Cloud 采用工具包
产品快速入门指南可帮助团队在 Confluence Cloud 和 Jira Cloud 产品上快速上手和运行
产品快速入门指南
借助我们的产品快速入门指南，让您的用户简单了解迁移到云后可能发生的用户体验变化，以便他们能够快速提高工作效率。
登录
- 通过以下链接导航到您的新站点和应用。将红色的 [ 占位符文本 ] 替换为组织的域。提示：请勿忘记更新您保存的链接！
- 新 URL：https://yourdomain.atlassian.net/wiki/home
- 新应用：https://www.atlassian.com/software/confluence/mobile-app
- 使用您的电子邮件地址登录。如果您的公司使用一个帐户登录您使用的所有系统，我们会提示您以这种方式登录。如果不是，请选择“忘记密码”并输入新密码。
- 在您的云个人资料中设置新头像。在各种产品中使用您自己的图像或代表您的图像。
界面和导航
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:
备注：“编辑”按钮已删除，因此您现在只需单击该字段并输入即可编辑文本和其他字段。有时您会看到“保存”按钮或选中标记，用于保存您的更改。否则，您的更改将自动保存。
- 产品切换器 – 切换到其他 Atlassian Cloud 产品，例如 Jira Software Cloud 和 Bitbucket Cloud，然后访问 Atlassian 开始，以查看所有云产品的最近项目。
- Confluence 徽标，主页 – 从任何页面导航回您的主页。
- 最近 – 查找并继续处理您最常用的事项。查找或搜索您在最近几天和几个月中已访问、处理、起草或加星的页面。
- 空间 – 在 Confluence 中大致了解您最关心的事项。您的已加星空间显示在顶部，其次是您最近访问过的空间。
- 人员 – 查看与您合作的人员和团队，并创建新团队。
- 应用 – 查看和管理您的 Confluence 站点上安装的应用。注意：您之前的导航栏中的日历和分析（仅限 Premium 和 Enterprise）现在位于此菜单中。
- 模板 – 访问您已加星或最近访问的每个空间中可用的模板库。注意：如果您看不到此选项，请在“更多”选项卡下查看。
- 创建 – 创建页面。
- 搜索 – 查找页面、空间或人员，或使用高级搜索筛选器。您可以在 Confluence 中搜索任何对您可见的内容，所有 Cloud 产品的结果都将包含在内。
- 通知、帮助以及您的个人资料和设置 – 查看新增内容、获取帮助、访问任务、管理关注的空间和页面，以及自定义设置（例如自动关注页面）。
- 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.
备注：“编辑”按钮已删除，因此您现在只需单击该字段并输入即可编辑文本和其他字段。有时您会看到“保存”按钮或选中标记，用于保存您的更改。否则，您的更改将自动保存。
键盘快捷键
新的 Jira 工作项视图支持一组有限的键盘快捷键：
它还支持使用键盘快捷键进行导航：
看板视图
Scrum/看板项目的 Cloud 和 Server/Data Center 中的项目看板和待办事项列表视图非常相似。您可以查看冲刺洞察信息，随时了解已取得的进度并安心地交付。一些关键补充：
- 除了快速筛选器外，看板现在还包括一个搜索框，用于专门在项目中进行搜索。
- 现在，每个 Jira Cloud 实例都将自动化作为原生功能。项目管理员和全局管理员可以使用“自动化”按钮轻松执行手动规则、管理自动化和访问审核日志。
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.
登录
- 通过以下链接导航到您的新站点和应用。将红色的 [ 占位符文本 ] 替换为组织的域
- 新 URL：https://yourdomain.atlassian.net/jira/your-work
- 新应用：https://www.atlassian.com/software/jira/mobile-app
- 使用您的电子邮件地址登录。如果您的公司使用一个帐户登录您使用的所有系统，我们会提示您以这种方式登录。如果不是，请选择“忘记密码”并输入新密码。
- 在您的云个人资料中设置新头像。在各种产品中使用您自己的图像或代表您的图像。
界面和导航
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.
- 产品切换器 – 切换到其他 Atlassian Cloud 产品，例如 Confluence Cloud 和 Bitbucket Cloud，然后访问 Atlassian 开始，以查看所有云产品的最近项目。
- Jira 徽标 – 从任何页面导航回您的主页。
- 您的工作 – 在 Jira 产品中大致了解您最关心的事项。查找工作项、项目、面板和您访问过的队列、分配给您的工作以及已加星项目。
- 项目、筛选器和仪表板 – 查找并继续处理最常用的事项。您的加星项目显示在每个菜单的顶部，后面是您最近访问的项目。
- 人员 – 查看与您合作的人员和团队并创建新团队。
- 计划 – 查看和管理您的 Advanced Roadmap 计划（仅限 Premium 和 Enterprise 用户）。
- 应用 – 查看和管理 Jira 站点上安装的应用。
- 创建 – 创建工作项。
- 搜索 – 查找工作项、项目、面板、队列、筛选器和人员。您可以在 Jira Software Cloud 中搜索任何对您可见的内容，所有云产品的结果都将包含在内。
- 通知、帮助、Jira 个人设置和您的个人资料设置 - 查看 Jira 中的当下动态、获取帮助、访问提醒以及自定义您的个人设置。
工作项视图
您之前在工作项视图顶部看到的许多字段，例如状态、优先级和标签，现在都位于右侧菜单中。以下是 Jira Software Cloud 工作项视图中各部分的概述：
备注：“编辑”按钮已删除，因此您现在只需单击该字段并输入即可编辑文本和其他字段。有时您会看到“保存”按钮或选中标记，用于保存您的更改。否则，您的更改将自动保存。
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.
-
Whiteboard: A digital whiteboard for brainstorming, diagramming, and mapping ideas visually.
-
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.
登录
- 通过以下链接导航到您的新站点和应用。将红色的 [ 占位符文本 ] 替换为组织的域
- 新 URL：https://yourdomain.atlassian.net/jira/your-work
- 您的项目：https://yourdomain.atlassian.net/jira/projects?selectedProjectType=service_desk
- 新应用：https://www.atlassian.com/software/jira/service-management/mobile-app
- 使用您的电子邮件地址登录。如果您的公司使用一个帐户登录您使用的所有系统，我们会提示您以这种方式登录。如果不是，请选择“忘记密码”并输入新密码。
- 在您的云个人资料中设置新头像。在各种产品中使用您自己的图像或代表您的图像。
界面和导航
所有 Jira 产品的导航都相同，因此请根据需要参考我们以前的 Jira Software Cloud 快速入门指南。请注意，在 Cloud 平台上，搜索是站点范围的，将包括来自 Confluence 等其他 Atlassian Cloud 产品（如果您可以使用）的结果。
工作项视图
新的工作项视图体验已在所有 Jira Cloud 产品中推出。某些字段可能会根据产品和团队的设置而有所不同。以下是 Jira Service Management Cloud 中工作项视图的概述：
- 快速添加按钮：创建子任务或链接工作项，添加 Web 或 Confluence 链接，或者添加来自 Atlassian Marketplace 应用的内容。
- 返回队列：只需单击一下即可返回队列。
- 关注和更多操作：通过更多操作菜单关注工作项或执行移动和克隆等其他操作。
- 工作项状态：选择状态，然后选择要将工作项移到的转换或状态。
- 上下文字段：这些字段可能包括 SLA、请求参与者和其他有助于描述工作项的信息。在上下文字段下，选择显示更多字段（或团队管理的项目中的更多字段），以显示工作项视图中并不总是显示的空字段。
- 评论栏：要添加评论，请选择“添加内部备注”，以发布只有您的团队可以看到的评论（以黄色突出显示），或者选择“回复客户”，以包括提出请求的人。选择“附件”回形针图标添加附件。
- 在“资产”中存储的对象：资产是 Jira Service Management 的原生资产和配置管理工具（包含在 Jira Service Management Cloud Premium 和 Enterprise 之内）。存储的资产和 CI 称为对象，按对象类型分组，并按架构进行组织，以可视化关键关系。它仅与公司管理的项目兼容。
- 请求表单字段：添加到请求表单的字段由客户从门户提出请求时填写。
格式化
您之前可能使用过类似于 Markdown 的格式，或者使用过 Atlassian Marketplace 应用在您的工作项中获取格式。在云中，编辑器会自动转换链接、代码和 Markdown 等内容，因此您可以粘贴在您的内容中并让编辑器完成此工作。
队列
您将在云队列中看到许多新功能和改进。以下是一些热门更新：
- 根据团队的需求，使用筛选器和视图更好地自定义您的队列。
- 通过在队列的“经办人”列中选择“未分配”，然后在不打开工作单的情况下选择经办人，利用队列操作更快地分流。
- 通过选择“您的工作”，然后选择“队列”选项卡，从导航菜单中快速导航到收藏夹，以查看已加星和最近的项目。
帮助中心和门户
Cloud 提供更多品牌推广和自定义功能，包括：
- 编辑登录屏幕消息和帮助中心布局的功能
- 自定义客户请求列表中的列（快速筛选和找到他们正在寻找状态更新的请求）
- 使用 Forms for Jira 实施动态表单、清单和特定的验证规则
知识库
如果您之前为自助服务答案设置了知识库，则将在云中看到新的可用功能，包括以下功能：
- 对知识库文章进行分类，这样用户即使没有确切的用词，也可以找到所需的帮助。
- 将多个 Confluence 空间链接到单个 Jira Service Management 项目。
提示：如果您熟悉 Jira Service Management Server 和/或 Data Center，但希望获得有关如何开始使用 Jira Service Management Cloud 的更详细分步指南，请查看我们全面的 Jira Service Management 产品指南。
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.