![]() ![]() If it’s easier for you to plan in a table view, you can build a Gantt chart in a couple of clicks. To enhance the native Confluence functionality, you can build the Gantt chart with the help of the Chart from table macro bundled in the Table Filter and Charts app. Type /planner and manually add all the swimlanes, tasks, and dates. However, you can use one more uncommon feature: project roadmap. This page template suggests specifying more details. All the features, such as user mentions and dates, also work here. Type two square brackets, press Enter to start the list, or select the option at the editor’s panel. You can use it almost everywhere: for meeting follow-up action items, retrospective tasks for improvement, project planning tasks, and much more. You may need to specify some tasks related to the given project with the help of the native task list feature. We’ll describe later what we can do with these macros and labels. We’ll insert the macro, place the table with project data inside, and add a label to the page. Try the Page Properties macro to collect data and create a project portfolio later. Now we have some metadata of the project. Try adding page covers and emoticons to the page headers. We can use different content types to enrich pages: user mentions (type and choose the person from the list), dates (type // and choose the date), and statuses (type /status and give it a name). Let’s select the project plan template.įirst of all, we fill in the data about our project. In the predefined templates, you can find different frameworks and activities. There are 18 different templates for project managers. In the page edit mode, type /Create from Template and choose the required template from the list. One more helpful feature when talking about templates is creating a button with the help of which you can quickly add a new page with a selected template. You can create your own templates in the space administration section or edit the existing ones. You can edit the page itself once it is created from a template. It is not possible to apply a template to an already-existing page. Unfortunately, you can use page templates only when adding a page. To find the list of templates, click the More actions button in the top right corner of your page and choose Templates and import doc. We’ll work with one of these templates to explore uncommon features. Based on tremendous experience and customers’ use cases, Atlassian suggests more than 100 templates for all teams and roles. You can use the Confluence interface only or learn some shortcuts that speed up creating and editing pages. It seems logical to start with documenting our work.Ĭonfluence starts with a page. Confluence templates: how to create a full page in one click Confluence helps work together, create, share, and collaborate on projects. It allows you to store high-level details, tables from Jira with the tasks included, details about testing and deployment, target dates, and many more data on Confluence pages. In Confluence, users can create pages or spaces for each version, sprint, or project. For example, in Jira, we store and prioritize links within different versions, sprints, and projects for our tasks, but it’s not so well-tailored for documenting your work. However, with all its platforms, the Atlassian ecosystem helps maintain the complete project lifecycle. You may think that Confluence is a documentation system, not a project portfolio management system. Enhancing the native features with appsįeel free to watch this Confluence tutorial, where our Product Manager Natalie shows everything we described in this blog post.Confluence templates: how to create a full page in one click. ![]() We’ll focus on native features first and add a few words about enhancing them. What options are available for planning and creating roadmaps.How to organize your workflows and data, collecting info with the help of labels and templates.How to work with the native Confluence reports (Task Report, Page Properties Report, Jira Issues Macro).In this blog post, we will highlight the out-of-the-box Confluence tools for project managers: Various tools and platforms help project managers resolve their everyday tasks. Even though the PM’s job responsibilities and skills may vary in companies, all project managers initiate, plan, execute, monitor, and close projects. ![]()
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