6 Essential Templates for Project Management in Confluence
Project management is more than keeping track of deadlines and budgets. You’ve got to align teams, balance resources, and keep stakeholders happy.
Confluence alone is a great tool for project managers, but did you know that you don’t have to create project pages from scratch? With the help of these templates, you can save time and boost efficiency on your next project.
Why do templates matter for project managers?
Every project has moving parts. Tasks, milestones, dependencies, risks, retrospectives… the list goes on. It’s not just about managing a project. It's about presenting it clearly, keeping stakeholders informed, and giving your team the information they need to act. That's where templates come in.
With Confluence templates, you and your team get:
- Pages up in minutes, not hours: Precious time saved on page creation can go towards delivering the project instead.
- Better reporting: Stakeholders know where to find the answers they need instantly.
- Improved adoption of Confluence: When pages are easy to read and look good, teams actually use them.
Thanks to templates, you can turn Confluence into a repeatable project management system.
Templates included in Confluence Cloud
1. Resource Planning Template
What it's for: Organising and allocating resources to team members across project phases.
Why it matters: Resources are finite, so it's crucial to plan wisely. By assigning resources to specific team members for defined periods of time, everyone knows who's responsible for what and when. This helps you prevent delays, meet deadlines, and maintain momentum on a project. And with a written record, resources are much less likely to go missing.
2. Prioritization Matrix Template
What it’s for: Transforming team tasks into a ranked to-do list based on impact and effort.
Why it matters: With so many competing tasks on a project, it can be difficult to know where best to allocate resources and energy. This template helps you visualise where to focus first, letting you check off the easiest, most impactful tasks quickly and efficiently.
3. Change Management Plan Template
What it's for: Ensuring a properly documented process for managing changes during a project.
Why it matters: Change is an inevitable part of project management, but without a proper process, a project can quickly spiral out of control. This template helps you implement the proper steps to ensure that all change requests are reviewed, managed, and communicated appropriately.
Visual templates from third-party apps
Looking to create more visual project management pages? Some third-party apps come with a range of templates designed to make Confluence pages more engaging and easier to read.
We cover three must-have project templates included with Mosaic: Content Formatting Macros & Templates below.
4. Project Plan Template
What it’s for: Outlining objectives, scope, and project milestones before the work begins.
Why it matters: As a project manager, you'll likely know the pain that comes with poorly defined projects. This template creates a single source of truth, so you can track deliverables and compare project progress at every step.
5. Retrospective Template
What it’s for: Quickly capturing feedback and lessons learned after every sprint or project.
Why it matters: Retros don’t work if they’re forgotten. A template like this can help you consistently document insights, making them searchable and reusable across projects, instead of getting lost in the ether.
6. Monthly Project Report Template
What it’s for: Keeping stakeholders informed on project progress, risks, and blockers.
Why it matters: Rather than sharing ad-hoc updates, this template creates a predictable rhythm and provides clarity throughout the project. Ensuring stakeholders are in the loop and on your side helps to keep your project on track.
Templates are the fastest way to turn Confluence into a structured project management system. You'll never go back to spreadsheets and scattered docs again.
What are your tips for mastering project management in Confluence? Share with us in the comments! 👇