Confluence Whiteboards' Template for Marketing Teams

[#1]

Hey, jumping on this train with Confluence Whiteboards' Contest last minute 🚞

I work as a product marketing manager at Oboard, and my team does a lot of content marketing for our apps. We recently moved our content plan from spreadsheets into the Confluence Whiteboard, and it’s so much easier now.

For quite a while, we put all our ideas from each teammate in a spreadsheet. Then, we discussed them together, adding dates, comments, assignees, dates, and a separate column of content backlog.

After approving that, we started manually re-creating ideas that got into the quarter into Jira tasks. I knew that was a huge overhead, and I planned to get my hands dirty and change them for quite a while.

Finally, I came up with Content Marketing Whiteboard.

It works as follows:

1. Decide on the key broad topics you want to focus on. Generally, this does not change much throughout the year. If you feel there are too many, maybe you’re going too niche. 

Once defined, put your priority content pillars on stickers of different colours in a single row, add a line underneath, and ask your teammates to add their ideas underneath.

2. Now, each team member can add their ideas. I'd recommend going beyond marketing and talking to customer-facing teams for this part. They always have tons of insights.

3. Gather the selected ideas and divide them into sections for each month to create a generic timeline. Different color coding helps ensure that your content is diverse and that you don’t focus too much on a single thing. It's OK if a lot of ideas live in a backlog for a while.

Comments clearly show ownership. A person responsible for a specific content piece adds a comment on the specifics, so that they appear on whiteboards, and you see who the owner is.

Generating Jira tasks from Confluence whiteboards is much easier than doing so from a spreadsheet. You can also do bulk actions with the whole chunk of idea cards inside the month section. 

Pro tip: My content plan works perfectly well with the existing calendar whiteboard in Confluence, allowing me to easily show stakeholders what is published when.

I copy the cards from the month and put them for a specific date. You can also play around with stamps for highlights.

So, finally, this is my Content Calendar & Ideas Backlog: 2 in 1:

This is our first iteration, and I'd be very happy to hear feedback on how we can make it smoother and more automated.

Feel free to jump into the comments to share how you use Confluence Whiteboards!

[Raffaele D’Elia]

Hey @Margo Sakova - OKR Board for Jira by Oboard , I love how you've streamlined your team's workflow — such a practical approach!

I’ve been experimenting with Confluence Whiteboards and Rovo. With just a prompt, I’ve managed to get Jira tasks automatically created and assigned — no need to manually select the notes in the calendar.

However, on my site, it seems Rovo can only set the summary, description, assignee, and status fields. I haven’t been able to update other fields, like dates.

Have you experimented with this already?

[AS]

I hope it would be possible to make whiteboards for each and every team using the above guide.

[Margo Sakova - OKR Board for Jira by Oboard]

@Raffaele D’Elia, loving your workflow! Haven't tried it yet, but would love to run some experiments together 🤗

Please drop me a message on LinkedIn, and we can try to find some time for that: https://www.linkedin.com/in/margosakova/

[Margo Sakova - OKR Board for Jira by Oboard]

@AS thank you so much!

Confluence Whiteboards are super easy and intuitive. And a great first step forward for people who are just getting started with Atlassian 🚀