Process Management Suite for Confluence
Breadcrumbs

Create Workspaces (v 3.0)

Preconditions

You have to create a process before creating a workspace otherwise you are unable to use this blueprint.

Navigate directly to the spot where you want to create the new workspace.

Start Creating a Workspace

Click on the three dots next to the create button.

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Image 1: Dashboard (click to enlarge)

Select the blueprint "Workspace". Click on the "Next" button to define your new workspace.

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Image 2: Create a new workspace (click to enlarge)

Enter a page title and select the process for which you want to create this workspace. 

Click on the "Create" button to end up with defining your new workspace. 

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Image 3: Define a new workspace (click to enlarge)

Check your entered Metadata on your page. 

User information: Modify metadata

Modify its metadata at any time. The definition of each blueprint is realized by the app Metadata for Confluence.

For more detailed information navigate to View and Edit Metadata (v 3.0).

Fill your new page with more detailed descriptions about your workspace e.g. add members to your process team.

Click the "Publish" button.

2019-10-02-Workspace page.png
Image 4: Publish a new workspace (click to enlarge)

Your workspace has been published now.

Start Creating Meeting Notes

Preconditions

  • You have to create a process and process type before creating a meeting note otherwise you are unable to use this blueprint.

  • Navigate directly to the spot where you want to create a meeting note.

  • You can add a meeting note to a process type, process, sub process or workspace.

Select the Blueprint "Meeting notes".

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Image 5: Create a new meeting note (click to enlarge)

Enter the name of an existing process to link your meeting notes to it.

Click the "Publish" button.

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Image 6: Define the meeting note (click to enlarge)

The meeting notes has been published within your workspace and process now.

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Image 7: Published meeting notes (click to enlarge)

User Information

If you like to a create a new meeting note button by using the "Create from template" macro please navigate to the chapter Embed Create from Template Buttons.

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