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. If the item you need is not in the list, either choose Open Image Browser to search in the image browser, or Insert Other Media to open the macro browser and use the multimedia macro to display your file.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. Type the first few characters of the name of the image, file, or document (or select relevant text) and then press ctrl+shift+m.Ĭhoose the relevant file from the list of suggestions. Type ! and then the first few characters of the image, file, or document name. Use autocomplete for images, videos, audio files, and documents If the item you need is not in the list, either choose Search for 'xxx' to continue looking for the page within Confluence, or Insert Web Link to link to an external page. Type the first few characters of the page title, user's name, image name, or file name (or select relevant text) and then press ctrl+shift+k.Ĭlick the relevant link from the list of suggestions. Type [ and then the first few characters of the page title, user's name, image name or file name. When you edit a page or comment, you can use autocomplete to add links, images, and macros to your page as you go. This section provides the following details for using autocomplete in the legacy editor. Some of the shortcut combinations require a space to be added afterward, like Action item and Decision.
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