How to Use ClickUp Confluence Templates Step-by-Step

ClickUp gives teams a flexible way to replace rigid Confluence templates with customizable docs, tasks, and workflows. This guide walks you through how to recreate common Confluence use cases with practical templates inside ClickUp.

The steps below are based on the structure and examples from the original Confluence templates guide at ClickUp’s blog on Confluence templates, but focused on how you can put them into action for your own workspace.

Why Use ClickUp Instead of Static Confluence Templates

Traditional Confluence templates help with documentation, but they are often static and separated from everyday work. ClickUp combines docs, tasks, and workflows in one place, so your templates tie directly to execution.

Based on the patterns in the Confluence templates article, here is what you gain by building similar structures in ClickUp:

• Dynamic pages that connect docs to tasks, sprints, and goals
• Reusable templates for repeatable project and product workflows
• Real-time collaboration with comments, reactions, and assignments
• Rich formatting and embeds for diagrams, tables, links, and more

Prepare Your Workspace for ClickUp Templates

Before you recreate any Confluence template, set a basic foundation in ClickUp. This makes it easy to turn one-off documents into scalable systems.

Step 1: Plan Your ClickUp Hierarchy

In the Confluence examples, pages are usually grouped by product, team, or project. In ClickUp, you will mirror that using Spaces, Folders, and Lists.

1. Create a Space for each major department or product area.

2. Within each Space, add Folders for projects, programs, or knowledge bases.

3. Use Lists to organize specific workflows, such as feature development, sprints, or documentation.

This hierarchy replaces stacks of Confluence templates with flexible locations you can customize.

Step 2: Decide Which Confluence Templates to Rebuild

The source guide outlines multiple template categories. Use that as a checklist and decide which ones matter most for your team:

• Project briefs and plans
• Product requirement documents (PRDs)
• Sprint planning and retrospectives
• Meeting notes and decision logs
• Knowledge base and onboarding pages

Once you know what you need, you can configure ClickUp Docs and task templates to mirror those structures.

Create Documentation Templates in ClickUp Docs

The Confluence templates article highlights robust documentation layouts. You can translate them into reusable ClickUp Docs with just a few steps.

Step 3: Build a Project Brief Doc Template in ClickUp

A project brief template keeps stakeholders aligned on goals, scope, and timelines. Here is how to create it in ClickUp:

1. Open the Space or Folder where you manage projects.

2. Create a new Doc and name it something like “Project Brief Template”.

3. Add key sections inspired by the Confluence examples:

   • Overview and background
   • Objectives and success metrics
   • Scope and deliverables
   • Timeline and milestones
   • Risks and assumptions
   • Stakeholders and responsibilities

4. Format these with headings, bullet lists, and tables to standardize the layout.

5. Convert the Doc into a template so it is available for any future project.

Each time you start a new project, duplicate this ClickUp Doc template and link it to the related tasks and Lists.

Step 4: Recreate PRD and Spec Templates in ClickUp

From the Confluence templates overview, product requirement and spec pages are common patterns. In ClickUp, you can turn them into detailed Docs linked to development tasks.

1. Create a new Doc inside your product or engineering Space.

2. Use sections such as:

   • Problem statement
   • User stories or use cases
   • Functional requirements
   • Non-functional requirements
   • Design references and diagrams
   • Acceptance criteria

3. Embed task links or views directly in the Doc to connect specs with implementation work.

4. Save it as a template so each new feature or epic uses the same structure in ClickUp.

Turn Confluence Meeting Templates into ClickUp

The source Confluence templates include recurring meeting formats. You can set these up with a mix of Docs and recurring tasks in ClickUp.

Step 5: Configure Meeting Notes in ClickUp

Meeting notes templates keep conversations structured and decisions traceable.

1. Create a Doc titled “Meeting Notes Template”.

2. Add consistent sections like:

   • Meeting date and attendees
   • Agenda topics
   • Discussion notes
   • Decisions made
   • Action items and owners

3. Within the “Action items” section, convert bullet points into tasks so they live in your ClickUp workflows.

4. Save as a template and duplicate it for each recurring meeting series.

Step 6: Set Up Sprint Planning and Retro Templates

The Confluence article also covers agile ceremonies. In ClickUp, you can manage them with both templates and views.

1. Create a Doc template for sprint planning that includes:

   • Sprint goal
   • Capacity estimates
   • Backlog items considered
   • Final sprint backlog

2. Create a separate retrospective Doc template with sections like:

   • What went well
   • What did not go well
   • Ideas for improvement
   • Action items and owners

3. Link these Docs to the sprint List or Board view in ClickUp so all ceremony context stays close to the actual work.

Build Knowledge Base Templates in ClickUp

The Confluence templates resource shows how important standardized knowledge pages are. You can recreate that structure with Docs, nested pages, and permissions in ClickUp.

Step 7: Create a Team Wiki Structure in ClickUp

Instead of a traditional Confluence wiki, you can host a full internal knowledge base in ClickUp.

1. Create a dedicated Space for “Knowledge Base” or “Team Wiki”.

2. Inside the Space, add Docs for each major category, such as:

   • Company policies
   • Engineering standards
   • Product documentation
   • Onboarding and training

3. Within each Doc, use a standard template layout:

   • Summary or purpose
   • Owner
   • Last updated date
   • Detailed sections and procedures
   • Related links and resources

4. Nest pages and use tables of contents so navigation feels similar to organized Confluence templates.

Standardize Workflows with ClickUp Task Templates

The Confluence guide focuses on page layouts, but real execution happens in tasks. ClickUp lets you combine documentation-style details with due dates, assignees, and automation.

Step 8: Turn Common Processes into Task Templates

Look at your documentation templates and identify repeatable processes described there. Then turn them into task templates in ClickUp.

1. Identify workflows such as bug triage, feature rollout, or content publishing.

2. Create a task for each workflow and add:

   • Custom fields
   • Checklists
   • Descriptions that mirror the relevant Confluence template sections

3. Save the task as a template so teams can create consistent new work items with one click.

Collaborate and Maintain Templates in ClickUp

Even the best templates lose value if they are not kept current. Use ClickUp collaboration features to keep every template aligned with your team’s evolving processes.

Step 9: Use Comments and Permissions Effectively

Follow these practices to maintain your templates:

• Restrict edit permissions on core Doc templates to owners or admins.
• Collect feedback via comments instead of ad-hoc edits.
• Track version history so you can see how templates change over time.
• Assign tasks when updates are requested, ensuring template changes go through a clear review.

Step 10: Review Templates on a Regular Schedule

Schedule recurring tasks in ClickUp to review templates quarterly or after major process changes. Link each review task to the relevant Doc templates, and record decisions in the task comments and checklists.

Where to Learn More About Confluence Templates and ClickUp

To see the original set of template ideas, visit the official guide on Confluence templates from ClickUp. For expert consulting on workspace design, documentation strategy, and implementation, you can also explore services from Consultevo.

By translating the concepts from popular Confluence templates into flexible Docs, task templates, and workflows in ClickUp, you create a unified system where planning, documentation, and execution live together in a single, searchable platform.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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