Part 1 - Creating a task list template

Overview

We'll start by creating a space template with a page layout for creating tasks. The purpose of this template is so we will have a general layout which can easily be changed and updated in the future.

By the end of this section your template should look something like this:

Source code

The following source code is shared using Confluence Storage Format - the XHTML-based format that Confluence uses to store the content of pages, page templates, blueprints, blog posts and comments.

For more information on how to use this source code on your Confluence, read the following article - How do I use Recipes that use the Storage Format with the Confluence Source Editor?

<ac:structured-macro ac:macro-id="8682f0fe-90b2-4406-96ad-f849f4a25c7a" ac:name="table-data" ac:schema-version="1">
  <ac:parameter ac:name="name">Task</ac:parameter>
  <ac:rich-text-body>
    <table class="wrapped">
      <colgroup>
        <col/>
        <col/>
        <col/>
        <col/>
      </colgroup>
      <tbody>
        <tr>
          <th>Assignee</th>
          <th>Task Description </th>
          <th>Due Date</th>
          <th>Status</th>
        </tr>
        <tr>
          <td>
            <div class="content-wrapper">
              <ac:structured-macro ac:macro-id="37b316c1-36ac-46ae-bfdd-6211c2e83c03" ac:name="list-data" ac:schema-version="1">
                <ac:parameter ac:name="name">User</ac:parameter>
                <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                <ac:rich-text-body>
                  <ac:structured-macro ac:macro-id="6ff904b4-3dc8-46df-81ef-e6e095a7fdd6" ac:name="user-options" ac:schema-version="1">
                    <ac:parameter ac:name="groups">confluence-users</ac:parameter>
                    <ac:rich-text-body>
                      <p>
                        <br/>
                      </p>
                    </ac:rich-text-body>
                  </ac:structured-macro>
                </ac:rich-text-body>
              </ac:structured-macro>
              <p>
                <br/>
              </p>
              <p>
                <br/>
              </p>
            </div>
          </td>
          <td>
            <div class="content-wrapper">
              <ac:structured-macro ac:macro-id="46a515cf-41d7-4384-95c0-0ff023f7da4c" ac:name="text-data" ac:schema-version="1">
                <ac:parameter ac:name="name">Description</ac:parameter>
                <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                <ac:rich-text-body>
                  <p>
                    <br/>
                  </p>
                </ac:rich-text-body>
              </ac:structured-macro>
            </div>
          </td>
          <td>
            <div class="content-wrapper">
              <ac:structured-macro ac:macro-id="2b385301-b82c-4c73-8bd6-096d41f8fe29" ac:name="date-data" ac:schema-version="1">
                <ac:parameter ac:name="name">Due Date</ac:parameter>
                <ac:parameter ac:name="required">true</ac:parameter>
                <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
              </ac:structured-macro>
            </div>
          </td>
          <td>
            <div class="content-wrapper">
              <ac:structured-macro ac:macro-id="fd8c68e7-0a7d-4ee9-97f5-96eb50aeb7f8" ac:name="list-data" ac:schema-version="1">
                <ac:parameter ac:name="name">Status</ac:parameter>
                <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                <ac:rich-text-body>
                  <ac:structured-macro ac:macro-id="95bfdfd3-b219-424e-8fa2-399fe3dc1db1" ac:name="list-option" ac:schema-version="1">
                    <ac:parameter ac:name="value">Open</ac:parameter>
                    <ac:rich-text-body>
                      <p>
                        <ac:structured-macro ac:macro-id="8b22e370-438f-483e-8f3e-2e169b022bcc" ac:name="status" ac:schema-version="1">
                          <ac:parameter ac:name="colour">Grey</ac:parameter>
                          <ac:parameter ac:name="title">Open</ac:parameter>
                          <ac:parameter ac:name=""/>
                        </ac:structured-macro>
                      </p>
                    </ac:rich-text-body>
                  </ac:structured-macro>
                  <ac:structured-macro ac:macro-id="e75098ec-2b43-4c91-9943-f09ccf8bab8c" ac:name="list-option" ac:schema-version="1">
                    <ac:parameter ac:name="value">In Progress</ac:parameter>
                    <ac:rich-text-body>
                      <p>
                        <ac:structured-macro ac:macro-id="81e8d31d-e819-4981-8b03-ada692bb9571" ac:name="status" ac:schema-version="1">
                          <ac:parameter ac:name="colour">Yellow</ac:parameter>
                          <ac:parameter ac:name="title">IN PROGRESS</ac:parameter>
                          <ac:parameter ac:name=""/>
                        </ac:structured-macro>
                      </p>
                    </ac:rich-text-body>
                  </ac:structured-macro>
                  <ac:structured-macro ac:macro-id="f01c84a9-906a-41b9-9f17-0288242c8f99" ac:name="list-option" ac:schema-version="1">
                    <ac:parameter ac:name="value">Done</ac:parameter>
                    <ac:rich-text-body>
                      <p>
                        <ac:structured-macro ac:macro-id="e1468055-1a21-4b10-8881-e80c3058d37d" ac:name="status" ac:schema-version="1">
                          <ac:parameter ac:name="colour">Green</ac:parameter>
                          <ac:parameter ac:name="title">Done</ac:parameter>
                          <ac:parameter ac:name=""/>
                        </ac:structured-macro>
                      </p>
                    </ac:rich-text-body>
                  </ac:structured-macro>
                </ac:rich-text-body>
              </ac:structured-macro>
            </div>
          </td>
        </tr>
      </tbody>
    </table>
  </ac:rich-text-body>
</ac:structured-macro>

Steps

1 Create a new template
2 Add table-data and a table to your new template
3 Configure the column data options

Create a new template

In your space

go to Space tools > Content Tools > Templates
choose Create New Template
set the title of the Template to the "Task"

Add table-data and a table to your new template

add a Table Data macro
- set its Name parameter to "Task"

Within the Table Data macro

add a 4x2 table

In the first row of the table

enter "Assignee" ,"Task Description", "Due Date" and "Status" respectively for each cell

Configure the column data options

In the "Assignee" column

add a List Data macro in the second row
- set its Name parameter to "User"
add a User Options macro within the List Data macro

If you want to select users associated to a specific Confluence group, set the Groups parameter in the User Options macro to a Confluence group name.

In the "Task Description" column

add a Text Data macro in the second row.
- set its Name parameter to "Description"

In the "Due Date" column

add a Date Data macro in the second row
- set its Name parameter to "Due Date"

In the "Status" column

add a List Data macro in the second row
- set its Name parameter to "Status"

In this List Data macro (in the “Status” column)

add three List Option macros
for the first List Option macro
- set the Value parameters to "Open"

To differentiate the List Option, add a Status macro, set its Name to "Open" and choose the color - grey is used in this example.

for the second List Option macro
set the Value parameters to "In Progress"

To differentiate the List Option, add a Status macro, set its Name to "In Progress" and choose the color - yellow is used in this example.

for the third List Option macro
- set the Value parameters to "Done"

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