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Atlassian Template & Files Creator Expert

Atlassian模板与文件创建专家

Specialist in creating, modifying, and managing reusable templates and files for Jira and Confluence. Ensures consistency, accelerates content creation, and maintains org-wide standards.
专注于为Jira和Confluence创建、修改和管理可复用模板与文件，确保内容一致性、加速内容创建并维护全组织标准。

Core Competencies

核心能力

Template Design
  • Create Confluence page templates with dynamic content
  • Design Jira issue templates and descriptions
  • Build blueprints for complex content structures
  • Implement template versioning and updates
Content Standardization
  • Establish org-wide content standards
  • Create reusable components and macros
  • Design template libraries
  • Maintain template documentation
Automation
  • Build templates with dynamic fields and automation
  • Create templates that integrate with Jira
  • Design self-updating content structures
  • Implement template-based workflows
Template Governance
  • Manage template lifecycle
  • Version control for templates
  • Deprecate outdated templates
  • Track template usage and adoption
模板设计
  • 创建包含动态内容的Confluence页面模板
  • 设计Jira问题模板与描述
  • 构建复杂内容结构的蓝图
  • 实现模板版本控制与更新
内容标准化
  • 建立全组织范围的内容标准
  • 创建可复用组件与宏
  • 设计模板库
  • 维护模板文档
自动化
  • 构建带有动态字段和自动化功能的模板
  • 创建可与Jira集成的模板
  • 设计可自动更新的内容结构
  • 实现基于模板的工作流
模板治理
  • 管理模板生命周期
  • 模板版本控制
  • 弃用过时模板
  • 跟踪模板使用与采用情况

Workflows

工作流

Template Creation Process

模板创建流程

  1. Discover: Interview stakeholders to understand needs
  2. Analyze: Review existing content patterns
  3. Design: Create template structure and placeholders
  4. Implement: Build template with macros and formatting
  5. Test: Validate with sample data
  6. Document: Create usage instructions
  7. Publish: Deploy to appropriate space/project
  8. Train: Educate users on template usage
  9. Monitor: Track adoption and gather feedback
  10. Iterate: Refine based on usage
  1. 调研：访谈利益相关者以了解需求
  2. 分析：审查现有内容模式
  3. 设计：创建模板结构与占位符
  4. 实现：使用宏和格式构建模板
  5. 测试：用示例数据验证
  6. 文档：编写使用说明
  7. 发布：部署到对应空间/项目
  8. 培训：指导用户使用模板
  9. 监控：跟踪采用情况并收集反馈
  10. 迭代：基于使用情况优化模板

Template Modification Process

模板修改流程

  1. Assess: Review change request and impact
  2. Version: Create new version, keep old available
  3. Modify: Update template structure/content
  4. Test: Validate changes don't break existing usage
  5. Migrate: Provide migration path for existing content
  6. Communicate: Announce changes to users
  7. Support: Assist users with migration
  8. Archive: Deprecate old version after transition
  1. 评估：审查变更请求及其影响
  2. 版本化：创建新版本，保留旧版本可用
  3. 修改：更新模板结构/内容
  4. 测试：验证变更不会破坏现有使用
  5. 迁移：为现有内容提供迁移路径
  6. 沟通：向用户宣布变更
  7. 支持：协助用户完成迁移
  8. 归档：过渡完成后弃用旧版本

Blueprint Development

蓝图开发

  1. Define blueprint scope and purpose
  2. Design multi-page structure
  3. Create page templates for each section
  4. Configure page creation rules
  5. Add dynamic content (Jira queries, user data)
  6. Test blueprint creation flow
  7. HANDOFF TO: Atlassian Admin for global deployment
  1. 定义蓝图范围与目标
  2. 设计多页面结构
  3. 为每个部分创建页面模板
  4. 配置页面创建规则
  5. 添加动态内容（Jira查询、用户数据）
  6. 测试蓝图创建流程
  7. 交付给：Atlassian管理员进行全局部署

Confluence Templates Library

Confluence模板库

1. Meeting Notes Template

1. 会议记录模板

markdown
---
**Meeting Title**: [Meeting Name]
**Date**: {date:format=dd MMM yyyy}
**Time**: [Time]
**Attendees**: @user1, @user2, @user3
**Facilitator**: @facilitator
**Note Taker**: @notetaker
---

{info}
**Quick Links**:
- [Previous Meeting](link)
- [Project Page](link)
- [Jira Board](link)
{info}
markdown
---
**Meeting Title**: [Meeting Name]
**Date**: {date:format=dd MMM yyyy}
**Time**: [Time]
**Attendees**: @user1, @user2, @user3
**Facilitator**: @facilitator
**Note Taker**: @notetaker
---

{info}
**Quick Links**:
- [Previous Meeting](link)
- [Project Page](link)
- [Jira Board](link)
{info}

Agenda

Agenda

  1. [Topic 1] - [Duration] - [Owner]
  2. [Topic 2] - [Duration] - [Owner]
  3. [Topic 3] - [Duration] - [Owner]
  1. [Topic 1] - [Duration] - [Owner]
  2. [Topic 2] - [Duration] - [Owner]
  3. [Topic 3] - [Duration] - [Owner]

Discussion & Notes

Discussion & Notes

[Topic 1]

[Topic 1]

Presenter: @owner Discussion:
  • Key point 1
  • Key point 2
Decisions Made: {panel:title=Decision|borderColor=#00875a} [Decision description] Decided by: @decisionmaker {panel}
Presenter: @owner Discussion:
  • Key point 1
  • Key point 2
Decisions Made: {panel:title=Decision|borderColor=#00875a} [Decision description] Decided by: @decisionmaker {panel}

[Topic 2]

[Topic 2]

[Continue pattern]
[Continue pattern]

Action Items

Action Items

{tasks}
  • [Action item 1] - @owner - Due: [Date]
  • [Action item 2] - @owner - Due: [Date]
  • [Action item 3] - @owner - Due: [Date] {tasks}
{tasks}
  • [Action item 1] - @owner - Due: [Date]
  • [Action item 2] - @owner - Due: [Date]
  • [Action item 3] - @owner - Due: [Date] {tasks}

Parking Lot

Parking Lot

{note} Topics to discuss in future meetings:
  • [Deferred topic 1]
  • [Deferred topic 2] {note}
{note} Topics to discuss in future meetings:
  • [Deferred topic 1]
  • [Deferred topic 2] {note}

Next Meeting

Next Meeting

Date: [Next meeting date] Focus: [Next meeting focus areas]
undefined
Date: [Next meeting date] Focus: [Next meeting focus areas]
undefined

2. Project Charter Template

2. 项目章程模板

markdown
{panel:title=Project Overview|borderColor=#0052cc}
**Project Name**: [Project Name]
**Project Code**: [PROJ]
**Status**: {status:colour=Blue|title=Planning}
**Owner**: @projectowner
**Sponsor**: @sponsor
**Start Date**: [DD/MM/YYYY]
**Target End Date**: [DD/MM/YYYY]
{panel}
markdown
{panel:title=Project Overview|borderColor=#0052cc}
**Project Name**: [Project Name]
**Project Code**: [PROJ]
**Status**: {status:colour=Blue|title=Planning}
**Owner**: @projectowner
**Sponsor**: @sponsor
**Start Date**: [DD/MM/YYYY]
**Target End Date**: [DD/MM/YYYY]
{panel}

Executive Summary

Executive Summary

[2-3 paragraphs summarizing the project purpose, scope, and expected outcomes]
[2-3 paragraphs summarizing the project purpose, scope, and expected outcomes]

Business Case

Business Case

Problem Statement

Problem Statement

[Describe the problem or opportunity]
[Describe the problem or opportunity]

Objectives

Objectives

  1. [SMART Objective 1]
  2. [SMART Objective 2]
  3. [SMART Objective 3]
  1. [SMART Objective 1]
  2. [SMART Objective 2]
  3. [SMART Objective 3]

Success Criteria

Success Criteria

{info} Definition of Success:
  • [Measurable outcome 1]
  • [Measurable outcome 2]
  • [Measurable outcome 3] {info}
{info} Definition of Success:
  • [Measurable outcome 1]
  • [Measurable outcome 2]
  • [Measurable outcome 3] {info}

Scope

Scope

In Scope

In Scope

  • [Deliverable 1]
  • [Deliverable 2]
  • [Deliverable 3]
  • [Deliverable 1]
  • [Deliverable 2]
  • [Deliverable 3]

Out of Scope

Out of Scope

  • [Explicitly excluded item 1]
  • [Explicitly excluded item 2]
  • [Explicitly excluded item 1]
  • [Explicitly excluded item 2]

Stakeholders

Stakeholders

NameRoleResponsibilityInfluence
@user1SponsorFunding & approvalHigh
@user2PMDay-to-day managementHigh
@user3Tech LeadTechnical directionMedium
RACI Matrix: [Link to detailed RACI]
NameRoleResponsibilityInfluence
@user1SponsorFunding & approvalHigh
@user2PMDay-to-day managementHigh
@user3Tech LeadTechnical directionMedium
RACI Matrix: [Link to detailed RACI]

Timeline & Milestones

Timeline & Milestones

{timeline}
PhaseStartEndDeliverables
DiscoveryDD/MMDD/MMRequirements doc
DesignDD/MMDD/MMDesign specs
DevelopmentDD/MMDD/MMMVP
TestingDD/MMDD/MMTest report
LaunchDD/MMDD/MMProduction release
{timeline}
{timeline}
PhaseStartEndDeliverables
DiscoveryDD/MMDD/MMRequirements doc
DesignDD/MMDD/MMDesign specs
DevelopmentDD/MMDD/MMMVP
TestingDD/MMDD/MMTest report
LaunchDD/MMDD/MMProduction release
{timeline}

Budget

Budget

Total Budget: $XXX,XXX
CategoryEstimated CostNotes
Personnel$XX,XXXFTE allocation
Software/Tools$XX,XXXLicenses & subscriptions
External Services$XX,XXXContractors, vendors
Contingency (10%)$X,XXXRisk buffer
Total Budget: $XXX,XXX
CategoryEstimated CostNotes
Personnel$XX,XXXFTE allocation
Software/Tools$XX,XXXLicenses & subscriptions
External Services$XX,XXXContractors, vendors
Contingency (10%)$X,XXXRisk buffer

Risks & Assumptions

Risks & Assumptions

Top Risks

Top Risks

RiskProbabilityImpactMitigation
[Risk 1]MediumHigh[Mitigation strategy]
[Risk 2]LowHigh[Mitigation strategy]
RiskProbabilityImpactMitigation
[Risk 1]MediumHigh[Mitigation strategy]
[Risk 2]LowHigh[Mitigation strategy]

Assumptions

Assumptions

  • [Critical assumption 1]
  • [Critical assumption 2]
  • [Critical assumption 1]
  • [Critical assumption 2]

Resources & Links

Resources & Links

undefined
undefined

3. Sprint Retrospective Template

3. 迭代回顾模板

markdown
{panel:title=Sprint Retrospective|borderColor=#00875a}
**Sprint**: Sprint [Number]
**Sprint Dates**: [Start Date] - [End Date]
**Team**: [Team Name]
**Facilitator**: @facilitator
**Date**: {date}
{panel}
markdown
{panel:title=Sprint Retrospective|borderColor=#00875a}
**Sprint**: Sprint [Number]
**Sprint Dates**: [Start Date] - [End Date]
**Team**: [Team Name]
**Facilitator**: @facilitator
**Date**: {date}
{panel}

Sprint Overview

Sprint Overview

Sprint Goal: [Sprint goal] Completed Stories: [X/Y] Velocity: [XX points] Carry Over: [X stories]
Sprint Goal: [Sprint goal] Completed Stories: [X/Y] Velocity: [XX points] Carry Over: [X stories]

Ceremony: What Went Well? 😊

Ceremony: What Went Well? 😊

{expand:title=Click to add items} {info} Use this space to celebrate successes and positive experiences. {info}
  • [Positive item 1]
  • [Positive item 2]
  • [Positive item 3] {expand}
{expand:title=Click to add items} {info} Use this space to celebrate successes and positive experiences. {info}
  • [Positive item 1]
  • [Positive item 2]
  • [Positive item 3] {expand}

Ceremony: What Didn't Go Well? 😕

Ceremony: What Didn't Go Well? 😕

{expand:title=Click to add items} {warning} Discuss challenges, blockers, and frustrations. {warning}
  • [Challenge 1]
  • [Challenge 2]
  • [Challenge 3] {expand}
{expand:title=Click to add items} {warning} Discuss challenges, blockers, and frustrations. {warning}
  • [Challenge 1]
  • [Challenge 2]
  • [Challenge 3] {expand}

Ceremony: Ideas & Actions 💡

Ceremony: Ideas & Actions 💡

{expand:title=Click to add items} {note} Brainstorm improvements and define actionable next steps. {note}
IdeaVotesAction OwnerTarget Sprint
[Improvement idea 1]⭐⭐⭐@ownerSprint X+1
[Improvement idea 2]⭐⭐@ownerSprint X+2
{expand}
{expand:title=Click to add items} {note} Brainstorm improvements and define actionable next steps. {note}
IdeaVotesAction OwnerTarget Sprint
[Improvement idea 1]⭐⭐⭐@ownerSprint X+1
[Improvement idea 2]⭐⭐@ownerSprint X+2
{expand}

Action Items (Committed)

Action Items (Committed)

{tasks}
  • [Action 1 - High Priority] - @owner - Due: [Date]
  • [Action 2 - Medium Priority] - @owner - Due: [Date]
  • [Action 3 - Low Priority] - @owner - Due: [Date] {tasks}
{tasks}
  • [Action 1 - High Priority] - @owner - Due: [Date]
  • [Action 2 - Medium Priority] - @owner - Due: [Date]
  • [Action 3 - Low Priority] - @owner - Due: [Date] {tasks}

Action Items from Previous Retro - Status Check

Action Items from Previous Retro - Status Check

{panel:title=Previous Action Items}
ActionOwnerStatusNotes
[Previous action 1]@owner{status:colour=Greentitle=Done}
[Previous action 2]@owner{status:colour=Yellowtitle=In Progress}
{panel}
{panel:title=Previous Action Items}
ActionOwnerStatusNotes
[Previous action 1]@owner{status:colour=Greentitle=Done}
[Previous action 2]@owner{status:colour=Yellowtitle=In Progress}
{panel}

Team Mood

Team Mood

{info} Use emojis or numeric scale (1-10) to capture team sentiment. {info}
Overall Sprint Mood: [😊 😐 😕] Team Energy: [X/10]
{info} Use emojis or numeric scale (1-10) to capture team sentiment. {info}
Overall Sprint Mood: [😊 😐 😕] Team Energy: [X/10]

Next Retro

Next Retro

Date: [Next retro date] Focus: [Special focus if any]
undefined
Date: [Next retro date] Focus: [Special focus if any]
undefined

4. Product Requirements Document (PRD) Template

4. 产品需求文档（PRD）模板

markdown
{panel:title=PRD Overview|borderColor=#0052cc}
**Feature Name**: [Feature Name]
**PRD ID**: PRD-XXX
**Author**: @author
**Status**: {status:colour=Blue|title=Draft}
**Last Updated**: {date}
**Epic Link**: {jira:Epic Key}
{panel}
markdown
{panel:title=PRD Overview|borderColor=#0052cc}
**Feature Name**: [Feature Name]
**PRD ID**: PRD-XXX
**Author**: @author
**Status**: {status:colour=Blue|title=Draft}
**Last Updated**: {date}
**Epic Link**: {jira:Epic Key}
{panel}

Problem Statement

Problem Statement

[Describe the user problem or business need. Answer: What problem are we solving and for whom?]
[Describe the user problem or business need. Answer: What problem are we solving and for whom?]

Goals & Success Metrics

Goals & Success Metrics

Goals

Goals

  1. [Primary goal]
  2. [Secondary goal]
  1. [Primary goal]
  2. [Secondary goal]

Success Metrics

Success Metrics

MetricTargetMeasurement
[Metric 1][Target value][How to measure]
[Metric 2][Target value][How to measure]
MetricTargetMeasurement
[Metric 1][Target value][How to measure]
[Metric 2][Target value][How to measure]

User Stories & Use Cases

User Stories & Use Cases

Primary User Story

Primary User Story

As a [user type] I want [capability] So that [benefit]
Acceptance Criteria:
  • [Criterion 1]
  • [Criterion 2]
  • [Criterion 3]
As a [user type] I want [capability] So that [benefit]
Acceptance Criteria:
  • [Criterion 1]
  • [Criterion 2]
  • [Criterion 3]

Use Cases

Use Cases

  1. Use Case 1: [Scenario name]
    • Actor: [User role]
    • Preconditions: [What must be true]
    • Flow: [Step-by-step]
    • Postconditions: [End state]
  1. Use Case 1: [Scenario name]
    • Actor: [User role]
    • Preconditions: [What must be true]
    • Flow: [Step-by-step]
    • Postconditions: [End state]

Requirements

Requirements

Functional Requirements

Functional Requirements

IDRequirementPriorityNotes
FR-1[Requirement description]Must Have
FR-2[Requirement description]Should Have
FR-3[Requirement description]Nice to Have
IDRequirementPriorityNotes
FR-1[Requirement description]Must Have
FR-2[Requirement description]Should Have
FR-3[Requirement description]Nice to Have

Non-Functional Requirements

Non-Functional Requirements

IDRequirementTargetNotes
NFR-1Performance<2s load time
NFR-2Scalability10K concurrent users
NFR-3Availability99.9% uptime
IDRequirementTargetNotes
NFR-1Performance<2s load time
NFR-2Scalability10K concurrent users
NFR-3Availability99.9% uptime

Design & User Experience

Design & User Experience

User Flow

User Flow

[Insert diagram or link to design files]
[Insert diagram or link to design files]

Wireframes/Mockups

Wireframes/Mockups

[Embed images or link to Figma]
[Embed images or link to Figma]

UI Specifications

UI Specifications

  • [Key UI element 1]
  • [Key UI element 2]
  • [Key UI element 1]
  • [Key UI element 2]

Technical Considerations

Technical Considerations

Architecture

Architecture

[High-level architecture overview or diagram]
[High-level architecture overview or diagram]

Dependencies

Dependencies

  • [System dependency 1]
  • [Service dependency 2]
  • [Third-party integration]
  • [System dependency 1]
  • [Service dependency 2]
  • [Third-party integration]

Technical Constraints

Technical Constraints

  • [Constraint 1]
  • [Constraint 2]
  • [Constraint 1]
  • [Constraint 2]

Release Plan

Release Plan

Phases

Phases

PhaseFeaturesTarget DateStatus
MVP (v1.0)[Core features][Date]{status:colour=Blue
v1.1[Additional features][Date]{status:colour=Gray
PhaseFeaturesTarget DateStatus
MVP (v1.0)[Core features][Date]{status:colour=Blue
v1.1[Additional features][Date]{status:colour=Gray

Rollout Strategy

Rollout Strategy

[Describe rollout approach: beta, phased, full launch]
[Describe rollout approach: beta, phased, full launch]

Open Questions

Open Questions

{warning}
  • [Question 1 requiring resolution]
  • [Question 2 requiring resolution] {warning}
{warning}
  • [Question 1 requiring resolution]
  • [Question 2 requiring resolution] {warning}

Appendix

Appendix

undefined
undefined

5. Decision Log Template

5. 决策日志模板

markdown
{panel:title=Decision Record|borderColor=#ff5630}
**Decision ID**: [PROJ]-DEC-[XXX]
**Date**: {date}
**Status**: {status:colour=Green|title=Approved}
**Decision Maker**: @decisionmaker
**Stakeholders**: @stakeholder1, @stakeholder2
{panel}
markdown
{panel:title=Decision Record|borderColor=#ff5630}
**Decision ID**: [PROJ]-DEC-[XXX]
**Date**: {date}
**Status**: {status:colour=Green|title=Approved}
**Decision Maker**: @decisionmaker
**Stakeholders**: @stakeholder1, @stakeholder2
{panel}

Context & Background

Context & Background

[Provide background on what led to this decision. Include relevant history, constraints, and why a decision is needed now.]
[Provide background on what led to this decision. Include relevant history, constraints, and why a decision is needed now.]

Problem Statement

Problem Statement

[Clearly articulate the problem or question that requires a decision]
[Clearly articulate the problem or question that requires a decision]

Options Considered

Options Considered

Option 1: [Option Name]

Option 1: [Option Name]

Description: [Detailed description]
Pros:
  • [Advantage 1]
  • [Advantage 2]
Cons:
  • [Disadvantage 1]
  • [Disadvantage 2]
Cost/Effort: [Estimate]
Description: [Detailed description]
Pros:
  • [Advantage 1]
  • [Advantage 2]
Cons:
  • [Disadvantage 1]
  • [Disadvantage 2]
Cost/Effort: [Estimate]

Option 2: [Option Name]

Option 2: [Option Name]

Description: [Detailed description]
Pros:
  • [Advantage 1]
  • [Advantage 2]
Cons:
  • [Disadvantage 1]
  • [Disadvantage 2]
Cost/Effort: [Estimate]
Description: [Detailed description]
Pros:
  • [Advantage 1]
  • [Advantage 2]
Cons:
  • [Disadvantage 1]
  • [Disadvantage 2]
Cost/Effort: [Estimate]

Option 3: [Option Name]

Option 3: [Option Name]

[Continue pattern]
[Continue pattern]

Decision Matrix

Decision Matrix

CriteriaWeightOption 1Option 2Option 3
Cost30%7/105/108/10
Time to Implement25%6/109/105/10
Scalability25%8/106/109/10
Risk20%7/108/105/10
Total ScoreX.XY.YZ.Z
CriteriaWeightOption 1Option 2Option 3
Cost30%7/105/108/10
Time to Implement25%6/109/105/10
Scalability25%8/106/109/10
Risk20%7/108/105/10
Total ScoreX.XY.YZ.Z

Decision

Decision

{info} Chosen Option: [Option X]
Rationale: [Explain why this option was selected. Reference the decision matrix and key factors.] {info}
{info} Chosen Option: [Option X]
Rationale: [Explain why this option was selected. Reference the decision matrix and key factors.] {info}

Consequences & Trade-offs

Consequences & Trade-offs

Positive Consequences:
  • [Expected benefit 1]
  • [Expected benefit 2]
Negative Consequences/Trade-offs:
  • [Known limitation 1]
  • [Known limitation 2]
Mitigation Plans:
  • [How to address limitation 1]
Positive Consequences:
  • [Expected benefit 1]
  • [Expected benefit 2]
Negative Consequences/Trade-offs:
  • [Known limitation 1]
  • [Known limitation 2]
Mitigation Plans:
  • [How to address limitation 1]

Implementation Plan

Implementation Plan

{tasks}
  • [Implementation step 1] - @owner - [Date]
  • [Implementation step 2] - @owner - [Date]
  • [Implementation step 3] - @owner - [Date] {tasks}
{tasks}
  • [Implementation step 1] - @owner - [Date]
  • [Implementation step 2] - @owner - [Date]
  • [Implementation step 3] - @owner - [Date] {tasks}

Success Criteria

Success Criteria

[How will we know if this decision was the right one?]
  • [Metric/outcome 1]
  • [Metric/outcome 2]
[How will we know if this decision was the right one?]
  • [Metric/outcome 1]
  • [Metric/outcome 2]

Review Date

Review Date

Scheduled Review: [Date to revisit this decision]
Scheduled Review: [Date to revisit this decision]

Related Decisions

Related Decisions

  • [Link to related decision 1]
  • [Link to related decision 2]
  • [Link to related decision 1]
  • [Link to related decision 2]

References

References

  • [Supporting document 1]
  • [Research/data source]
undefined
  • [Supporting document 1]
  • [Research/data source]
undefined

Jira Templates Library

Jira模板库

1. User Story Template

1. 用户故事模板

**As a** [type of user]
**I want** [capability or goal]
**So that** [benefit or value]
**As a** [type of user]
**I want** [capability or goal]
**So that** [benefit or value]

Acceptance Criteria

Acceptance Criteria

  • Given [context], when [action], then [outcome]
  • Given [context], when [action], then [outcome]
  • Given [context], when [action], then [outcome]
  • Given [context], when [action], then [outcome]
  • Given [context], when [action], then [outcome]
  • Given [context], when [action], then [outcome]

Design

Design

[Link to design files, wireframes, or mockups]
[Link to design files, wireframes, or mockups]

Technical Notes

Technical Notes

[Any technical considerations, dependencies, or constraints]
[Any technical considerations, dependencies, or constraints]

Definition of Done

Definition of Done

  • Code reviewed and approved
  • Unit tests written and passing
  • Integration tests passing
  • Documentation updated
  • Deployed to staging
  • QA approved
  • Deployed to production
  • Code reviewed and approved
  • Unit tests written and passing
  • Integration tests passing
  • Documentation updated
  • Deployed to staging
  • QA approved
  • Deployed to production

Related Stories

Related Stories

[Links to related issues, epics, or dependencies]
undefined
[Links to related issues, epics, or dependencies]
undefined

2. Bug Report Template

2. 缺陷报告模板

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Summary

Summary

[Brief, clear summary of the bug]
[Brief, clear summary of the bug]

Environment

Environment

  • Browser/Device: [e.g., Chrome 118, iOS 17, Android 13]
  • OS: [e.g., Windows 11, macOS 14]
  • App Version: [e.g., v2.3.1]
  • User Type: [e.g., Admin, End User]
  • Browser/Device: [e.g., Chrome 118, iOS 17, Android 13]
  • OS: [e.g., Windows 11, macOS 14]
  • App Version: [e.g., v2.3.1]
  • User Type: [e.g., Admin, End User]

Steps to Reproduce

Steps to Reproduce

  1. [First step]
  2. [Second step]
  3. [Third step]
  4. [Observe issue]
  1. [First step]
  2. [Second step]
  3. [Third step]
  4. [Observe issue]

Expected Behavior

Expected Behavior

[What should happen]
[What should happen]

Actual Behavior

Actual Behavior

[What actually happens]
[What actually happens]

Screenshots/Videos

Screenshots/Videos

[Attach or link to visual evidence]
[Attach or link to visual evidence]

Impact

Impact

  • Severity: [Critical / High / Medium / Low]
  • Affected Users: [Percentage or user count]
  • Workaround: [If available]
  • Severity: [Critical / High / Medium / Low]
  • Affected Users: [Percentage or user count]
  • Workaround: [If available]

Additional Context

Additional Context

[Any other relevant information, logs, error messages]
[Any other relevant information, logs, error messages]

Related Issues

Related Issues

[Links to similar bugs or related features]
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[Links to similar bugs or related features]
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3. Epic Template

3. 史诗模板

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Vision

Vision

[High-level description of what this epic aims to achieve and why it matters]
[High-level description of what this epic aims to achieve and why it matters]

Goals

Goals

  1. [Primary goal]
  2. [Secondary goal]
  3. [Tertiary goal]
  1. [Primary goal]
  2. [Secondary goal]
  3. [Tertiary goal]

Success Metrics

Success Metrics

MetricTargetHow to Measure
[Metric 1][Value][Method]
[Metric 2][Value][Method]
MetricTargetHow to Measure
[Metric 1][Value][Method]
[Metric 2][Value][Method]

User Stories (Breakdown)

User Stories (Breakdown)

  • [User story 1] - [PROJ-XXX]
  • [User story 2] - [PROJ-XXX]
  • [User story 3] - [PROJ-XXX]
  • [User story 1] - [PROJ-XXX]
  • [User story 2] - [PROJ-XXX]
  • [User story 3] - [PROJ-XXX]

Dependencies

Dependencies

  • [Dependency 1]
  • [Dependency 2]
  • [Dependency 1]
  • [Dependency 2]

Timeline

Timeline

Target Start: [Date] Target Completion: [Date]
Target Start: [Date] Target Completion: [Date]

Risks

Risks

  • [Risk 1]
  • [Risk 2]
  • [Risk 1]
  • [Risk 2]

Related Epics

Related Epics

[Links to related epics]
[Links to related epics]

Resources

Resources

  • [PRD Link]
  • [Design Files]
  • [Technical Specs]
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  • [PRD Link]
  • [Design Files]
  • [Technical Specs]
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Best Practices

最佳实践

Template Design Principles

模板设计原则

Clarity: Use clear section headers and instructions Consistency: Maintain visual and structural consistency Completeness: Include all necessary sections Flexibility: Allow customization where appropriate Guidance: Provide inline instructions and examples
清晰性：使用明确的章节标题和说明 一致性：保持视觉与结构一致 完整性：包含所有必要章节 灵活性：在合适的位置允许自定义 指导性：提供内嵌说明与示例

Macro Usage Guidelines

宏使用指南

Dynamic Content: Use macros for auto-updating content (dates, user mentions, Jira queries) Visual Hierarchy: Use panels, infos, and notes to create visual distinction Interactivity: Use expand macros for collapsible sections Integration: Embed Jira charts and tables for live data
动态内容：使用宏实现自动更新的内容（日期、用户提及、Jira查询） 视觉层次：使用面板、信息框和注释创建视觉区分 交互性：使用展开宏实现可折叠章节 集成性：嵌入Jira图表和表格以展示实时数据

Template Maintenance

模板维护

Version Control: Track template versions and changes Deprecation: Clearly mark outdated templates Documentation: Maintain usage guides for each template Feedback Loop: Regularly gather user feedback and iterate
版本控制：跟踪模板版本与变更 弃用：清晰标记过时模板 文档：维护每个模板的使用指南 反馈循环：定期收集用户反馈并迭代优化

Handoff Protocols

交付协议

FROM Senior PM:
  • Template requirements for projects
  • Reporting template needs
  • Executive summary formats
  • Portfolio tracking templates
TO Senior PM:
  • Completed templates ready for use
  • Template usage analytics
  • Suggestions for new templates
  • Template optimization opportunities
FROM Scrum Master:
  • Sprint ceremony template needs
  • Team-specific template requests
  • Retrospective format preferences
  • Sprint planning layouts
TO Scrum Master:
  • Sprint-ready templates
  • Team documentation templates
  • Agile ceremony structures
  • Velocity tracking templates
FROM Jira Expert:
  • Issue template requirements
  • Custom field display needs
  • Workflow-specific templates
  • Reporting template requests
TO Jira Expert:
  • Issue description templates
  • Field configuration templates
  • Workflow documentation
  • JQL query templates
FROM Confluence Expert:
  • Space-specific template needs
  • Global template requests
  • Blueprint requirements
  • Macro-based templates
TO Confluence Expert:
  • Configured page templates
  • Blueprint structures
  • Template deployment plans
  • Usage guidelines
FROM Atlassian Admin:
  • Org-wide template standards
  • Global template deployment
  • Template governance requirements
  • Compliance templates
TO Atlassian Admin:
  • Global templates for approval
  • Template usage reports
  • Template compliance status
  • Recommendations for standards
来自高级项目经理:
  • 项目模板需求
  • 报告模板需求
  • 执行摘要格式
  • 组合跟踪模板
交付给高级项目经理:
  • 可直接使用的完成模板
  • 模板使用分析数据
  • 新模板建议
  • 模板优化机会
来自Scrum主管:
  • 迭代仪式模板需求
  • 团队特定模板请求
  • 回顾格式偏好
  • 迭代规划布局
交付给Scrum主管:
  • 可用于迭代的模板
  • 团队文档模板
  • 敏捷仪式结构
  • 速度跟踪模板
来自Jira专家:
  • 问题模板需求
  • 自定义字段显示需求
  • 特定工作流模板
  • 报告模板请求
交付给Jira专家:
  • 问题描述模板
  • 字段配置模板
  • 工作流文档
  • JQL查询模板
来自Confluence专家:
  • 空间特定模板需求
  • 全局模板请求
  • 蓝图需求
  • 基于宏的模板
交付给Confluence专家:
  • 配置完成的页面模板
  • 蓝图结构
  • 模板部署计划
  • 使用指南
来自Atlassian管理员:
  • 全组织模板标准
  • 全局模板部署要求
  • 模板治理要求
  • 合规模板
交付给Atlassian管理员:
  • 待审批的全局模板
  • 模板使用报告
  • 模板合规状态
  • 标准优化建议

Template Governance

模板治理

Creation Process:
  1. Request and justification
  2. Design and review
  3. Testing with pilot users
  4. Documentation
  5. Approval
  6. Deployment
  7. Training
  8. Monitoring
Review Cycle:
  • Templates reviewed quarterly
  • Usage metrics analyzed
  • Feedback incorporated
  • Updates deployed
  • Deprecated templates archived
Quality Standards:
  • All templates documented
  • Clear usage instructions
  • Example content provided
  • Tested before deployment
  • Version controlled
  • Feedback mechanism in place
创建流程:
  1. 请求与理由说明
  2. 设计与评审
  3. 试点用户测试
  4. 文档编写
  5. 审批
  6. 部署
  7. 培训
  8. 监控
评审周期:
  • 模板每季度评审一次
  • 分析使用指标
  • 纳入用户反馈
  • 部署更新
  • 归档弃用模板
质量标准:
  • 所有模板均有文档
  • 清晰的使用说明
  • 提供示例内容
  • 部署前经过测试
  • 版本受控
  • 具备反馈机制

Atlassian MCP Integration

Atlassian MCP集成

Primary Tools: Jira MCP, Confluence MCP
Template Operations:
  • Create page templates in Confluence
  • Deploy issue description templates in Jira
  • Build automated template deployment scripts
  • Track template usage via analytics
  • Update templates programmatically
  • Version control template content
Integration Points:
  • Support all roles with standardized templates
  • Enable Confluence Expert with deployable templates
  • Provide Jira Expert with issue templates
  • Supply Senior PM with reporting templates
  • Give Scrum Master sprint ceremony templates
主要工具: Jira MCP, Confluence MCP
模板操作:
  • 在Confluence中创建页面模板
  • 在Jira中部署问题描述模板
  • 构建自动化模板部署脚本
  • 通过分析工具跟踪模板使用
  • 以编程方式更新模板
  • 对模板内容进行版本控制
集成点:
  • 为所有角色提供标准化模板
  • 为Confluence专家提供可部署模板
  • 为Jira专家提供问题模板
  • 为高级项目经理提供报告模板
  • 为Scrum主管提供敏捷仪式模板