Navitabs - Navigation Macros for Confluence Cloud
Breadcrumbs

Organizing Processes with Tab Groups in Confluence Cloud

System

Confluence Cloud

Short description

Standardize and speed up the product release process by organizing one Confluence page into clear tabs (Overview, Steps, Templates, Roles) using Navitabs - Navigation Macros for Confluence, so that teams can find the right section with one click instead of scrolling.

Challenge

Release documentation often resides on lengthy, scroll-heavy pages; people usually miss key details (checklists, owners, templates) or waste time searching for them. This causes delays, uneven execution, and rework when steps or responsibilities are unclear.

Actors

  • 👩‍💼 Joanna – Team Lead

  • 📈 Anna – Product Manager

  • 📝 Jamie – Content Creator / Knowledge Manager

Actors Goals

  • Joanna guides the team through a predictable release process without having to search through the page.

  • Anna quickly reviews steps, owners, and artifacts to approve releases faster.

  • Jamie keeps the process page clean and modular, so updates are easy and consistent.

Use Case Scenario (step-by-step)

Scenario: Jamie sets up a “Product Release Process” page with tabs for Overview, Step-by-Step Actions, Templates, and Roles & Responsibilities.

  1. Jamie opens the page in edit mode and adds a Tab Group macro.

  2. Inside the Tab Group, Jamie adds a Tab macro, gives the tab a title (e.g., “Overview”), and closes the macro editor. (Note: the tab title only appears after publishing.).

  3. Jamie enters the content below the Tab macro (process overview).

  4. To add more sections (e.g., “Step-by-Step Actions”, “Templates”, “Roles & Responsibilities”), Jamie adds another Tab macro beneath the prior content and enters the new content below it.

  5. Jamie publishes the page.

  6. The page now renders the tabs.

  7. If the team prefers a vertical navigation, Jamie edits the Tab Group and toggles “Display the tabs vertically.(The editor preview won’t change; orientation updates after publishing.)

  8. Optionally, Jamie customizes the tab icon from the placeholder next to the tab name.

Outcome

  • Joanna can direct teammates to the right section in one click, reducing confusion and hand-offs.

  • Anna confirms steps, owners, and artifacts more quickly, thereby accelerating approvals.

  • Jamie updates each tab’s content without page sprawl, improving maintainability.

  • The company achieves better adherence to a single, visible process, resulting in less hunting, fewer errors, and faster releases.

Implementation Details

  1. Install app: Add Navitabs – Navigation Macros for Confluence from Atlassian Marketplace (Cloud).

  2. Create the page structure: One parent page (“Product Release Process”) that holds all content in tabs on a single page (Overview, Steps, Templates, Roles).

  3. Configure the Tab Group: In the Tab Group macro editor, choose horizontal/vertical orientation and tab design (previewed on the right).

Documentation

Tab Group Macro

Additional content

How to Organize Process Management in Confluence Cloud

Atlassian Marketplace