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How to use Confluence to build dashboard and add spaces for difference projects and/or teams?

Andy_xyykse

I am new to JIRA and am learning about Confluence. I am tasked with building a dash board for other scrum masters. My ideal situation is to learn how to create a global dashboard where me and the other scrum masters can go to manage our projects, teams, and collaborate with each other in a way that we establish standards across our organization.

The following link was relevant to me:

https://confluence.atlassian.com/doc/spaces-139459.html

Can anyone help me understand the next steps that I should be doing to build the global/spaces/pages hiearchy so that I can have a dashboard with projects and team than from each of the projects and teams have a home page for the projects and teams with child pages that support my projects and teams as a scrum master?

Thanks in advance,

Accepted answers

Jonathan Smith

Hi @Andy,

Essentially you will want to create a project status page in each project space. The information you want to roll up into a dashboard should be in a 2 column x many row table wrapped with the page properties macro.

Example:

Note: Your status pages will need a shared tag at the bottom of the page.

Your Confluence Dashboard would then utilize the page properties report macro (which looks for that shared tag).

Hope this helps!

Jonathan Smith

2 other fun items:

If you have project spaces, add a space shortcut to that JIRA project.
If you have application links made for these 2 apps, you can highlight text on a Confluence page and then make a JIRA task instantly.

Best of luck!

All comments

Jonathan Smith

Hi @Andy,

Example:

Note: Your status pages will need a shared tag at the bottom of the page.

Your Confluence Dashboard would then utilize the page properties report macro (which looks for that shared tag).

Hope this helps!

Jonathan Smith

Note: This status page is on our project's home page because the project's home page will be the "title"/link in your dashboard.

Andy_xyykse

Hi Jonanthan,

Thank you for your insights. I will see if I can follow your suggestion. I found out that I dont have a home page with the space that I created. I think normally this is setup but for some reason its missing. Do you know if there is an easy way to create a home page url for my space?

Andrew

Jonathan Smith

In the space you created, if you click on the space logo in the upper left, whatever page that takes you to is your current home page. You can point to a new home page in space tools/overview (if needed).

When it comes to your URL, you will want to make sure your space name does not use special characters or else the URL will become unfriendly (unique ID).

Jonathan Smith

2 other fun items:

If you have project spaces, add a space shortcut to that JIRA project.
If you have application links made for these 2 apps, you can highlight text on a Confluence page and then make a JIRA task instantly.

Best of luck!

Andy_xyykse

Oh! That's a really good idea. Thanks. I assume that I can work with Trello and other applications like that as well where the interactions between confluence and the other applications are seamless? I would assume though that the people that are using the page have to have permission to the page and the applications as well?

Jonathan Smith

It seems to be a case by case by environment scenario.

Example: Putting a Trello board on Confluence Server won't work.. but will work on Confluence Cloud. Still sad about this..