On the "Global Dashboard" page you could use the space list and activity stream macros to replicate the functionality of the default dashboard of Confluence. To create a project portfolio dashboard, follow these steps:The table can mimic the fields on your company’s current status report template. The dashboard allows you to visit your recently working page, lets you invite users and create spaces for more members to work together. If you want to specify a date, use the // shortcut key.Below the status report, you’ll insert a Page Properties macro.
Placeholder text will only appear when a page is being edited – it’s invisible to anyone who’s viewing the published version.Add a label to a template to apply it to every page created from that template.
If you’ve been using Confluence for a while, you may have seen the term blueprint and wondered what the difference is between a template and a blueprint. Notes: Confluence page for template should added a label 'template'. If your team has been creating a lot of dashboards for a long time, you may lose track of good dashboards. The version number of a template in status of 'In progress' or 'For review' should be in the format of 0.1, 1.1, 2.3.
To add or edit a template’s description, go to to Editing a template is a lot like editing a page – there are only a few small differences. Create blog posts as easy as never before. Status can be entered just by typing text or content in the cells. Click Create. I prefer to keep all status reports in a single page hierarchy, but you could distribute this template across Confluence pages and Confluence spaces and still develop a portfolio view across multiple pages.The Page Properties macro displays a table of pages that contain the Page Properties macro and a specific label. As a space admin, you can create your own, custom page templates in Confluence.
The expression constraint language should … Atlassian’s Confluence product is an amazingly powerful and flexible collaboration tool that enables distributed teams to build better software products. To learn about creating global page templates, see Help people discover custom templates by adding a description that will appear in the template gallery. Remember any row in the status report can be pulled into the summary view by simply typing the field name in the Page Properties report.It may not seem like much but getting real-time visibility into a portfolio instead of consolidating PowerPoint driven status reports or having to resend a new status report with a last minute change is a time saver.
Select the dashboard you want to copy. Imagine the time saved if you were running a PMO and had to review 60 projects each week?In my next Confluence tutorial, I’ll show you how to We use cookies to ensure that we give you the best experience on our website.
Currently, there’s no way to add images or attachments in templates. If you continue to use this site we will assume that you are happy with it. Name the new dashboard, and add a description (if you want).
However, you can include variables, placeholder text, and When someone creates a page from a template with variables, they’ll fill out a form with text fields or lists for each variable in the template. Using Confluence, project teams can develop product documentation, track meeting minutes, draw process flow diagrams, mind maps and even create technical architecture documents. This is helpful if you want to create a To add a label to a template, tap the tag icon next to the breadcrumb while editing a template. The benefit of this solution is program managers can roll up individual status reports into summary level report.
I also like to sort by Launch Date. If you think you’ll be rolling out this template throughout the organization, you’ll want With the individual project status report pages created, you want to create a portfolio page that will display the summary view of individual status reports. Tap Create new template.
Then you can link to this new "Global Dashboard" on the other dashboards, the users won't be redirected anymore. This article describes how to create an inspection template for your quality control inspection events. Templates for Blog Posts for Confluence. Confluence is flexible so feel free to modify the format as necessary. As a space admin, you can create your own, custom page templates in Confluence. This label is used for generate template reports. Looking at the Confluence dashboard, you will notice it is quite simple and user-friendly with a clean interface. The table will link to each individual page and display specific columns from the status report.Now the report needs to be tailored to only include specific columns on the portfolio status page.If you have a lot of reports, you can limit the number of items to display by providing a numeric value. In a Jira dashboard, click the ellipses, and then click Copy dashboard. You can easily create and manage your work, team members, data, insights, and reports on the go. Templates and blueprints. Search for a Jira Dashboard.