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Document Management Process [Tools & Tips] | Confluence
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data-tabid="tab-e3ef4fba-ad10-4f84-af12-2f6f6d1efd67" data-event="clicked" data-uuid="e3ef4fba-ad-tab-butotn" data-event-component="linkButton" data-event-container="globalNav-tab-button" data-schema-version="1" > Business Teams </button> <button class="tab-button " data-navlinkid="nav-link-22d568a6-9ff4-4125-bc6b-05c6e1965a64" data-tabid="tab-7d0e41e0-832f-4327-9102-52887f676ce2" data-event="clicked" data-uuid="7d0e41e0-83-tab-butotn" data-event-component="linkButton" data-event-container="globalNav-tab-button" data-schema-version="1" > Leadership Teams </button> <div class="link-in-dropdown"> <a class="easy-link-arrow" href="/software" data-event="clicked" data-uuid="7d0e41e0-83" data-event-component="linkButton" data-event-container="globalNav-tab-link-in-dropdown" data-schema-version="1" > See all products </a> </div> </div> <div class="tab-content-area globalNav cols-6"> <div id="tab-d3062495-a1fa-455d-af4a-1deb514d7223" class="singular-tab-content active"> <h5 class="mobile-title eyebrows"> Featured </h5> <div class="component component--block products-tab-contents nav-two-col" style="margin:0;" > <div class="intra-div flexRow alignContentStart alignItemsStart justifyStart wrap no s0 between flexColSm has-border border-color- padding-24 padding-style-allSides allSides border-radius-default border-width-0"> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/jira" class="component--block__link" data-event="clicked" data-uuid="866c24d9-b0" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="a15115f1" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Jira.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Jira </h3> <p>Flexible project management</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/confluence" class="component--block__link" data-event="clicked" data-uuid="561b5cff-b0" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="c58719b2" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Confluence.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Confluence </h3> <p>Knowledge, all in one place</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/jira/service-management" class="component--block__link" data-event="clicked" data-uuid="94838acb-4e" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="402ab225" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Jira-Service-Management.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Jira Service Management </h3> <p>High-velocity service delivery</p> </div> </div> </a> </div> <div class="component s0 between hide-all component--block" style="margin:4px 0;padding:0;" > <a href="https://trello.com/home" class="component--block__link" data-event="clicked" data-uuid="1cf0174b-9a" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="6069d7e9" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Trello.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Trello </h3> <p>Organized & visualized work</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/rovo" class="component--block__link" data-event="clicked" data-uuid="154e84e5-f5" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="1a28c744" alt="Rovo icon" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn-bfldr.atlassian.com/K3MHR9G8/at/k5xhw8hpqxghzb55nfktt4/logo-light_Rovo_mark_brand_RGB.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Rovo <span class="lozenge blue200 text-adg4secondarynavy">NEW</span> </h3> <p>Unlock enterprise knowledge</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/jira/product-discovery" class="component--block__link" data-event="clicked" data-uuid="44176d6a-9a" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="61053761" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Jira-Product-Discovery.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Jira Product Discovery <span class="lozenge blue200 text-adg4secondarynavy">NEW</span> </h3> <p>Capture & prioritize ideas</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/compass" class="component--block__link" data-event="clicked" data-uuid="a182ac56-4e" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="659f8f31" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Compass.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Compass <span class="lozenge blue200 text-adg4secondarynavy">NEW</span> </h3> <p>Optimize software health</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/guard" class="component--block__link" data-event="clicked" data-uuid="50063449-6b" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="58aaa51d" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Guard.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Guard <span class="lozenge blue200 text-adg4secondarynavy">NEW</span> </h3> <p>Enhanced cloud security</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/loom" class="component--block__link" data-event="clicked" data-uuid="6ee54a1e-1e" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="e12ac81c" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Loom.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Loom <span class="lozenge blue200 text-adg4secondarynavy">NEW</span> </h3> <p>Quick, async video updates</p> </div> </div> </a> </div> </div> </div> </div> <div id="tab-e0500fdf-b128-45d6-93b4-b062a202b657" class="singular-tab-content "> <h5 class="mobile-title eyebrows"> Developers </h5> <div class="component component--block products-tab-contents nav-two-col" style="margin:0;" > <div class="intra-div flexRow alignContentStart alignItemsStart justifyStart wrap no s0 between flexColSm has-border border-color- padding-24 padding-style-allSides allSides border-radius-default border-width-0"> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/jira" class="component--block__link" data-event="clicked" data-uuid="676acbb3-62" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="29306f11" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Jira.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Jira </h3> <p>Flexible project management</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/bitbucket" class="component--block__link" data-event="clicked" data-uuid="c33432cf-d2" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="04091352" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Bitbucket.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Bitbucket </h3> <p>Collaborative code repos</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/compass" class="component--block__link" data-event="clicked" data-uuid="b189cc6c-90" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="461b52ba" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Compass.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Compass <span class="lozenge blue200 text-adg4secondarynavy">NEW</span> </h3> <p>Optimize software health</p> </div> </div> </a> </div> </div> </div> </div> <div id="tab-c014fb24-377d-4a31-89c4-6071c19f8a95" class="singular-tab-content "> <h5 class="mobile-title eyebrows"> Product Managers </h5> <div class="component component--block products-tab-contents nav-two-col" style="margin:0;" > <div class="intra-div flexRow alignContentStart alignItemsStart justifyStart wrap no s0 between flexColSm has-border border-color- padding-24 padding-style-allSides allSides border-radius-default border-width-0"> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/jira" class="component--block__link" data-event="clicked" data-uuid="290c4dc3-76" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="a76bb88f" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Jira.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Jira </h3> <p>Flexible project management</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/confluence" class="component--block__link" data-event="clicked" data-uuid="6ce391a6-10" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="50f44221" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Confluence.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Confluence </h3> <p>Knowledge, all in one place</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0 ;padding:0;" > <a href="/software/jira/product-discovery" class="component--block__link" data-event="clicked" data-uuid="b6e816c2-90" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="38733354" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Jira-Product-Discovery.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Jira Product Discovery <span class="lozenge blue200 text-adg4secondarynavy">NEW</span> </h3> <p>Capture & prioritize ideas</p> </div> </div> </a> </div> </div> </div> </div> <div id="tab-3d19a5a4-952c-4fb1-9f13-7892fa162cec" class="singular-tab-content "> <h5 class="mobile-title eyebrows"> IT professionals </h5> <div class="component component--block products-tab-contents nav-two-col" style="margin:0;" > <div class="intra-div flexRow alignContentStart alignItemsStart justifyStart wrap no s0 between flexColSm has-border border-color- padding-24 padding-style-allSides allSides border-radius-default border-width-0"> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/jira/service-management" class="component--block__link" data-event="clicked" data-uuid="1c45f049-49" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="74cb2c5b" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Jira-Service-Management.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Jira Service Management </h3> <p>High-velocity service delivery</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/guard" class="component--block__link" data-event="clicked" data-uuid="923a9b01-40" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="cd74c518" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Guard.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Guard <span class="lozenge blue200 text-adg4secondarynavy">NEW</span> </h3> <p>Enhanced cloud security</p> </div> </div> </a> </div> </div> </div> </div> <div id="tab-e3ef4fba-ad10-4f84-af12-2f6f6d1efd67" class="singular-tab-content "> <h5 class="mobile-title eyebrows"> Business Teams </h5> <div class="component component--block products-tab-contents nav-two-col" style="margin:0;" > <div class="intra-div flexRow alignContentStart alignItemsStart justifyStart wrap no s0 between flexColSm has-border border-color- padding-24 padding-style-allSides allSides border-radius-default border-width-0"> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/jira" class="component--block__link" data-event="clicked" data-uuid="13474f83-26" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="1ef222e7" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Jira.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Jira </h3> <p>Flexible project management</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/confluence" class="component--block__link" data-event="clicked" data-uuid="4b6d0074-94" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="5dc02e14" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Confluence.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Confluence </h3> <p>Knowledge, all in one place</p> </div> </div> </a> </div> <div class="component alignContentStretch alignItemsStretch justifyStart noWrap no s0 between component--block" style="margin:4px 0;padding:0;:;" > <a href="https://trello.com/home" class="component--block__link" data-event="clicked" data-uuid="05036e06-dd" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="f5faeacd" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Trello.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Trello </h3> <p>Organized & visualized work</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0;padding:0;" > <a href="/software/loom" class="component--block__link" data-event="clicked" data-uuid="c3dcae40-95" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="4d83dea7" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Loom.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Loom <span class="lozenge blue200 text-adg4secondarynavy">NEW</span> </h3> <p>Quick, async video updates</p> </div> </div> </a> </div> </div> </div> </div> <div id="tab-7d0e41e0-832f-4327-9102-52887f676ce2" class="singular-tab-content "> <h5 class="mobile-title eyebrows"> Leadership Teams </h5> <div class="component component--block products-tab-contents nav-two-col" style="margin:0;" > <div class="intra-div flexRow alignContentStart alignItemsStart justifyStart wrap no s0 between flexColSm has-border border-color- padding-24 padding-style-allSides allSides border-radius-default border-width-0"> <div class="component s0 between component--block" style="margin:4px 0 ;padding:0;" > <a href="/software/jira" class="component--block__link" data-event="clicked" data-uuid="3c258fc0-fc" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="a891fdc9" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Jira.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Jira </h3> <p>Flexible project management</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0 ;padding:0;" > <a href="https://loom.com" class="component--block__link" data-event="clicked" data-uuid="21331073-0f" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="3bbb9fed" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Confluence.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Confluence </h3> <p>Knowledge, all in one place</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0 ;padding:0;" > <a href="/software/loom" class="component--block__link" data-event="clicked" data-uuid="b30cd095-78" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="c3942edb" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Loom.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Loom <span class="lozenge blue200 text-adg4secondarynavy">NEW</span> </h3> <p>Quick, async video updates</p> </div> </div> </a> </div> <div class="component s0 between component--block" style="margin:4px 0 ;padding:0;" > <a href="/software/jira/align" class="component--block__link" data-event="clicked" data-uuid="e177e36d-f2" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock with-flex margin-default"> <div class="component__image component__image--left compact"> <img id="c3d49c45" alt="" class="component__image" style="width:44px;height:44px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/prod-icon-Jira-Align.svg" loading="lazy" /> </div> <div class="component__heading-textblock component__heading-textblock--right compact"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Jira Align </h3> <p>Enterprise-wide work planning & value</p> </div> </div> </a> </div> </div> </div> </div> </div></div> <button class="mobile-back-button"> <svg width="16" height="15" viewBox="0 0 16 15" fill="none" 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14.8492 7.00798 14.8492C7.14968 14.8492 7.28999 14.8213 7.4209 14.7672C7.5518 14.713 7.67072 14.6335 7.77087 14.5334Z" fill="#1868DB"/> </svg> Back </button> </div> </li> <li id="adg4-nav-link-teams" class="nav-link globalNav has-dropdown single adg4-nav-link-teams"> <button class="nav-link-button main current-page-false" data-navlinkid="nav-link-c7337bad-f071-4c96-b5a3-99d33e6c73bd" data-event="clicked" data-uuid="c7337bad-f0-link" data-event-component="linkButton" data-event-container="globalNav-navigation-link" data-schema-version="1" > Teams <svg class="mobile" width="6" height="10" viewBox="0 0 6 10" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1.36377 1L5.00013 5L1.36377 9" stroke="#101214" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/></svg> <svg class="desktop" width="11" height="6" viewBox="0 0 11 6" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M9.19995 1.18182L5.19995 4.81818L1.19995 1.18182" stroke="currentColor" stroke-width="2" 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class="component component--image-heading-textblock"> <div class="component__image"> <img id="90d05cb9" alt="" class="component__image xs-compact-bottom xs-none-top" style="width:28px;height:28px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/nav-software.svg" loading="lazy" /> </div> <div class="component__heading-textblock"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Software </h3> <p>Ship high-quality, innovative software faster</p> </div> </div> <div class="component component--image hoverable"> <img id="38496121" alt="" class="component__image" style="width:28px;height:28px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/nav-software-hover.svg" loading="lazy" /> </div> </a> </div> <div class="component s0 between component--block team-card" style="margin:0;" > <a href="/teams/marketing" class="component--block__link" data-event="clicked" data-uuid="6fe6061e-15" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock"> <div class="component__image"> <img id="1126eb5b" alt="" class="component__image xs-none-top xs-compact-bottom" style="width:44px;height:28px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/nav-marketing.svg" loading="lazy" /> </div> <div class="component__heading-textblock"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Marketing </h3> <p>Collaborative strategies for marketing success</p> </div> </div> <div class="component component--image hoverable"> <img id="663b0d9c" alt="" class="component__image" style="width:44px;height:28px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/nav-marketing-hover.svg" loading="lazy" /> </div> </a> </div> <div class="component s0 between component--block team-card" style="margin:0;" > <a href="/teams/it" class="component--block__link" data-event="clicked" data-uuid="bd6097b7-ae" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--image-heading-textblock"> <div class="component__image"> <img id="c99a84f3" alt="" class="component__image xs-none-top xs-compact-bottom" style="width:32px;height:28px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/nav-it.svg" loading="lazy" /> </div> <div class="component__heading-textblock"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > IT </h3> <p>Deliver exceptional operations and support services.</p> </div> </div> <div class="component component--image hoverable"> <img id="b459ac25" alt="" class="component__image" style="width:32px;height:28px;" src="https://wac-cdn.atlassian.com/misc-assets/adg4-nav/nav-it-hover.svg" loading="lazy" /> </div> </a> </div> </div> </div> <div class="component component--block bottom-three-col" style="margin-top:0;" > <div class="intra-div flexRow alignContentStart alignItemsStretch justifyStart wrap no s0 between flexColSm component--block__background neutral100 has-border border-color- padding-24 padding-style-allSides allSides border-radius-default border-width-0"> <div class="component s0 between component--block col-1" style="margin:0;" > <div class="component component--heading"> <h5 class="fnt-wt font-wt-600 fnt-mg font-mgn-16 fnt-ln font-lnh- heading" > solution </h5> </div> <div class="component component--link-button "> <a href="/solutions/work-management" data-event="clicked" data-uuid="b179f79d-e5" data-event-component="linkButton" data-event-container="linkButton" data-schema-version="1" data-label="Work Management" data-label-english="Work Management" class="component__link default " > Work Management </a> </div> <div class="component component--link-button "> <a href="/solutions/itsm" data-event="clicked" data-uuid="5ad93cb6-9a" data-event-component="linkButton" data-event-container="linkButton" data-schema-version="1" data-label="IT Service Management" data-label-english="IT Service Management" class="component__link default " > IT Service Management </a> </div> <div class="component component--link-button "> <a href="/solutions/devops" data-event="clicked" data-uuid="d013113f-55" data-event-component="linkButton" data-event-container="linkButton" data-schema-version="1" data-label="Agile & DevOps" data-label-english="Agile & DevOps" class="component__link default " > Agile & DevOps </a> </div> </div> <div class="component s0 between component--block col-1" > <div class="component component--heading"> <h5 class="fnt-wt font-wt-600 fnt-mg font-mgn-16 fnt-ln font-lnh- heading" > By team size </h5> </div> <div class="component component--link-button "> <a href="/enterprise" data-event="clicked" data-uuid="f56440e6-51" data-event-component="linkButton" data-event-container="linkButton" data-schema-version="1" data-label="Enterprise" data-label-english="Enterprise" class="component__link default " > Enterprise </a> </div> <div class="component component--link-button "> <a href="/software/small-business" data-event="clicked" data-uuid="7515a7d2-b8" data-event-component="linkButton" data-event-container="linkButton" data-schema-version="1" data-label="Small business" data-label-english="Small business" class="component__link default " > Small business </a> </div> <div class="component component--link-button "> <a href="/software/startups" data-event="clicked" data-uuid="7dd4032c-05" data-event-component="linkButton" data-event-container="linkButton" data-schema-version="1" data-label="Startup" data-label-english="Startup" class="component__link default " > Startup </a> </div> <div class="component component--link-button "> <a href="/teams/nonprofits" data-event="clicked" data-uuid="ecd56900-50" data-event-component="linkButton" data-event-container="linkButton" data-schema-version="1" data-label="Non-profit" data-label-english="Non-profit" class="component__link default " > Non-profit </a> </div> </div> <div class="component s0 between component--block col-1" > <div class="component component--heading"> <h5 class="fnt-wt font-wt-600 fnt-mg font-mgn-16 fnt-ln font-lnh- heading" > By industry </h5> </div> <div class="component component--link-button "> <a href="/industries/retail" data-event="clicked" data-uuid="d1ccbcfe-58" data-event-component="linkButton" data-event-container="linkButton" data-schema-version="1" data-label="Retail" data-label-english="Retail" class="component__link default " > Retail </a> </div> <div class="component component--link-button "> <a href="/industries/telecom" data-event="clicked" data-uuid="3c615ef5-97" data-event-component="linkButton" data-event-container="linkButton" data-schema-version="1" data-label="Telecommunications" data-label-english="Telecommunications" class="component__link default " > Telecommunications </a> </div> <div class="component component--link-button "> <a href="/industries/professional-services" data-event="clicked" data-uuid="4926e993-46" data-event-component="linkButton" data-event-container="linkButton" data-schema-version="1" data-label="Professional services" data-label-english="Professional services" class="component__link default " > Professional services </a> </div> <div class="component component--link-button "> <a href="/government" data-event="clicked" data-uuid="89d1956c-e2" data-event-component="linkButton" data-event-container="linkButton" data-schema-version="1" data-label="Government" data-label-english="Government" class="component__link default " > Government </a> </div> </div> </div> </div> </div> </div></div> <button class="mobile-back-button"> <svg width="16" height="15" viewBox="0 0 16 15" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M7.77087 14.5334C7.87109 14.4335 7.9506 14.3148 8.00485 14.1841C8.0591 14.0535 8.08702 13.9134 8.08702 13.772C8.08702 13.6306 8.0591 13.4905 8.00485 13.3599C7.9506 13.2292 7.87109 13.1105 7.77087 13.0106L3.68091 8.92576L14.0174 8.92576C14.3034 8.92576 14.5777 8.8123 14.7799 8.61033C14.9821 8.40837 15.0957 8.13444 15.0957 7.84882C15.0957 7.5632 14.9821 7.28927 14.7799 7.08731C14.5777 6.88534 14.3034 6.77188 14.0174 6.77188L3.68091 6.77188L7.77087 2.68705C7.87109 2.58712 7.9506 2.46843 8.00485 2.33778C8.0591 2.20714 8.08702 2.06709 8.08702 1.92565C8.08702 1.78421 8.0591 1.64416 8.00485 1.51351C7.9506 1.38286 7.87109 1.26418 7.77087 1.16425C7.35033 0.744243 6.6667 0.744243 6.24508 1.16425L0.315557 7.08742C0.120278 7.28171 0.00717735 7.54348 -0.00038147 7.81867V7.88005C0.00734234 8.15489 0.120439 8.41626 0.315557 8.61022L6.24508 14.5334C6.34523 14.6335 6.46415 14.713 6.59505 14.7672C6.72596 14.8213 6.86627 14.8492 7.00798 14.8492C7.14968 14.8492 7.28999 14.8213 7.4209 14.7672C7.5518 14.713 7.67072 14.6335 7.77087 14.5334Z" fill="#1868DB"/> </svg> Back </button> </div> </li> <li id="adg4-nav-link-why-atlassian" class="nav-link globalNav has-dropdown single adg4-nav-link-why-atlassian"> <button class="nav-link-button main current-page-false" data-navlinkid="nav-link-fa47bfda-a17c-48bb-b238-3fb7545b1e42" data-event="clicked" data-uuid="fa47bfda-a1-link" data-event-component="linkButton" data-event-container="globalNav-navigation-link" data-schema-version="1" > Why Atlassian <svg class="mobile" width="6" height="10" viewBox="0 0 6 10" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1.36377 1L5.00013 5L1.36377 9" stroke="#101214" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/></svg> <svg class="desktop" width="11" height="6" viewBox="0 0 11 6" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M9.19995 1.18182L5.19995 4.81818L1.19995 1.18182" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path></svg> </button> <div class="dropdown-content" id="nav-link-fa47bfda-a17c-48bb-b238-3fb7545b1e42"> <div class="dropdown-content-inner"> <div class="tab-buttons-area"> </div> <div class="tab-content-area globalNav cols-1"> <div id="tab-94bac309-9300-4042-bafe-297e6188d84f" class="singular-tab-content active"> <h5 class="mobile-title eyebrows"> Why Atlassian </h5> <div class="component component--block nav-three-col" style="margin:0;" > <div class="intra-div flexRow alignContentStart alignItemsStretch justifyStart wrap no s0 between flexColSm has-border border-color- padding-24 padding-style-allSides allSides border-radius-default border-width-0"> <div class="component s0 between component--block" style="margin:0;" > <a href="https://marketplace.atlassian.com/" class="component--block__link" data-event="clicked" data-uuid="c9dc5872-ad" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--heading-textblock"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Integrations </h3> <p>Connect thousands of apps to your Atlassian products</p> </div> </a> </div> <div class="component s0 between component--block" style="margin:0;" > <a href="/customers" class="component--block__link" data-event="clicked" data-uuid="d7af88e4-e4" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--heading-textblock"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Customers </h3> <p>Case studies & stories powered by teamwork</p> </div> </a> </div> <div class="component s0 between component--block" style="margin:0;" > <a href="/trust/compliance/resources/fedramp" class="component--block__link" data-event="clicked" data-uuid="214ef2f0-e9" data-event-component="linkButton" data-event-container="block" data-schema-version="1" > <div class="component component--heading-textblock"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > FedRAMP </h3> <p>Compliant solutions for the public sector</p> </div> </a> </div> <div class="component s0 between component--block" style="margin:0;" > <a href="/trust/resilience" 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process</a></li> </ul> </div> </div> </div> </div> <div class="container-fluid md-comfortable light-text" data-container-id="1d051ab7-1b69-47da-8af6-c2bd19cd11cb"> <style class="background-image-styles" data-for="1d051ab7-1b69-47da-8af6-c2bd19cd11cb"> [data-container-id="1d051ab7-1b69-47da-8af6-c2bd19cd11cb"] { background-image: url("https://wac-cdn.atlassian.com/dam/jcr:3b1be9ca-88a5-4c95-a3c9-d148497103fe/CONMKT-2061%20Knowledge%20sharing-2x.png?cdnVersion=2449") ; background-position: center ; background-repeat: no-repeat ; background-size: cover ; } </style> <div class="row"> <div class="column column-lg-8 column-md-10 column-lg-offset-2 column-md-offset-1 text-center s0 between" > <div class="component component--heading-textblock text-oversized"> <h1 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > How to improve your document management process </h1> </div> </div> </div> </div> <div class="container-fluid md-comfortable below-hero theme-one"> <div class="row flex-container"> <div class="outer-microsite-column column column-lg-3 column-md-3"> <div class="component component--microsite-nav mobile-reveal "> <div class="inner-component "> <h5>Browse topics</h5> <div class="side-links"> <div class=" microsite-nav-link "> <a href="/work-management/strategic-planning" data-event="clicked" data-uuid="cae45ba1-67-7a4510ab-61ca-4d7f-ae85-3c5cdb4d6378" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level1"> <div class="microsite-nav-indicator"></div> Strategic planning </a> <div class="nested-links l1"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/strategic-planning" data-event="clicked" data-uuid="cae45ba1-67-7a4510ab-61ca-4d7f-ae85-3c5cdb4d6378-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level1"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/strategic-planning/framework" data-event="clicked" data-uuid="cae45ba1-67-b070f668-754e-4e6f-b192-f26df9e5732f" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Frameworks </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/strategic-planning/mission-and-vision" data-event="clicked" data-uuid="cae45ba1-67-54e3d6b0-1d38-475d-852f-1a3168059873" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Creating a vision & mission </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/strategic-planning/setting-goals" data-event="clicked" data-uuid="cae45ba1-67-aa31876f-196f-4f74-8d39-ca39b772792e" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level2"> <div class="microsite-nav-indicator"></div> Setting goals </a> <div class="nested-links l2"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/strategic-planning/setting-goals" data-event="clicked" data-uuid="cae45ba1-67-aa31876f-196f-4f74-8d39-ca39b772792e-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level2"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/strategic-planning/setting-goals/types-of-goals" data-event="clicked" data-uuid="cae45ba1-67-e7e9d184-f46e-4d98-b4bf-15bd5e6d4d94" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Types of goals </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/strategic-planning/setting-goals/theory" data-event="clicked" data-uuid="cae45ba1-67-7dc7c284-c7e9-42ce-8d82-8ecc011d48d3" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Goal setting theory </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/strategic-planning/setting-goals/okr-examples" data-event="clicked" data-uuid="cae45ba1-67-0a6409b0-374d-4536-8152-80e54c60fd8e" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> OKR examples </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/strategic-planning/cost-benefit-analysis" data-event="clicked" data-uuid="cae45ba1-67-e3e584d9-8a0e-473b-9939-c13b81fa7c3a" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Cost benefit analysis </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/strategic-planning/implementation-plan" data-event="clicked" data-uuid="cae45ba1-67-b1517941-82d8-460f-b5d2-60ee00114dd1" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Implementation plan </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/strategic-planning/examples" data-event="clicked" data-uuid="cae45ba1-67-b2c3e398-dda8-4f30-bc9f-98a5537d4269" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> examples </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management" data-event="clicked" data-uuid="cae45ba1-67-461f1cfb-4d91-4d76-9860-76d4b68439cf" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level1"> <div class="microsite-nav-indicator"></div> Project management </a> <div class="nested-links l1"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/project-management" data-event="clicked" data-uuid="cae45ba1-67-461f1cfb-4d91-4d76-9860-76d4b68439cf-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level1"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/phases" data-event="clicked" data-uuid="cae45ba1-67-a1b56762-315e-4f0b-b7ff-496cf9ae66c5" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Project management phases </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-scope" data-event="clicked" data-uuid="cae45ba1-67-5d111087-9585-43a8-b1e1-368da6e1dd4c" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Project scope </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-planning" data-event="clicked" data-uuid="cae45ba1-67-d10c57dc-c174-45f7-89e4-9c17fd2d9a45" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level2"> <div class="microsite-nav-indicator"></div> Project planning </a> <div class="nested-links l2"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/project-management/project-planning" data-event="clicked" data-uuid="cae45ba1-67-d10c57dc-c174-45f7-89e4-9c17fd2d9a45-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level2"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-planning/timeline" data-event="clicked" data-uuid="cae45ba1-67-b0d3158e-fa39-4e0e-8b7f-5346904fe002" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Timeline </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-planning/project-plan" data-event="clicked" data-uuid="cae45ba1-67-7a5bf92e-7319-4999-b298-4e11908c7045" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Developing a project plan </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-planning/action-plan" data-event="clicked" data-uuid="cae45ba1-67-0c2a9e18-68ed-459a-b10b-71298acbb93f" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Action plan </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-planning/proposal-outline" data-event="clicked" data-uuid="cae45ba1-67-4b2af4f9-cd0f-4eec-8634-5c7d42b3096c" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Proposal outline </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-planning/project-charter" data-event="clicked" data-uuid="cae45ba1-67-9befdc20-6497-486d-9977-101d500e9611" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Project charter vs. project poster </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-planning/milestone-chart" data-event="clicked" data-uuid="cae45ba1-67-6ce3eeca-43cd-4049-bd5b-65eb1d7a5ac9" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Milestone chart </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/resource-planning" data-event="clicked" data-uuid="cae45ba1-67-943e5b53-dc35-407d-bf66-05940e6e4853" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level2"> <div class="microsite-nav-indicator"></div> Resource planning </a> <div class="nested-links l2"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/project-management/resource-planning" data-event="clicked" data-uuid="cae45ba1-67-943e5b53-dc35-407d-bf66-05940e6e4853-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level2"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/resource-planning/capacity-planning" data-event="clicked" data-uuid="cae45ba1-67-d4cfb8f6-1135-4816-b92f-15c49fc2efb4" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Capacity planning </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-kickoff" data-event="clicked" data-uuid="cae45ba1-67-53c1b2e1-6edc-43cc-bee7-8d3ecf2d22a0" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Project kickoff meeting </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-execution" data-event="clicked" data-uuid="cae45ba1-67-72ad203a-41ad-4f65-b81b-d43dedfcc13a" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level2"> <div class="microsite-nav-indicator"></div> Project execution </a> <div class="nested-links l2"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/project-management/project-execution" data-event="clicked" data-uuid="cae45ba1-67-72ad203a-41ad-4f65-b81b-d43dedfcc13a-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level2"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-execution/templates" data-event="clicked" data-uuid="cae45ba1-67-38858fd7-36d3-436d-961d-8407535b719e" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Get the right work done faster with templates </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-execution/tracking" data-event="clicked" data-uuid="cae45ba1-67-caff5ade-e4b6-445f-ae2e-4424a51a931d" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Project tracking </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/raci-chart" data-event="clicked" data-uuid="cae45ba1-67-1f60084b-88a4-4fba-b027-76d08d472bc5" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> RACI Chart </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/process-flow-chart" data-event="clicked" data-uuid="cae45ba1-67-b58d15d6-fd08-4ffc-8bb8-791b6049cbd0" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Process Flow Chart </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/decision-making-process" data-event="clicked" data-uuid="cae45ba1-67-d762ec46-e456-4ebf-adb0-2783a0b2791b" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Decision-making process </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/work-breakdown-structure" data-event="clicked" data-uuid="cae45ba1-67-7b1088b3-d955-44af-8aad-8d8c9da3ad9e" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Work breakdown structure </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/proof-of-concept" data-event="clicked" data-uuid="cae45ba1-67-7c0d79c4-ca5a-4388-8028-72ebb42c0536" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Proof of concept </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-life-cycle" data-event="clicked" data-uuid="cae45ba1-67-6ff88973-1dea-4c67-9846-b43768c27a3e" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Project life cycle </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-design" data-event="clicked" data-uuid="cae45ba1-67-22899034-8822-467c-ae27-cb7d2b2fa04a" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Project design </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/solutions" data-event="clicked" data-uuid="cae45ba1-67-2e10c787-d876-499b-81cc-679a05c8747e" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Solutions </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/flowchart" data-event="clicked" data-uuid="cae45ba1-67-91a299cb-240b-4f26-a4ab-515a0869accf" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Flowcharts </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/online-whiteboards" data-event="clicked" data-uuid="cae45ba1-67-ca4cc34d-ec56-45b1-a132-96bc017603d6" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Online whiteboard </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/whiteboard-strategy" data-event="clicked" data-uuid="cae45ba1-67-fb73f7dc-6756-417f-b9ce-2337d5b13c59" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Whiteboard strategy </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/mind-mapping" data-event="clicked" data-uuid="cae45ba1-67-8cd1f950-20c6-4995-a2de-267e959fe7ed" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Mind mapping </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/concept-mapping" data-event="clicked" data-uuid="cae45ba1-67-cc80ea2a-b966-468e-9a2e-d5c9c162a1e9" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Concept mapping </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/principles" data-event="clicked" data-uuid="cae45ba1-67-2226878c-aef0-4bd7-804b-024c43f704e4" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Principles </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/iterative-process" data-event="clicked" data-uuid="cae45ba1-67-0c1068de-38ae-458f-a0eb-c14336dc9756" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Iterative process </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-manager" data-event="clicked" data-uuid="cae45ba1-67-497e0340-acdb-4c87-be1d-30d42bc4286c" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Project manager </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-objectives" data-event="clicked" data-uuid="cae45ba1-67-f5ea3d16-d0ea-4d70-9e32-139d51cf8130" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Project objectives </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-objectives-examples" data-event="clicked" data-uuid="cae45ba1-67-f45727a8-3015-492a-b344-551315f22ac3" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Project objectives examples </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/dashboard-reporting" data-event="clicked" data-uuid="cae45ba1-67-91770e03-b66c-47b8-bb0a-18e9298a2e41" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Dashboard reporting </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/enterprise-risk-management" data-event="clicked" data-uuid="cae45ba1-67-b900d344-bc06-4bf3-a600-a78a59454a24" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Enterprise risk management </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/time-management" data-event="clicked" data-uuid="cae45ba1-67-1799341d-b4a1-404e-8d1e-ad49be9a1238" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Time management </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/time-management-tools" data-event="clicked" data-uuid="cae45ba1-67-2aa6709e-a111-487f-b0c0-3d980ed89f85" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Time management tools </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/risk-register" data-event="clicked" data-uuid="cae45ba1-67-2efe8668-147a-45cd-9500-22530ae1cefb" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Risk register </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/pert-chart" data-event="clicked" data-uuid="cae45ba1-67-5a0a82a8-7a47-483d-84d1-d41c9c2de1b8" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> PERT Chart </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-deliverables" data-event="clicked" data-uuid="cae45ba1-67-7b4a604f-2ab5-4d5f-9a20-1c86ef650ad9" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Project deliverables </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/acceptance-criteria" data-event="clicked" data-uuid="cae45ba1-67-7959d62e-57d2-4a30-9173-3fd810b368e3" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Acceptance criteria </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/lead-time" data-event="clicked" data-uuid="cae45ba1-67-8187d04c-d3a5-4332-ad06-d3d9c488b457" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Lead time </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/it-project-management" data-event="clicked" data-uuid="cae45ba1-67-fceb02b0-828d-4fb8-b7d9-3b3700de6eed" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> IT project management </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/business-case" data-event="clicked" data-uuid="cae45ba1-67-37dd70a9-70e0-4973-bf35-e6fd1cdf030a" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Business case </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-portfolio-management" data-event="clicked" data-uuid="cae45ba1-67-5381a906-8451-44ea-b2cd-83a9fa193a9b" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Project portfolio management </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/process-mapping" data-event="clicked" data-uuid="cae45ba1-67-99e543af-2108-47a2-a482-bc282139a615" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Process mapping </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/risk-mitigation" data-event="clicked" data-uuid="cae45ba1-67-3a1c1e8a-13e7-4d8b-8526-c49aee71d4b9" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Risk mitigation </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/risk-management-plan" data-event="clicked" data-uuid="cae45ba1-67-bbc6e024-8a28-47f7-965f-79108c05c3e1" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Risk management </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/critical-path-method" data-event="clicked" data-uuid="cae45ba1-67-45005a01-f2bd-4590-b046-c802f67425b1" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Critical Path Method </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/ai-project-management" data-event="clicked" data-uuid="cae45ba1-67-b21dc271-6ffd-4cf2-9b4a-51f45323e687" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> AI Project management </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/enterprise-project-management" data-event="clicked" data-uuid="cae45ba1-67-2e95f981-6f72-4031-8f41-9067090924c9" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Enterprise project management </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/project-estimation" data-event="clicked" data-uuid="cae45ba1-67-12f69a6e-c934-42fc-9d79-063f3b9f6a25" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Project estimation </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/approval-process-workflow" data-event="clicked" data-uuid="cae45ba1-67-b4f9c579-9ce3-4ac9-832f-42573a9f1ade" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Optimize Your Approval Process </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/integrated-master-schedule" data-event="clicked" data-uuid="cae45ba1-67-a773b969-466a-47d9-b7cb-432f8a060c0c" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> What is an Integrated Master Schedule? </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/triple-constraints" data-event="clicked" data-uuid="cae45ba1-67-ceb9ef45-5aa5-4828-9348-1e26acdf74d3" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Triple constraints </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/resource-management" data-event="clicked" data-uuid="cae45ba1-67-d8b867dc-ca42-4989-944f-5c51c8ba7938" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Resource management </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/8d-problem-solving" data-event="clicked" data-uuid="cae45ba1-67-c908da1a-69eb-45b3-9fc3-d1ef8106f83b" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> 8d problem solving </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/time-tracking" data-event="clicked" data-uuid="cae45ba1-67-65e69af4-9393-4555-9db3-5d0daf379359" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Time tracking </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/resource-scheduling" data-event="clicked" data-uuid="cae45ba1-67-64ddb7da-9290-438f-9118-8e96a3ceadaf" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Resource scheduling </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-management/enterprise-resource-management" data-event="clicked" data-uuid="cae45ba1-67-87c3b37c-2bb9-4430-8917-694b57e82544" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Enterprise resource management </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration" data-event="clicked" data-uuid="cae45ba1-67-6d90db88-9545-492b-b82c-4ed46e87994c" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level1"> <div class="microsite-nav-indicator"></div> Project collaboration </a> <div class="nested-links l1"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/project-collaboration" data-event="clicked" data-uuid="cae45ba1-67-6d90db88-9545-492b-b82c-4ed46e87994c-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level1"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/collaborative-culture" data-event="clicked" data-uuid="cae45ba1-67-fb80c1c7-38e3-446e-8946-c6298a9fd4e0" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level2"> <div class="microsite-nav-indicator"></div> Collaborative culture </a> <div class="nested-links l2"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/project-collaboration/collaborative-culture" data-event="clicked" data-uuid="cae45ba1-67-fb80c1c7-38e3-446e-8946-c6298a9fd4e0-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level2"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/collaborative-culture/build-collaborative-communication" data-event="clicked" data-uuid="cae45ba1-67-c1387729-8bc4-41c1-8170-e41eda0b71ab" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Collaborative communication </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/collaborative-culture/team-collaboration" data-event="clicked" data-uuid="cae45ba1-67-68b95da0-9c95-4800-af1d-ef33620ffd8a" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Team collaboration </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/collaborative-culture/use-confluence-like-atlassians" data-event="clicked" data-uuid="cae45ba1-67-70c191c2-e2b3-435d-928e-f9d4d8a9be91" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Insider collaboration tips from power users </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/collaborative-culture/content" data-event="clicked" data-uuid="cae45ba1-67-a5d7c6ea-6e18-4525-88d3-132aded9cbc1" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Collaborative Content Creation </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/collaborative-culture/team-project-management" data-event="clicked" data-uuid="cae45ba1-67-a459c8dd-1e1d-4794-9c06-31b1c94af3f3" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Team project management </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/cross-functional-teams" data-event="clicked" data-uuid="cae45ba1-67-5804a4a6-6836-4fb5-bdc2-5459b5682310" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level2"> <div class="microsite-nav-indicator"></div> Cross-functional teams </a> <div class="nested-links l2"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/project-collaboration/cross-functional-teams" data-event="clicked" data-uuid="cae45ba1-67-5804a4a6-6836-4fb5-bdc2-5459b5682310-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level2"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/cross-functional-teams/piavita-uses-confluence-for-product-development" data-event="clicked" data-uuid="cae45ba1-67-6461204a-35b0-4208-84fd-dffb89b10152" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Cross-functional collaboration </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/cross-functional-teams/approvals-process" data-event="clicked" data-uuid="cae45ba1-67-6ee68975-4103-4d70-8827-12873e5a2046" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Approvals process </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/cross-functional-teams/stakeholder-communication" data-event="clicked" data-uuid="cae45ba1-67-11964559-307b-4f75-b280-72ede0d4f8e6" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Team and stakeholder communication </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/brainstorming" data-event="clicked" data-uuid="cae45ba1-67-28064aa8-130c-44a9-9ef4-006447b2a35c" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level2"> <div class="microsite-nav-indicator"></div> Brainstorming best practices </a> <div class="nested-links l2"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/project-collaboration/brainstorming" data-event="clicked" data-uuid="cae45ba1-67-28064aa8-130c-44a9-9ef4-006447b2a35c-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level2"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/brainstorming/brainstorming-techniques" data-event="clicked" data-uuid="cae45ba1-67-4aadc0cb-3d9e-4e3d-bad7-5245d3a42d57" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Brainstorming techniques </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/brainstorming/how-to-run-a-brainstorming-session" data-event="clicked" data-uuid="cae45ba1-67-c286f7cc-0ab0-444c-8513-7a9400542a55" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Brainstorming session </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/brainstorming/brainstorming-whiteboards" data-event="clicked" data-uuid="cae45ba1-67-7fc1e097-d4f5-474e-9713-943a38f759d4" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Brainstorming with Confluence whiteboards (coming soon) </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/team-meetings" data-event="clicked" data-uuid="cae45ba1-67-48d238b0-380a-417b-ac2d-46ef9219b807" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level2"> <div class="microsite-nav-indicator"></div> Effective team meetings </a> <div class="nested-links l2"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/project-collaboration/team-meetings" data-event="clicked" data-uuid="cae45ba1-67-48d238b0-380a-417b-ac2d-46ef9219b807-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level2"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/team-meetings/create-collaborative-meetings" data-event="clicked" data-uuid="cae45ba1-67-351dfa32-11fd-47e3-92a4-8048e555b85d" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Collaborative meetings </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/team-meetings/how-to-go-meetless" data-event="clicked" data-uuid="cae45ba1-67-88cd79d5-7fff-4392-8008-07121dd3ff3e" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> How to go meet-less </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/team-meetings/meeting-notes-agendas" data-event="clicked" data-uuid="cae45ba1-67-ad3a7d46-c928-4395-b727-79b48a51a722" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Meeting notes and agendas </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/project-documentation" data-event="clicked" data-uuid="cae45ba1-67-be1553fc-66c8-4aa4-a0ae-6b7fa347ee9e" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Project documentation </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/project-retros" data-event="clicked" data-uuid="cae45ba1-67-c95f79e4-c4d1-4041-bb28-735631ed141e" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Project retros </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/stakeholder-theory" data-event="clicked" data-uuid="cae45ba1-67-a967289f-2c70-4447-a2c2-2e4f5025d4cf" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Stakeholder theory </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/project-collaboration/team-charter" data-event="clicked" data-uuid="cae45ba1-67-40da5c26-d13c-4e3b-ad4e-e33dfd91e788" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Team charter </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/team-management-and-leadership" data-event="clicked" data-uuid="cae45ba1-67-e3d93433-01a6-4b0a-9f64-3704ef4a1776" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level1"> <div class="microsite-nav-indicator"></div> Team management and leadership </a> <div class="nested-links l1"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/team-management-and-leadership" data-event="clicked" data-uuid="cae45ba1-67-e3d93433-01a6-4b0a-9f64-3704ef4a1776-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level1"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/team-management-and-leadership/team-management-strategies" data-event="clicked" data-uuid="cae45ba1-67-fd129b6a-a73e-4df6-92d9-d0667acc49f7" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level2"> <div class="microsite-nav-indicator"></div> Team management (Strategies) </a> <div class="nested-links l2"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/team-management-and-leadership/team-management-strategies" data-event="clicked" 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</div> <div class=" microsite-nav-link "> <a href="/work-management/team-management-and-leadership/team-management-strategies/workplace-productivity" data-event="clicked" data-uuid="cae45ba1-67-527858d6-66ca-40b4-b5d9-ea944e64ebde" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Workplace productivity </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/team-management-and-leadership/team-management-strategies/poor-communication" data-event="clicked" data-uuid="cae45ba1-67-25780ca0-b629-4aa2-84f1-0e6b9d04de84" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Overcome poor communication </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/team-management-and-leadership/decision-making" data-event="clicked" 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data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Models </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/team-management-and-leadership/decision-making/co-leadership" data-event="clicked" data-uuid="cae45ba1-67-af0c4773-11ba-4145-b1c7-757e536cffc9" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Co-leadership </a> </div> </div> </div> </div> </div> <div class=" microsite-nav-link revealed parent-active"> <a href="/work-management/knowledge-sharing" data-event="clicked" data-uuid="cae45ba1-67-2dc8092c-5ff6-43ca-b209-7d0f3b885aa2" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level1"> <div class="microsite-nav-indicator"></div> Knowledge sharing </a> <div class="nested-links l1"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/knowledge-sharing" data-event="clicked" data-uuid="cae45ba1-67-2dc8092c-5ff6-43ca-b209-7d0f3b885aa2-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level1"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/knowledge-sharing/culture" data-event="clicked" data-uuid="cae45ba1-67-17284638-d0dd-43f2-af0e-71f0a66744d7" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Knowledge sharing culture </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/knowledge-sharing/best-practices" data-event="clicked" data-uuid="cae45ba1-67-765a6f79-476e-4c53-b034-b9e9d4f40d57" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level2"> <div class="microsite-nav-indicator"></div> Knowledge sharing best practices </a> <div class="nested-links l2"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/knowledge-sharing/best-practices" data-event="clicked" data-uuid="cae45ba1-67-765a6f79-476e-4c53-b034-b9e9d4f40d57-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level2"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/knowledge-sharing/best-practices/async-video-embeds" data-event="clicked" data-uuid="cae45ba1-67-d2c4e52e-aa8f-4b45-8b35-aad4feee65ca" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Put video on pages for better knowledge sharing </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/knowledge-sharing/best-practices/manage-notifications" data-event="clicked" data-uuid="cae45ba1-67-69891083-e780-454e-8d8f-9e7c07a430e4" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Manage notifications and managing alerts </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/knowledge-sharing/documentation" data-event="clicked" data-uuid="cae45ba1-67-aee66618-38a7-412e-8d09-419c44a9d7ac" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level2"> <div class="microsite-nav-indicator"></div> Documentation </a> <div class="nested-links l2"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/knowledge-sharing/documentation" data-event="clicked" data-uuid="cae45ba1-67-aee66618-38a7-412e-8d09-419c44a9d7ac-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level2"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/knowledge-sharing/documentation/importance-of-documentation" data-event="clicked" data-uuid="cae45ba1-67-f65fa5d4-0e54-4de3-a80b-3cd667cae4c6" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Importance of Documentation </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/knowledge-sharing/documentation/standards" data-event="clicked" data-uuid="cae45ba1-67-0cb48b00-95c4-4230-9f94-5cb30c93053d" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Documentation standards </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/knowledge-sharing/documentation/process-documentation" data-event="clicked" data-uuid="cae45ba1-67-0d24cafe-af19-4d1a-aadb-0714fdac1b98" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Process documentation </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/knowledge-sharing/documentation/building-a-single-source-of-truth-ssot-for-your-team" data-event="clicked" data-uuid="cae45ba1-67-a070086d-0130-4a5a-80e5-8202f945e2ff" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Building a true Single Source of Truth (SSoT) for your team </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/knowledge-sharing/documentation/storage-tracking" data-event="clicked" data-uuid="cae45ba1-67-892fe638-02f5-493e-8bb5-7b262a510432" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Document storage and tracking </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/knowledge-sharing/documentation/product-documentation" data-event="clicked" data-uuid="cae45ba1-67-51cc3ced-db0d-48ed-aad0-4af6ba72318b" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Product documentation </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/knowledge-sharing/documentation/software-design-document" data-event="clicked" data-uuid="cae45ba1-67-d6207468-0719-4dc1-a432-e50c115e26b2" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level3"> Software Design Document </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/knowledge-sharing/centralized-knowledge-base-marketing" data-event="clicked" data-uuid="cae45ba1-67-401d8be7-0741-4034-9f7d-d5716cb066f2" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Centralized knowledge base </a> </div> <div class=" microsite-nav-link revealed active "> <a href="/work-management/knowledge-sharing/document-management-process" data-event="clicked" data-uuid="cae45ba1-67-670576c2-c7a2-4bcb-98f5-ac0e7cfb8815" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Document management process </a> </div> </div> </div> <div class=" microsite-nav-link "> <a href="/work-management/social-intranet" data-event="clicked" data-uuid="cae45ba1-67-4142f06f-aaba-40d7-9464-35d0f574eeaa" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="is-nested-microsite-nav microsite-nav-child-link has-children level1"> <div class="microsite-nav-indicator"></div> Social intranet </a> <div class="nested-links l1"> <div class="mobile-header-link"> <div class="microsite-nav-indicator"></div> Back </div> <div class="microsite-nav-link main-parent"> <a href="/work-management/social-intranet" data-event="clicked" data-uuid="cae45ba1-67-4142f06f-aaba-40d7-9464-35d0f574eeaa-child" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class="microsite-nav-child-link level1"> Overview </a> </div> <div class=" microsite-nav-link "> <a href="/work-management/social-intranet/enterprise-social-network" data-event="clicked" data-uuid="cae45ba1-67-02312531-a239-4d64-9278-34afa2f4417f" data-event-component="linkButton" data-event-container="micrositeNav" data-schema-version="1" class=" microsite-nav-child-link level2"> Enterprise social network </a> </div> </div> </div> </div> </div> <script type="text/x-component"> { "type":"imkt.components.MicrositeNav", "params": { "stickyPosition":"100" } } </script> </div> </div> <div class="column column-lg-6 column-md-8 s0 between" > <div class="component component--textblock "> <p>Speed matters. How fast your company can ship a product, answer a customer question, respond to an incident, or make a decision can directly affect short- and long-term success.</p> <p>Every business action and decision requires team members to collect and share experience, knowledge, and information. Much of that information exists as documents. How efficiently your business manages its documents, especially categorization, storage, sharing, and retrieval, impacts your business’ agility and responsiveness.</p> <p>This article will help you understand the document management process and its essential components. It also offers tips to help you optimize your document management and explains how document management tools can help streamline the process. </p> <p><a data-event="clicked" data-uuid="5d46b4f3-1b0" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="Get started in Confluence for free" data-label-english="Get started in Confluence for free" href="/software/confluence">Get started in Confluence for free</a>.</p> </div> <div class="component s0 between component--block xs-cozy-top" > <div class="component component--heading"> <h2 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Understanding the document management process </h2> </div> <div class="component component--textblock "> <p>Your document management process defines how you create, organize, store, retrieve, and dispose of documents at your company. How you manage documents is critical to business success. Here are a few reasons why:</p> <ul> <li>Efficient document organization, search, and retrieval allow you to find information more quickly and use it more efficiently. They also help streamline workflows.</li> <li>Encouraging digital document creation, revision, and collaboration can facilitate and speed up information retrieval while reducing printing, storage, and distribution costs. Digital documents can make your business operations more cost-effective.</li> <li>Effective document protection and access control practices can mitigate risks and improve disaster recovery and regulatory compliance. Examples include regular backups, encryption, and enforceable check-in/check-out requirements.</li> <li>Well-managed documents can improve almost every aspect of <a data-event="clicked" data-uuid="48828ae4-4e0" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="project planning" data-label-english="project planning" href="/work-management/project-management/project-planning">project planning</a>, <a data-event="clicked" data-uuid="48828ae4-4e1" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="project management" data-label-english="project management" href="/work-management/project-management">project management</a>, and <a data-event="clicked" data-uuid="48828ae4-4e2" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="project execution" data-label-english="project execution" href="/work-management/project-management/project-execution">project execution</a>. Effective document management can speed and enhance <a data-event="clicked" data-uuid="48828ae4-4e3" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="project scope" data-label-english="project scope" href="/work-management/project-management/project-scope">project scope</a> establishment, shorten your <a data-event="clicked" data-uuid="48828ae4-4e4" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="project timeline" data-label-english="project timeline" href="/work-management/project-management/project-planning/timeline">project timeline</a>, and enhance your entire <a data-event="clicked" data-uuid="48828ae4-4e5" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="project life cycle" data-label-english="project life cycle" href="/work-management/project-management/project-life-cycle">project life cycle</a>. </li> <li>Document management that makes information more easily accessible can enable better, faster responses to customer inquiries and requests and strategic <a data-event="clicked" data-uuid="48828ae4-4e6" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="decision-making" data-label-english="decision-making" href="https://www.atlassian.com/blog/teamwork/decision-making-process">decision-making</a>. These can increase customer satisfaction, customer retention, and sustained growth and success.</li> </ul> </div> </div> <div class="component s0 between component--block xs-cozy-top" > <div class="component component--heading"> <h2 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Essential components for effective document management </h2> </div> <div class="component component--textblock component--text-block-white"> <p>Effective document management hinges on a well-structured system. Let's explore the essential components that form the foundation of such a system, ensuring your documents are organized, secure, and readily available when needed.</p> </div> <div class="component component--heading-textblock"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Document organization and classification </h3> <p>To organize and maintain your documents, select or create a clear and consistent naming convention. Include the document’s author, the type of document, and a date. Use a logical, hierarchical folder structure. One example is a three-level hierarchy that sorts documents by type, project, and team. These practices make your documents easier to store and access.</p> </div> <div class="component component--heading-textblock"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Version control and tracking </h3> <p>One of the most common challenges of document management is version control. Without it, content creators and information seekers must determine which of the multiple document versions is the newest, best, or correct one. Accurate, consistent version control can also help track a document's history, which can be valuable when trying to understand changes in that document. </p> <p>Consider including version information in your naming convention and practices. With your digital documents, make it a requirement to include descriptive, searchable metadata to improve classification, search, and retrieval.</p> </div> <div class="component component--heading-textblock"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Access control and security measures </h3> <p>Business documents often contain personal, proprietary, or sensitive information. To improve your document protection efforts, include multiple protections for such content in your document management process. Examples include enforceable permission requirements and secure access protocols. Encrypt digital documents with offsite, regularly tested backups, and a regular update schedule. Clearly and consistently enforce document access, retention, and disposal rules.</p> <p>Review your document control process regularly and update it as business requirements and technologies evolve. This approach ensures you leave no content behind as document management requirements grow and change.</p> </div> </div> <div class="component s0 between component--block xs-cozy-top" > <div class="component component--heading"> <h2 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Streamlining document management practices </h2> </div> <div class="component component--textblock component--text-block-white"> <p>The more efficient and streamlined your document management process and practices, the more agile, efficient, and secure your business can be. Streamlined document management processes can help you, your team, and your colleagues enjoy greater productivity, enhanced collaboration, and less wasted time or user frustration.</p> <p>Focus on optimizing your document management workflows and automating repetitive tasks where possible. Explore any incumbent tools for features that can help you streamline your document management workflows and processes. Consider a <a data-event="clicked" data-uuid="2dab6ec5-9d0" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="task tracker" data-label-english="task tracker" href="/agile/project-management/task-tracker">task tracker</a>, <a data-event="clicked" data-uuid="2dab6ec5-9d1" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="knowledge management software" data-label-english="knowledge management software" href="/software/confluence/use-cases/knowledge-management-software">knowledge management software</a>, <a data-event="clicked" data-uuid="2dab6ec5-9d2" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="project timeline software" data-label-english="project timeline software" href="/agile/project-management/project-timeline-software">project timeline software</a>, <a data-event="clicked" data-uuid="2dab6ec5-9d3" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="technical documentation software" data-label-english="technical documentation software" href="/software/confluence/use-cases/technical-documentation">technical documentation software</a>, documentation management tools, and <a data-event="clicked" data-uuid="2dab6ec5-9d4" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="documentation and reporting templates" data-label-english="documentation and reporting templates" href="/software/confluence/templates/categories/docs-and-reports">documentation and reporting templates</a>.</p> </div> </div> <div class="component s0 between component--block xs-cozy-top" > <div class="component component--heading"> <h2 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Practical tips for optimizing your document management process </h2> </div> <div class="component component--textblock component--text-block-white"> <p>Beyond the essential components, let's delve into some practical tips that can help you optimize your document management process, ensuring it remains efficient, user-friendly, and adaptable to your evolving needs.</p> </div> <div class="component component--heading-textblock"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Establishing clear policies and procedures </h3> <p>As you create and refine your document management processes, develop, document, and enforce the policies and procedures that translate process and practice into action. Clearly expressed policies and well-documented procedures will help ensure consistency and compliance.</p> </div> <div class="component component--heading-textblock"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Training and onboarding </h3> <p>Every new employee's onboarding should include an introduction to your company’s document management process, best practices, and basic requirements. Work closely with your HR team to determine how to best deliver this information. Establish a process for testing new hires and following up with those who need additional guidance.</p> <p>For existing employees, consider formally introducing your document management process the way you would a new product release. Work with HR to schedule a formal introduction of your new or updated document management procedure. A simple company-wide email may suffice, but you could opt for a live or recorded online presentation and an overview of the most critical elements and tools. </p> <p>Include straightforward, simple ways for your colleagues to ask questions and get help. Consider creating sets of anticipated questions and making these easily accessible. The more education, encouragement, and support you provide, the more successful the adoption of and compliance with your document management process.</p> </div> <div class="component component--heading-textblock"> <h3 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Regular audits and reviews </h3> <p>Review and reassess every critical process at your business periodically to ensure continued alignment with goals and current realities. This is especially true for your document management process. It affects information accessibility and usability across your entire company. Documentation should include explicit guidance for audit processes and how to identify and respond to challenges or opportunities for improvement.</p> </div> </div> <div class="component s0 between component--block xs-cozy-top" > <div class="component component--heading"> <h2 class="fnt-wt font-wt- fnt-mg font-mgn- fnt-ln font-lnh- heading" > Improve the document management process with Confluence </h2> </div> <div class="component component--textblock component--text-block-white"> <p>Robust, flexible tools enable and support the most effective document management processes. Confluence offers many features to help you improve your document management and align it with your business needs and goals.</p> <p>Confluence enables teams and companies of all sizes to create, organize, and share information easily and securely. It makes accessing and searching for information faster and easier and helps keep colleagues on the same page. Confluence features <a data-event="clicked" data-uuid="bb5c5fd7-410" data-event-component="linkButton" data-event-container="textBlock" data-schema-version="1" data-label="easy-to-use templates for creating multiple types of documents" data-label-english="easy-to-use templates for creating multiple types of documents" href="/software/confluence/templates/categories/docs-and-reports">easy-to-use templates for creating multiple types of documents</a>, including documentation and how-to articles.</p> <p>Your document management process and supporting policies, practices, and tools are essential to your company. 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