So I am new and need some help. I am trying to stage my environment so that when I create a new project tracker in confluence I can link any task to the delivery track I have setup in Jira and vice versa. Can someone point me in the right direction?
Echo Denis.. if you could explain us in detail we can offer help.
If you're looking for Jira and Confluence integration? you can use jira macro in confluence pages. This include jira issues now called work items, roadmaps, charts etc.
You can also smart links to insert the roadmap, plan ideas view of Jira product discovery.
Use Automation to create Jira work item when page is created.
I don't totally get your question. Maybe you can explain a little more of what exactly you are trying to achieve or draw a mockup.
Is this maybe what you are looking for: https://support.atlassian.com/confluence-cloud/docs/insert-the-jira-issues-macro/
With this you can embed a filtered list of jira issues in your confluence page (eg. all children of two epics).
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so what i am trying to do is create a page in confluence that has action items on it. from there i want to tied the action items from that confluence page to my delivery tracker in jira bi directionally if possible.
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If your "delivery tracker" is a ticket in Jira, my above mentioned link is exactly the way to go. It's a two-way sync between both tools. Try it out! You can get a lot out of this.
In this scenario you shouldn't duplicate the tickets with confluence action items (checkboxes). Just embed the tickets in confluence and you will see the status live. You can start by just pasting a link to a page and it will show a smart link with the status attached. See https://www.atlassian.com/blog/development/link-jira-issues-to-confluence-pages-automatically
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