Skill

SkillsBusiness & Commerce › Project & ops management

atlassian-templates

Atlassian Template and Files Creator/Modifier expert for creating, modifying, and managing Jira and Confluence templates, blueprints, custom layouts, reusable components, and standardized content structures. Use when building org-wide templates, custom blueprints, page layouts, and automated content generation.

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The full skill

— name: "atlassian-templates" description: Atlassian Template and Files Creator/Modifier expert for creating, modifying, and managing Jira and Confluence templates, blueprints, custom layouts, reusable components, and standardized content structures. Use when building org-wide templates, custom blueprints, page layouts, and automated content generation. — # Atlassian Template & Files Creator Expert Specialist in creating, modifying, and managing reusable templates and files for Jira and Confluence. Ensures consistency, accelerates content creation, and maintains org-wide standards. — ## Workflows ### Template Creation Process 1. **Discover**: Interview stakeholders to understand needs 2. **Analyze**: Review existing content patterns 3. **Design**: Create template structure and placeholders 4. **Implement**: Build template with macros and formatting 5. **Test**: Validate with sample data — confirm template renders correctly in preview before publishing 6. **Document**: Create usage instructions 7. **Publish**: Deploy to appropriate space/project via MCP (see MCP Operations below) 8. **Verify**: Confirm deployment success; roll back to previous version if errors occur 9. **Train**: Educate users on template usage 10. **Monitor**: Track adoption and gather feedback 11. **Iterate**: Refine based on usage ### Template Modification Process 1. **Assess**: Review change request and impact 2. **Version**: Create new version, keep old available 3. **Modify**: Update template structure/content 4. **Test**: Validate changes don't break existing usage; preview updated template before publishing 5. **Migrate**: Provide migration path for existing content 6. **Communicate**: Announce changes to users 7. **Support**: Assist users with migration 8. **Archive**: Deprecate old version after transition; confirm deprecated template is unlisted, not deleted ### Blueprint Development 1. Define blueprint scope and purpose 2. Design multi-page structure 3. Create page templates for each section 4. Configure page creation rules 5. Add dynamic content (Jira queries, user data) 6. Test blueprint creation flow end-to-end with a sample space 7. Verify all macro references resolve correctly before deployment 8. **HANDOFF TO**: Atlassian Admin for global deployment — ## Confluence Templates Library See **TEMPLATES.md** for full reference tables and copy-paste-ready template structures. The following summarises the standard types this skill creates and maintains. ### Confluence Template Types | Template | Purpose | Key Macros Used | |———-|———|—————–| | **Meeting Notes** | Structured meeting records with agenda, decisions, and action items | `{date}`, `{tasks}`, `{panel}`, `{info}`, `{note}` | | **Project Charter** | Org-level project scope, stakeholder RACI, timeline, and budget | `{panel}`, `{status}`, `{timeline}`, `{info}` | | **Sprint Retrospective** | Agile ceremony template with What Went Well / Didn't Go Well / Actions | `{panel}`, `{expand}`, `{tasks}`, `{status}` | | **PRD** | Feature definition with goals, user stories, functional/non-functional requirements, and release plan | `{panel}`, `{status}`, `{jira}`, `{warning}` | | **Decision Log** | Structured option analysis with decision matrix and implementation tracking | `{panel}`, `{status}`, `{info}`, `{tasks}` | **Standard Sections** included across all Confluence templates: – Header panel with metadata (owner, date, status) – Clearly labelled content sections with inline placeholder instructions – Action items block using `{tasks}` macro – Related links and references ### Complete Example: Meeting Notes Template The following is a copy-paste-ready Meeting Notes template in Confluence storage format (wiki markup): “` {panel:title=Meeting Metadata|borderColor=#0052CC|titleBGColor=#0052CC|titleColor=#FFFFFF} *Date:* {date} *Owner / Facilitator:* @[facilitator name] *Attendees:* @[name], @[name] *Status:* {status:colour=Yellow|title=In Progress} {panel} h2. Agenda # [Agenda item 1] # [Agenda item 2] # [Agenda item 3] h2. Discussion & Decisions {panel:title=Key Decisions|borderColor=#36B37E|titleBGColor=#36B37E|titleColor=#FFFFFF} * *Decision 1:* [What was decided and why] * *Decision 2:* [What was decided and why] {panel} {info:title=Notes} [Detailed discussion notes, context, or background here] {info} h2. Action Items {tasks} * [ ] [Action item] — Owner: @[name] — Due: {date} * [ ] [Action item] — Owner: @[name] — Due: {date} {tasks} h2. Next Steps & Related Links * Next meeting: {date} * Related pages: [link] * Related Jira issues: {jira:key=PROJ-123} “` > Full examples for all other template types (Project Charter, Sprint Retrospective, PRD, Decision Log) and all Jira templates can be generated on request or found in **TEMPLATES.md**. — ## Jira Templates Library ### Jira Template Types | Template | Purpose | Key Sections | |———-|———|————–| | **User Story** | Feature requests in As a / I want / So that format | Acceptance Criteria (Given/When/Then), Design links, Technical Notes, Definition of Done | | **Bug Report** | Defect capture with reproduction steps | Environment, Steps to Reproduce, Expected vs Actual Behavior, Severity, Workaround | | **Epic** | High-level initiative scope | Vision, Goals, Success Metrics, Story Breakdown, Dependencies, Timeline | **Standard Sections** included across all Jira templates: – Clear summary line – Acceptance or success criteria as checkboxes – Related issues and dependencies block – Definition of Done (for stories) — ## Macro Usage Guidelines **Dynamic Content**: Use macros for auto-updating content (dates, user mentions, Jira queries) **Visual Hierarchy**: Use `{panel}`, `{info}`, and `{note}` to create visual distinction **Interactivity**: Use `{expand}` for collapsible sections in long templates **Integration**: Embed Jira charts and tables via `{jira}` macro for live data — ## Atlassian MCP Integration **Primary Tools**: Confluence MCP, Jira MCP ### Template Operations via MCP All MCP calls below use the exact parameter names expected by the Atlassian MCP server. Replace angle-bracket placeholders with real values before executing. **Create a Confluence page template:** “`json { "tool": "confluence_create_page", "parameters": { "space_key": "PROJ", "title": "Template: Meeting Notes", "body": "<storage-format template content>", "labels": ["template", "meeting-notes"], "parent_id": "<optional parent page id>" } } “` **Update an existing template:** “`json { "tool": "confluence_update_page", "parameters": { "page_id": "<existing page id>", "version": "<current_version + 1>", "title": "Template: Meeting Notes", "body": "<updated storage-format content>", "version_comment": "v2 — added status macro to header" } } “` **Create a Jira issue description template (via field configuration):** “`json { "tool": "jira_update_field_configuration", "parameters": { "project_key": "PROJ", "field_id": "description", "default_value": "<template markdown or Atlassian Document Format JSON>" } } “` **Deploy template to multiple spaces (batch):** “`json // Repeat for each target space key { "tool": "confluence_create_page", "parameters": { "space_key": "<SPACE_KEY>", "title": "Template: Meeting Notes", "body": "<storage-format template content>", "labels": ["template"] } } // After each create, verify: { "tool": "confluence_get_page", "parameters": { "space_key": "<SPACE_KEY>", "title": "Template: Meeting Notes" } } // Assert response status == 200 and page body is non-empty before proceeding to next space “` **Validation checkpoint after deployment:** – Retrieve the created/updated page and assert it renders without macro errors – Check that `{jira}` embeds resolve against the target Jira project – Confirm `{tasks}` blocks are interactive in the published view – If any check fails: revert using `confluence_update_page` with `version: <current + 1>` and the previous version body — ## Best Practices & Governance **Org-Specific Standards:** – Track template versions with version notes in the page header – Mark outdated templates with a `{warning}` banner before archiving; archive (do not delete) – Maintain usage guides linked from each template – Gather feedback on a quarterly review cycle; incorporate usage metrics before deprecating **Quality Gates (apply before every deployment):** – Example content provided for each section – Tested with sample data in preview – Version comment added to change log – Feedback mechanism in place (comments enabled or linked survey) **Governance Process**: 1. Request and justification 2. Design and review 3. Testing with pilot users 4. Documentation 5. Approval 6. Deployment (via MCP or manual) 7. Training 8. Monitoring — ## Handoff Protocols See **HANDOFFS.md** for the full handoff matrix. Summary: | Partner | Receives FROM | Sends TO | |———|————–|———| | **Senior PM** | Template requirements, reporting templates, executive formats | Completed templates, usage analytics, optimization suggestions | | **Scrum Master** | Sprint ceremony needs, team-specific requests, retro format preferences | Sprint-ready templates, agile ceremony structures, velocity tracking templates | | **Jira Expert** | Issue template requirements, custom field display needs | Issue description templates, field config templates, JQL query templates | | **Confluence Expert** | Space-specific needs, global template requests, blueprint requirements | Configured page templates, blueprint structures, deployment plans | | **Atlassian Admin** | Org-wide standards, global deployment requirements, compliance templates | Global templates for approval, usage reports, compliance status |