Atlassian Confluence for Project Managers

Name: Atlassian Confluence for Project Managers
Rating: 4.5 (5697 reviews)

Learn Confluence Project Management and how to manage projects and programs BETTER with Atlassian Confluence

Created byAndy Makar

Last updated 1/2023

English

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What you'll learn

How to apply Atlassian Confluence to successfully manage their projects and programs
How to create project status reports that roll up to program level status reports
How to track actions items across 1 or multiple meeting minute templates or Confluence pages
How to build product roadmaps and project Gantt charts easily without a lot of arts and charts
Build an issue, risk, action item or decision log using Confluence
Manage project requirements and evolve ideas into JIRA user stories
Build a requirements traceability matrix with Confluence and JIRA
Use Confluence for 1:1 status meetings with your manager
Collaborative project management techniques
Develop Confluence reports using JIRA queries

Course content

11 sections • 38 lectures • 2h 49m total length

Introduction2:36
You can get a FREE Confluence account for this course at https://www.atlassian.com/try for up to 10 users

How to build a RACI Matrix7:42
Learn how to build a simple RACI matrix using Atlassian Confluence
A RACI chart is a matrix that is used to define and clearly communicate the roles and responsibilities of team members in a project or process. RACI stands for Responsible, Accountable, Consulted, and Informed, and these terms are used to define the level of involvement and decision-making authority of each team member.
Responsible: The person who performs the work to complete the task.
Accountable: The person who is ultimately accountable for the work and the results. This person is the one who signs off on the task as complete.
Consulted: The people who need to be consulted in order to complete the task. They may provide input, but do not have decision-making authority.
Informed: The people who need to be kept informed of the task status and progress. They do not need to be consulted or involved in the work, but need to be aware of what is happening.
Key Considerations
Using Confluence to document the RACI is helpful on small to medium size projects with smaller number of roles
If you have a large number of roles in your projects, you may consider attaching the RACI as a spreadsheet
Document Roles and Responsibilities with the Project or Program3:27
Defining the specific tasks a project role will perform on the project is helpful on both medium and large projects
Small projects may not need a lot of role definition but its easy to clarify in Atlassian Confluence
On large programs or projects, it helps to clarify the specific tasks a given role will perform on the projects
On some projects, specific tasks can overlap and blend within a team and new and existing team members can get confused about the specific task definition
Use the Table of Contents and Heading macros to easily organize your document

Program and Project Status Reports and Dashboards4:20
Demonstration2:48
Demonstrate building a real-time confluence dashboard that consolidates project status reports across programs, highlighting launch dates, phase, and red/yellow/green indicators for schedule, budget, and risks.
Step by Step Tutorial10:53
Build a Confluence dashboard through a step-by-step tutorial, creating workstream status reports and a portfolio page. Apply status indicators and labels to summarize data from subpages into the final dashboard.
Solution Walkthrough9:19
Create a cross-project status report in Confluence by building a portfolio page, standardizing status fields, applying status macros, and rendering a dashboard with launch date, overall status, schedule, and risks.
Discussion and Summary2:14
Troubleshooting1:51
Troubleshoot portfolio display by adding status label via the labels dialog and add button, set table options with header row unchecked, ensure budget field is singular across pages, then publish.
Hands-On Activity #1

Tracking Action Items with Confluence2:24
Track action items across multiple Confluence pages and spaces, assign owners and due dates, and centralize reporting to ensure follow-up and drive project progress.
Demonstration2:26
Discover how to use Atlassian Confluence to manage projects with action items from meetings, tagging assignees, setting due dates, and tracking status in a single at-a-glance list.
Step by Step Tutorial4:23
Solution Walkthrough8:19
learn to create task lists and meeting minutes in Confluence, assign action items with due dates and assignees, and use the task report macro to track open and completed tasks.
Discussion and Summary2:31
Document action items from program status meetings in confluence, assign due dates, and roll tasks into one page to track open actions, with macros to manage and view completed items.
Hands-On Activity #2

Creating Gantt Charts and Roadmaps3:32
Demonstration2:48
Demonstrate how to build and customize a roadmap and Gantt chart in Confluence, linking milestones, work streams, and phase details to Confluence pages for clear program visibility.
Step by Step Tutorial6:55
Solution Walkthrough9:24
Discussion and Summary2:37
Explore how to use the roadmap planner macro in Atlassian Confluence to build project and program Gantt charts, link to requirement pages, and convey timelines for releases and agile epics.
Hands-On Activity #3

Managing Issues and Risks3:43
Demonstration1:41
demonstrates using an issue and risk log in Atlassian Confluence, with a simple table, status macros, and an expand macro to manage open versus closed issues.
Step by Step Tutorial4:41
Solution Walkthrough5:36
Create an issue log in Atlassian Confluence using a table with status macro, open date, work streams, and descriptions, and manage open and closed items with the expand macro.
Discussion and Summary1:06
Convert your Excel log into a Confluence page to enable web-based collaboration on risks, change logs, and change requests, using the status macro to identify open and closed issues.

Managing Requirements4:07
Manage evolving project requirements in Atlassian Confluence by using the product requirements template, decompose high-level requirements into epics and user stories, and link Jira issues in a requirements traceability matrix.
Demonstration2:59
Step by Step Tutorial5:26
Explore how to manage requirements in Atlassian Confluence with a requirements traceability matrix, linking Jira issues to track progress from concept to delivery.
Solution Walkthrough6:02
Build a requirements traceability matrix to map user requirements to Jira issues and releases, assign priorities by status colors, and link to Confluence notes for stakeholder visibility.
Discussion and Summary1:02
Review your current tools and use Confluence to document requirements, build a requirements traceability matrix for projects, and map details to Jira to manage and prioritize releases in one view.
Bonus Video : Create Project Documentation in Confluence vs. Word and Excel11:51
Learn the benefits of creating project documentation directly in Confluence instead of Word or Excel

Creating 1:1 Status Reports0:57
Document your one-on-one meetings with your manager using a one-page Confluence status report, highlighting major accomplishments and discussion points for formal or informal status meetings.
Demonstration1:59
Step by Step Tutorial3:15
Create a blank Confluence page, apply a double-column layout, add sections for summary, initiative status, key issues, risks, and next steps, and populate with the status macro.
Solution Walkthrough5:06
Discussion and Summary1:24
Use confluence to create chronological one-on-one status reports for each reporting period, adding attachments and screenshots to prep for year-end or mid-year reviews and collaborate with your manager.

Requirements

Access to a cloud or server instance of Atlassian Confluence (You can get a FREE Confluence account from Atlassian)
Basic knowledge of Atlassian Confluence

Description

The goal of this course is to teach project managers how to effectively manage projects and programs using Atlassian Confluence.

If you want to learn how to apply Atlassian Confluence to your projects for better collaboration, requirements, and LOWER project management administration, then this course is for you! Learn how to use Confluence to manage your projects.

At the end of this course, you will be able to:

Reduce the project manager’s administrative burden
Develop and communicate project status easily
Document roles and responsibilities for better team communication
Create a RACI matrix
Track project and program action items quickly
Develop program level Gantt charts
Develop project, portfolio, and application roadmaps
Manage and collaborate on project and program requirements
Improve communication with your management team

With nearly 2.5 hours of instructional videos and hands-on activities, you will complete this course knowing how to manage projects in Atlassian Confluence. This is an excellent course for project managers to apply hands-on project management.

This course was developed based on hands-on, real-world practice from using Confluence to manage portfolios, programs and projects.
Project management theory is discussed but the true value is the hands application how-to knowledge to use Atlassian Confluence to successfully deliver your projects and collaborate with your team members.

If you are a novice project manager or an experience project manager, you will find useful techniques to deliver your project or program.

Who this course is for:

Project managers
Product managers and product owners
Program managers
Project Management Office
Scrum Masters
Agile Practioners

Atlassian Confluence for Project Managers

What you'll learn

Explore related topics

Course content

Module 0 - Introduction1 lecture • 3min

Module 1 - Manage Projects with a Wiki1 lecture • 7min

Module 1 - Bonus Section - Preparing the Project Team2 lectures • 11min

Module 2 - Status Reports and Dashboards6 lectures • 31min

Module 3 - Track Action Items5 lectures • 20min

Module 4 - Gantt Charts & Roadmaps5 lectures • 25min

Module 5 - Managing Issues and Risks5 lectures • 17min

Module 6 - Managing Requirements6 lectures • 31min

Module 7 - 1:1 Status Reports5 lectures • 13min

Integrating Confluence with JIRA1 lecture • 10min

Requirements

Description

Who this course is for: