[ Confluence Reviews ](https://www.g2.com/products/confluence/reviews) [ Confluence Reviews ](https://www.g2.com/products/confluence/reviews) # Confluence Features ##### ## Knowledge Pages (12) Templates Provides pre-made templates for wiki pages and knowledge articles. In-Content Feedback Allows users to leave feedback within a wiki page or knowledge article. Versioning and Version History Allows users to see version history and return to previous versions of wiki pages. Decision Trees Displays knowledge articles to be arranged in a decision tree. Duplicate Detection Detects any creation of already existing knowledge pages and alerts user Content Editor Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio WYSIWYG Editor What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface Rich Text Editor Input different types of content and edit text formats, fonts, font sizes, and colors Drag & Drop Editor Editing tool that allows users to drag and drop images, icons, widgets, or other components Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Surveys & Feedback Gauge satisfaction and receive information for improvement and success Pre-built Templates Pre-defined templates within a library for common cases such as contracts, websites, emails, and more Show More ##### ## Knowledge Dissemination (15) Page Analytics Provides data on wiki page and knowledge article use. Permissions Allows administrators to provide permissions and gate pieces of content based on role. Knowledge Sharing Offers additional tools that facilitate knowledge sharing and collaboration. Notifications Notifies users when changes occur. Advanced Search Offers AI-based search capabilities Browser Extension Allows users to capture knowledge from the web Organization Allows knowledge pages to be organized into sections and subsections as needed Other Integrations Integrated with other tools to faciliate the sharing of information Knowledge Integrations Integrates with other knowledge repositories in the business Full Text Search Search for specific words or phrases within a document or database Web Notifications Set-up notifications and alerts for web browsers and apps. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Website Integration Seamlessly integrates with 3rd party websites Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Login Options (2) Single Sign-On (SSO) Allows users to sign into the software using a single sign-on (SSO) application. Password Saver Saves login information like usernames and passwords for external applications. Show More ##### ## Productivity (5) Email Client Application also serves as an email client. Split Screen Applications can be viewed simultaneously within the unified workspace via split screen. Activity Feed Provides a cross-application activity feed. Virtual Assistant Offer a virtual assistant to guide users and recommend routine actions. Analytics and Reporting Generates reports based on security and/or productivity data. Show More ##### ## Customization (3) Custom Workflows Enables the creation of custom workflows to facilitate various processes. Multiple Workspaces Allows users to create multiple workspaces for different projects or teams. Custom Application Integration Allows users to connect custom or in-house applications. Show More ##### ## Automation (3) Workflows Provide standard workflows that can be used accross the company. Customization Allow administrators to configure workflows and processes. Data repository Deliver a single data repository for all project information. Show More ##### ## Administration (3) Permissions Define and manage roles and access rights for the entire system. Procedures Maintain procedures for data access and governance. Remote Work Allow users to use the system online and on mobile devices. Show More ##### ## Project management (7) Task Prioritization Set priority levels on tasks so individuals can organize their work. Dependencies Define dependencies between tasks and the rules to manage them. Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Views Create customized project views for internal and external purposes (eg: for customers). Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Critical Path Automatically calculate the critical path for projects and update it when projects change. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Workload (4) Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Workspace Define customizable workspace for teams, departments, and external users. Configuration Provide drag and drop options to configure workspaces. Insights Monitor work accross the company and analyze performance. Show More ##### ## Communication & Collaboration (3) Communication Channels Support multiple channels for internal and external communications. Document Management Allow users to share and collaborate on documents and files. Collaboration Help users meet, share workspaces, and collaborate on tasks. Show More ##### ## Cost Management (3) Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Time & Expense Track time and expenses associated with projects or tasks. Profitability Monitor project proftability by team or department. Show More ##### ## Integration (3) Front Office Integrate with CRM, marketing, or customer service software. Back Office Provide integration with accounting software and ERP systems. External data Connect to external data sources such as databases or BI software. Show More ##### ## Communication (5) Chat Provide live chat tools for instant messaging Discussions Ability to involve multiple users in public or private discussions External Allow external users to use chat and discussions Feedback Provide functionality to create and manage polls and surveys Announcements Manage news and announcements by company or department Show More ##### ## Content & Documents (4) File Sharing Documents can be shared between users and teams Notes User can share notes with colleagues or external users Search Help users find documents and other types of content Versioning Keep track of document versions and related changes Show More ##### ## Controls (5) Custom Views Create personalized project views for collaboration Followers Allow users to follow tasks which are not assigned to them User Management Define and manage users access to documents and collaboration features Calendars Manage private and shared calendars and associated events Public Sharing Make project views available for the public. Show More ##### ## Project Management (4) Task Management Include features to create, assign, and manage tasks. Planning Deliver project plans that can be customized by users. Visibility Provide visibility into collaborative processes accross the company Integration Provide integration with task management and project management software. Show More ##### ## Remote Collaboration (4) Alignment Align remote employees with their colleagues and external users Accountability Define and track responsabilities for remote users Connectivity Allow users to connect to tools that they use remotely Offline Mode Users can work offline and changes are synced when they back online Show More ##### ## Generative AI (4) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Management and Discovery - IT Documentation (5) Search and Indexing Provides powerful filtering, tagging, and indexing to quickly locate relevant documents across complex IT environments. Version Control Maintains a history of changes and allows admins to revert documentation to a previous version. Access and Permissions Ensures that only authorized personnel can view or edit content. Access Controls/Permissions Define levels of authorization for access to specific files or systems Full Text Search Search for specific words or phrases within a document or database Show More ##### ## Operations - IT Documentation (6) Integrations Seamlessly connects with existing IT service management and monitoring platforms, streamlining ticket resolution and ensuring real-time updates. Automation Offers ready-to-use templates and automated workflows, standardizing documentation creation and speeding up routine procedures Reporting Provides dashboards and reports to track documentation quality, regulatory compliance, and alignment with internal policies. Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Show More ##### ## Agentic AI - Knowledge Base (4) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Work Management (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Project Collaboration (2) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Unified Workspaces (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Additional Functionality (146) Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Commenting/Notes Leave comments and notes on documents for others to view Content Publishing Options Facilitates online authoring and publishing of the content Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Content Library Centralized repository to store content and assets Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Change Tracking Track changes in laws and regulations and compare previous legislation to current legislation Generative AI Use AI to generate content in the form of text, images, videos, etc. Asset Discovery Password Management Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords Document Management Store, manage, and track all electronic documents in a centralized location Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Framework Management Manage global or internal standards that are designed to measure the impact of business processes or procedures. Credential Management Manage usernames, account numbers, passwords, biometric data, public access keys, and other documentation IT Asset Management Managing inventories and tracking changes to hardware and software configurations Security Management Manage and control the security aspects of an organization's digital assets, resources, and operations Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Document Capture Scan, move or upload electronic files within the software's repository Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support IT Asset Tracking Monitor the movement of one or more IT assets throughout the organization Process Management Templates Sample files or documents that could be customized as needed or used as is Configuration Management Identify component attributes like servers, hardware, software, and manage relationships across all services Documentation Management Manage product specific documents in a categorized order Checklists An itemized to do list that can be edited as tasks are completed Website Monitoring Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Project Tracking Monitor the progress of projects from start to finish Workflow Management Create, design and manage workflows for repetitive tasks Relationship Mapping Creating relationships between different IT assets to define their status and dependencies in a network Document Storage Store and organize documents in a centralized system Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Activity Tracking Track and document all activities across devices, networks, and other systems Forms Management Store, manage and track all forms in a centralized location For the IT sector Specifically developed for the IT sector File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Knowledge Library A repository of previously used/received RFP questions with responses SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Customizable Reports Alter the layout and content of reports Customizable Fields Customize data fields to support various needs and use cases Customizable Branding Add customized logos and colors to align with company branding Data Import/Export Import and export data to and from software applications Single Sign On Allow users to access multiple services after entering their login credentials once Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Text Editing Edit text as needed Widgets An extended application or connector that enables users to perform additional services with their current set of tools Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. API Application programming interface that allows for integration with other systems/databases Live Chat Ability to chat online in real time Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Calendar Management Track and manage schedules and meetings via an integrated calendar Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Commenting/Notes Leave comments and notes on documents for others to view Content Publishing Options Facilitates online authoring and publishing of the content Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Content Library Centralized repository to store content and assets Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components API Application programming interface that allows for integration with other systems/databases Customizable Branding Add customized logos and colors to align with company branding SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Real-Time Reporting Active reporting of data and metrics Generative AI Use AI to generate content in the form of text, images, videos, etc. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Widgets An extended application or connector that enables users to perform additional services with their current set of tools Mobile Interface A way of interacting with a mobile application using items such as windows, icons, and menus Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Online Forums Email Alerts Receive and/or send email notifications for urgent updates, requests, or other information Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Mobile Alerts Notifications via mobile devices Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Document Storage Store and organize documents in a centralized system User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Live Chat Ability to chat online in real time Chatbot AI-based platform which conducts a conversation via auditory or textual methods Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Wiki An informational database that allows users to add, delete, or revise content Text Editing Edit text as needed SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Customizable Reports Alter the layout and content of reports Customizable Fields Customize data fields to support various needs and use cases Data Import/Export Import and export data to and from software applications Single Sign On Allow users to access multiple services after entering their login credentials once Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Workflow Management Create, design and manage workflows for repetitive tasks Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Activity Tracking Track and document all activities across devices, networks, and other systems Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Calendar Management Track and manage schedules and meetings via an integrated calendar Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Document Management Store, manage, and track all electronic documents in a centralized location Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Remote Access/Control Access work applications remotely, for when working away from the office and/or traveling Commenting/Notes Leave comments and notes on documents for others to view Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Time Zone Tracking Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Projections Estimate or forecast of a future scenario based on the study of present trends Prioritization Arrange tasks based on the level of priority or urgency Softphone Use your computer as a phone device to make calls over the internet Employee Activity Monitoring Monitor and track what your employees are doing File Transfer Move files across different systems or networks Email Management Manage, store and organize emails within the system or via third-party apps SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Calendar Management Track and manage schedules and meetings via an integrated calendar Document Management Store, manage, and track all electronic documents in a centralized location Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Generative AI Use AI to generate content in the form of text, images, videos, etc. Workflow Management Create, design and manage workflows for repetitive tasks Data Import/Export Import and export data to and from software applications Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Real-Time Data Receive data and information in real time API Application programming interface that allows for integration with other systems/databases Project Time Tracking Measure time to completion or hours worked for projects AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Single Sign On Allow users to access multiple services after entering their login credentials once Remote Support Provide support to your customers and employees remotely over a shared network Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Live Chat Ability to chat online in real time Two-Way Audio & Video Presenter can see and hear participants and vice versa Electronic Signature Digitally sign online documents Video Chat Chat with your counterparts over the video in real time Assignment Management Assign issues and tasks based on availability or required skills Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Customizable Branding Add customized logos and colors to align with company branding Access Controls/Permissions Define levels of authorization for access to specific files or systems Task Management Create, manage and track all task activities and progression @mentions An @mention is a way to tag or notify a specific person about a message/post Progress Tracking Reporting on how each user, task or process has advanced since its initiation Video 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