Think of regular interviews, feature requirements, employee onboarding, and frequently asked questions-if teams can replicate a set structure to document everything, you’ll retain all the important data and speed up everyone’s workflow by simultaneously reducing human errors. You’re going to create similar content, repeatedly.You lose the track of data, you lose your progress. Every report, interview, transcript, campaign, epic, and brainstorming session creates a content dump that needs to be pruned, structured, and shared properly. In a nutshell, Confluence templates help you rein in your data. In this article, we have poured over 10 years of experience working with Atlassian tools so that you can start creating Confluence templates within minutes! So let’s dive in. And finally, we’ll Summarize everything for you.The Best Practices section goes through nifty tips and tricks for Confluence power users.In the Meeting Notes Template section, we’ll show the best ways to use Confluence for internal and external meetings.In the Macros section, we’ll discuss the most powerful macros to use in templates.In the Publishing Your Template section, we’ll explain how you can share your newly created template with teams and other Confluence users.In the Design and Layout section, we’ll go through the step-by-step process of creating new Confluence templates.In the Editing Existing Templates section, we will show you how to copy and edit existing templates and explain what Confluence blueprints are.In Creating a New Template we'll go through the types of templates you can create and how you can start doing that.In the Introduction to Confluence Templates, we'll discuss the basic ideas of templates, when you need to create a Confluence template, and the pre-made templates that are already available for you.This is especially important in Confluence because, with macros such as Page Properties, you can turn your pages into well-organized, semi-structured databases. If you're interested in templates for meeting notes, you might also like to read our Ultimate Guide on Confluence Meeting Notes.īy following this guide you’ll promote a unified structure and layout for certain types of documents. If you are familiar with Templates and use Meetical already, check our separate guide on How to use Templates with Meetical. In this guide you'll also learn how to use your templates with 3rd party apps such as Meetical. Creating Confluence templates is pretty easy but in order to make the most out of them, you have to follow some clever steps. And that’s where Confluence templates come in!Ĭonfluence templates take your content creation to the next level by automating formatting and allowing data to be structured for everyone. With the ease for everyone to create content in Confluence, comes the challenge of professional knowledge management to avoid chaos. Documents can be anything from meeting notes, project planning, technical documentation, to strategic one-pager plans, employee onboarding, and so on. Navigate within a page (for a particularly long, or structured page) by using the Table of Contents macro.Article last updated SeptemHow to Create a Template in Confluence (Ultimate Guide 2022)Ĭompanies often find it challenging to standardize documentation and make sure everyone inside the team follows clear guidelines and can access the right data at the right moment.You can add navigation to individual pages by adding a macro to the page The order of links in the sidebar (including removing links) can be changed from the Space Tools menu. Space admins can reorder and restructure space pages at any time in the Space Tools.Content Tools.Reorder pagesĬonfluence automatically creates navigation on the Sidebar. Set permissions for your page - see Permissions and restrictions for more info.Include tags if so desired to help search.If you want your new page to be in a different part of the space you can change the location by clicking the page structure icon (2) and then typing in the name (title) of the page that you'd like to be the parent of the new page.for meeting notes, articles, and particularly for files - carefully choosing where the landing pages are in the hierarchy can provide a "directory-like" experience. Your options for standard templates include things like Meeting Notes, How-to article, and File list. To create another type of page, click the.If you're on the homepage for your space, the new page will be directly off the home page. Structurally, the new page will be placed under the page that you're viewing when you hit Create. Clicking the yellow Create button will automatically create a new standard wiki page.
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