User Guide

Connect Microsoft Teams for Confluence brings your Confluence into Microsoft Teams!

  • Link any Confluence page to a team channel. You can assign one or more Confluence pages to a channel.

  • You have a personal tab that remembers which page you have visited last.

  • Use the Bot to show your To-Dos, show updates on watched pages, show where you have been mentioned, show your Jira tasks (if Jira is connected) and search for content. Links in results will be opened directly in Teams in your current tab or in your personal tab.

  • Use Confluence as if you would have opened it in a browser.

  • The tabs also work within the Teams Mobile app and in all major browsers. This is also the case for keyboard shortcuts and Drag-&-Drop (e.g. of attachments).

  • Authentication and authorization works exactly the same way as if Confluence was opened in a browser.

This Guide shows you the initial steps to get it working and highlights the features.

Table of contents:

Initial steps - add Confluence to your Teams and show it in your left sidebar

First you have to add Confluence to your Teams. Open Microsoft Teams and click on the … in the left sidebar. Now search for ‘Confluence’. As soon as you have found it click on the icon and the following screen appears:

Click on “Add” and the Confluence app will appear in your sidebar:

If you like to have Confluence always be shown, right-click on the icon in your sidebar and choose ‘Pin’.

My Confluence Page (personal tab)

With a click on the Confluence app in your sidebar you have access to ‘My Confluence Page’. This is your personal tab that remembers the last visited page in this tab:

My Confluence News

With a click on the Confluence app in your sidebar you have access to ‘My Confluence News’. This tab shows you all updates in Confluence:

Add Confluence pages to Team channels

You can add one or more Confluence pages to a Team channel. Open the desired channel, click on the + sign in the middle of the tab bar at the top and search for "Confluence":

Select the Confluence App (green):

Eventually you will be prompted to click on Add. Do it! Now enter a Tab Title and either the complete URL to the desired page or switch to Page or Blog Post. Now you can search for the desired Page or Blog Post:

Click on Save below the form and then on Save on the tab.

If you select the desired Confluence content over “Page or Blog Post”, the tab still saves the complete URL and not the Page/Blog Post name. If you open this configuration tab later, you’ll see the Tab URL filled in.

If you are not logged in to Confluence, you can only search for anonymous accessible content. A warning will be displayed.

You will now see an additional tab at the top of the channel. If you didn’t log in to Confluence until now, you can do so here:

With a click on ↓ you can now adjust the title of the tab by clicking on "Rename":

This tab now has a new title ‘Confluence Page’:

You can repeat these steps for multiple Confluence pages.

Open in Browser

Every Confluence page can be opened in a separate Browser. This is nice e.g. for Mobile access to be able to switch between multiple Confluence pages.

On a Confluence page, must click on ‘Open in Browser’:

Use the Confluence Bot

If your Confluence administrator configured the Bot functionality, you can interact over Chat with Confluence. If you want to chat with Confluence as if you were logged in to Confluence, you first have to use the ‘login’ command (see below).

You can chat with the Bot either directly using the Chat channel of the App by clicking on ‘Confluence’ in the left sidebar and then access the ‘Chat’ tab:

Or you can chat with the Bot from a Teams channel by mentioning the Confluence Bot with @Confluence and then enter one of the following commands.

Bot command ‘help’

Enter ‘help’ or ‘@Confluence help’ to show a list of all available commands.

Bot command ‘login’

Enter ‘login’ in the direct Chat channel to initiate the connection between your Teams user and your Confluence user. As soon as this step is completed, e.g. the 'search' command will search in Confluence as your Confluence user and not as anonymous.

As soon as you enter ‘login’ the login wizzard starts:

Copy the Code to the clipboard and click on the ‘Login and Connect’ link. You will be redirected to your personal tab to authenticate in Confluence and connect your Teams user with the Confluence user:

Enter the Code and press ‘Connect’. You are new connected:

This is also stated by the Confluence Bot in your personal chat channel:

Bot command ‘logout’

If you want to logout resp. remove the connection between your Teams user and your Confluence User, enter ‘logout' in your personal chat with the Confluence Bot:

You are now logged out/disconnected from Confluence.

Bot command ‘search’

Enter ‘search’ or ‘@Confluence search’ followed by your search query/terms to show a list of all found pages (max 20 results):

Bot command ‘mymentions’

Enter ‘mymentions’ or ‘@Confluence mymentions’ to show a list of all found pages, comments, … where you have been mentioned in the last 3 days (max 20 results):

Parameters: Number of last days beeing considered, e.g. 'mymentions 5' for mentions in the last 5 days.

Bot command 'mytodos'

Enter ‘mytodos’ or ‘@Confluence mytodos’ to list all open Confluence Tasks and to you assigned open Jira issues with a due date or an active Sprint (if Jira is connected, max 50 results).

You see a date-ordered list of Confluence-Tasks and Jira issues (if connected).

Bot command ‘mywatched’

Enter ‘mywatched’ or ‘@Confluence mywatched’ to list Pages and Blog Posts watched by you that were updated in the last 3 days (default), max 20 results.

Parameters: Number of last days beeing considered, e.g. 'mywatched 5' for updated Pages and Blog Posts in the last 5 days.

You see a date-ordered list update comments to every watched Page/Blog Post.

Bot command ‘myjiraissues’

Enter ‘myjiraissues’ or ‘@Confluence myjiraissues’ to list to you assigned open Jira issues with a due date or an active Sprint, max 50 results.

This command is only available if Confluence is connected with a Jira instance.

You see a date-ordered list of the Jira issues.

Bot command ‘myreport’

Enter ‘myreport’ or ‘@Confluence myreport’ to create a report from mymentions, mywatched and mytodos.

Parameters: Number of last days beeing considered, e.g. 'myreport 5' for mentions and updated Pages/Blog Posts in the last 5 days.

All content displayed is date-ordered. If there’s too much content, a scrollbar is displayed.