Cloud Adoption Toolkit
Quick start guides to help teams get up and running fast on Jira, Confluence, and Jira Service Management Cloud apps
Quick start guides for Atlassian apps
This quick start guide is designed to help users confidently navigate the new cloud experience and accomplish their most important tasks from day one.
Logging in
- Navigate to your new site and mobile app via the links below. Replace the [ placeholder text ] in red with your organization’s domain(s)
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New URL: https://[ your domain ].atlassian.net/jira/your-work
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New mobile app: Jira Mobile: Get work done anywhere, anytime on the app | Atlassian
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Use your email address to log in. If your company uses one account to log into all the systems you use, we’ll prompt you to log in that way. If not, select ‘Forgot password’ and enter a new password.
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Set up a new avatar in your cloud profile. Use an image of yourself or one that will represent you across apps.
Interface and navigation
We designed the cloud platform to be more intuitive for all of your users - not just developers. We’ve found some of these changes to the core experiences are easier for users to navigate independently.
You’ll see the same main navigation bar across all Jira Cloud apps. This gives you quick access to the spaces (previously called ‘projects’), filters, and dashboards you use most. It also lets you create work items (previously called issues), search and chat using Rovo, and access help notifications and global Jira settings.
Use the diagram below to familiarize yourself with the navigation bar for all Jira Cloud apps:
NOTE: Depending on your Jira Cloud plan and configuration, the navigation bar options may vary slightly.
- App switcher: Switch between Atlassian and Marketplace apps, like Confluence, Talent, and Miro, or go to other sites.
- Jira logo: Keep track of which Atlassian app you're in as you switch between apps. Use this logo to navigate back to your homepage from any page.
- For you: Get an overview of the things you care most about in Jira. Find work items, spaces, boards, and queues you’ve visited, work assigned to you, and your starred items.
- Spaces, Filters, Dashboards, and more: Quickly find and resume work on the things you use most. Your starred items appear at the top of each menu, followed by your recently visited items.
- Teams: See the people and teams you work with, and create new teams.
- Apps: See and manage marketplace apps installed on your Jira site.
- Search: Find work items, spaces, boards, queues, filters and people. If enabled, paid editions get AI-powered, cross-app search via Rovo.
- Create: Create work items easily from anywhere within Jira.
- Rovo Chat: Ask questions and explore your company’s knowledge through an AI-powered chat interface. Rovo chat is available on paid editions and must be enabled by admins.
- Notifications, Help, Settings, and your profile: See what's happening in Jira, get help, and customize Jira’s settings (Jira admins only) and your personal settings.
For more details, see the Jira Cloud navigation page.
Work item view
Jira Cloud has a work item view that groups key actions and information in a more logical way, making it easier for you to scan and update your work items. It usually appears as a 2-column layout on boards and as a single column in the backlog but is responsive to the size of your window.
- Quick-add button: Add attachments, subtasks (company-managed spaces), or child work items (team-managed spaces); link to work items, URLs, and content from Atlassian Marketplace apps.
- Transition work item: Update a status, view workflow steps, or take other work item actions by selecting the down arrows (⌄).
- Watch, Vote, and More actions: Watch, vote, and give feedback, and perform other actions like move and clone via the ‘More actions •••’ menu.
- Flexible layout: View and update information organizing your work items including the Development panel linking to development tools like Bitbucket (if connected by your admin). Fields can be placed where they work best for you. On the right side menu, pin your most important and frequently used fields to the top, including the ones under the Show more fields link. To do so, hover over the bold name of the field and select ‘Pin to top’.
- More fields: Select the down arrow (⌄) to view all work item fields.
- Automations: Select the down arrow (⌄) to view Automation rules that have recently run.
- Configure work item layout: Move, hide, and change fields in the work item view for individual spaces.
- Activity and docked Comments bar: Add notes, updates, or questions in the Comments bar. Tag your teammates to notify them or restrict the comment on a public work item.
- Attachments: Switch between the list and strip view for attachments, or download them all at once to work with them on your device.
NOTE: The Edit button has been removed so you can edit text and other fields by simply clicking on the field and typing away. You’ll sometimes see a Save button or a check mark to save your changes. If not, your changes will be automatically saved.
Keyboard shortcuts
The new Jira work item view supports a limited set of keyboard shortcuts:
It also supports navigation with keyboard shortcuts:
Board view
The space board and backlog views are very similar in both versions for Scrum/Kanban spaces. In cloud, there’s a 5,000 work item limit per board, and you can view sprint insights to stay on top of progress made and deliver with confidence.
Sprint view
To create or access Sprint view, navigate to your space’s board, select the “Backlog” tab, and click “Create sprint” to add a new sprint, which will then appear in the Sprint view for planning and tracking.
Kanban view
To create or access Kanban View, go to your space, select “Boards” in the navigation, and either use the default Kanban board or click “Create board” and choose “Kanban board”.
Backlog view
To create or access Backlog View, open your space and select the “Backlog” tab from the top nav to view and manage all work items.
Popular Jira features
Jira Cloud has the latest features to help your team work smarter and faster. Here’s how to access and use some of the most popular new features:
1. Automation
Space admins can set up powerful automation rules directly from your space’s “Automation” menu to streamline repetitive tasks, trigger actions, and use advanced features like variables, lookups, and running rules as another user.
Learn more about automating your processes and workflows.
2. Plans (Premium & Enterprise plans)
Plans (formerly known as “Advanced Roadmaps”) are accessible from your spaces sidebar to build cross-space roadmaps, visualize dependencies, and plan work using all out of the box.
You can learn more about how to get started with advanced planning here.
3. Basic roadmaps
Available for all Jira Cloud plans, open the “Roadmap” tab in any space to create and manage epics, visualize timelines, and plan work for your team in a single space.
4. AI capabilities
Once enabled in Administration, use built-in AI features (like Rovo Agents and AI-powered summaries) from the work item view or via the “Rovo” menu to save time and accelerate workflows.
- Work breakdown: Turn high-level ideas into manageable tasks with AI-generated summaries, descriptions, and subtasks.
- Workflow guidance: Use Rovo Agents like the Workflow Builder or Work Readiness Checker to design processes, check task clarity, and ensure spaces stay on track.
- On-demand context: Surface related Jira work items, Confluence pages, and even in-line definitions directly in your workspace, so you always have the right information at hand.
30 day checklist
With these essentials covered, use the 30 day checklist below to help your team confidently navigate and master Jira Cloud from day one:
Day 1
- Log in and set up your profile settings, time zone, and avatar.
- Explore sidebar, top navigation, and search.
- Create your first work item using the “Create” button.
- Star important spaces and boards for quick access.
Day 7
- Actively work in spaces, boards, backlogs, and roadmaps.
- Use templates to create new spaces and boards.
- Try the new work item view and pin your most-used fields.
- Add attachments and edit tables in work items.
- Add comments, attachments, edit tables, tag teammates, and collaborate on work items
- Start using the Jira work item keyboard shortcuts
- Set up one basic automation rule in your space
Day 30
- Paste links as Smart Links and try all of the different views.
- Integrate Rovo Search and Chat into daily workflows.
- Open the Rovo menu in Jira and explore available Rovo Agents. Try out the Workflow Builder or Work Readiness checker.
- Finish Atlassian Learning’s Jira Fundamentals course.
Logging in
- Navigate to your new site and mobile app via the links below. Replace the [ placeholder text ]in red with your organization’s domain(s). Tip: Don’t forget to update your saved links!
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New URL: https://[ your domain].atlassian.net/wiki/home
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New mobile app: Confluence Mobile for iPhone and Android | Atlassian
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Use your email address to log in. If your company uses one account to log into all the systems you use, we’ll prompt you to log in that way. If not, select ‘Forgot password’ and enter a new password.
- Set up a new avatar in your cloud profile. Use an image of yourself or one that will represent you across products.
Interface and navigation
Navigation in cloud is redesigned to help you find what you need faster. The top navigation is decluttered to streamline essential actions like search and create. Everything else lives in a customizable sidebar, giving you more control over how you navigate Confluence. Read the blog to learn more.
- Collapsible sidebar: Hide the sidebar for a distraction-free, wider view of your content.
- Access the essentials. 'For you' allows you to discover trending content from across your site and updates from people you follow. 'Recent' & 'Starred' allows you to quickly jump back into content you've recently viewed, edited, or starred.
- Spaces: Browse all your spaces. Starred spaces are pinned to the top and recently visited ones just below.
- Apps & More: See and manage Atlassian and Marketplace apps installed on your Confluence site. Note: Calendars and Analytics (Premium and Enterprise only) are now located in this menu. Find apps like Teams (formerly People) under More—and pin them for easy access.
- Starred spaces: When you’re not inside a space, starred spaces appear here for quick access.
- Space content: When you’re inside a space, this section shows the space’s content tree in place of starred spaces.
- App switcher: Switch between Atlassian sites or apps.
- Confluence logo: Click the Confluence logo to return to ‘For you’ from anywhere.
- Search & Create: 'Search' allows you to find content, spaces, and people across Confluence. If enabled, paid editions get AI-powered, cross-app search via Rovo. 'Create' allows you to start any content type—live docs, pages, whiteboards, blogs, databases, smart links, or entire spaces—from one central spot.
- Rovo Chat: Ask questions and explore your company’s knowledge through an AI-powered chat interface. Rovo chat is available on paid editions and must be enabled by admins.
- Notifications, Help, Settings, and your profile: Stay updated, get support, and personalize your experience.
General interface
Some elements on the home page and in spaces are in different parts of the page or sidebar navigation. Use Ctrl+F or ⌘+F on the page to quickly find elements. One key change: Space settings is located under More actions (•••) next to your space’s name in the sidebar.
Editor
This is one of the biggest differences you’ll notice in cloud, as we’ve made significant updates to the cloud editor:
- Floating action toolbar: Frequently used actions—like comments and page details—live in a dedicated floating toolbar on the right, so they’re easier to find and no longer buried in the editing toolbar.
- Pinnable editing toolbar: Choose how you work – let the toolbar follow you inline for faster editing, or pin it to the top for a more fixed experience.
- Templates: Get started faster with a more robust library of templates.
- Macros: We have optimized the macro experience by retiring legacy macros and introducing streamlined, built-in commands for greater efficiency. You can see a list of the removed macros and alternative methods here.
TIP: Before getting started, take a look through our template library for ideas to kick start your processes and save you time. There, you’ll find free resources and best practices created by Atlassian teams and other companies to help you work better including:
- Decision making: Considering all options and communicating the reason behind decisions to your team can be hard. Use this decision making template to help manage your decisions.
- Efficient meetings: Keep your meetings on track and organized with clear agendas with this recurring meeting template. You can then track all meetings in one place and quickly access outstanding action items.
Autocomplete keyboard shortcuts in editor
A valuable change that power users will pick up on are the autocomplete shortcuts used in the editor. Those accustomed to the data center editor may be very familiar with the { wiki markup notation to insert macros. In cloud, you’ll switch to using the / slash command—a single, streamlined way to access macros, elements, and tools as you type.
Action | Cloud autocomplete character | Data Center autocomplete character |
| Tables | / | | |
| Links | / | [ |
| Images | / | ! |
| Macros | / | { |
| Headings | # | h1. |
| Lists (unordered) | * | * |
| Lists (ordered) | 1. | # |
Other editor changes
- Inline comment: In cloud, adding inline comments works the same whether you're editing or viewing a page:
- Highlight the text you want to comment on.
- Click the 'Add comment' button that appears.
- Type your comment and hit 'Save' (Ctrl+S or ⌘+S).
- Anchor links: Anchor links are automatically created in cloud for headings. Non-heading links still need to be specified by the Anchor macro.
- Adding attachments: To add attachments in cloud, copy and paste the file’s link directly to the page. Note: Users familiar with embedding or linking attachments from shared file libraries may need to adjust their workflows.
- Editing tables: Table editing in cloud has been redesigned for a more intuitive experience. While this is designed to be easier in the long run, it may feel different at first—consider giving your team a heads-up.
Smart Links
Smart Links reveal important context about links within a Confluence page (or Jira work item) without leaving that page. When you paste a supported link into the editor, it automatically converts into a Smart Link, providing a quick preview of key details.
You can choose how each Smart Link appears—there are a few different display options:
To learn more about your options for hyperlinking content, read about Smart Links.
Additional content types
Beyond pages and blogs, Confluence Cloud supports multimodal content creation to suit a variety of workflows. These new content types are created by clicking the “+” button in the space side nav.
- Live doc: Collaborate in real time—no need to publish.
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Whiteboard: A digital whiteboard for brainstorming, diagramming, and mapping ideas visually.
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Database: Organize structured information in a customizable, filterable view. Track deliverables, manage resources, and centralize knowledge from across tools.
AI capabilities
With Rovo built-in, Confluence Cloud makes it easier and faster to share knowledge and collaborate across teams.
- Find information faster: Use Rovo Search to find information across the platform knowledge base and ask Rovo Chat questions in plain language to answer questions and surface pages within seconds.
- Automate routine work: Use out-of-the-box Rovo Agents to draft content, manage tasks, and streamline workflows.
- AI-assisted editing: Highlight text in a Confluence page, then invoke the AI editor via ‘Improve writing’ to quickly change tone, correct grammar, and add polish to your written content.
30 day checklist
With these essentials covered, use the 30 day checklist below to help your team confidently navigate and master Confluence Cloud from day one:
Day 1
- Log in and set up your profile settings, time zone, and avatar.
- Explore sidebar, top navigation, and search.
- Create a page and live doc.
- Add attachments and edit tables in pages.
- Star important spaces for quick access.
Day 7
- Actively work in pages and live docs.
- Use templates to create pages and documents.
- Try the floating and pinnable editing toolbars.
- Add inline comments and collaborate on pages.
- Use the slash “/” command for macros and elements.
Day 30
- Create a whiteboard and database.
- Paste links as Smart Links and try all of the different views.
- Integrate Rovo Search and Chat into daily workflows.
- Finish Atlassian Learning’s Confluence Quickstart: New to cloud course.
Logging in
- Navigate to your new site and mobile app via the links below. Replace the [ placeholder text ] in red with your organization’s domain(s)
- New URL: https://yourdomain.atlassian.net/jira/your-work
- New app: https://www.atlassian.com/software/jira/service-management/mobile-app
- Use your email address to log in. If your company uses one account to log into all the systems you use, we’ll prompt you to log in that way. If not, select Forgot password and enter a new password.
- Set up a new avatar in your cloud profile. Use an image of yourself or one that will represent you across products.
Interface and navigation
Navigation is the same across all Jira apps, so refer back to our quick start guide for Jira Cloud as needed. Note that on the cloud platform, searching is site-wide and will include results from other Atlassian cloud apps like Confluence, if available to you.
Work item view
The work item view experience was rolled out across all Jira Cloud apps. Some fields may vary based on the app and your team’s settings. Here’s an overview of the work item view in Jira Service Management Cloud:
- Quick-add buttons: Create subtasks or link work items, add web or Confluence links, or add content from Atlassian Marketplace apps.
- App switcher: Switch between Atlassian and Marketplace apps, like Confluence, Talent, and Miro, or go to other sites.
- Back to queues: Go back to your queues with a single click.
- Search: Find work items, spaces, boards, queues, filters and people. If enabled, paid editions get AI-powered, cross-app search via Rovo.
- Work item status: Select the status, then choose a transition to change the work item status.
- Rovo Chat: Ask questions and explore your company’s knowledge through an AI-powered chat interface. Rovo chat is available on paid editions and must be enabled by admins.
- Notifications, Help, Settings, and your profile: See what's happening in Jira Service Management, get help, and customize settings (Jira Service Management admins only) and your personal settings.
- Watch, Share, and Actions: Watch the work item or perform other actions like move and clone via the Actions menu.
- Context fields: These can include SLAs, request participants, and other information to help describe the work item. Under context fields, select ‘Show more fields’ (or ‘More fields’ in team-managed spaces) to reveal empty fields that aren't always shown on the work item view.
- Comment bar: To add a comment, select ‘Add internal note’ to post a comment that only your team can see (highlighted in yellow), or ‘Reply to customer’ to include the person that raised the request. Select the ‘Attachments’ paperclip icon to add an attachment.
Formatting
You may have previously used formatting similar to markdown or used an Atlassian Marketplace app to get formatting in your work items. In cloud, the editor converts things like links, code, and markdown automatically, so you can paste in your content and let the editor do the work.
Assets
Assets are Jira Service Management’s native asset and configuration management tool (included in Jira Service Management Cloud Premium and Enterprise). Stored assets and CIs are referred to as objects, grouped by object type, and organized within schemas to visualize critical relationships. It is compatible only with company-managed spaces.
Queues
With the agent experience, you’ll see lots of new features and improvements in cloud queues. Here are some popular updates:
- Better customize your queues with filters and views to your teams' needs.
- Reply to your customers more easily by selecting Add internal note or Reply to customer in the comment bar.
- Triage faster with queue actions by selecting Unassigned in the Assignee column in your queue and choosing an assignee without opening the ticket.
- Navigate to favorites quickly from the side navigation menu by selecting For you, then choosing the Queues tab to see starred and recent items.
NOTE: The total number of queues is limited to 300 per service project per work category across all groups. Any given queue will only refresh its count up until 999 work items at which point it will display 999+.
AI capabilities
Jira Service Management includes powerful AI features that help teams deliver exceptional service experiences more efficiently and with less manual effort. Once enabled, here are some of the ways AI can accelerate your service management outcomes:
- Always-on, self-service support: Instantly resolve common requests by automating tier 1 support interactions and providing users with accurate answers from your knowledge base, reducing repetitive tickets and freeing up agent time.
- Accelerated triage and response: Boost service team productivity with AI-powered suggestions and actions. Automatically prioritize your queue, summarize work items, identify the best assignees, recommend troubleshooting steps, and draft responses for quick resolution.
- Intelligent incident management: Streamline incident detection and response with AIOps capabilities that prioritize critical alerts, surface related incidents and changes, suggest root causes, and route work items to the right team members for faster, more effective resolution.
Help Center and Portal
Cloud offers more branding and customization capabilities, including the ability to:
- edit the login screen message and Help Center layout
- customize the columns in your customers' Request lists (to quickly filter and find the requests they’re looking for a status update on)
- set custom domains for your Help Center
- implement dynamic forms, checklists, and specific validation rules using forms for Jira
Knowledge base
If you previously set up a knowledge base for self-service answers, you’ll see new available features in cloud including the ability to:
- Categorize knowledge base articles so users can find the help they need, even without exact wording.
- Link multiple Confluence spaces to a single Jira Service Management project.
TIP: Familiar with Jira Service Management Data Center, but looking for more step-by-step guidance on getting started with Jira Service Management Cloud? Check out our comprehensive Jira Service Management product guide.
30 day checklist
With these essentials covered, use the 30 day checklist below to help your team confidently navigate and master Jira Service Management Cloud from day one:
Day 1
- Log in and set up your profile settings, time zone, and avatar.
- Explore sidebar, top navigation, and search.
- Access your first space and review the queues.
- Create a test request from the portal and view it in the agent queue.
- Star important spaces and boards for quick access.
Day 7
- Use filters and views to customize your queues.
- Assign, transition, and comment on work items (requests, incidents, changes, etc.).
- Add internal notes and reply to customers using the comment bar.
- Attach files and use Smart Links in work items.
- Explore Assets (if available) and link an object to a request.
Day 30
- Set up or review SLAs and automation rules in your service project
- Use forms to collect information from customers.
- Actively triage and resolve requests, incidents, and changes.
- Integrate Rovo Search and Chat into daily workflows.
- Finish Atlassian Learning’s Jira Service Management Fundamentals course.