- #TUTORIALS ON HOW TO USE CONFLUENCE EDITING HOW TO#
- #TUTORIALS ON HOW TO USE CONFLUENCE EDITING SOFTWARE#
Step 1.4 Cut and paste the table into the Page Properties container It is ok if it appear below the status report since you’ll be cutting and pasting the table into the container in the next step. Step 1.3 Insert a Page Properties containerīelow the status report, you’ll insert a Page Properties macro. Step 1.2 To add the Status indicators, click on the Insert Macro icon in the toolbar and insert the Status macro.įormat the macro with the desired text and colors. If you want to specify a date, use the // shortcut key. If you want to tag someone simply use the sign short cut and tag them. Status can be entered just by typing text or content in the cells. Confluence is flexible so feel free to modify the format as necessary. The table can mimic the fields on your company’s current status report template. Step 1.1 Create a table in Confluence and format using the heading column icon. To create a project portfolio dashboard, follow these steps: Step 1: Create individual status reports If the underlying status report changes, the dashboard is automatically updated. The benefit of this solution is program managers can roll up individual status reports into summary level report. If I click on the project title, I can also drill down to the specific status report for further analysis. With one glance, I can assess each project’s heath in terms of status, schedule, budget, issues and risks using Confluence’s graphical indicators.
#TUTORIALS ON HOW TO USE CONFLUENCE EDITING HOW TO#
In this article, I’ll show you how to build a project portfolio dashboard to manage your projects or programs in a portfolio.īelow is a sample snapshot of a small program with 3 projects. Using Confluence, project teams can develop product documentation, track meeting minutes, draw process flow diagrams, mind maps and even create technical architecture documents. Confluence is a single collaboration tool where teams can organize, create documents and discuss project work in one single place.
#TUTORIALS ON HOW TO USE CONFLUENCE EDITING SOFTWARE#
In this Atlassian Confluence tutorial, you’ll learn how to build a project status dashboard in 3 easy stepsĪtlassian’s Confluence product is an amazingly powerful and flexible collaboration tool that enables distributed teams to build better software products.