![]() 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. URLs are directly clickable in the DSS wiki, but are not with Confluence, unless they were properly tagged in markdown using the (url) scheme.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.Discrepancies between the DSS Wiki and the uploaded Confluence version can appear when blocks are not properly separated by a line.It’s up to you to go back to the DSS wiki page and fix the issue there before attempting another transfer. If that’s the case, an error message will appear in place of the wiki page. Some HTML code might result in a functional wiki page on DSS but may be refused on Confluence. Compliance to HTML and Markdown standards is more stringent on Confluence than on DSS Wiki.Any html tag present outside a code block is likely to make the page’s transfer fail. Select the preset corresponding to the Confluence Space you are targeting, and press Run Macro. Once in the project, click on Macro > Wiki Confluence export. Once the plugin is set up, navigate to the DSS project containing the wiki pages to push to Confluence. Go to Administration > Settings > Notifications & Integrations > DSS Location and make sure that the DSS URL is set up. Then paste it in the Confluence Space key box of your DSS preset. On Confluence, use the Spaces > Create Space menu, choose a space name and copy the space key. A space needs to exist on the Confluence server.Copy the created token and paste it into the API token box of your DSS preset. To do so, go to your Profile > Manage your account > Security > Create and manage API tokens > Create API token. ![]() For online Confluence instances, you will need to first create an API token.There, fill in the connection details and make the preset available to the relevant DSS user / group. As a DSS administrator, go to Plugins > Installed > Confluence wiki > Settings > Confluence login and add a preset. One installed, the login credentials to the Confluence service need to be set up.
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