Blueprints and User Created Templates

You can create some pretty useful things in Confluence, from status reports and decisions, to party plans and compendiums of celebrity look-alikes. Instead of recreating these pages from scratch each time, turn them into a template, which only has to be created once. Then, each time you need to use them, you just fill in the different details.

Confluence comes with bundled templates, such as the meeting notes and requirements templates. These are known as blueprint templates, and you can customize them to suit your needs. Alternatively, create your own templates, with whichever macros, instructional text, variables, and other content you desire.

On this page:


Create a page from a template

Choose  in the sidebar to select a template and create a page. Follow the prompts and instructional text, then edit and publish like a regular page.


tip/resting Created with Sketch.

The Create from Template Macro

If you want to encourage the use of a specific template within a location, try the Create from Template macro.

This displays a button on a page, linked to a specific template. When someone clicks the button, the macro opens the editor, ready to add a new page, and adds content to the page based on the given template.

When you set up the Create from Template macro, you can specify which blueprint or user created template the macro should use, the name of the button displayed, and the space in which the new page will appear.

This is useful, for example, if you need each person in your team to fill out a weekly status report, and you want them all to be filed in the same place. Create an index page with the Create from Template Macro on it, and each of them only has to click the button, fill in their details, and publish. All the pages will live under the index page, and the index page itself will feature a sortable list of those pages. 


Confluence blueprint templates 

These are the templates that come with Confluence:

  • Decision: Record important project decisions and communicate them with your team.
  • How-to article: Provide step-by-step guidance for completing a task.
  • File list: Upload, preview, and share files with your team.
  • Jira report: Communicate Jira information in easy to read reports
  • Meeting notes: Plan your meetings and share notes and actions with your team.
  • Retrospective: What went well? What could have gone better? Crowdsource improvements with your team.
  • Product requirements: Define, track, and scope requirements for your product and feature.
  • Share a link: Share and discuss content from the web like articles and videos with your team.
  • Task report: Keep track of tasks for your team or project.
  • Troubleshooting article: Provide solutions for commonly encountered problems. 


The first time a blueprint template is used in a space, Confluence creates an index page and adds a shortcut to your sidebar. The index displays a list of pages made with the template, and selected information from your template pages.

For example, the meeting notes index displays a list of all meeting notes pages in the space, who created them, and when they were last modified. Here's the index page for the Meeting Notes template:

Screenshot: Meeting notes index page. You can see key details here, and create more meeting notes pages using the button at the top.


Want to download more templates?

If you're a site admin, you can download additional free and paid templates from the Atlassian Marketplace.


Promote templates in the Create dialog

If you want to encourage the use of a template in your space, you can promote it in the Create dialog.

Promoted templates appear at the top of the create dialog, and other options, including blank page and blog post, are collapsed under a Show more link.

If someone uses the Show more link more than three times in a space, the dialog will start showing them all the templates again.

To promote a template:

  1. Choose Space settings in the sidebar, then choose Content tools
  2. Choose Promote next to the templates you want to appear in the Create dialog

Create your own template 

Confluence templates exist on two levels:

  • Global templates: These page templates are available in every space on your site. If you have Confluence Administrator permission, you can create, edit, and promote global templates via the Confluence administration console. To go to the global templates page, go to Settings in the Confluence sidebar, then choose Global Templates and Blueprints.
  • Space templates: These page templates are available only in the space they were created in. If you have space administrator permission, you can create, edit, and promote space templates via Space settings. To go to the space templates page, choose Space settings in the sidebar, then choose Content tools > Templates.


To create a new template:

  • Go to the space template page (as described above), and click Create New Template.

  • Go to the global template page (as described above), and click Add global page template.

This will open up the template editor.


The template editor

Creating or editing a template is like creating or editing a page, but with the addition of variables and instructional text.


Template variables

Variables act as form fields on your template. When someone creates a page from that template, they'll be prompted to fill in the variable values first, before editing the page. Variables are especially useful if that same value is being used in multiple places on the template, as they only need to be filled in once.

To insert a variable into a template:

  1. Choose Template > New Variable from the editor toolbar (or choose an existing variable to add it to the page)
  2. Enter a name for the variable
  3. Press Enter (by default this will create a single-line text input field)

To change the variable type, click the variable placeholder and the variable's property panel will appear. Choose one of the variable types: TextMulti-line Text, or List.

You can change the number of lines and width in characters of a Multi-line Text field. If you choose List, enter each of the items in your list, separated by commas.

Type $ and the variable name, then press Enter to add a new variable or to select an existing variable from a list of suggestions. The suggestions dialog shows variables already defined in this template.

Labels

Choose the at the top of the page to add labels to your template. These labels will be added to all the pages that get created with this template.

Images and other attachments

Attachments need to be uploaded to a separate page, then in your template, choose Insert > Files > Search on other pages to embed the file or image. Please note that you can't upload an image or other file into a template directly.

Instructional text

Instructional text is placeholder content that tells people how to use the template.. It's only visible when the page is being edited, and appears in italics with a shaded background, to distinguish it from normal paragraph text.

To insert instructional text:

  1. Choose Template > Instructional Text in the toolbar
  2. Type in your instructional text (for example, Insert an image of the interface here.)

You can also change the placeholder type from Text to either:

  • User mention – Opens the user mention dialog.
  • Jira Macro – Opens a dialog that allows you to create a new Jira issue, or search for one or more Jira issues to include on the page.

Macros

You can add macros to your template just like on a regular page. The Table of Contents macro shows errors in the template preview, but works on pages created from the template. 


Add a description to your template

The template description displays in the create dialog, and is useful for explaining the purpose of your template to other users.

To add a description to a template:

  1. Go to the space or global templates page (as described above)
  2. Choose the Edit icon in the Description column
  3. Enter your description and hit Save



Edit templates 

You can edit both blueprint templates and user created templates from the global and space template pages.

Screenshot: The Space Templates page. From here you can add, edit, delete, disable, or promote templates and blueprints for this space. 


Unlike user created templates, you can't change the name of blueprint templates, only their content. If you decide you don't like the edits you've made to a blueprint template, you can select Reset to default (which only appears for edited blueprints) from beside that template to return it to its original state. 


Editing a template doesn't change any pages that have been created from that template. Changes only apply to new pages created from the edited template.


Remove or disable templates

You can remove user created templates by heading to the global or space template pages and selecting Delete beside the template you want to remove. Blueprint templates cannot be deleted, only disabled. To do this, select Disable beside the template you want to disable, which will then change to say Enable. You can enable the templates again at any time. 

Want to see how you'd create an example template? Check out Create a blueprint-style report.

Last modified on Aug 31, 2018

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