Two-Minute How-To: Filtering Tables in Confluence Cloud

December 8, 2020
#How To#Confluence
6 min

What is the major advantage of storing data in structured tables? We believe that the answer is the ability to find the relevant information in seconds, be comfortable with your data, and gain insights exactly when you need it. No matter what kind of tables you have and what size they are, you can filter them in Confluence Cloud in the blink of an eye.

In this post, you’ll learn how to filter table data, search for values within the whole table, and hide unnecessary columns.

To get started, you need to enable filtration for tables on a Confluence page by adding the Table Filter macro in the page view mode.

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1. How to filter table data

To filter table data, hover over table columns, click the funnel icon in a table header, type or select values, and voila, you filtered the table. Two figures in the upper right corner of the table indicate the number of filtered rows in relation to the total number of entries.

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If you’d like to stick to the results of your filtration, you can save these changes.

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Pro tip:

Learn more about using Spreadsheets in Confluence

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2. How to search within the whole table

In case you don’t know exactly in what column to look for values, you can try the global filter that allows filtering the whole table at once. Use the regular expressions for the advanced search, for instance, when you need the partial word search or search for multiple items.

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3. How to hide columns

If your table is large and has a lot of columns, you can hide unnecessary ones to make it readable and easier to navigate.

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Learn more about Confluence Cloud

Read our guide to get started with Confluence Cloud macros and learn how you can use them to create engaging content.


This is our second post in the series of Two-Minute How-to blog posts. You can also check how to create polls in Confluence Cloud.

If you have any questions or would like to suggest a topic for the next post, feel free to contact us. Check out the latest news in the How-to category in our blog! 😉

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screenshot 2022 09 09 at 14.43.52

Overview of To-Do Management Tools for Teams

October 3, 2020
#How To#Confluence
12 min

There are plenty of solutions for managing tasks and to-dos for teams to be more organized and efficient while sharing work and collaborating on the same projects. If you are looking to start using such a tool at your workplace or are already using one, but would like to try something new, this post will give you an overview of five options to consider.

A perfect task management tool has the right set of features, a nice and user-friendly interface, it is fast and easy to use. It should be flexible, but not overwhelming or confusing with loads of advanced functionality that your team doesn’t need.

Let’s take a look at a brief overview, major features, and pricing of:

Use the highlights below to compare these utilities and see if one of them matches your needs.

Trello

Trello is a free tool that helps teams stay on the same page synchronizing multiple tasks. You can create personal and team boards to track your tasks. If you are not sure what to start with, you can customize templates and use them to boost your productivity at home and at work.

trello board

You can easily organize and plan your activities, be it a new team project or your family vacation. Create a board and populate it with lists to visualize your work adding cards to each list. Trello cards are easy to use: you can add checklists, tags, comments, files, due dates. You can rapidly drag and drop items between lists to show progress to your teammates.

You can start your Trello experience with this to-do list template.

Pricing: Trello is free to use. If you are planning to use it for free with your team, you can create only 10 boards. The unlimited amount of boards and more capabilities are available in the Business Class version for $9.99 per user per month. You can be billed monthly or annually. Learn more.

Confluence Cloud

Confluence is a collaboration software that helps teams keep all their work in one place organizing it with the help of pages and spaces. Teams can swiftly share content and discuss their projects. The great thing is that either you need to manage product requirements or you want to collaborate on marketing plans, you can use different templates that can save you a lot of time.

In Confluence, you can create task lists mentioning your colleagues who can also edit the tasks adding statuses and due dates.

confluence task list

Moreover, you can edit tasks in real time together with your coworkers avoiding mess in your documentation.

Pricing: Confluence is always free for teams with less than 10 users. You can get the Standard plan for $5 per user per month choosing annual or monthly billing. Learn more

Asana

Asana is a web and mobile application that allows you to manage tasks online without using email. You can create an organization or a workspace that will include members (your company employees) and guests (customers, partners, etc.). Employees are grouped in teams and you can organize their work in projects with tasks displayed as a to-do list that can be sorted and filtered based on user’s goals. A task list can have sections to arrange tasks based on their priority, different work stages, categories, etc. What’s nice is that the list of tasks is not overloaded with details. But they are one click away – select a list item and view its details on the sidebar that can be collapsed to get a better view of a task list.

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Working with tasks is easy and intuitive, while powerful. You can assign a task to delegate it to someone, set a due date and time, create sub-tasks, post a comment, attach files, follow the task, mark the task complete or incomplete, and more.

Besides seeing a list of tasks from the project perspective, you can view the list of all tasks assigned to you or some other person across all projects. Another cool feature is personal and team calendars, which show tasks assigned to you (personal calendar) and tasks of your team across all projects in a single view.

You also get:

  • Inbox page, where the updates on all projects you’re a member of and tasks that you follow or are assigned to are shown
  • Dashboard with your projects’ progress charts
  • Basic and advanced tasks search capabilities
  • Reminders about tasks
  • Private projects, tasks, and teams
  • Creating tasks and conversations by sending emails to Asana
  • Team conversations, where team members post announcements and discuss work
  • Email notification as an alternative to using Asana Inbox.

Pricing: Accounts in Asana are free and tied to individual users. For teams up to 15 people, there is a free plan with basic features. For larger teams or to use premium benefits, you need to upgrade either the entire organization or one team. The cost of the premium option depends on the size of your plan. You can get Asana Premium for $10.99 or less per user per month. You can be billed monthly or annually.  Learn more

Hubstaff Tasks

Hubstaff Tasks is a web-based project management tool that simplifies team collaboration. Its intuitive interface makes it easy to jump into for teams of different sizes.

hubstaff tasks

Hubstaff Tasks keeps all of your tasks organized in a Kanban board using cards and columns. The app will show you a quick overview of all the tasks that are currently being worked on, which project phases they are in, as well as who’s working on them. You can create a card for each task or to-do and move it to different stages of the project by dragging and dropping. Here’s what you can do with your task cards:

  • Assign team members and include followers
  • Add task descriptions, attach files, and create task labels
  • Set due dates and hourly estimates
  • Communicate with and notify teammates using comments

The app has an Agile Sprints feature that shows you all the tasks assigned to you. You can organize them by current or future sprint, allowing you to prioritize the right tasks and keep the workflow moving forward.

Hubstaff Tasks’s custom workflows feature lets you advance tasks to the next stage and assign them to the right team members with just one click. It also has automated Stand-ups that team members can use to report accomplishments and roadblocks. With these features, you can ensure that everyone is on the same page and that things are getting done.

Pricing: Hubstaff Tasks has a free plan for up to 5 users. Its Premium plan offers unlimited projects and 5 GB of storage for $5/user/month. Learn more

Remember the Milk

Remember the Milk (RTM) is a cross-platform web-based application that you can use to manage tasks from a computer or smartphone online or offline. This tool is a popular task manager for personal use, but you can perfectly customize and use it for business purposes.

remember the milk

If your team’s work is organized into projects, you can create separate lists for each project. You can create subtasks (this feature is available for Pro accounts).

You can assign tasks and share/send to-dos to other RTM users. Tasks can be prioritized, postponed, moved to another list. You can perform actions on several tasks at once and set reminders. It also supports recurrent tasks, comes with flexible search, several sorting options, and the ability to add tasks via email. It is even possible to add a location to a task.

You can track tasks that are due today and tomorrow or are overdue. It is easy to get a printable weekly planner.

Remember the Milk has the Pro Tester Program, which you can join to get access to pre-release versions of new cool features. So if you are missing something in the released version, check out this program and see if what you are looking for is available there.

Pricing:  Standard Remember the Milk accounts are free. Pro accounts are $39.99 per year and give you access to additional features. Learn more

How to Power up Page Properties Report in Atlassian Confluence

July 17, 2020
#Document management#Reporting#How To#Confluence Tutorial#Confluence
2 min

We’ve recorded this presentation for the online Team Up Forum hosted by k15t and Scandio.

Discover how to power up the Page Properties Report macro with the help of two apps:

You can easily filter and aggregate information on Confluence pages. Moreover, you can create your set of statuses and change them in the page view mode on the fly.

Discover our comprehensive list of apps to boost your project planning capabilities here!

If you have any questions, feel free to comment on this blog post below. Don’t forget to subscribe to email notifications about new articles in our blog.

Related posts

    Bitbucket Statistics Dashboards for Project Management in Confluence

    May 26, 2020
    #Bitbucket#Reporting#Analytics#How To#Confluence
    9 min

    In the blog post Handy Jira Dashboards for Project Management in Confluence, we told you how to use the data from Jira to create dashboards for agile project management on your Confluence pages. 

    Using Confluence as the place for dashboards allows you to achieve better end-to-end visibility: it enables merging and aggregating data from different sources and makes it easily accessible to Leadership. Furthermore, you can export the reports in PDF, Word, JPG, or print them out and email them to external users, attach them to the quarterly report, or distribute them to managers and stakeholders.

    Today we want to show how you can enhance your reports built with Table Filter and Charts for Confluence by adding engineering metrics from Bitbucket using the Awesome Graphs for Bitbucket app and build dashboards for PMs and stakeholders in Confluence. These metrics make up a comprehensive view of the processes and help managers make informed decisions.

    Commits by User Chart

    This chart is aimed to show you which developer worked on which project and their level of activity in terms of the number of commits so that you can identify the top contributors for each repository. You can also find the most active repositories in the whole instance, particularly for a specific project. This data can help you decide which repositories to target first with particular process improvement.

    01commits
    Hint: add the Table Filter macro before the Chart from Table to select repositories for comparison.

    Check out a full guide on how to build this chart.

    Commits Dynamics Chart

    There may be cases when the snapshot is not enough, and it’s necessary for planning to see the actual change in progress. To examine trends over time, you can build the chart that will show the dynamics of contributions made by users over the chosen period. Using this, you can then compare the periods and answer questions like “Are we committing more code now than before?”.

    02commitsdyn
    Hint: you can change the grouping to daily, weekly, or monthly by changing the Date period aggregation in the Pivot Table macro settings.

    Follow our guide to build this chart.

    Lines of Code Chart

    Another way to get a better understanding of the amount of work done across the projects and measure the activity and efficiency of the teams is to look at the number of lines of code added and deleted. On this chart, you can see the visualized statistics of the user’s activity in terms of lines of code on the project level.

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    Hint: use the Chart from Table macro’s feature “Chart as image” to save the chart as JPG and email it or use it in PowerPoint presentations.

    Read the step-by-step instructions to build this chart.

    Pull Requests Activities Charts

    To complete the picture, you can use the two following graphs showing the Pull Request activities of the developers, i.e., the number of Open, Merged, and Declined Pull Requests on the project level basis.

    04prstate

    The first chart provides you with an organizational view and allows you to visualize the statistics across multiple or all of the repositories, grouping the Pull Requests by their state. 

    You can then drill down for more detailed data and build the chart to discern the output and productivity of each particular user:

    05pruserstate
    Hint: You can also build the chart to see the dynamics in Pull Request activities by following the instructions from Commits Dynamics Chart, but with the Pull Requests source file.

    Learn how to build these charts.

    Enhance your reports

    Using the charts described in this article, you can analyze engineers’ activity and productivity, evaluate the capacity to work, and make data-driven decisions to improve engineering efficiency. 

    All of the charts on this page were built with the help of Table Filter and Charts for Confluence as the means of aggregation and visualization and the Awesome Graphs for Bitbucket app serving as a data provider.

    The combination of these apps is capable of building much more complex structures that would allow you to aggregate all the information in a single dynamic chart, where you could choose and change the components on the go to get different visualizations each time in a few clicks.

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    How to use statistics to overcome challenges when moving to microservices

    April 30, 2020
    #How To#Confluence#Bitbucket#Analytics
    10 min

    Agile software development has been dominant in software engineering for years. Its methods have helped teams manage work and perform efficiently while delivering high-quality results. Microservice architecture is one of the approaches that implements the Agile practices:

    Microservice architecture is a style of structuring large complex products as a collection of individual services that can be developed and maintained independently, making the software more flexible and increasing its scalability.

    While microservices may seem as a silver bullet upfront, nothing comes easy. The migration can result in deployment challenges as well as make global testing and debugging more difficult. Apart from purely technical side effects, it requires a cultural shift in organizations and strong project management.

    In this article we focus on the challenges related to the management of microservices and describe the ways to overcome them using aggregated data and statistics:

    We’ll teach you how to turn your Confluence instance into a full-fledged BI tool and how to:

    • identify dependencies between teams 
    • see if there is a lack of collaboration between members
    • find pilot teams to implement new processes in
    • check if you are actually moving away from the monolith.

    Imagine now that you have a hostel marketplace application where people can find and book a stay. Recently you’ve decided to migrate to microservices, so now the whole application is split into independent services, each having its own repository, and you need to organize your teams and the processes the right way.

    02 bitbucket 1

    Resolve dependencies and build the teams

    When done correctly, microservices work so that you can build, test and deploy them without affecting each other. To achieve that you need to recognize and then eliminate dependencies between the teams.

    For that purpose you can build the following graph and see the distribution of contributors on the project level:

    03 depend

    The graph shows the number of commits made by users, so you can identify service owners, see the interactions between the members of different teams, and spot deviations in terms of who does what, e.g. if there is somebody from the team A working on the team B’s service. The latter can result in delays in the development process and an increase of idle time caused by lags in communication between the developers.

    The same graph can also indicate the anti-patterns in teams’ culture. Being a member of an independent team can help developers work more effectively. But some teams just lack the concept of collaboration. So instead of having the work distributed among the developers, it happens that only the so-called “service owner” ends up working on his microservice. In addition to a drop in the morale of the developer, this may affect the quality of the code as there is nobody to review it.

    You can use this graph to find services led by one person and then make informed decisions to improve the team culture.

    Experiment without risk

    The variable development processes and independence are clear benefits of microservices architecture. Teams don’t have to align with the others and that allows you to test and implement new processes without paralyzing the workflow even if something goes wrong. This way you can try to introduce new practices to improve the quality of your software, such as unit testing, code review, pair programming, you name it.

    To start the implementation of the new processes it’s important to find the teams that have been operating efficiently and are currently active. The number of commits and pull requests can be used as an indicator of the active state.

    The two following graphs will help you to find pilot teams to hold experiments:

    04 05 commitsprs

    The graphs show the activity of the teams by month for the last quarter, indicating the number of commits and pull requests respectively. Now you can compare the results and find the teams that have a lot of commits and none or few pull requests — those will be your perfect candidates.

    See the monolith breaking

    Moving from the monolithic systems takes a lot of effort so it’s important to keep track of where you are in this journey. Apart from staying motivated as you see the changes (or not yet), you need to make data-driven decisions to improve the processes and lend support to your teams.

    To get the full picture you may use the graph that shows the changes in the codebase:

    06 codefreq

    It displays the number of lines of code deleted and added around the project. Using this information you can see the breaking of the monolith: if the number of lines of code deleted is increasing steadily for the monolithic repo while more and more lines of code are being added to the new microservices repos, then you are going the right way.

    Make the data work for you

    While migration to microservices may seem costlier in terms of the amount of work for managers, that is the investment that will pay you back with faster development processes, increased scalability and adaptability. And we hope to make your way easier here. 

    The tips described in this article will help you gain more visibility into the current state of the processes and unleash the potential of your teams. Using the Awesome Graphs for Bitbucket app as a data provider and the Table Filter and Charts for Confluence app to aggregate and visualize the data, you will get the functionality that is on par with dedicated BI software platforms.

    Want to know how to build the graphs and charts from the article? Read our step-by-step guides and try yourself!

    Atlassian Remote Summit 2020: New experience for all of us

    April 10, 2020
    #News
    6 min

    At times like these, when our well-being is essential and should come above everything else, companies all over the world had no chance but to cancel or postpone their conferences. Atlassian decided to organize the first Atlassian Remote Summit to help users from different countries meet Atlassian experts online and learn about important Atlassian news and achievements.

    Just imagine that almost 29k people registered to stay connected with Atlassian!

    All sessions were on-demand, so if you had no chance to be online, you can still watch them using this link: https://atlassian.swoogo.com/summit20_live_stream/on_demand

    In this blog post, you will find information about the most exciting announcements made during April 1-2.

    Day 1 – Atlassian keynote: Unleashing the potential of all teams

    Atlassian co-founder and co-CEO Scott Farquhar, Kelly Drozd, Agile Delivery Manager at St. Jude Children’s Research Hospital, and other Atlassian leaders showed us new ways to bring remote working on a new level.

    We will describe the main news from this keynote briefly.

    General updates:

    • Every Atlassian product is now available for free for all teams with up to 10 users because so many organizations worldwide deal with remote working for the first time and need support in this challenging task.
    • Atlassian will support educators with a free subscription to Trello Business Class for a year.

    Bitbucket:

    • To avoid switching between Jira and Bitbucket, Atlassian introduced Your work dashboard in Bitbucket, where you can get the essential information about your projects.

    Jira Service Desk and Jira:

    • Jira Service Desk integration with CI/CD tools. Now Bitbucket pipelines, Jenkins, CircleCI, Octopus Deploy can automatically create a change request within JSD.
    • New incident bulk linking for OpsGenie and JSD.
    • New capabilities for roadmaps in Jira: hierarchy, progress bars, drag-and-drop dependency mapping, Confluence macros for sharing roadmaps.
    • Introduction of Jira Service Desk Templates (for such teams as HR, Legal and Facilities).
    • Trello’s Butler automation tool comes to Jira and Slack.

    Confluence Cloud

    • A new fresh look of the home page.
    • Page analytics is now available at the standard tier.
    • Confluence Template Gallery that allows you to access so many useful templates. Check Risk assessment matrix template powered by StiltSoft (smile)
    • A new macro browser.
    • Inline comments are now available in the edit mode.

    Day 2 – Atlassian keynote: Business transformation

    Atlassian co-Founder and co-CEO Mike-Cannon Brookes, Intuit CEO Sasan Goodarzi, told the viewers all over the world about the role of Cloud in an organization’s transformation journey.

    General updates:

    • Mike announced the dates of Atlassian Summit 2021 in Vegas: April 20-22.
    • Users can get smart notifications for Jira with email digest instead of multiple emails.
    • You can join the waitlist for Atlassian Forge that offers the new standard in app development for Cloud.
    • Atlassian introduced the Premium tier for Jira Service Desk.
    • Integration of Jira Align and Trello.
    • Atlassian Cloud Enterprise is coming soon. This enterprise plan supports unlimited users, sandbox, centralized user billing, release tracks, and more.
    • New Jira Cloud Migration Assistant will help users to move data from Jira Server to Jira Cloud.
    • Improved branch configurations for Bamboo: users can set build configurations per branch.

    Improvements for Confluence and Jira Data Center:

    StiltSoft Virtual Booth

    Atlassian Summit was always an excellent opportunity for all Atlassian vendors to meet our customers and tell Atlassian users more about our products. This year, we did our best to stay connected. So we opened a virtual booth where everyone could book a demo to learn more about our apps.

    We knew that Atlassian users were missing swag from us. For that reason, all attendees of the booth got a chance to win the $200 Amazon gift card.

    Check out our page on the Atlassian Marketplace to see the apps we develop to boost Atlassian products!