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ToDo List macro
The ToDo List macro lets Confluence users quickly create and manage task lists directly within a page. It’s designed to help teams organise action items, track progress, and improve collaboration, all without needing external task management tools.
This macro is ideal for meeting notes, project planning, personal task lists, or any scenario where a lightweight task manager is needed inside Confluence.The ToDo List macro lets Confluence users quickly create and manage task lists directly within a page. It’s designed to help teams organise action items, track progress, and improve collaboration — all without needing external task management tools.
This macro is ideal for meeting notes, project planning, personal task lists, or any scenario where a lightweight task manager is needed inside Confluence.
📝 Add Task
Allows users to add new tasks to the list. Each task can include:
A short description
Optional colored tags
An initial status (default: to-do)
Tasks are added at the bottom of the list by default.
✏️ Edit Task
Enables modification of an existing task’s content. This action helps keep task details up to date as work progresses.
🗑️ Delete Task
Removes a task from the list permanently.
🎨 Change Colored Tags
Tasks can be labeled with one or more colored tags for categorization or filtering. Users can:
Select from predefined tag colors
Assign multiple tags per task
✅ Change Task Status
Lets users update a task’s status to reflect its current progress. Statuses are visually marked, making it easy to scan task states at a glance.
↕️ Change Tasks Order
Users can drag and drop tasks to rearrange their order. This allows for prioritization or logical grouping within the list.
ToDo Report macro
The ToDo Report macro displays a dynamic overview of tasks from multiple ToDo List macros across one or more Confluence pages.
It helps teams stay on top of outstanding work by centralising tasks in a single view — filtered and sorted based on your needs. Whether you're managing a project, tracking team responsibilities, or preparing for a meeting, this macro gives you quick visibility into what’s pending and who’s responsible.
What It Solves
Centralised Tracking: No need to visit each page — see all relevant tasks in one place.
Improved Oversight: Team leads and project managers can easily monitor task progress across teams or spaces.
Better Organisation: Filter tasks by label, assignee, status, or page to focus only on what matters.
Time-Saving: Automatically pulls and updates task data — no manual duplication or tracking.
Export to CSV
Both the ToDo List and ToDo Report macros include an Export to CSV feature that allows you to download task data as a .csv file. This makes it easy to archive, share, or analyze your tasks using tools like Excel, Google Sheets, or project reporting software.
How It Works
Each macro displays an "Export CSV" button at the top-right corner of the task list. Clicking this button will download a .csv file containing all visible tasks currently shown in the macro.
In ToDo List, this includes all tasks listed in that specific macro instance.
In ToDo Report, it includes all tasks shown in the macro that are coming from multiple ToDo Lists.
What's Included in the CSV
The exported file contains the following columns:
Task Description
Status (e.g., Pending, Completed)
Tags (if any)
Creator
Created Date
Common Use Cases
Preparing task summaries for stakeholders
Creating progress reports
Importing tasks into other tools for extended analysis
Archiving completed work