How to Assign and Manage Tasks in Confluence (Step-by-Step Guide)

Working in a collaborative team can quickly become overwhelming without a clear system for tracking responsibilities. Emails, chat messages, and sticky notes often fail to provide real accountability. That’s why I prefer to assign a task in Confluence, since it keeps everything organized within one platform. With Confluence, I can assign tasks directly on a page, set due dates, and make sure nothing slips through the cracks. Even better, I can notify teammates instantly by learning how to use @mentions in Confluence. This combination makes teamwork smoother, deadlines clearer, and projects far easier to manage. In this guide, I’ll walk you step by step through the process so you can keep your projects on track too.

What is Confluence

Confluence is a collaborative workspace by Atlassian that helps teams create, share, and manage knowledge in one central place. It combines powerful documentation features with easy-to-use collaboration tools, making it ideal for project management, requirements documentation, and team communication. With Confluence, users can write pages, structure information with templates, and connect content across projects to ensure everyone has access to the latest version of shared knowledge. Furthermore, it integrates seamlessly with other Atlassian tools like Jira, which makes it especially valuable for software development teams, but it is also widely used in business, marketing, and operations. the-requirements-engineer.com offers more articles about UML e.g. like How Do Confluence and Jira Differ? (opens in a new tab) and How I Use Confluence in Requirements Engineering (opens in a new tab).

Step 1: Open the Confluence Page

First, open the Confluence page where you want to add the task. This could be e.g. a meeting notes page, a project plan, or any other relevant space. Keeping tasks in the right context helps your team know where to find and complete them.

Step 2: Switch to Edit Mode

With this purpose in mind click the Edit button in the top-right corner. This allows you to make changes to the page and insert new content. In edit mode, you can add tasks anywhere in the text.

edit the page to assign a task in confluence

In the editor view I can assign the task.

use editor view to assign a task in confluence

Step 3: Use @Mentions to Assign a Task

To assign the task, type @ followed by the team member’s name. Confluence will suggest people as you type. Once you select the correct person, the task links to them automatically.

The assignee receives a Confluence notification, so they’ll know immediately what’s expected.

write an "@" to assign a task in confluence

Step 4: Add a Due Date with // (Optional)

If you want to set a deadline, type //. This opens the date picker. Choose the date, and Confluence adds it next to the task.

Deadlines help your team prioritize and keep deliverables on schedule.

write "//" to add a date

I select the appropriate date, and it gets added next to the task. This helps everyone stay aware of deadlines and prioritize their work accordingly.

choose the date in the calender view dropped down

Step 5: Publish and Notify Assignees

When you’re finished, click Publish. The page updates, tasks appear clearly on the page, and assignees get notified.

save and see the page with the assigned task an due date

FAQs About Confluence Tasks

Can I assign a task to multiple people in Confluence?

No, each task can be assigned to only one person. This keeps accountability clear. If multiple people need to be involved, create separate tasks.

Where can I see all my assigned tasks?

Navigate to your profile and select Tasks. This shows everything assigned to you across Confluence.

Can I use tasks in Confluence templates?

Yes, many templates (like Meeting Notes) include task sections by default. Hence, you can add, edit, and assign tasks as needed.

Final Thoughts

To sum up assigning tasks in Confluence is quick and powerful. With just @mentions and optional due dates, you can keep projects moving without losing track of who’s responsible.

Try assigning a task the next time you capture meeting notes. You’ll see how easily Confluence keeps your team organized and accountable. Use your knowledge about how to use @mentions in Confluence to your advantage.

Eventually, for more tips, check out my guides on Confluence and Jira!

Read more about Jira and How to

Create a New View in a Jira Project

Create a Filter in Jira

Structure a Confluence Page for Requirements Validation

Create a Jira Issue in a Confluence Page
Read more on Requirements Validation

Challenges in Checking Requirements for Projects with Distributed Development Teams

Understanding Result Quality in Requirements Engineering

The Importance of Validating Requirements

Requirements Verification and Validation

The Difference Between Requirements Verification and Validation
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