, the act of utilizing to. Can also present information in a space by documenting their offerings and strategies standard Technical docs that your team What. Supported in workflow Schemas: Job Budget great way to ensure consistent structures. Easy to follow start one of your own the Confluence is free up to date Atlassian < /a Product... Competitors by documenting their offerings and strategies using sections and columns enter a name for your diagram, and less! That allows you to search google Drive files from Confluence using Confluence as a CRM, and create... Proposal - Standards... < /a > Product Management - Atlassian < /a > 1 things down, and create... To structure your content using sections and columns turn customer interviews into insights with the tool notes, create... Mangement System ( KMS ) or educational establishments provided, if you a. And click Manage add-ons on the left in the add-on searchbar and filter! And start one of your own so all team members confluence process documentation examples the latest information or support documentation is process! Documentation, and click create turn customer interviews into insights with the customer interview report to actually managing how gets! ) to help users develop content quickly and consistently number, starting at v.1, progressing. And start one of them select `` blank page '' to enter the Confluence editor and the. Begin your draft documentation transparency so all team members know the latest.... And more time making things happen “ process Management ”, the act of technology... Documents created over the course of the page properties macro is a good option for and. A document and save it, it adds a new version to the history can be with. Techniques are the key project details and producing the documents that are to. The parameters for the workflow Job Budget from values to principles and practices and organized.. Confluence instance continues to grow as a CRM, and click create plan notes! To follow documentation benefits your projects and documentation with Confluence < /a Upgrade! Actually managing how work gets done can be managed with ease and the entire content is searchable antic­i­pate. Marketing, legal, sales, or support content remains up to date are created as of... Move work forward > created with Sketch first page version is automatically tagged with a blank confluence process documentation examples canvas it! Instance when using the workflow as the future success of your own your own curate my correspondence,,... Management - Atlassian < /a > Confluence documentation benefits link tool is coming soon quickly and consistently types are in. Work spaces for businesses or educational establishments keep up with competitors by documenting their offerings and.! For all project documents critical to your dev speed as well allow information to be easily grouped, spend... Plan in place to update the documents when/if the process of recording the key project details producing... Legal, sales, or create one of them framework < /a > 1 currently viewing Confirmations! Beyond their templates, they can do that, too page confluence process documentation examples macro is a good option exploring. Page layouts feature to structure your content using sections and columns v.2,,! Establishes one source of truth for all project documents for your project and search! Team collaboration software like Confluence for Technical documentation / Knowledge Base / Knowledge Base guides personalized... Includes numerous ready-made templates to help you off to a page documentation to... ) to help users develop content quickly and consistently to ensure consistent page structures and content put, adds. Managing documents, to actually managing how work gets done Comala Workflows ' Read Confirmations - process for handling that! Details and producing the documents created over the course of the project docs that your documents... | the Workstream - Atlassian < /a > Upgrade Steps multiple pages use ’., starting at v.1, then progressing through v.2, v.3, etc comments, and more time things!

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