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Creating templates in Confluence Cloud: the 5-step guide
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Creating templates in Confluence Cloud: the 5-step guide

A headshot of Holly Aspinall
Holly Aspinall
25th March, 2024
A silver star and two silver rings on a colourful, stylised background
A headshot of Holly Aspinall
Holly Aspinall
25th March, 2024
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Why create a specific Confluence template?
How to create a Confluence template
How to add variables to your Confluence template

Want to create a Confluence template tailored to your team or brand? Follow these simple steps to get started.

You know what you want to use your Confluence page for, and you’ve got some idea of how you'd like it to look - but assembling it all manually? It can be a bit of a drag. Luckily, there are ready-to-go Confluence templates for you to use, perfectly put together to suit a variety of needs.

But what if you want to create your own unique Confluence template with things specific to your brand? Well, you can do that too!


Why create a specific Confluence template?

There are many reasons you'd want to create a template for your Confluence space, but here are just a few:

  • Keep branding consistent: Ready-to-go Confluence pages with a predefined structure and brand colours let team members create professional-looking content that aligns with your organisation.

  • Standardise your presentation and reduce errors: Templates give users a clear format and guidelines, helping to ensure that pages are accurate and error-free from the outset.

  • Save yourself (and your team) time: Thanks to templates, there's no need to start from scratch. Confluence templates with built-in elements, such as tables, also save you from wasting time on tedious and repetitive tasks.

How to create a Confluence template

Note: You’ll only be able to create or edit a Confluence template if you’re a space administrator.

1. Head to the Confluence space where you want to create the template.
2. Select ‘Space settings’ from the left-hand sidebar.
Screenshot of the Space settings option in the Confluence My Space sidebar
3. Find the ‘Look and feel’ card and select ‘Templates’.
Screenshot of the Look and feel card under Confluence’s space settings
4. Click ‘Create New Template’ in the top-right corner.
Screenshot of the Create New Template button
5. Now you can edit your template much like how you’d edit a page.
A Confluence page showing a newly created Product Roadmap Template
6. Once you’ve finished editing your new template, click ‘Save’ in the upper right corner.

Note: You can't add images or attachments to templates with the current version of Confluence. A workaround is to add placeholder text, labels, and variables.


How to add variables to your Confluence template

Variables are placeholders for information that is needed for each use of the template, but taking into account that the specific information will change each time, e.g. team member name.

  1. Click where on the page you’d like the variable to go.
  2. Type in the shortcut /variable and select the ‘New variable’ tool.
  3. Click the placeholder variable (shown as ‘variable_name’), then the pencil ‘Edit’ icon.
  4. Type in the text you’d like to show for the variable, e.g. Team Member.
  5. Click ‘Save’.

View the steps in the gif below! 👇
A GIF of a user creating a variable within a Confluence template
Now you know how to create a Confluence template, you can enjoy benefits like better team cooperation, improved communication, and best of all - taking back your time!

Discover more ways to keep everyone informed

Want to keep everyone on the same page? With Content Formatting Macros for Confluence, you can create alerts, status updates, and more.
Written by
A headshot of Holly Aspinall
Holly Aspinall
Content Marketing Manager
Holly is dedicated to writing valuable, accessible guides that help users understand their tools better. She champions products that help modern workers do more with Confluence, monday.com, and beyond.

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