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Is it possible to create or generate a task checklist based on confluence pages and headings?

Delroy Fletcher October 5, 2022

Hi,

I created a Confluence space with many how to pages with headings and I'm wondering if there is an easy way to create an accompanying checklist for each page and heading so that users can check them off as they complete the task described.

The page would appear as a section in the checklist and each heading would be a sub task within the section.

 

Thanks, 

2 answers

0 votes
Laura Campbell _Seibert Media_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 14, 2024

Hi, if you are still interested in a solution for automatically generating checklists based on the content of a Confluence page, Didit Checklists for Confluence has a new AI feature that could help (btw, I work for the vendor behind the app).

Once you have the app installed on your Confluence instance, you can use the button to trigger an AI analysis of the page to create a Didit Checklist that's then embedded on your page. 

Here's what is looks like:

Use AI to generate Checklist from Confluence page.gif

0 votes
Wojciech Wardaszko _HeroCoders_
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October 6, 2022

Hi @Delroy Fletcher ,

If you're looking to automate creation of a checklist based on page headers, I'm afraid that won't be possible as Jira Automation has very limited interactions with Confluence - I believe all you can do with it is create a Confluence page and specify a template to use. There are complex ways to do more, but they are not relevant to your use case.

The checklist part of your question is doable if you're okay with using apps on your Jira instance; you should look into possible checklist solutions. However, the checklist would need to be manually created once and then used as a template.

I cannot speak about other products as I don't know them that well, but our Issue Checklist for Jira Free (under 20 items on a checklist) or Pro (unlimited) allows for use of headers, so you could format the checklist template to your liking.

To automate as much as possible of the task ahead of you, I would create a separate type of an issue like "onboarding" and assign the created template to that issue type by default, so each created "onboarding" issue would have that checklist.

Please note that with our app a template affects the issue only once, when it's applied to it - changes to a template do not affect the existing issues to which it was applied in the past.

In the upcoming Enterprise version of our app you will also be able to use Global Templates - changes to one of those will propagate to all issues using such a template.

 

If you have any questions related to our checklist app, I'm here for you.

Cheers!

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