Hi everyone,
I'm a PM, and one of our clients requested an Executive Weekly Reporting space in Confluence. It was initially built by another team member, and I've since inherited the project. I need help with:
Here’s what we have so far:
The issue is the manual process of setting up the new week’s pages. Ideally, I would like each previous week's content to be moved under a "Past Updates" parent page, and a new set of dated pages (with Monday’s date) to be generated automatically. For example, for the week of 10/1/24:
I've experimented with automations and labels but have yet to find a clean solution. The dated pages make things a bit too complex, and I'm considering keeping a static parent page instead. However, my goal is to streamline this process so that the 10 teams can input updates and escalations, and everything pulls into one parent page for updates and another for escalations. I’d appreciate any advice on making this less manual.
Also, you might be interested in discovering tools that will help you organise and structure your confluence pages when you combine reports from 10 teams. One such tool is Content Formatting Macros. Using its tabs, cards, advanced expand or buttons, you can create navigation pages that lead to child pages you create for each team (an example is shown on the screenshot). If you are interested in built-in features only, you can read articles about different alternative options for cards and expand.
Happy to help if you have any questions - as this app was created by my team
Hi @Ashley Stephens ,
I'm Daniel, PMM at Kolekti. You've got yourself a great goal to streamline those executive reports! It sounds like you're dealing with the classic challenge of keeping Confluence content structured and automated, especially with dated pages.
A few thoughts based on my experience:
And more about dashboards, for a more structured approach to organising, presenting and guiding your clients through those reports, you might also want to check out one of our apps, Guided Pathways. We use it internally to create guides and handbooks but also reports. It helps us create interactive flows and centralise content in one place, which could be beneficial for your use case as well.
Hope this helps! Feel free to share any specific automation roadblocks you're facing, and the community might have more tailored suggestions.
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Honestly, to me this sounds like intelligently recreating a page tree every week and if so, automation would be the first tool that comes to my mind. I think you are following a right path.
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Okay, thank you. So the automation would be schedule > create page tree?
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