How to Create Confluence Templates

How to Create Confluence Templates

Confluence templates accelerate documentation by giving every team a proven starting point. Use this guide to design Confluence templates that drive consistency, save time and standardize knowledge across your organization.

Confluence templates accelerate documentation by giving every team a proven starting point. Use this guide to design Confluence templates that drive consistency, save time and standardize knowledge across your organization.

使用此模板

使用此模板

Confluence is one of the most-used knowledge bases in the world - and great Confluence templates are what make it scalable. With Trupeer, you can save hours on Confluence template design by starting with our free guide and template library, customizing them with your brand guidelines, and turning Confluence pages into video walkthroughs that bring documentation to life.

This how-to guide covers the most useful Confluence template types - meeting notes, project plans, decision logs, retrospectives, runbooks, knowledge base articles and team home pages. Pair with our knowledge base for video-augmented docs, generate AI video walkthroughs, and translate content into 65+ languages for global teams.

How to customize this template in Trupeer

Step 1: Open the Templates Section

Go to the Templates section from the main navigation.


Open the Templates section in Trupeer

Step 2: Select and Open a Template

Click on any template you want to work with to open it.


Select and open a template in Trupeer

Step 3: Expand the Template View

If needed, expand the template view to see the full layout and details clearly.


Expand the template view in Trupeer

Step 4: Edit the Template

Click on Edit to start modifying the selected template.


Edit the template in Trupeer

Within the editor, you can:

  • Add new sections

  • Define or update formatting rules

  • Add a logo and adjust its position and related settings

Step 5: Save Your Customized Template

After making all necessary changes, click Save to store the updated template as your own.


Save your customized template in Trupeer

Step 6: Preview and Fine-Tune the Template

When you want to see how your customized template looks, open the Preview.


Preview and fine-tune the template in Trupeer

From the preview screen, you can continue to make adjustments directly if needed, ensuring the template appears exactly as you want.

With this Confluence templates guide you can:

  • Save hours on documentation: Use proven Confluence template patterns instead of starting from scratch.

  • Drive consistency: Every team uses the same structure for similar docs.

  • Stay on-brand: Apply your logo, fonts and colors using Trupeer's brand kit.

  • Cover every use case: Templates for meetings, projects, decisions, retros and more.

  • Add video walkthroughs: Embed video tutorials directly inside Confluence pages.

  • Reach global teams: Translate Confluence content into 65+ languages with one click.

Great Confluence templates turn a documentation tool into a knowledge engine. Use this guide to design templates that every team adopts and uses.

Frequently Asked Questions

What is a Confluence template?

A Confluence template is a pre-structured page that teams can use as a starting point for new documentation. Atlassian provides built-in templates (meeting notes, project plans, etc.), and teams can create their own custom templates for any recurring documentation need.

What are the most useful Confluence templates?

The most-used Confluence templates are meeting notes, decision records, project plans, product requirements, sprint retros, knowledge base articles, runbooks, postmortems and team home pages. Many companies build custom templates for SOPs and onboarding pages too.

How do you create a custom Confluence template?

Create a sample page with the structure you want. Use Atlassian's "Create template" option in space settings (admin permission required) to convert it into a reusable template. Add placeholders, instructional text and macros. Make the template available across the relevant spaces.

What makes a good Confluence template?

A good Confluence template has a clear purpose, prefilled headings and structure, placeholder text guiding the writer, useful macros (table of contents, status, page properties), and minimal clutter. Templates should make starting easier - if they slow people down, they're too complex.

How do you encourage Confluence template adoption?

Start with a few high-value templates teams actually need - not 30 templates no one uses. Train teams on when and how to use them. Highlight templates in the page-creation flow. Showcase examples of well-documented pages. Iterate on templates based on feedback - templates need maintenance like any product.

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需要视频剪辑师、翻译和编剧吗?

免费试用 Trupeer

预约演示

需要视频剪辑师、翻译和编剧吗?

免费试用 Trupeer

预约演示