Setting up Tasks/Task-Lists to assign as checklists

I'm currently working to recreate some of our department's checklists within Confluence, but am running into some roadblocks. The main page I need help with is a checklist we use for onboarding of new personnel. Here's what I'm trying to do:

- Create a checklist supervisors can assign to a particular user for completion

- Have a page we can save/archive for documentation purposes, and also export as a PDF 

- Be able to check the progress of an assigned checklist/task

 

Not sure if this is a tall order for Confluence's capabilities, I'm trying to roll multiple processes into it, to streamline our own procedures and consolidate several steps/processes to 1 place/method.

 

1 answer

Confluence only allows a task to be done or not done. There are no other states possible. You could create a page template (global or space) and have a checklist with tasks assigned to defined users as content. But when creating a page with this template you still hav to define the due dates for every task.

You might want to try out Jira in combination with Confluence to achive all want you want to do.

Suggest an answer

Log in or Sign up to answer
Community showcase
Posted Oct 24, 2018 in Confluence

Atlassian Research opportunity with Confluence templates

Do you use templates with Confluence? Take part in a remote 1-hr workshop. You'll receive USD $100 for your time!   We're looking for people to participate in a   remote 1-hr workshop...

1,111 views 17 14
Join discussion

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you