Take a look at how the university uses it, and then customize the template to meet the needs of your organization. Project template apps were originally supported in Jira 6.0 with the project-template module. However, Jira 6.0.7 introduces the project-blueprint plugin module that provides additional capabilities and is meant to substitute the project-template module. By following the process outlined in this blog post, you can see how to use out-of-the-box Confluence add-ons to create templates for each of your project documentation pages, along with a dashboard that displays the status of your projects. In this case, a summary page could bring in each of the fields … Streamline your process and improve your business. Global templates and space templates. 4 Ways to Use Atlassian Confluence for Project Documentation. Add the Status macro to a page to highlight the status of a project, task, or item with a colored lozenge (rounded box). Identify, prioritize, plan for (and avoid) worst-case scenarios. The Status macro displays a colored lozenge (a rounded box) that is useful for reporting project status. For example, you could assign the label accounting to all accounts-related pages on your site.You can then browse all pages with that label in a single space or across the site, display a list of pages with that label, or search based on the label. Just like a blueprint, but 100% made by you. Use this goal-setting template to set measurable, ambitious milestones. You’ll see in the ASU example, the team there has set up its PMO project issue type and is displaying the custom fields summary, status, start-date, end-date, and description. We’ve got a template that’s a perfect fit for your project. The plugin adds a list of status to allow users tagging the content and add the project status to your pages. System Status. Any standard "Space template" can do this. 3. Go ahead and create your task list and save the page. Set your strategy (and stick to it) with a short and simple plan. The plugin shows a view to get active phases of all projects at a glance so that overall project's progress can be monitored. Here's how our finished pages look. On each status report, project managers created individual task lists. Trello. Again, ASU uses issue types that exist in each PMO Project. Bitbucket. Run ongoing meetings efficiently, tracking action items and follow-ups from week to week. Capture your team’s high level product roadmap. Templates and blueprints. There’s a Confluence template for that. Visualize your AWS network with this guide from Lucidchart’s. The Status Report uses the Jira Chart macro, and is dynamic. Add a summary to the update. Status Report. It is quite inconvenient when you want to instantly change status for some task or subject. Collaborate and track progress with your sales team at each stage of the deal. This is a cheap and handy add-on, especially if you do a lot of status or schedule in Confluence. The software project space blueprint will only appear if you have linked Confluence to your Jira Software instance. Put MURAL’s template to work on your own team, and you’ll have a resource that shares what project was completed, why it matters, who it affects, and how it works. The macro also displays its current status in the editor, and you can change the status directly in the editor. To create a project portfolio dashboard, follow these steps: Step 1: Create individual status reports Step 1.1 Create a table in Confluence and format using the heading column icon. Crowdsource improvements with your team. Feature suggestions and bug reports. User management for self-managed environments, Docs and resources to build Atlassian apps, Compliance, privacy, platform roadmap, and more, Stories on culture, tech, teams, and tips, Great for startups, from incubator to IPO, Get the right tools for your growing business, Training and certifications for all skill levels, A forum for connecting, sharing, and learning. Take the guess work out of your estimation and prioritization. Use this template to effectively guide your team in making informed group-decisions. @Oscar Moran project Management template is available in confluence, And also you can edit the project Management template based on the requirement or you can also create a custom templates in confluence. On macro level, this report will include actual status of the project, where everything is at this point, how much time it will take to complete the full project and the next milestone and on micro level, this reports shows the hurdles, risks involved in the completion of project, critical decision made for successful completion and alternatives taken for better outcome. Define, scope, and plan milestones for your next project. Here is a list with all Macro Values, which can be used in the Plugin: To Do, In Progress, Done ; Minor, Major, Critical This plugin also displays project phases reports in the form of charts. The task list is created by formatting a line of text using the checkmark icon in the toolbar. Take the guess work out of your estimation and prioritization. The page properties macro is a powerful macro that allows you to create a summary page that pulls in information from multiple pages. The table can mimic the fields on your company’s current status report template. How to use the project status template Step 1. a form for a standardized project status report). Collaborate visually on any project. View template … Arizona State University’s (ASU) Project Management Office (PMO) created this template to standardize how they keep stakeholders up to date across all their projects. Project Status Plugin helps to give status to each project, either updating manually or by using saved configurations of each project phase. The table can mimic the fields on your company’s current status report template. What went well? Create Jira  issue types or fields you deem appropriate for a status report. Status report is a one-page project status update template that allows you to give a brief update on your project. Provide regular updates to leadership and the wider team on business and product performance. From product requirements to marketing plans, create it all in Confluence. Things to keep in mind when you change project types and templates. That information is used to update the Jira macros embedded in the Confluence template which will give your stakeholders an overview of progress on the project. 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. MURAL . Created with Sketch. Set up Jira and Confluence to work together. In the Accomplishments column, ASU adds their resolved tasks from the last 7 days using the JQL Project = "ATL" AND Resolution changed to Done during (-7d, now()). Use this template to run a pre-mortem session for your team to identify and plan for risks. The project plan template makes it easier to manage projects of any size and complexity, ... Confluence. Offer one place to send your stakeholders and teams to get an update across all projects in a standardized way. Design your workshop ahead, outline key information, agenda items, and recording decisions. ASU has also automated filling out the Summary section of the template by creating two custom fields in the PMO Project issue: the Status note field and the Constraints field. We are migrating to confluence and want it to be the center of our collaborative universe for all the projects that we run internally. Pro tip. You can change the status only when you switch the page to the edit mode. Labels are key words that you can add to pages and attachments to make them easier to group and find. Create from template in the Confluence header, then select Status Update, or use the Create a new status update button to make your first status update page. Step 2. ; Global templates: These page templates are available in every space on your site. This project status template uses the CPM method to identify task that are critical and task that can be delayed if necessary. Use the Jira report macro to display all the issues in the project and then have your project managers replace the project key with their own. Step 3. In April, I had an opportunity to present to the Ann Arbor Michigan Atlassian User Group on the topic – Project Status Reporting with Confluence. Run a well-planned print, understand design problems and brainstorm solutions. The meeting was hosted by Perficient Detroit office in Livonia, Michigan and featured the much appreciated pizza, salad and craft beer! Remember you can use the @ shortcut to assign a person and the // shortcut to assign a date. ALL GOOD! The team at MURAL uses this template in Confluence to keep a detailed record of their big projects, including objectives, user personas, constraints, and more. A great way to do that is to come up with a project status report template. Document collaboration. 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