Set up Confluence Cloud
Get the high-level details you need to set up your Confluence Cloud site in order to meet your team's needs.
Confluence whiteboards are in beta. Reach out to your Product admin to enable this feature. Explore further details about Confluence whiteboards here.
In Confluence, you can find whiteboards in a number of different ways. Through search, recents, and the Confluence content tree, you can quickly get to the whiteboard you’re looking for.
Use the slash / shortcut key from anywhere in Confluence to quickly open the search drawer.
To perform a quick search in Confluence, place focus in the search field in the navigation.
With the focus on the search field, a quick search drawer opens.
Enter the name of a whiteboard, and choose from the list of options displayed. Items are ordered with the most recently updated first. Results will include pages and blog posts relevant to your search.
If you don't immediately see what you need in the quick search, press Enter or select the Advanced search option at the bottom of the search results to do an advanced search.
During Beta, the whiteboard’s data Confluence performs a search on is limited. The search only factors in the title, date of creation, and who created it. No content within the whiteboard is used to surface relevant results. Because of this, during Beta, whiteboard search results may not be as accurate as pages.
Confluence advanced search allows you to search for content across spaces, personal profiles, and attachments.
To use the advanced search:
Place focus in the search bar.
Enter your search terms.
Select Advanced search or press the Enter/Return key.
Advanced search results help you better understand if a result is the one you’re looking for by showing you information beyond just the title. View highlighted search terms, check the last updated date, and use clickable breadcrumbs for contextual insight into a page’s location and hierarchy.
You can also add filters to your search to focus your results.
Filter using the following fields:
Spaces – Return whiteboards from a particular space or list of spaces. Select the checkbox to include archived spaces.
Contributors – Find whiteboards that have been modified (created, edited) by a particular person or people in any space, including their personal space. When adding multiple contributors to your filter, the operator used between the people is OR. The ability to use the AND operator between people is not supported.
Type – See results of a certain type, like whiteboards, pages, blog posts, attachments, or comments. You can use this filter to narrow down search results to just include whiteboards.
Last updated – Choose or enter a date range to only show results that were updated within a particular period of time.
Content under – Return content that exists in whiteboards or pages under the selected whiteboard or page. This is helpful if know generally where the content you’re looking for exists in the content tree but don't know the exact whiteboard or page name.
Search titles only - When selected, your results only contain pages whose titles contain the text entered in the search field.
Whiteboards don’t have a concept of ‘labels' so using the ‘label’ filter in Advanced search will have no impact on the whiteboards that are returned in the results.
There are a few ways to quickly find whiteboards you've recently visited or worked on.
Recent menu in the navigation
Home page
You can easily get to whiteboards based on your recent interaction with them from anywhere using the navigation. Once you are there, you can use the filter to narrow the list based on characters in the title of the whiteboard.
To see recent whiteboards via the navigation:
Select Recent in the navigation.
Select Worked on, or Created by me.
A list of recent whiteboards and pages will be shown.
Whiteboards don’t have a concept of ‘Drafts’ or ‘Starred’. Using those filters within ‘Recents’ will not show any whiteboards.
The Home page is a great place to start your Confluence day. The Recent content section of Home gives you a good reminder about what you were doing last.
To see recent whiteboards via the Recent content section of Home:
Select the Recent content section in Home.
Select Worked on, or Created by me.
A list of recent whiteboards and pages will be shown
If you’re in a space, you can browse and find any relevant whiteboards via the content tree. Here, you’ll find whiteboards and pages of the space presented in a hierarchical format.
If you’re in a space and want to see all the whiteboards and pages of that space in a different visual format, you can go to the Space content view. In this view, you are able to view and search for whiteboards and pages in three views:
card
list
compact list
You can also filter the whiteboards and pages shown to just those you’ve worked on by selecting the Worked on filter in the top left of the content view.
To access the space content view select Content at the top of the space’s content tree.
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