My main use of Confluence is project SOPs for my team. I use a separate tool to manage each individual project, but it would be nice if we could use Confluence instead. For this I need two functionalities: * Template. Can I set my Confluence SOPs as templates, so that others can use them for each project -- editing, marking progress, making notes, etc. -- without affecting the core SOP? Essentially making copies of the SOP without having to manually do it? * Checklists. Does Confluence support being able to check a box (or some other way) to mark a step complete -- maybe even deleting or hiding the checked task, making it easy to tell at a glance what is and isn't done? Thank you!!

Hi @Sean Ford Yes both of these exist. Check out... * Templates: * https://support.atlassian.com/confluence-cloud/docs/pre-format-your-content-with-templates/ * https://support.atlassian.com/confluence-cloud/docs/create-a-template/ * https://support.atlassian.com/confluence-cloud/docs/create-a-global-template/ * Checklists/Tasks:* Mentioned on this help page, look for how to add Tasks * Can use this shortcut also to add the first Task - [] Ste

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Does Confluence support both templates and checklists?

Sean Ford_593ubn

My main use of Confluence is project SOPs for my team. I use a separate tool to manage each individual project, but it would be nice if we could use Confluence instead. For this I need two functionalities:

Template. Can I set my Confluence SOPs as templates, so that others can use them for each project -- editing, marking progress, making notes, etc. -- without affecting the core SOP? Essentially making copies of the SOP without having to manually do it?
Checklists. Does Confluence support being able to check a box (or some other way) to mark a step complete -- maybe even deleting or hiding the checked task, making it easy to tell at a glance what is and isn't done?

Thank you!!

Accepted answers

Ste Wright

Hi @Sean Ford

Yes both of these exist.

Check out...

Templates:
Checklists/Tasks:
- Mentioned on this help page, look for how to add Tasks
- Can use this shortcut also to add the first Task - []

Ste

Barbara Szczesniak

@Sean Ford In addition to creating templates for your authors to use for new pages of a project, if you have a set of pages that you want to use for each new space (project), you can create a space with these pages that can then act as a "template" for new spaces.

When you create a new space, you can copy the pages from the template space to the new space.

See these related posts:

All comments

Ste Wright

Hi @Sean Ford

Yes both of these exist.

Check out...

Templates:
Checklists/Tasks:
- Mentioned on this help page, look for how to add Tasks
- Can use this shortcut also to add the first Task - []

Ste

Barbara Szczesniak

When you create a new space, you can copy the pages from the template space to the new space.

See these related posts:

Sean Ford_593ubn

Thank you!

Sean Ford_593ubn

Thank you! I'll check this out.

Laura Campbell_Seibert

For anyone else coming across this question and looking for a similar solution, Didit Checklists for Confluence could also be a good addition here. Full disclosure: I work for the company behind the app.

Here's what it could look like to have a Didit Checklist on a SOP, with finished tasks hidden

Didit checklist with hidden completed tasks.png

And here's what it looks like if you show completed tasks
Didit checklist showing completed tasks.png

You can embed multiple Didit Checklists on a same page, for example if you want to break down a process into separate checklists, or maybe have different people working on different parts of a process.

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