Geteilte Anleitung

How to use built-in templates

This how-to guide walks you through the process of using Confluence's built-in templates, specifically focusing on the 'Sprint planning meeting' template.

viktoriaviktoria
·16 Schritte·33 Aufrufe·Veröffentlicht

This how-to guide walks you through the process of using Confluence's built-in templates, specifically focusing on the 'Sprint planning meeting' template. Learn to navigate through the platform to select templates, document meeting notes, and assign action items, streamlining your sprint planning and enhancing team collaboration.

Step-by-step Guide16 Schritte
  1. Click the More option

    Selecting the 'More' option expands additional features and settings related to your workspace in Confluence.

    Click the More option
    Loading screenshot…
    100%
  2. Click the Templates option

    This action opens the Templates section, where you can access various pre-defined templates to streamline your documentation process.

    Click the Templates option
    Loading screenshot…
    100%
  3. Click the Use button

    This action will apply the selected 'Sprint planning meeting' template, allowing you to organize and manage your sprint planning meetings effectively.

    Click the Use button
    Loading screenshot…
    100%
  4. Click the Add Page button

    This action allows you to create a new page within the current meeting notes. You can start documenting additional ideas or agendas related to the meeting.

    Click the Add Page button
    Loading screenshot…
    100%
  5. Click the 'janedoe' participant option

    This action selects 'janedoe' to be added to the meeting participants list. You will see 'janedoe' included in the list of participants once selected.

    Click the 'janedoe' participant option
    Loading screenshot…
    100%
  6. Type meeting details in the Ak editor

    Enter the date and participants for the meeting in the Ak editor textarea, ensuring all necessary information is captured for documentation.

    Type meeting details in the Ak editor
    Loading screenshot…
    100%
  7. Click the 'janed' option

    Select the 'janed' entry from the suggestions to add it as a participant in the meeting notes.

    Click the 'janed' option
    Loading screenshot…
    100%
  8. Click the Add button

    Clicking the 'Add' button will allow you to integrate new content into the document, such as participants or goals, enhancing your meeting notes.

    Click the Add button
    Loading screenshot…
    100%
  9. Click the Create and assign action items button

    This action allows you to create new action items and assign them to team members within your Confluence space, facilitating task management and accountability.

    Click the Create and assign action items button
    Loading screenshot…
    100%
  10. Click the Add Page button

    This action creates a new page in your meeting notes, allowing you to organize your content more effectively. Once clicked, you can start editing and adding information to the new page.

    Click the Add Page button
    Loading screenshot…
    100%
  11. Click the Add Page button

    This action allows you to add a new page to the current meeting notes, enabling you to organize additional content or topics related to the meeting.

    Click the Add Page button
    Loading screenshot…
    100%
  12. Click the Suggest Title button

    This will prompt the system to generate a suggested title for your meeting notes based on the content you've entered. You can then modify the suggested title to suit your needs.

    Click the Suggest Title button
    Loading screenshot…
    100%
  13. Type the meeting details in the editor

    Enter the date, participants, and relevant notes in the Ak editor textarea to document the meeting context and discussions. This information will help keep track of meeting outcomes and participants.

    Type the meeting details in the editor
    Loading screenshot…
    100%
  14. Click the 'janedoe' entry

    Select the 'janedoe' option to assign this participant to a discussion topic or action item within the meeting notes.

    Click the 'janedoe' entry
    Loading screenshot…
    100%
  15. Click the Publish button

    Clicking the 'Publish...' button will save and share your meeting notes with the team in Confluence, making them accessible for future reference.

    Click the Publish button
    Loading screenshot…
    100%
  16. Click the Publish button

    Clicking the Publish button will save and share your current page with the specified location and access settings, making it available for others to view or edit.

    Click the Publish button
    Loading screenshot…
    100%