Atlassian Templates

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 references/template-design-patterns.md for template design patterns and references/governance-framework.md for the governance model. For deployment-ready storage-format markup, use the bundled scaffolder (see Template scaffolder below). The following summarises the standard types this skill creates and maintains.

Confluence Template Types

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

Format warning: The example below is legacy wiki markup ({panel}, h2., {tasks}), shown for human readability. Wiki markup is NOT Confluence storage format and will be rejected by mcp__atlassian__createConfluencePage / updateConfluencePage, which expect storage format (XHTML, <ac:structured-macro> elements) or ADF. To get the deployment-ready storage-format equivalent, run the scaffolder: python3 scripts/template_scaffolder.py meeting-notes (see Template scaffolder).

{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}

Storage-format examples for the other built-in types (decision-log, runbook, project-kickoff) come from python3 scripts/template_scaffolder.py --list; design patterns for the remaining types (Project Charter, Sprint Retrospective, PRD) are in references/template-design-patterns.md.

Jira Templates Library

Jira Template Types

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

Template scaffolder — generate storage-format markup

The bundled scaffolder emits Confluence storage-format XHTML — the exact body format createConfluencePage/updateConfluencePage accept. It is the canonical deployment path for this skill:

# List available template types (meeting-notes, decision-log, runbook, project-kickoff, custom)
python3 scripts/template_scaffolder.py --list

# Generate a template body (storage-format XHTML)
python3 scripts/template_scaffolder.py meeting-notes

# Custom template with chosen sections and macros, JSON output for programmatic use
python3 scripts/template_scaffolder.py custom --sections "Overview,Goals,Action Items" --macros "toc,status,info" --format json

Consume the output: take the CONFLUENCE STORAGE FORMAT MARKUP block (text mode) or the markup field (JSON mode) and pass it verbatim as the body of mcp__atlassian__createConfluencePage. Apply the suggested labels via the Confluence UI afterwards (label tools are not on the MCP).