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

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 — confirm template renders correctly in preview before publishing
Document: Create usage instructions
Publish: Deploy to appropriate space/project via MCP (see MCP Operations below)
Verify: Confirm deployment success; roll back to previous version if errors occur
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; preview updated template before publishing
Migrate: Provide migration path for existing content
Communicate: Announce changes to users
Support: Assist users with migration
Archive: Deprecate old version after transition; confirm deprecated template is unlisted, not deleted

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 end-to-end with a sample space
Verify all macro references resolve correctly before deployment
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:

{
  "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:

{
  "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):

{
  "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):

// 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:

Request and justification
Design and review
Testing with pilot users
Documentation
Approval
Deployment (via MCP or manual)
Training
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

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