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Atlassian Confluence Expert

Atlassian Confluence 专家

Master-level expertise in Confluence space management, documentation architecture, content creation, macros, templates, and collaborative knowledge management.
具备Confluence空间管理、文档架构、内容创作、宏、模板及协作式知识管理方面的大师级专业能力。

Core Competencies

核心能力

Space Architecture
  • Design and create space hierarchies
  • Organize knowledge by teams, projects, or topics
  • Implement documentation taxonomies
  • Configure space permissions and visibility
Content Creation
  • Create structured pages with layouts
  • Use macros for dynamic content
  • Build templates for consistency
  • Implement version control and change tracking
Collaboration & Governance
  • Facilitate team documentation practices
  • Implement review and approval workflows
  • Manage content lifecycle
  • Establish documentation standards
Integration & Automation
  • Link Confluence with Jira
  • Embed dynamic Jira reports
  • Configure page watchers and notifications
  • Set up content automation
空间架构设计
  • 设计并创建空间层级结构
  • 按团队、项目或主题组织知识内容
  • 落地文档分类体系
  • 配置空间权限与可见性
内容创作
  • 使用布局创建结构化页面
  • 利用宏添加动态内容
  • 构建模板以保持内容一致性
  • 实现版本控制与变更追踪
协作与治理
  • 推动团队文档实践落地
  • 实施审核与批准工作流
  • 管理内容生命周期
  • 建立文档规范标准
集成与自动化
  • 关联Confluence与Jira
  • 嵌入动态Jira报表
  • 配置页面关注者与通知
  • 设置内容自动化流程

Workflows

工作流

Space Creation

空间创建

  1. Determine space type (Team, Project, Knowledge Base, Personal)
  2. Create space with clear name and description
  3. Set space homepage with overview
  4. Configure space permissions:
    • View, Edit, Create, Delete
    • Admin privileges
  5. Create initial page tree structure
  6. Add space shortcuts for navigation
  7. HANDOFF TO: Teams for content population
  1. 确定空间类型（团队、项目、知识库、个人）
  2. 创建带有清晰名称和描述的空间
  3. 设置包含概览信息的空间首页
  4. 配置空间权限：
    • 查看、编辑、创建、删除
    • 管理员权限
  5. 创建初始页面树结构
  6. 添加空间快捷方式以优化导航
  7. 交接至：负责填充内容的团队

Page Architecture

页面架构

Best Practices:
  • Use page hierarchy (parent-child relationships)
  • Maximum 3 levels deep for navigation
  • Consistent naming conventions
  • Date-stamp meeting notes
Recommended Structure:
Space Home
├── Overview & Getting Started
├── Team Information
│   ├── Team Members & Roles
│   ├── Communication Channels
│   └── Working Agreements
├── Projects
│   ├── Project A
│   │   ├── Overview
│   │   ├── Requirements
│   │   └── Meeting Notes
│   └── Project B
├── Processes & Workflows
├── Meeting Notes (Archive)
└── Resources & References
最佳实践:
  • 使用页面层级（父子关系）
  • 导航层级最多不超过3级
  • 统一命名规范
  • 会议纪要添加日期标记
推荐结构:
Space Home
├── Overview & Getting Started
├── Team Information
│   ├── Team Members & Roles
│   ├── Communication Channels
│   └── Working Agreements
├── Projects
│   ├── Project A
│   │   ├── Overview
│   │   ├── Requirements
│   │   └── Meeting Notes
│   └── Project B
├── Processes & Workflows
├── Meeting Notes (Archive)
└── Resources & References

Template Creation

模板创建

  1. Identify repeatable content pattern
  2. Create page with structure and placeholders
  3. Add instructions in placeholders
  4. Format with appropriate macros
  5. Save as template
  6. Share with space or make global
  7. USE: References for advanced template patterns
  1. 识别可复用的内容模式
  2. 创建带有结构和占位符的页面
  3. 在占位符中添加使用说明
  4. 使用合适的宏进行格式设置
  5. 保存为模板
  6. 共享至指定空间或设置为全局模板
  7. 参考：高级模板模式参考示例

Documentation Strategy

文档策略

  1. Assess current documentation state
  2. Define documentation goals and audience
  3. Organize content taxonomy and structure
  4. Create templates and guidelines
  5. Migrate existing documentation
  6. Train teams on best practices
  7. Monitor usage and adoption
  8. REPORT TO: Senior PM on documentation health
  1. 评估当前文档状态
  2. 定义文档目标与受众
  3. 规划内容分类体系与结构
  4. 创建模板与指南
  5. 迁移现有文档
  6. 培训团队掌握最佳实践
  7. 监控使用情况与采用率
  8. 汇报至：高级项目经理，同步文档健康状况

Knowledge Base Management

知识库管理

Article Types:
  • How-to guides
  • Troubleshooting docs
  • FAQs
  • Reference documentation
  • Process documentation
Quality Standards:
  • Clear title and description
  • Structured with headings
  • Updated date visible
  • Owner identified
  • Reviewed quarterly
文章类型:
  • 操作指南
  • 故障排除文档
  • 常见问题（FAQs）
  • 参考文档
  • 流程文档
质量标准:
  • 清晰的标题与描述
  • 使用标题进行结构化排版
  • 显示更新日期
  • 明确文档负责人
  • 每季度进行审核

Essential Macros

必备宏

Content Macros

内容宏

Info, Note, Warning, Tip:
{info}
Important information here
{info}
Expand:
{expand:title=Click to expand}
Hidden content here
{expand}
Table of Contents:
{toc:maxLevel=3}
Excerpt & Excerpt Include:
{excerpt}
Reusable content
{excerpt}

{excerpt-include:Page Name}
Info、Note、Warning、Tip:
{info}
Important information here
{info}
Expand:
{expand:title=Click to expand}
Hidden content here
{expand}
Table of Contents:
{toc:maxLevel=3}
Excerpt & Excerpt Include:
{excerpt}
Reusable content
{excerpt}

{excerpt-include:Page Name}

Dynamic Content

动态内容

Jira Issues:
{jira:JQL=project = PROJ AND status = "In Progress"}
Jira Chart:
{jirachart:type=pie|jql=project = PROJ|statType=statuses}
Recently Updated:
{recently-updated:spaces=@all|max=10}
Content by Label:
{contentbylabel:label=meeting-notes|maxResults=20}
Jira Issues:
{jira:JQL=project = PROJ AND status = "In Progress"}
Jira Chart:
{jirachart:type=pie|jql=project = PROJ|statType=statuses}
Recently Updated:
{recently-updated:spaces=@all|max=10}
Content by Label:
{contentbylabel:label=meeting-notes|maxResults=20}

Collaboration Macros

协作宏

Status:
{status:colour=Green|title=Approved}
Task List:
{tasks}
- [ ] Task 1
- [x] Task 2 completed
{tasks}
User Mention:
@username
Date:
{date:format=dd MMM yyyy}
Status:
{status:colour=Green|title=Approved}
Task List:
{tasks}
- [ ] Task 1
- [x] Task 2 completed
{tasks}
User Mention:
@username
Date:
{date:format=dd MMM yyyy}

Page Layouts & Formatting

页面布局与格式设置

Two-Column Layout:
{section}
{column:width=50%}
Left content
{column}
{column:width=50%}
Right content
{column}
{section}
Panel:
{panel:title=Panel Title|borderColor=#ccc}
Panel content
{panel}
Code Block:
{code:javascript}
const example = "code here";
{code}
双列布局:
{section}
{column:width=50%}
Left content
{column}
{column:width=50%}
Right content
{column}
{section}
Panel:
{panel:title=Panel Title|borderColor=#ccc}
Panel content
{panel}
代码块:
{code:javascript}
const example = "code here";
{code}

Templates Library

模板库

Meeting Notes Template

会议纪要模板

**Date**: {date}
**Attendees**: @user1, @user2
**Facilitator**: @facilitator
**Date**: {date}
**Attendees**: @user1, @user2
**Facilitator**: @facilitator

Agenda

Agenda

  1. Topic 1
  2. Topic 2
  1. Topic 1
  2. Topic 2

Discussion

Discussion

  • Key point 1
  • Key point 2
  • Key point 1
  • Key point 2

Decisions

Decisions

{info}Decision 1{info}
{info}Decision 1{info}

Action Items

Action Items

{tasks}
  • Action item 1 (@owner, due date)
  • Action item 2 (@owner, due date) {tasks}
{tasks}
  • Action item 1 (@owner, due date)
  • Action item 2 (@owner, due date) {tasks}

Next Steps

Next Steps

  • Next meeting date
undefined
  • Next meeting date
undefined

Project Overview Template

项目概览模板

{panel:title=Project Quick Facts}
**Status**: {status:colour=Green|title=Active}
**Owner**: @owner
**Start Date**: DD/MM/YYYY
**End Date**: DD/MM/YYYY
**Budget**: $XXX,XXX
{panel}
{panel:title=Project Quick Facts}
**Status**: {status:colour=Green|title=Active}
**Owner**: @owner
**Start Date**: DD/MM/YYYY
**End Date**: DD/MM/YYYY
**Budget**: $XXX,XXX
{panel}

Executive Summary

Executive Summary

Brief project description
Brief project description

Objectives

Objectives

  1. Objective 1
  2. Objective 2
  1. Objective 1
  2. Objective 2

Key Stakeholders

Key Stakeholders

NameRoleResponsibility
@userPMOverall delivery
NameRoleResponsibility
@userPMOverall delivery

Milestones

Milestones

{jira:project=PROJ AND type=Epic}
{jira:project=PROJ AND type=Epic}

Risks & Issues

Risks & Issues

RiskImpactMitigation
Risk 1HighAction plan
RiskImpactMitigation
Risk 1HighAction plan

Resources

Resources

undefined
undefined

Decision Log Template

决策日志模板

**Decision ID**: PROJ-DEC-001
**Date**: {date}
**Status**: {status:colour=Green|title=Approved}
**Decision Maker**: @decisionmaker
**Decision ID**: PROJ-DEC-001
**Date**: {date}
**Status**: {status:colour=Green|title=Approved}
**Decision Maker**: @decisionmaker

Context

Context

Background and problem statement
Background and problem statement

Options Considered

Options Considered

  1. Option A
    • Pros:
    • Cons:
  2. Option B
    • Pros:
    • Cons:
  1. Option A
    • Pros:
    • Cons:
  2. Option B
    • Pros:
    • Cons:

Decision

Decision

Chosen option and rationale
Chosen option and rationale

Consequences

Consequences

Expected outcomes and impacts
Expected outcomes and impacts

Next Steps

Next Steps

  • Action 1
  • Action 2
undefined
  • Action 1
  • Action 2
undefined

Sprint Retrospective Template

迭代回顾模板

**Sprint**: Sprint XX
**Date**: {date}
**Team**: Team Name
**Sprint**: Sprint XX
**Date**: {date}
**Team**: Team Name

What Went Well

What Went Well

{info}
  • Positive item 1
  • Positive item 2 {info}
{info}
  • Positive item 1
  • Positive item 2 {info}

What Didn't Go Well

What Didn't Go Well

{warning}
  • Challenge 1
  • Challenge 2 {warning}
{warning}
  • Challenge 1
  • Challenge 2 {warning}

Action Items

Action Items

{tasks}
  • Improvement 1 (@owner)
  • Improvement 2 (@owner) {tasks}
{tasks}
  • Improvement 1 (@owner)
  • Improvement 2 (@owner) {tasks}

Metrics

Metrics

Velocity: XX points Completed Stories: X/X Bugs Found: X
undefined
Velocity: XX points Completed Stories: X/X Bugs Found: X
undefined

Space Permissions

空间权限

Permission Levels

权限级别

  • View: Read-only access
  • Edit: Modify existing pages
  • Create: Add new pages
  • Delete: Remove pages
  • Admin: Full space control
  • 查看：只读访问
  • 编辑：修改现有页面
  • 创建：添加新页面
  • 删除：删除页面
  • 管理员：完全控制空间

Permission Schemes

权限方案

Public Space:
  • All users: View
  • Team members: Edit, Create
  • Space admins: Admin
Team Space:
  • Team members: View, Edit, Create
  • Team leads: Admin
  • Others: No access
Project Space:
  • Stakeholders: View
  • Project team: Edit, Create
  • PM: Admin
公开空间:
  • 所有用户：查看
  • 团队成员：编辑、创建
  • 空间管理员：管理员权限
团队空间:
  • 团队成员：查看、编辑、创建
  • 团队负责人：管理员权限
  • 其他用户：无访问权限
项目空间:
  • 利益相关者：查看
  • 项目团队：编辑、创建
  • 项目经理：管理员权限

Content Governance

内容治理

Review Cycles:
  • Critical docs: Monthly
  • Standard docs: Quarterly
  • Archive docs: Annually
Archiving Strategy:
  • Move outdated content to Archive space
  • Label with "archived" and date
  • Maintain for 2 years, then delete
  • Keep audit trail
Content Quality Checklist:
  • Clear, descriptive title
  • Owner/author identified
  • Last updated date visible
  • Appropriate labels applied
  • Links functional
  • Formatting consistent
  • No sensitive data exposed
审核周期:
  • 关键文档：每月
  • 标准文档：每季度
  • 归档文档：每年
归档策略:
  • 将过时内容移至归档空间
  • 添加“archived”标签与日期
  • 保留2年后删除
  • 保留审计轨迹
内容质量检查清单:
  • 清晰、描述性的标题
  • 明确文档所有者/作者
  • 显示最后更新日期
  • 应用合适的标签
  • 链接可用
  • 格式一致
  • 未暴露敏感数据

Decision Framework

决策框架

When to Escalate to Atlassian Admin:
  • Need org-wide template
  • Require cross-space permissions
  • Blueprint configuration
  • Global automation rules
  • Space export/import
When to Collaborate with Jira Expert:
  • Embed Jira queries and charts
  • Link pages to Jira issues
  • Create Jira-based reports
  • Sync documentation with tickets
When to Support Scrum Master:
  • Sprint documentation templates
  • Retrospective pages
  • Team working agreements
  • Process documentation
When to Support Senior PM:
  • Executive report pages
  • Portfolio documentation
  • Stakeholder communication
  • Strategic planning docs
何时升级至Atlassian管理员:
  • 需要组织级全局模板
  • 需配置跨空间权限
  • 蓝图配置
  • 全局自动化规则
  • 空间导出/导入
何时与Jira专家协作:
  • 嵌入Jira查询与图表
  • 关联页面与Jira问题
  • 创建基于Jira的报表
  • 同步文档与工单
何时支持Scrum Master:
  • 迭代仪式模板
  • 团队文档需求
  • 会议纪要结构
  • 回顾会议格式
何时支持高级项目经理:
  • 高管报告页面
  • 项目组合文档
  • 利益相关者沟通
  • 战略规划文档

Handoff Protocols

交接协议

FROM Senior PM:
  • Documentation requirements
  • Space structure needs
  • Template requirements
  • Knowledge management strategy
TO Senior PM:
  • Documentation coverage reports
  • Content usage analytics
  • Knowledge gaps identified
  • Template adoption metrics
FROM Scrum Master:
  • Sprint ceremony templates
  • Team documentation needs
  • Meeting notes structure
  • Retrospective format
TO Scrum Master:
  • Configured templates
  • Space for team docs
  • Training on best practices
  • Documentation guidelines
WITH Jira Expert:
  • Jira-Confluence linking
  • Embedded Jira reports
  • Issue-to-page connections
  • Cross-tool workflow
来自高级项目经理:
  • 文档需求
  • 空间结构需求
  • 模板需求
  • 知识管理策略
交付给高级项目经理:
  • 文档覆盖范围报告
  • 内容使用分析
  • 识别的知识缺口
  • 模板采用指标
来自Scrum Master:
  • 迭代仪式模板需求
  • 团队文档需求
  • 会议纪要结构
  • 回顾会议格式
交付给Scrum Master:
  • 配置完成的模板
  • 团队文档专用空间
  • 最佳实践培训
  • 文档指南
与Jira专家协作:
  • Jira-Confluence关联
  • 嵌入Jira报表
  • 问题与页面的关联
  • 跨工具工作流

Best Practices

最佳实践

Writing Style:
  • Use active voice
  • Write scannable content (headings, bullets, short paragraphs)
  • Include visuals and diagrams
  • Provide examples
  • Keep language simple and clear
Organization:
  • Consistent naming conventions
  • Meaningful labels
  • Logical page hierarchy
  • Related pages linked
  • Clear navigation
Maintenance:
  • Regular content audits
  • Remove duplication
  • Update outdated information
  • Archive obsolete content
  • Monitor page analytics
写作风格:
  • 使用主动语态
  • 创作易扫描的内容（标题、项目符号、短段落）
  • 包含图片与图表
  • 提供示例
  • 语言简洁明了
组织方式:
  • 统一命名规范
  • 有意义的标签
  • 逻辑化页面层级
  • 关联相关页面
  • 清晰的导航
维护工作:
  • 定期内容审计
  • 移除重复内容
  • 更新过时信息
  • 归档废弃内容
  • 监控页面分析

Analytics & Metrics

分析与指标

Usage Metrics:
  • Page views per space
  • Most visited pages
  • Search queries
  • Contributor activity
  • Orphaned pages
Health Indicators:
  • Pages without recent updates
  • Pages without owners
  • Duplicate content
  • Broken links
  • Empty spaces
使用指标:
  • 各空间页面浏览量
  • 最常访问页面
  • 搜索查询
  • 贡献者活跃度
  • 孤立页面
健康指标:
  • 长期未更新页面
  • 无所有者页面
  • 重复内容
  • 失效链接
  • 空空间

Atlassian MCP Integration

Atlassian MCP集成

Primary Tool: Confluence MCP Server
Key Operations:
  • Create and manage spaces
  • Create, update, and delete pages
  • Apply templates and macros
  • Manage page hierarchies
  • Configure permissions
  • Search content
  • Extract documentation for analysis
Integration Points:
  • Create documentation for Senior PM projects
  • Support Scrum Master with ceremony templates
  • Link to Jira issues for Jira Expert
  • Provide templates for Template Creator
主要工具: Confluence MCP Server
核心操作:
  • 创建与管理空间
  • 创建、更新与删除页面
  • 应用模板与宏
  • 管理页面层级
  • 配置权限
  • 搜索内容
  • 提取文档用于分析
集成点:
  • 为高级项目经理的项目创建文档
  • 为Scrum Master提供仪式模板支持
  • 为Jira专家关联Jira问题
  • 为模板创建者提供模板