How to create templates in Confluence for Meetical
You can create global templates and space templates in Confluence, customise them to your needs and make them available as Meeting Templates for Meetical.
For global templates you need admin permissions, and for space templates you need space admin permissions. In any case you should be able to try things out in your personal space.
Meetical for Confluence Cloud includes a couple of great Meeting Templates for Confluence, to get started quickly and easily with Confluence meetings notes. For Confluence Data Center please look here.
Let's learn how! There is also a video for this at the end of the article.
1. Global templates
To create a global template in Confluence and use it with Meetical follow these steps:
- From anywhere in Confluence, access the Settings cog at the top right
- Go to Global Templates and Blueprints on the left navigation bar
- To create a template, click Add global page template
You can also edit any existing global templates from this view.
Note that you must be Confluence Admin to add / change global templates. As Space Admin, you can still create Space Templates.
2. Space Template
We've seen how to create global Confluence templates, but you can follow the same steps to create space templates in Confluence.
Both types of templates can be used with Meetical.
To create a space template, open any space you have space admin rights for, then
- Click Space Settings
- Then choose Look and Feel
- Open the Templates tab
- Click on the Create New Template button
When starting out, we recommend you try this with your personal space.
If your personal space does not yet exist, create your personal space:
- Click on your profile picture at the right side of the Confluence header
- Select Add Personal Space...
- Hit Create
This is a safe way to explore how meeting templates work and don't require admin rights.
If you want to use these templates with Meetical, then be sure to complete the next step and add the corresponding labels.
3. Important – Add labels
In order to have a Meetical template we need to label the new template as such.
In the label panel add the label meetical-template to the template.
You can add any additional labels to the Confluence template itself. When you create a page, all additional labels will be added to the page created from that template.
For example, if you add the label meetical-template, team-meeting and tactical-meeting to categorise the meeting, your page will have these labels: meeting-notes, team-meeting, tactical-meeting.
You can also define the default template globally, and for each space.
Labels are powerful and you could use the Content Report macro, to generate a list of all team meetings in all spaces. Read more about Best Practices for Confluence in our Ultimate Guide to Meeting Notes.
4. Customise your templates with Macros and more
Once in the template editor you can use macros. Macros are super useful and can be used for anything from charts and project statuses to specific Meetical functionality.
We recommend you start with the Meeting Overview Table macro, which already contains all essential meeting information like date, time, location and the participants.
5. Use the template for your meeting pages
After creating and saving the template we want to use it. Your custom template will now appear as an option when creating a meeting in the calendar.
Of course, the templates will also be available in the Chrome Extension and Outlook Add-in, when you create a page from there.
6. Set Default Template
After you followed step 1 or 2 to use Confluence and create your template, If you like, you can also override the default meeting template.
Set the default meeting template by putting the label "meetical-default-template" on the template.
Defining a default template, also works for Space templates. When a default space template is define, it has a higher preference than a global default template.
This concludes our short guide on how to create templates in Confluence.
Thank you for reading! Feedback and questions are very welcome. Reach us at firstname.lastname@example.org.
Video for this Article: