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Train your team to use Confluence Cloud with these 7 best practices
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Train your team to use Confluence Cloud with these 7 best practices
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7 Cloud training best practices
- 1. Blended learning
- 2. Quick reference aids
- 3. Confluence champions
- 4. Relatable exercises
- 5. Follow-up clinics
- 6. Gather feedback
- 7. Monitor adoption
5 ideas to improve your training materials
Is your company new to Confluence Cloud? Don't let your team members flounder - use these tips and ideas to turn them into power users in no time.
Migrating to Confluence Cloud brings new capabilities and a clean, updated interface. And, while it's built for user-friendliness, if your end users are experienced in Data Center or Server, it might take some getting used to.
In this post, we share our seven best practices for ensuring a smooth transition. By following these steps, you can equip your teams to feel confident, productive, and collaborative in Confluence Cloud.
1. Adopt a blended‑learning approach
Combine workshops, on‑demand video tutorials, and self‑study materials to approach different learning styles and schedules. A live kick‑off webinar builds excitement and allows Q&A, while bite‑sized videos help individuals revisit specific tasks (such as "How to insert a table of contents") at their leisure.
2. Create quick‑reference job aids
Produce one‑page cheat sheets or printable cards covering essential shortcuts, key icons and navigation tips. For instance, you could cover different elements in the space sidebar or how to convert pages from the legacy editor. You can share these digitally on your knowledge base, in a dedicated channel, and even create physical copies for the office.
3. Develop a network of Confluence champions
Identify power users or early adopters in each team to act as local experts. Provide them with deeper training (with more advanced topics such as space administration and permissions) so they can coach colleagues and champion best practices.
4. Use hands‑on exercises and real‑world scenarios
Tailoring training sessions to specific teams will help users get a better feel for working on their day-to-day projects in Confluence Cloud. Familiarising users with content that matters to them boosts their confidence and shows immediate value. Here are a couple of examples:
- Give the marketing team a demonstration of creating a blog post.
- Show the finance team how to create a database in Confluence.
5. Schedule follow‑up clinics and office hours
Learning doesn't stop when the session ends. Set up weekly drop‑in "office hours" for the first month post‑migration, where users can bring questions or watch short demos of features they haven't tried yet. Rotate hosts to cover different time zones or teams.
6. Gather feedback and iterate
At the close of each training event, collect feedback via quick polls or short surveys (e.g. "Which feature was the easiest to understand?"). You can even test user knowledge with a quiz built into Confluence. Once you understand users’ common pain points and struggles, update your training materials accordingly or offer more specialised sessions.
7. Monitor user adoption
Confluence Analytics can help you track user engagement
The key to gauging whether your training sessions have worked is whether employees are actually using Confluence. Confluence Analytics can help you understand how active your users are (and how many of them are actively creating in Confluence). If adoption rates are lower than expected, you can adjust your training to make it more accessible.
5 ideas to include in your training materials:
- The new Cloud editor: The Cloud editor is more streamlined, but looks and behaves a little differently from the DC rich text editor. Show side‑by‑side comparisons, and point out handy features like slash commands (typing "/" to insert macros).
- Built‑in analytics: Confluence Cloud offers page analytics (views, likes, comments) out of the box. Teach key users how to interpret these metrics to gauge engagement and make their content more engaging.
- Real-time collaboration: Cloud makes real‑time co‑editing seamless. Demonstrate live collaboration by pairing users to co‑author a page and add inline comments. Emphasise how you can use @mentions to send notifications to a user's inbox.
- Templates: Share the range of Confluence templates available to users in cloud to help them create pages quicker. You can even teach them how to create custom templates for company-specific page types.
- Third-party apps: If you have any Marketplace apps installed, there's a chance their functionality differs on Confluence Cloud. Ensuring that team members understand any improvements, limitations, and new features will help them get the most out of the apps (and introduce them to anyone who has yet to give them a try!).
Smooth the post-migration Confluence learning curve
Explore our helpful range of guides, information, and tutorials.
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