Geteilte Anleitung

How to create custom page templates

Learn how to create custom page templates in Confluence by navigating through operational tasks and utilizing settings to design a template tailored to your needs.

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·13 Schritte·38 Aufrufe·Veröffentlicht

Learn how to create custom page templates in Confluence by navigating through operational tasks and utilizing settings to design a template tailored to your needs. This guide walks you through the steps of accessing, customizing, and saving your template effectively for better organization and functionality within your workspace.

Step-by-step Guide13 Schritte
  1. Click the Operations section

    This action will display the various operational tasks and activities you can manage within the Confluence workspace. Explore available operations and recent activity updates from your team.

    Click the Operations section
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  2. Click More actions

    Selecting 'More actions' will display additional options that allow you to manage or configure settings related to the current space or page.

    Click More actions
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  3. Click the Space settings option

    Access the settings for managing permissions, integrations, and other configurations specific to the current space.

    Click the Space settings option
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  4. Click the Look and feel option

    After clicking, you'll access the customization settings for the visual style and layout of your Confluence space.

    Click the Look and feel option
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  5. Click the Templates option

    This will take you to the Templates section where you can manage and create various templates for your Confluence space.

    Click the Templates option
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  6. Click the Create a new template link

    This action opens the template creation interface, allowing you to design and customize a new template according to your needs.

    Click the Create a new template link
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  7. Click the 'Give this page a title' textarea

    This action allows you to enter a title for the page, which helps identify its content. Type your desired title to ensure easy navigation and organization of your document.

    Click the 'Give this page a title' textarea
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  8. Type 'Ops Template' in the Title Field

    Enter 'Ops Template' in the 'Give this page a title' field to title your new template appropriately. This step is crucial for identifying the purpose of the page in the Templates section.

    Type 'Ops Template' in the Title Field
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  9. Click the Add button

    Clicking the 'Add' button will allow you to insert new elements or content into your template, enhancing its functionality.

    Click the Add button
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  10. Click the Status option

    This allows you to add a custom status label to your template, helping to organize and categorize your operations effectively.

    Click the Status option
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  11. Type 'In Progress' in Set a Status

    In the 'Set a status' field, type 'In Progress' to indicate the current status of the task. This will help keep the team informed about the progress of the operation.

    Type 'In Progress' in Set a Status
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  12. Click the Yellow button

    Clicking the Yellow button updates the status to reflect progress in the template management area.

    Click the Yellow button
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  13. Click the Save button

    Clicking the 'Save' button will store your changes to the Ops Template, ensuring that all edits are retained and accessible for future use.

    Click the Save button
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