Agent skill
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 for building org-wide templates, custom blueprints, page layouts, and automated content generation.
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npx add-skill https://github.com/borghei/Claude-Skills/tree/main/project-management/atlassian-templates
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Additional technical details for this skill
- tags
-
atlassian jira-templates confluence-templates workflows
- author
- borghei
- domain
- atlassian
- updated
- 1774915200
- version
- 1.0.0
- category
- project-management
SKILL.md
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.
Core Competencies
Template Design
- Create Confluence page templates with dynamic content
- Design Jira issue templates and descriptions
- Build blueprints for complex content structures
- Implement template versioning and updates
Content Standardization
- Establish org-wide content standards
- Create reusable components and macros
- Design template libraries
- Maintain template documentation
Automation
- Build templates with dynamic fields and automation
- Create templates that integrate with Jira
- Design self-updating content structures
- Implement template-based workflows
Template Governance
- Manage template lifecycle
- Version control for templates
- Deprecate outdated templates
- Track template usage and adoption
Workflows
Template Creation Process
- Discover: Interview stakeholders to understand needs
- Analyze: Review existing content patterns
- Design: Create template structure and placeholders
- Implement: Build template with macros and formatting
- Test: Validate with sample data
- Document: Create usage instructions
- Publish: Deploy to appropriate space/project
- Train: Educate users on template usage
- Monitor: Track adoption and gather feedback
- Iterate: Refine based on usage
Template Modification Process
- Assess: Review change request and impact
- Version: Create new version, keep old available
- Modify: Update template structure/content
- Test: Validate changes don't break existing usage
- Migrate: Provide migration path for existing content
- Communicate: Announce changes to users
- Support: Assist users with migration
- Archive: Deprecate old version after transition
Blueprint Development
- Define blueprint scope and purpose
- Design multi-page structure
- Create page templates for each section
- Configure page creation rules
- Add dynamic content (Jira queries, user data)
- Test blueprint creation flow
- HANDOFF TO: Atlassian Admin for global deployment
Confluence Templates Library
1. Meeting Notes Template
---
**Meeting Title**: [Meeting Name]
**Date**: {date:format=dd MMM yyyy}
**Time**: [Time]
**Attendees**: @user1, @user2, @user3
**Facilitator**: @facilitator
**Note Taker**: @notetaker
---
{info}
**Quick Links**:
- [Previous Meeting](link)
- [Project Page](link)
- [Jira Board](link)
{info}
## Agenda
1. [Topic 1] - [Duration] - [Owner]
2. [Topic 2] - [Duration] - [Owner]
3. [Topic 3] - [Duration] - [Owner]
## Discussion & Notes
### [Topic 1]
**Presenter**: @owner
**Discussion**:
- Key point 1
- Key point 2
**Decisions Made**:
{panel:title=Decision|borderColor=#00875a}
[Decision description]
**Decided by**: @decisionmaker
{panel}
### [Topic 2]
[Continue pattern]
## Action Items
{tasks}
- [ ] [Action item 1] - @owner - Due: [Date]
- [ ] [Action item 2] - @owner - Due: [Date]
- [ ] [Action item 3] - @owner - Due: [Date]
{tasks}
## Parking Lot
{note}
Topics to discuss in future meetings:
- [Deferred topic 1]
- [Deferred topic 2]
{note}
## Next Meeting
**Date**: [Next meeting date]
**Focus**: [Next meeting focus areas]
2. Project Charter Template
{panel:title=Project Overview|borderColor=#0052cc}
**Project Name**: [Project Name]
**Project Code**: [PROJ]
**Status**: {status:colour=Blue|title=Planning}
**Owner**: @projectowner
**Sponsor**: @sponsor
**Start Date**: [DD/MM/YYYY]
**Target End Date**: [DD/MM/YYYY]
{panel}
## Executive Summary
[2-3 paragraphs summarizing the project purpose, scope, and expected outcomes]
## Business Case
### Problem Statement
[Describe the problem or opportunity]
### Objectives
1. [SMART Objective 1]
2. [SMART Objective 2]
3. [SMART Objective 3]
### Success Criteria
{info}
**Definition of Success**:
- [Measurable outcome 1]
- [Measurable outcome 2]
- [Measurable outcome 3]
{info}
## Scope
### In Scope
- [Deliverable 1]
- [Deliverable 2]
- [Deliverable 3]
### Out of Scope
- [Explicitly excluded item 1]
- [Explicitly excluded item 2]
## Stakeholders
| Name | Role | Responsibility | Influence |
|------|------|----------------|-----------|
| @user1 | Sponsor | Funding & approval | High |
| @user2 | PM | Day-to-day management | High |
| @user3 | Tech Lead | Technical direction | Medium |
**RACI Matrix**: [Link to detailed RACI]
## Timeline & Milestones
{timeline}
| Phase | Start | End | Deliverables |
|-------|-------|-----|--------------|
| Discovery | DD/MM | DD/MM | Requirements doc |
| Design | DD/MM | DD/MM | Design specs |
| Development | DD/MM | DD/MM | MVP |
| Testing | DD/MM | DD/MM | Test report |
| Launch | DD/MM | DD/MM | Production release |
{timeline}
## Budget
**Total Budget**: $XXX,XXX
| Category | Estimated Cost | Notes |
|----------|----------------|-------|
| Personnel | $XX,XXX | FTE allocation |
| Software/Tools | $XX,XXX | Licenses & subscriptions |
| External Services | $XX,XXX | Contractors, vendors |
| Contingency (10%) | $X,XXX | Risk buffer |
## Risks & Assumptions
### Top Risks
| Risk | Probability | Impact | Mitigation |
|------|-------------|--------|-----------|
| [Risk 1] | Medium | High | [Mitigation strategy] |
| [Risk 2] | Low | High | [Mitigation strategy] |
### Assumptions
- [Critical assumption 1]
- [Critical assumption 2]
## Resources & Links
- [Jira Project](#)
- [Confluence Space](#)
- [Design Files](#)
- [Technical Docs](#)
3. Sprint Retrospective Template
{panel:title=Sprint Retrospective|borderColor=#00875a}
**Sprint**: Sprint [Number]
**Sprint Dates**: [Start Date] - [End Date]
**Team**: [Team Name]
**Facilitator**: @facilitator
**Date**: {date}
{panel}
## Sprint Overview
**Sprint Goal**: [Sprint goal]
**Completed Stories**: [X/Y]
**Velocity**: [XX points]
**Carry Over**: [X stories]
## Ceremony: What Went Well? 😊
{expand:title=Click to add items}
{info}
Use this space to celebrate successes and positive experiences.
{info}
- [Positive item 1]
- [Positive item 2]
- [Positive item 3]
{expand}
## Ceremony: What Didn't Go Well? 😕
{expand:title=Click to add items}
{warning}
Discuss challenges, blockers, and frustrations.
{warning}
- [Challenge 1]
- [Challenge 2]
- [Challenge 3]
{expand}
## Ceremony: Ideas & Actions 💡
{expand:title=Click to add items}
{note}
Brainstorm improvements and define actionable next steps.
{note}
| Idea | Votes | Action Owner | Target Sprint |
|------|-------|--------------|---------------|
| [Improvement idea 1] | ⭐⭐⭐ | @owner | Sprint X+1 |
| [Improvement idea 2] | ⭐⭐ | @owner | Sprint X+2 |
{expand}
## Action Items (Committed)
{tasks}
- [ ] [Action 1 - High Priority] - @owner - Due: [Date]
- [ ] [Action 2 - Medium Priority] - @owner - Due: [Date]
- [ ] [Action 3 - Low Priority] - @owner - Due: [Date]
{tasks}
## Action Items from Previous Retro - Status Check
{panel:title=Previous Action Items}
| Action | Owner | Status | Notes |
|--------|-------|--------|-------|
| [Previous action 1] | @owner | {status:colour=Green|title=Done} | [Completion notes] |
| [Previous action 2] | @owner | {status:colour=Yellow|title=In Progress} | [Progress notes] |
{panel}
## Team Mood
{info}
Use emojis or numeric scale (1-10) to capture team sentiment.
{info}
**Overall Sprint Mood**: [😊 😐 😕]
**Team Energy**: [X/10]
## Next Retro
**Date**: [Next retro date]
**Focus**: [Special focus if any]
4. Product Requirements Document (PRD) Template
{panel:title=PRD Overview|borderColor=#0052cc}
**Feature Name**: [Feature Name]
**PRD ID**: PRD-XXX
**Author**: @author
**Status**: {status:colour=Blue|title=Draft}
**Last Updated**: {date}
**Epic Link**: {jira:Epic Key}
{panel}
## Problem Statement
[Describe the user problem or business need. Answer: What problem are we solving and for whom?]
## Goals & Success Metrics
### Goals
1. [Primary goal]
2. [Secondary goal]
### Success Metrics
| Metric | Target | Measurement |
|--------|--------|-------------|
| [Metric 1] | [Target value] | [How to measure] |
| [Metric 2] | [Target value] | [How to measure] |
## User Stories & Use Cases
### Primary User Story
**As a** [user type]
**I want** [capability]
**So that** [benefit]
**Acceptance Criteria**:
- [ ] [Criterion 1]
- [ ] [Criterion 2]
- [ ] [Criterion 3]
### Use Cases
1. **Use Case 1**: [Scenario name]
- **Actor**: [User role]
- **Preconditions**: [What must be true]
- **Flow**: [Step-by-step]
- **Postconditions**: [End state]
## Requirements
### Functional Requirements
| ID | Requirement | Priority | Notes |
|----|-------------|----------|-------|
| FR-1 | [Requirement description] | Must Have | |
| FR-2 | [Requirement description] | Should Have | |
| FR-3 | [Requirement description] | Nice to Have | |
### Non-Functional Requirements
| ID | Requirement | Target | Notes |
|----|-------------|--------|-------|
| NFR-1 | Performance | <2s load time | |
| NFR-2 | Scalability | 10K concurrent users | |
| NFR-3 | Availability | 99.9% uptime | |
## Design & User Experience
### User Flow
[Insert diagram or link to design files]
### Wireframes/Mockups
[Embed images or link to Figma]
### UI Specifications
- [Key UI element 1]
- [Key UI element 2]
## Technical Considerations
### Architecture
[High-level architecture overview or diagram]
### Dependencies
- [System dependency 1]
- [Service dependency 2]
- [Third-party integration]
### Technical Constraints
- [Constraint 1]
- [Constraint 2]
## Release Plan
### Phases
| Phase | Features | Target Date | Status |
|-------|----------|-------------|--------|
| MVP (v1.0) | [Core features] | [Date] | {status:colour=Blue|title=Planned} |
| v1.1 | [Additional features] | [Date] | {status:colour=Gray|title=Future} |
### Rollout Strategy
[Describe rollout approach: beta, phased, full launch]
## Open Questions
{warning}
- [ ] [Question 1 requiring resolution]
- [ ] [Question 2 requiring resolution]
{warning}
## Appendix
- [Related Documents](#)
- [Research & Data](#)
- [Competitive Analysis](#)
5. Decision Log Template
{panel:title=Decision Record|borderColor=#ff5630}
**Decision ID**: [PROJ]-DEC-[XXX]
**Date**: {date}
**Status**: {status:colour=Green|title=Approved}
**Decision Maker**: @decisionmaker
**Stakeholders**: @stakeholder1, @stakeholder2
{panel}
## Context & Background
[Provide background on what led to this decision. Include relevant history, constraints, and why a decision is needed now.]
## Problem Statement
[Clearly articulate the problem or question that requires a decision]
## Options Considered
### Option 1: [Option Name]
**Description**: [Detailed description]
**Pros**:
- [Advantage 1]
- [Advantage 2]
**Cons**:
- [Disadvantage 1]
- [Disadvantage 2]
**Cost/Effort**: [Estimate]
### Option 2: [Option Name]
**Description**: [Detailed description]
**Pros**:
- [Advantage 1]
- [Advantage 2]
**Cons**:
- [Disadvantage 1]
- [Disadvantage 2]
**Cost/Effort**: [Estimate]
### Option 3: [Option Name]
[Continue pattern]
## Decision Matrix
| Criteria | Weight | Option 1 | Option 2 | Option 3 |
|----------|--------|----------|----------|----------|
| Cost | 30% | 7/10 | 5/10 | 8/10 |
| Time to Implement | 25% | 6/10 | 9/10 | 5/10 |
| Scalability | 25% | 8/10 | 6/10 | 9/10 |
| Risk | 20% | 7/10 | 8/10 | 5/10 |
| **Total Score** | | **X.X** | **Y.Y** | **Z.Z** |
## Decision
{info}
**Chosen Option**: [Option X]
**Rationale**: [Explain why this option was selected. Reference the decision matrix and key factors.]
{info}
## Consequences & Trade-offs
**Positive Consequences**:
- [Expected benefit 1]
- [Expected benefit 2]
**Negative Consequences/Trade-offs**:
- [Known limitation 1]
- [Known limitation 2]
**Mitigation Plans**:
- [How to address limitation 1]
## Implementation Plan
{tasks}
- [ ] [Implementation step 1] - @owner - [Date]
- [ ] [Implementation step 2] - @owner - [Date]
- [ ] [Implementation step 3] - @owner - [Date]
{tasks}
## Success Criteria
[How will we know if this decision was the right one?]
- [Metric/outcome 1]
- [Metric/outcome 2]
## Review Date
**Scheduled Review**: [Date to revisit this decision]
## Related Decisions
- [Link to related decision 1]
- [Link to related decision 2]
## References
- [Supporting document 1]
- [Research/data source]
Jira Templates Library
1. User Story Template
**As a** [type of user]
**I want** [capability or goal]
**So that** [benefit or value]
## Acceptance Criteria
- [ ] Given [context], when [action], then [outcome]
- [ ] Given [context], when [action], then [outcome]
- [ ] Given [context], when [action], then [outcome]
## Design
[Link to design files, wireframes, or mockups]
## Technical Notes
[Any technical considerations, dependencies, or constraints]
## Definition of Done
- [ ] Code reviewed and approved
- [ ] Unit tests written and passing
- [ ] Integration tests passing
- [ ] Documentation updated
- [ ] Deployed to staging
- [ ] QA approved
- [ ] Deployed to production
## Related Stories
[Links to related issues, epics, or dependencies]
2. Bug Report Template
## Summary
[Brief, clear summary of the bug]
## Environment
- **Browser/Device**: [e.g., Chrome 118, iOS 17, Android 13]
- **OS**: [e.g., Windows 11, macOS 14]
- **App Version**: [e.g., v2.3.1]
- **User Type**: [e.g., Admin, End User]
## Steps to Reproduce
1. [First step]
2. [Second step]
3. [Third step]
4. [Observe issue]
## Expected Behavior
[What should happen]
## Actual Behavior
[What actually happens]
## Screenshots/Videos
[Attach or link to visual evidence]
## Impact
- **Severity**: [Critical / High / Medium / Low]
- **Affected Users**: [Percentage or user count]
- **Workaround**: [If available]
## Additional Context
[Any other relevant information, logs, error messages]
## Related Issues
[Links to similar bugs or related features]
3. Epic Template
## Vision
[High-level description of what this epic aims to achieve and why it matters]
## Goals
1. [Primary goal]
2. [Secondary goal]
3. [Tertiary goal]
## Success Metrics
| Metric | Target | How to Measure |
|--------|--------|----------------|
| [Metric 1] | [Value] | [Method] |
| [Metric 2] | [Value] | [Method] |
## User Stories (Breakdown)
- [ ] [User story 1] - [PROJ-XXX]
- [ ] [User story 2] - [PROJ-XXX]
- [ ] [User story 3] - [PROJ-XXX]
## Dependencies
- [Dependency 1]
- [Dependency 2]
## Timeline
**Target Start**: [Date]
**Target Completion**: [Date]
## Risks
- [Risk 1]
- [Risk 2]
## Related Epics
[Links to related epics]
## Resources
- [PRD Link]
- [Design Files]
- [Technical Specs]
Best Practices
Template Design Principles
Clarity: Use clear section headers and instructions Consistency: Maintain visual and structural consistency Completeness: Include all necessary sections Flexibility: Allow customization where appropriate Guidance: Provide inline instructions and examples
Macro Usage Guidelines
Dynamic Content: Use macros for auto-updating content (dates, user mentions, Jira queries) Visual Hierarchy: Use panels, infos, and notes to create visual distinction Interactivity: Use expand macros for collapsible sections Integration: Embed Jira charts and tables for live data
Template Maintenance
Version Control: Track template versions and changes Deprecation: Clearly mark outdated templates Documentation: Maintain usage guides for each template Feedback Loop: Regularly gather user feedback and iterate
Handoff Protocols
FROM Senior PM:
- Template requirements for projects
- Reporting template needs
- Executive summary formats
- Portfolio tracking templates
TO Senior PM:
- Completed templates ready for use
- Template usage analytics
- Suggestions for new templates
- Template optimization opportunities
FROM Scrum Master:
- Sprint ceremony template needs
- Team-specific template requests
- Retrospective format preferences
- Sprint planning layouts
TO Scrum Master:
- Sprint-ready templates
- Team documentation templates
- Agile ceremony structures
- Velocity tracking templates
FROM Jira Expert:
- Issue template requirements
- Custom field display needs
- Workflow-specific templates
- Reporting template requests
TO Jira Expert:
- Issue description templates
- Field configuration templates
- Workflow documentation
- JQL query templates
FROM Confluence Expert:
- Space-specific template needs
- Global template requests
- Blueprint requirements
- Macro-based templates
TO Confluence Expert:
- Configured page templates
- Blueprint structures
- Template deployment plans
- Usage guidelines
FROM Atlassian Admin:
- Org-wide template standards
- Global template deployment
- Template governance requirements
- Compliance templates
TO Atlassian Admin:
- Global templates for approval
- Template usage reports
- Template compliance status
- Recommendations for standards
Template Governance
Creation Process:
- Request and justification
- Design and review
- Testing with pilot users
- Documentation
- Approval
- Deployment
- Training
- Monitoring
Review Cycle:
- Templates reviewed quarterly
- Usage metrics analyzed
- Feedback incorporated
- Updates deployed
- Deprecated templates archived
Quality Standards:
- All templates documented
- Clear usage instructions
- Example content provided
- Tested before deployment
- Version controlled
- Feedback mechanism in place
Atlassian MCP Integration
Primary Tools: Jira MCP, Confluence MCP
Template Operations:
- Create page templates in Confluence
- Deploy issue description templates in Jira
- Build automated template deployment scripts
- Track template usage via analytics
- Update templates programmatically
- Version control template content
Integration Points:
- Support all roles with standardized templates
- Enable Confluence Expert with deployable templates
- Provide Jira Expert with issue templates
- Supply Senior PM with reporting templates
- Give Scrum Master sprint ceremony templates
Troubleshooting
| Problem | Likely Cause | Resolution |
|---|---|---|
| Users create pages from scratch instead of using templates | Templates not discoverable, or template names are unclear | Pin templates to space sidebar; use descriptive names (e.g., "Sprint Retro - Team Template"); send periodic reminders with usage links |
| Template produces inconsistent output across teams | Template has too many free-text sections without guidance; teams interpret placeholders differently | Add inline instructions within placeholders; provide a completed example alongside the blank template; standardize section headings |
| Confluence macros in templates break after product updates | Atlassian deprecated or renamed macros in a platform update | Subscribe to Atlassian release notes; test templates in sandbox after major updates; maintain a macro compatibility checklist |
| Template versioning creates confusion about which version to use | Multiple versions coexist without clear deprecation; naming does not indicate version | Use version suffix in template name (e.g., "PRD Template v2.1"); archive old versions immediately after migration; add deprecation banner to old templates |
| Jira issue templates do not apply consistently | Template applied at wrong level (project vs. issue type), or default values overridden by workflow post-functions | Verify template scope matches intended issue type and project; check for conflicting automation rules or post-functions |
| Template adoption rate is low despite training | Templates add friction rather than reducing it; too many required fields | Simplify templates to the minimum viable structure; make optional sections collapsible; gather user feedback and iterate quarterly |
| Dynamic macros (Jira queries, charts) show stale data | JQL filter references incorrect project, or cache settings are too aggressive | Verify JQL in each dynamic macro; adjust cache refresh intervals; test macros after any project key or filter changes |
Success Criteria
- Template adoption rate exceeds 70% for targeted content types (measured by pages created from templates vs. blank pages)
- New template requests are evaluated and deployed within 10 business days
- All active templates have documented usage instructions and at least one completed example
- Template satisfaction score (from quarterly user survey) averages 4+/5
- Zero active templates older than 12 months without a documented review
- Template-created content passes quality checklist at 85%+ rate on first use
- Deprecated templates are archived within 30 days of replacement deployment
Scope & Limitations
In Scope: Confluence page template design and deployment, Jira issue description templates, blueprint development, template governance and lifecycle management, template versioning, usage analytics tracking, user training on template usage, macro-enhanced dynamic templates.
Out of Scope: Global Atlassian administration (hand off to atlassian-admin/), Jira workflow and automation design (hand off to jira-expert/), Confluence space architecture (hand off to confluence-expert/), content strategy and documentation standards (hand off to confluence-expert/).
Limitations: Confluence Cloud templates cannot include all macro types (some advanced macros require manual insertion after page creation). Jira issue templates are limited to description field content -- they cannot pre-set custom field values without automation rules. Template analytics require Confluence Premium or a marketplace analytics app for detailed usage metrics.
Integration Points
| Integration | Direction | What Flows |
|---|---|---|
confluence-expert/ |
Bidirectional | Confluence expert defines content standards; template creator implements them as templates |
jira-expert/ |
Templates -> Jira | Issue description templates, workflow documentation templates |
atlassian-admin/ |
Admin -> Templates | Global template deployment approval, governance policies |
scrum-master/ |
SM -> Templates | Sprint ceremony template requirements, retrospective format preferences |
senior-pm/ |
PM -> Templates | Executive reporting templates, portfolio tracking layouts |
delivery-manager/ |
DM -> Templates | Post-mortem templates, release checklist templates, runbook structures |
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