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Confluence Status Reporting Tutorial

Good day, Community! 👋

I'm Anastasia, a product marketing manager at Stiltsoft.

If your team tracks project milestones, meeting notes, new content, or action items in Confluence, understanding their status is important for your progress.

Today I'm sharing tips on how to speed up Confluence status management, ensure data consistency, and facilitate status reporting when dealing with your daily routine in Confluence.

Data Entry Speed and Consistency

If you are thinking about hacks for improving project and status management, consider using Confluence templates. They keep data structured and allow users to create content faster. Adding the Create from template button to your page will turn the page creation into a one-click action creating a new page.

If you want more time-saving tools, try the combination of Handy Status with a Confluence table in your templates. You will create table cells with dropdowns on your Confluence pages.

image-2023-3-27_17-5-39.png

Consider the Handy Date feature if you need to indicate the timeline. With it, your users can update dates in one click at any time without editing the page.

Time-sensitive Confluence Documentation

Having dropdowns for statuses and date pickers in Confluence sounds good, but what if you need to record an exact moment of the event, page update, or status change? Using a date picker is confusing for this use case.

You can add the Handy Timestamp macro to the Confluence template. It will keep your time-sensitive data accurate and not changed by chance. Handy Timestamp locks the date and time in your documentation and ensures that they are correct.

Using statuses in Confluence, you probably want to track their progress. Just hover over Handy Status to see the progress and learn who is responsible for status updates. Identifying your process bottlenecks becomes a breeze now.

For advanced status management, workflow control, or automation, try Handy Status Timestamp. This macro automatically updates status meta information on a Confluence page. With this tool, project leads and responsible team members will see at first glance if the status got stuck and they need to step in.

status-timestamp.gif

For those of you who want to dive deeper, we suggest looking through our article covering the details of Confluence status reporting.

Status Reports in Confluence

Sometimes you need to see the status updates not only on the corresponding page but also in a short form for reporting purposes. You can copy-paste it, but there are some better ways to do it.

Try to use the Page Properties and Page Properties Report macros combination. With this solution, your page reports will remain consistent and up-to-date. Empowering the reports with Handy Macros, you can speed up data updates in your Confluence.

image-2023-3-27_17-52-27-1.png

I hope the suggested tips can help you find your recipe for Confluence status reporting.

You can try our Handy Macros for Confluence for free on the Atlassian Marketplace. Follow the links above to navigate the app listing pages and click Try it free. If you don’t see the button, please, contact your Confluence administrator to help you start with our app. After the trial start, you will have 30 days to evaluate the app functionality in your company and see if it suits you.

Always happy to hear from you!

 

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