Atlassian Confluence Tutorial : Track a List of Action Items

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Atlassian Confluence Tutorial Task List

In this Confluence tutorial, I’ll show you how to create an automatic action item list based on all the projects in a given program.

Confluence is a powerful collaboration tool that I’ve used to track action items and meeting minutes across a variety of projects and programs.
In my last article, I showed you how to build a project status reporting dashboard for large projects or programs.  In the snapshot below, I’ve included my Overall Portfolio status and supporting Portfolio Action items.

confluence tutorial action items task report

During program status reviews, each project manager would presented project status and action items were identified and capture in Confluence. By using the Confluence Task Report macro, the action items were quickly gathered across multiple Confluence pages and Confluence spaces. As team members completed their action items, the list was automatically updated before the next status review. Let’s get started with some simple Confluence task tracking!

Step 1. Create a task list on a page

The task list is created by formatting a line of text using the checkmark icon in the toolbar. On each status report, project managers created individual task lists.

confluence tutorial action items task list

Below is a simple task list with people assigned and target dates identified.

confluence tutorial task listRemember you can use the @ shortcut to assign a person and the // shortcut to assign a date.
Go ahead and create your task list and save the page.

Step 2. Create a label for the page

  1. Click “L” key
  2. Create a label and call it actions-log or some other variant
  3. Click Close

confluence tutorial labels

Step 3. Insert the Task Report Macro into the Portfolio page

Refer back to the Portfolio status page. You can create separate pages, but I like to associate the action items with all the projects within a program.

  1. Insert a Task Report Macro
  2. Enter the Space name or page names that contain the desired checklists
  3. In the example below, I’ve selected the EPMO space
    confluence tutorial task report
  4. Enter the actions-log label
  5. Enter “incomplete” for the Task Status
  6. Select the number of tasks to display
  7. Type the column names to display
  8. I use the standard description, due date, assignee and location fieldsconfluence tutorial task report
  9. Select the sort by option
  10. Click the Preview icon to refresh the list
  11. Click Save

In page edit mode, the Task report looks like the following snapshot.

confluence action items

When you save the page, the list of open actions items from all the projects in the Confluence space with the action-items label will be displayed.

confluence tutorial final list of action items

Projects and program teams can manage project and program tasks by applying proper labels and developing different task reports. Also, If you want to view a separate list of Completed actions, you can copy the same macro and change the Task Status to “complete”.

Confluence’s power comes from its flexibility although there is some initial overhead in setting up the pages. I’ve found this approach to be a flexible solution for meeting minutes and action items without a lot of administrative overhead.

About Andrew Makar

Professional Cat Herder and an Agile Enthusiast with a keen interest in putting PM theory into actual practice.
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