Shared guide

How to create visual project plans

This how-to guide demonstrates the steps to create effective visual project plans using Confluence's Whiteboard feature.

viktoriaviktoria
·17 steps·27 views·Published

This how-to guide demonstrates the steps to create effective visual project plans using Confluence's Whiteboard feature. Learn how to navigate the platform, select templates, manage styles, and organize your project content for seamless collaboration with your team.

Step-by-step Guide17 steps

  1. Click the Create button

    This action initiates the process to create a new page or item in Confluence, allowing you to start adding content or documents.

    Click the Create button
    Loading screenshot…
    100%

  2. Click the Whiteboard option

    Selecting the Whiteboard option will open a new collaborative space where you can brainstorm, sketch, and share ideas visually with your team.

    Click the Whiteboard option
    Loading screenshot…
    100%

  3. Click here to select a template

    Clicking this input field will allow you to enter or select a specific template from the available options for your project.

    Click here to select a template
    Loading screenshot…
    100%

  4. Type 'plan' in the Template Search field

    This action will filter the available templates, displaying options related to planning. You can then select a template that meets your needs from the filtered results.

    Type 'plan' in the Template Search field
    Loading screenshot…
    100%

  5. Click the Use Template button

    This action selects the template for your current project, allowing you to utilize the pre-defined structure and content for better planning and organization.

    Click the Use Template button
    Loading screenshot…
    100%

  6. Press =

  7. Press =

  8. Press =

  9. Press =

  10. Press =

  11. Click the Following Stop75% Rovo Button

    Clicking this button will trigger the functionality related to the 'Following Stop75%' feature, allowing you to manage styles in your project.

    Click the Following Stop75% Rovo Button
    Loading screenshot…
    100%

  12. Double-click the Rovo Button to View Styles

    By clicking the Rovo Button, you will access a list of known styles, such as 'grid' and 'dotted', which can be applied to your current project.

    Double-click the Rovo Button to View Styles
    Loading screenshot…
    100%

  13. Type 'Project A' in Ak editor textarea

    Enter 'Project A' in the Ak editor textarea to label your project. This will help you organize and identify your work on the whiteboard.

    Type 'Project A' in Ak editor textarea
    Loading screenshot…
    100%

  14. Click the Ask Rovo button

    This action activates the Rovo interface, allowing you to create a Jira work item based on the current project context.

    Click the Ask Rovo button
    Loading screenshot…
    100%

  15. Double-click here to add content

    Clicking this link allows you to insert new content into the current whiteboard. This is essential for updating your project with notes, diagrams, or other elements.

    Double-click here to add content
    Loading screenshot…
    100%

  16. Type 'Social media campaign' in Ak editor

    Enter the phrase 'Social media campaign' in the Ak editor textarea to define the focus of your content within the whiteboard.

    Type 'Social media campaign' in Ak editor
    Loading screenshot…
    100%

  17. Click the Randomize button

    Clicking the 'Randomize' button will generate a random selection or outcome based on the current project parameters in your Jira work item.

    Click the Randomize button
    Loading screenshot…
    100%