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How to create a new checklist in a Confluence page

There are a few ways to create a new checklist with our Didit checklist app. It just depends on your initial point. For instance, you can generate checklists from the Didit hub, a Jira Issue, a Confluence page and many more. Find a detailed list of different starting points for your checklist creation below. Let’s look at how to create a checklist in a Confluence page.

Steps to create a checklist

  1. Navigate to the page where you would like to create the checklist or create a new page.
    Confluence home
    Confluence home
  2. If you choose to add the checklist to an existing page, click the pencil icon (edit button) to edit the page.
    Edit Confluence page
    Edit Confluence page
  3. If you create a new page, be sure to give your page a title.
    Title Confluence page
    Title Confluence page
  4. Locate the part of the page you would like to create the checklist and type ”/” to bring up the macro browser. You can also use the ”+” symbol in the Confluence editor toolbar.
    Macro browser Confluence
    Macro browser Confluence
  5. Start typing “Didit” to pull up the “Didit checklist” macro and press enter.
    Didit checklist macro
    Didit checklist macro
  6. You can start typing out your tasks right away if you want to create a new checklist. Just be sure to give your checklist a name. If you want to create from a template, go to the next step.
    Checklist task entry
    Checklist task entry
  7. To create a checklist from a template, click the ”…” in the top right of the macro editor and choose “Replace with template.”
    Replace with template option
    Replace with template option
  8. Choose your template and give it a new name if necessary.
    Template selection
    Template selection
  9. Your checklist will show on the Confluence editor now. You can update or publish your page if you are finished editing.
    Publish Confluence checklist
    Publish Confluence checklist

Did you know that you can generate a template from within the macro editor? Just click the list icon on the right and see for yourself!

Checklist template generation
Checklist template generation

Not what you were looking for? Check out other ways to create a checklist:


Link to this page: https://seibert.biz/createchecklistconfluencepage