Quick Reference Guide for the Confluence Editor

This page is a quick-reference guide to using the Confluence editor. The aim is to give you enough information about the editor's features for you to experiment yourself, rather than describing every possible shortcut key, autocomplete feature or toolbar option.

This guide is for people who want to use the autocomplete, autoformatting and keyboard shortcuts provided by the editor. If you prefer to use the toolbar options, the editor itself should be mostly self-explanatory.

Introductory tips

1. Jump in and start using the Confluence editor. The editor toolbar contains the most important buttons you'll need for creating and editing content.

2. Use the keyboard shortcuts. For example, type these characters in the editor panel:

  • Type [ (square bracket) to insert a link.
  • Type ! (exclamation mark) to insert an image or other media.
  • Type { (curly bracket) to insert a macro.
    These characters will trigger the autocomplete functionality, prompting you with a list of suggestions to finish off the entry. For more shortcuts, click the help icon on the editor toolbar.

3. See how to undo the autocomplete and autoformatting actions. To undo something that autocomplete or autoformatting has done, press Ctrl+Z (Windows) or Cmd+Z (Mac).

Seeing it in action

This short video shows the autoformatting and autocomplete features of the editor.

See the video on YouTube

This video shows how to add macros, links and images by wiki markup alone. Type the macro, including its parameters and the closing curly bracket. Add a link, such as an anchor link, and end it with a square bracket. Insert an image or other embedded object, enclosed between exclamation marks. As soon as you close the macro, link, or embedded image, Confluence will convert it to rich text format and add it to the page.

See the video on YouTube.

Using the most common formats and features

Below is a list of the most commonly used editor features, and the related keyboard shortcuts.

Formatting text

Formatting text

What to do

Windows keyboard shortcuts
(For Mac OS X, replace 'Ctrl' with 'Cmd')

Heading levels

Type the heading level and a full stop. Autoformat will convert the line to the appropriate heading immediately. You can continue typing your heading text immediately. Example:


h2.

Ctrl + 1 to 6

Bold text

Type an asterisk '*', your text, then another asterisk. Confluence autoformat will convert the text to bold immediately. Example:

*Surf's Up*

Ctrl + b

Italic text

Type an underscore '_', your text, then another underscore. Confluence autoformatting will convert the text to italics immediately. Example:

_Surf's Up_

Ctrl + i

Underlined text

Type a plus sign '+', your text, then another plus sign '+'. Confluence autoformatting will convert the text to underlined immediately. Example:

+Surf's Up+

Ctrl + u

Monospace text

Type two curly braces {{, your text, then another two curly braces }}. Confluence autoformat will convert the text to monospace immediately. Example:

{{Surf's Up}}

{{

Left, centre and right alignment

Click the left, centre and right alignment buttons on the editor toolbar:

(info) This can also be used to align images independently of text.

None

Indentation

Click the left and right indentation buttons on the editor toolbar:

Tab (right), Shift + Tab (left)

Line break
Press Shift + Enter to force a line break without a paragraph break. This is a line break with no extra space.
Shift + Enter

Quotation

Use the Quote style – select ' Quote' from the style dropdown menu or use the keyboard shortcut. Example:

Ctrl + 8

Colour

Click the colour options on the editor toolbar. Example:

None

Using symbols

Adding symbols and emoticons

What to type

Keyboard shortcut (Windows)

Tick or check mark

Type a forward slash in round brackets. Autocomplete will convert it as you type. Example:

(/)

( + / + )

Smiley

Type the globally-recognised markup for a smiley face (colon and round bracket), a wink (semicolon and round bracket), and so on. Autocomplete will convert it as you type. Example:

:)

: + )

Linking text

Linking text

What to type

Keyboard shortcut (Windows)

Linking to a Confluence page

Type a square bracket ' [' and start typing the page name to see the suggested pages to link to. Press the arrow keys to select the page you want. Example:

Alternatively, use wiki markup entirely. Type the link, including the alias and the page name or URL. As soon as you type the closing square bracket, Confluence will convert the link to rich text format and add it to the page. This means that you can skip the link browser.

  • This works if you have 'Autoformatting' enabled in the editor settings in your user profile.
  • This does not work if you paste the wiki markup onto the page. You need to enter the closing bracket manually.
  • Example: [Modern Girl|Modern Girl song lyrics]

[

Linking text to a web page

Type a square bracket ' [' and select ' Insert Web Link', then paste the URL into the link dialog. Example:

Alternatively, use wiki markup entirely. Type the link, including the alias and the URL. As soon as you type the closing square bracket, Confluence will convert the link to rich text format and add it to the page. This means that you can skip the link browser.

  • This works if you have 'Autoformatting' enabled in the editor settings in your user profile.
  • This does not work if you paste the wiki markup onto the page. You need to enter the closing bracket manually.
  • Example: [Modern Girl|http://www.example.com/song]

[

Linking to a page that does not yet exist

Type a square bracket ' [' and the name of the non-existent page, then select ' Insert Link to Create Page'. Example:

Alternatively, use wiki markup entirely. Type the link, including the alias and the page name or URL. As soon as you type the closing square bracket, Confluence will convert the link to rich text format and add it to the page. This means that you can skip the link browser.

  • This works if you have 'Autoformatting' enabled in the editor settings in your user profile.
  • This does not work if you paste the wiki markup onto the page. You need to enter the closing bracket manually.
  • Example: [Future of the Modern Girl]

[

Linking to an attachment

Type a square bracket ' [' and start typing the attachment name to see the suggested attachments to link to. Press the arrow keys to select the item you want. Example:

Alternatively, use wiki markup entirely. Type the link, including the alias (if required), the caret character ^ and the attachment name. As soon as you type the closing square bracket, Confluence will convert the link to rich text format and add it to the page. This means that you can skip the link browser.

  • This works if you have 'Autoformatting' enabled in the editor settings in your user profile.
  • This does not work if you paste the wiki markup onto the page. You need to enter the closing bracket manually.
  • Example: [^attachment name]

[

Linking to an anchor
To create the anchor: Add an anchor macro using wiki markup. Confluence will convert the macro to rich text format and add it to the page. For example, to create an anchor named 'index', type the following: {anchor:index}

To create the link: Use wiki markup too. Type the link, including the alias (if required), the hash character # and the anchor name. As soon as you type the closing square bracket, Confluence will convert the link to rich text format and add it to the page. This means that you can skip the link browser.

  • This works if you have 'Autoformatting' enabled in the editor settings in your user profile.
  • This does not work if you paste the wiki markup onto the page. You need to enter the closing bracket manually.
  • Example: [Index|#index]
[

Using lists

Using lists

What to type

Keyboard shortcut (Windows)

Adding a bullet list

Type an asterisk '*' followed by a space. Autoformat will convert the line to a bulleted list. You can continue typing your text immediately. Example:

(info) To add another line of text to an entry without creating a new list item, press Shift + Enter at the end of the line.

Ctrl + Shift + b

Adding a numbered list

Type a hash or pound '#' followed by a space. Autoformat will convert the line to a numbered list. You can continue typing your text immediately. Example:

(info) To add another line of text to an entry without creating a new list item, press Shift + Enter at the end of the line.

Ctrl + Shift + n

Using tables

Using tables

What to type

Keyboard shortcut (Windows)

Adding a table

Type a series of pipe characters '|' then press Enter. Autoformat will convert the pipes to a table. Example – to create a table with three columns:

| | | |

None

Using macros

Adding macros

What to type

Keyboard shortcut (Windows)

Adding a macro to your page.

Type ' {' and start typing the macro name to see a list of macros that match your text. Press the arrow keys to select the macro you want. Example:

Alternatively, use wiki markup entirely. Type the macro, including its parameters and the closing curly bracket. As soon as you close the macro, Confluence will convert it to rich text format and add it to the page. This means that you can skip the macro browser.

  • This works if you have 'Autoformatting' enabled in the editor settings in your user profile.
  • This does not work if you paste the wiki markup onto the page. You need to enter the closing bracket manually.
  • Example: {blogposts:content=titles|author=jsmith}

{

Displaying images and multimedia

Displaying images

What to type

Keyboard shortcut (Windows)

Display an image attached to the page

Type an exclamation mark ' !' and start typing the image name to see the suggested images to insert onto the page. Press the arrow keys to select the item you want. Example:

Alternatively, use wiki markup entirely. Type the wiki markup for the image insertion, including the exclamation marks, the space and/or page name (if different from the current page) and the image name, as well as any other allowed parameters. As soon as you type the closing exclamation mark, Confluence will convert the image to rich text format and add it to the page. This means that you can skip the image browser.

  • This works if you have 'Autoformatting' enabled in the editor settings in your user profile.
  • This does not work if you paste the wiki markup onto the page. You need to enter the closing exclamation mark manually.
  • Example: !NoMatterWhat.png|align=right!

!

Displaying an image attached to another page

Exactly the same as when the image is attached to the same page.

!

Embedding multimedia files

What to type

Keyboard shortcut (Windows)

Embedding a video, movie or audio file into a page

Type an exclamation mark ' !' and select 'Insert Other Media'. Example:

Or type ' {' and start typing the macro name 'Multimedia'. Example:

!

Enabling and disabling autocomplete and autoformatting

You can enable or disable the editor's autocomplete and autoformatting functions, by editing the settings in your user profile.

In summary:

  1. Choose your profile picture at top right of the screen, then choose Settings.
  2. Choose Editor under 'Your Settings' in the left-hand panel.

For more details, see Editing User Settings.

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