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WGM Best Practices


These are things that will create consistency across the workgroups and help our members find common items from space to space as they move throughout the conference. This will also help you when it comes time to collect attendance as those in your sessions will know where to find your attendance sheets. 

  1. Create an agenda for your Workgroup.
  2. Create an attendance sheet for your Workgroup.
  3. Create links to your agenda and attendance sheet and place them on your sidebar so that members can quickly find them when they visit your space.



Create an Agenda


These are the instructions to help you create an agenda for your Work Group Meeting.

  1. From your space, click on the elipsis button next to the Create button at the top of the page.
  2. Look for the template with the name of "WGM Agenda". If you don't see it in the list, you may need to click on a link called "Show more" to see additional templates.
  3. Click on "WGM Agenda". It will open up the template. Be sure to include the date, location, Workgroup, and the word "Agenda" in your page title so you can easily find it and distinguish it from other Workgroups.
  4. At this point, you can customize the agenda, or go ahead and "Publish".


Create Attendance Sheet


These are the instructions to help you create an attendance sheet for your Work Group Meeting. There are two ways you can accomplish this.

Option 1

  1. If you created your agenda from the WGM Agenda template, you should have a button on your page labeled "Create Attendance". This button will generate the attendance sheet for you.
  2. Click on the "Create Attendance" button. It will create the page. You will need to name it.
  3. Include the date, location, Workgroup, and the word Attendance in the name. For example: February Sydney EST WGM Attendance.
  4. Next, you are ready to "Publish" and it is ready to use.
  5. To sign-in, simply click on the "Check-in" button.

Option 2

  1. From your space, click on the elipsis button next to the Create button at the top of the page.
  2. Look for the template with the name of "WGM 20NN Attendance Log". If you don't see it in the list, you may need to click on a link called "Show more" to see additional templates.
  3. Click on "WGM 20NN Attendance Log". It will open up the template. Be sure to include the date, location, Workgroup, and the word "Attendance" in your page title so you can easily find it and distinguish it from other Workgroups.
  4. For Example: February Sydney EST WGM Attendance.
  5. At this point, you can go ahead and "Publish".

Update Sidebar


This will help your users find your agenda and attendance quickly from any page in your space.

  1. Someone with privileges to update the Sidebar in Confluence will need to perform this task. This is usually a Co-Chair.
  2. You will need to click on the "Space Tools" button on the lower left portion of the screen and then "Configure sidebar".
  3. After that, you will get a list of existing links and your next step will be to add new links for the new agenda and attendance pages. Click on the link for "+ Add link".
  4. That will bring up the window that allows you to search for your pages. If you have just created your attendance and agenda pages, they should show up under the "Recently viewed" section. If not, you may need to "Search" for them.
  5. Find your pages, one at a time, and add them to your side bar.
  6. When you are on the sidebar with your list of links, you can change the order of your links by grabbing the handle on the left-hand side that looks like three horizontal bars stacked on top of each other and dragging them up or down.
  7. For the WGM, it is a good idea to put the agenda and attendance near the top of the list.
  8. You should also remove any links to past WGM agendas and attendance sheets. You can do this by clicking on the "x" which is on the right side of the column.
  9. Once you are finished with your changes, click on the "Done" button at the bottom of the column and your Sidebar should now look the way you want it.



General Formatting


This section has tips to make your Confluence content look a little better when rendered. These are things you can do while creating content that can help you format your content in Confluence.


  1. Quick Formatting
  2. Font Adjustments
  3. Bullets & Numberings
  4. Checkbox
  5. Justification
  6. Using Sections
  7. Inserting Pictures
  8. Using links
  9. Inserting & Using Tables
  10. Basic Formatting Macros

Quick Formatting


This section covers quick formatting. This formatting can be set quickly and will adjust the style of your fonts and some basic layout.

  • The "Paragraph" dropdown button in the upper-left above, just below the Confluence logo has several options for some quick formatting. Paragraph is the default format that you start with.
  • When you click the "Paragraph" button, you will see the other options:
  • In addition to Paragraph, you have six Heading levels, a "Preformatted" style and a "Quote" style.
  • There are two ways to use these in your document.
    • The first option is to choose the style before you type. This will set the style of the characters you are about to type, in which case, you will need to change the style back when you are done.
    • The second option is to highlight the text you want to change the style for, and then select the style from the dropdown. For instance. In the previous bullet where I mention the different styles available, I left everything in the Paragraph style, so it looks like this currently:
    • Now, I'm going to change the style on that sentence.
    • I changed it from Paragraph to Preformatted. (If you are having a hard time making out the difference between the two in the example, look at the capital "I" and the lowercase "g".)

Incorporating these quick styles into your document is good start to making your documents easier to navigate and read.


Font Adjustments



Bullets & Numberings



Checkboxes



Justification










Advanced Formatting


  1. Advanced Macros Introduction
  2. Anchors
  3. Forms
    1. Intro

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