How to create your own custom Confluence Templates
Additionally you can create global and space templates, and customise them to your needs. For global templates you need admin permissions, and for space templates you need space admin permissions. In any case you should be able to try things out in your personal space (we'll come to that when we speak about space templates)
Let's learn how! There is also a video for this at the end of the article.
1. Create a new Global page template
From anywhere in the app, access the settings cog at the top right, go to global templates and blueprints on the left hand side and click on "Add global page template" button.
2. IMPORTANT: Add labels
In order to have a Meetical template we need to label the new template as such. In the label panel add "meetical-template" as a label and any other labels that can help you organise better (ex: friendly-meeting).
3. Customise your templates with Macros and more
Once in the template editor you can use macros. Macros are super useful and can be used for anything from charts and project statuses to specific Meetical functionality.
We recommend you start with the Meeting Overview Table macro, which already contains all essential meeting information like date, time, location and the participants.
4. Use the template for your new meetings
After creating and saving the template we want to use it. Your custom template will now appear as an option when creating a meeting in the calendar.
5. Define default template
If you like, you can also override the default meeting templates.
Set the default meeting template by putting the label "meetical-default-template" on the template.
6. Space Templates
We've seen how to create global templates, but you can follow the same steps to create space templates. When starting out, we recommend you try this with your personal space.
To create your personal space:
- Click on your profile picture at the right side of the Confluence header
- Select Add Personal Space...
- Hit Create
This is a safe way to explore how meeting templates work and don't require admin rights.
This concludes our short guide on how to create templates in Confluence.
Thank you for reading! Feedback and questions are very welcome. Reach us at firstname.lastname@example.org.
Video for this Article: