A new Confluence space for every client or project

Checked against Atlassian's documentation on 2 November 2026. Written by the maker of Spacewright, a Confluence app. Every step below works without it.

Agencies, consultancies, PMOs and audit teams often give each client, project or audit cycle its own space. The work is the same each time, so it pays to make it a checklist. This guide has three parts: design the template once, create each new space, and check it.

Part 1: design the template space once

Create an ordinary space called something like Template – Client and build it exactly as a new client space should look. A structure that works for many teams:

PagePurpose
Home / overviewWho the client is, the goal, key dates, links to everything below
Contacts and rolesClient and internal people, who decides what
ScopeWhat is in and out, with the signed documents attached
Meeting notesA parent page; notes go underneath, from a meeting-notes page template
DecisionsOne line per decision, with date and owner
Risks and issuesA table or a page per risk
Status reportsA parent page for weekly or monthly reports
Handover and closeWhat to do when the work ends

Part 2: create each new space

With Confluence alone

  1. Create → Space, with the agreed name and key. On Premium, use Copy access settings to copy the template space's access, or set access by hand (see copying space permissions).
  2. In the template space, duplicate the home page with Include children into the new space in one operation (steps).
  3. In the Duplicate dialog, rename the titles in bulk, for example by putting the client name in front.
  4. Open each page that contains the marker and use the editor's find and replace. Atlassian Community users report that it can miss text inside some macros, so look over those pages.
  5. Add the space description and logo, and give the client's people access.

With Spacewright

Spacewright is our app. A space admin marks the template space as a template once and writes {{client}} instead of a marker. After that, creating a client space is one form: pick the template, type the client name and the new key, choose what to copy and start. Spacewright copies the whole space in the background, fills in the values in titles, text, links and macro settings, switches links to the new space, and writes a report page listing anything it skipped. See Templates and variables.

It does not set the space description or logo, and it does not copy comments, page history, whiteboards or databases (full list).

Part 3: check the new space (5 minutes)

When the work ends

Consider archiving the space rather than deleting it: archiving takes it out of the space directory without deleting its content. If you use global automation, its Archive space action can do this for you.

Sources