Tutorial: using Confluence Cloud and Jira Software Cloud together
Confluence and Jira are powerful tools on their own. Together, they transform the way that your team collaborates on projects, builds software, tracks key decisions, and more. There are many ways to integrate Confluence and Jira, and here’s how you can get started.
Add Jira issues to Confluence pages
Most people would rather not spend their time constantly jumping between applications. Luckily, the Jira and Confluence integration makes it easy to track Jira issues directly in Confluence. Whether you spend most of your day in Confluence or in Jira, you have the context and traceability you need, which means greater efficiency for your team, day in and day out.
Track Jira issues directly in Confluence
Just paste your Jira link on a Confluence page and it will automatically drop a dynamic Jira issue link on your Confluence page. Once you publish the page, the link will display the issue ID and title, issue category (epic, task, etc.), and issue status in the workflow (to do, in progress, done, etc.).
On the Jira issue page, a link to the Confluence page will appear in the ‘Confluence Pages’ section.
Display a dynamic list of Jira issues on a Confluence page
To display a list of Jira issues on a Confluence page:
- Type /jira while editing a page or tap + and select Jira
- Enter or search for Jira issues in the search bar
- Select only the issues that you would like to display
- (Optional) Select Display options to customize how they’ll appear
- Select Insert
When choosing which Jira issues you’d like to add to your page, you can choose to search for existing issues, create a new issue, or choose from recently viewed issues. The search function is very comprehensive – you can search by issue key, search URL, JIRA link, JQL, plain text, or a filter. Filters are a pro-move for saving time – create a new filter for a group of issues or even search saved filters from Jira.
From there, you can choose how you’d like to display the Jira issues on your page: list the Jira issues in a table, or simply display the count of issues that are associated with your search. The table that you create is dynamic and will update every time you refresh your Confluence page.
See step-by-step instructions in this video:
Embed the Jira issue collector
You can streamline the issue creation process in Confluence even further by creating a Jira issue collector.
The issue collector allows you to easily embed a Jira form on your Confluence page or website. Once configured and placed on your Confluence page, the collector will appear as a button that, when selected, generates a Jira issue creation form. Anyone who can view your Confluence page can select the button, fill out your customized form, and create a new Jira ticket for the Jira project you’ve linked to your Confluence space or page.
The Jira issue collector is great for gathering feedback from customers, allowing those in your organization to log bugs or issues when dogfooding, or maybe just making it faster and simpler for those that work in Confluence to create tickets in Jira without breaking their workflow.
Include your Jira roadmap in Confluence
You’re able to add a Jira Roadmap macro (including a macro for advanced roadmaps) that allows you to to embed a real-time roadmap into your Confluence page. This allows you to keep your team on the same page by sharing context for your planned work, providing status updates, and more. You’ll be able to find everything in one place without having to switch apps or manually copy and paste content.
- Type /jira roadmap while editing a page or tap + and select Jira roadmap
- Paste a Jira instance URL, select your project and board, and select Save
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