Adding a button to create a checklist, is this possible?

Question

I have a page that is a runbook. I would like to have a button or option to create a checklist with predefined steps.

Daniel Eads · Answer

Hi Richard,

You can use Confluence's built-in tooling to generate a page with a checklist from a click on a page. Let's walk through how to set that up!

* Create a template from the space settings of the space you're wanting to add this in. The template page should have the checklist of items you want (using the built-in Action Item format). You can use the @currentDate value in the name field to generate page titles that include the date they were created on.
* Edit your existing runbook page.
* Insert the Create from Template macro on your runbook page. Select the template you just created from the Template name dropdown in the options.

You've now got a button on the runbook page that will generate a new checklist page (as a child page of the runbook page). You can fine-tune the template's contents and title to help put bounds around each time you "run" the runbook. Using the Child Display macro on the runbook page can also show a list of each time the button is used / the runbook is run.

Hope that helps clean things up a bit!

Cheers,
Daniel

Richard Knight_5i8cru · Answer

Thank you for your reply. I will look. I have thought about including a link to a Google form or Microsoft form. I doubt I will find a free addon though.

Soumyadeep Mandal · Answer

Hi @Richard Knight ,

I don't think it's possible normally but you can check out if any add-ons are available for this task!