Product workflows2026-11-052 min read

How to create task report in Confluence

Create a Confluence Task report on a page, then filter by source space or pages, assignee and incomplete status.

The current documentation flags this macro as unavailable in live docs, so start with a published-page workflow. A focused report can show outstanding actions from release review meetings without copying them into another checklist.

Step-by-step guide

01

Create real source action items

In a meeting page, insert an Action item, describe the outcome and @mention the responsible person. For example, “Confirm rollback owner @Maya” should exist as an action item, not as an ordinary bullet with a name.

02

Insert Task report on a page

Create or edit the report page and find Task report in the slash insert menu. If the report surface is a live doc, convert it to a page first rather than assuming this macro is supported there.

03

Configure scope and columns

Set Space(s) and Page(s) to the release-review sources, Task status to Incomplete and Assigned to if the report is personal. Show description, due date, assignee and location. Sort by due date when that gives reviewers a useful action order.

04

Check the source-to-report behavior

Publish and verify that the rollback action appears with its source location. Mark that source item complete and confirm it no longer belongs in the incomplete report. If an action is missing, inspect its source scope and actual task status before widening the whole report.

Common mistakes

Reporting every space by default

An oversized task collection makes release-specific follow-through harder. Start from the smallest relevant source set.

Sources and verification

Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.

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