Power up your Product Management Workflow by Integrating Jira and Confluence

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Managing product workflows from roadmap to execution to final reports can be a challenge, especially when team members and stakeholders are working across multiple platforms. Keeping data, requirements, and progress updated in both platforms manually is time-consuming and increases the risk of errors.

But it doesn’t have to be a daunting task; there are easier ways to organize your workflow! Mastering Jira and Confluence’s native features streamline the process, and additional apps further enhance efficiency.

We’ll show you three methods to automate your product workflow from planning requirements to team alignment to sharing visually appealing reports.

1. Use Jira Product Discovery for Roadmap Planning and Stakeholder Engagement

If you choose to invest in an additional tool for planning your product roadmap and kicking off projects in Jira, a great option is Jira Product Discovery. It helps bridge the gap between high-level strategic planning and execution.

Create Custom Roadmaps with Tailored Views

Board, matrix, timeline, and list views allow product managers to visualize their strategy and execution in a single space, making it easier to plan and communicate priorities. Views can be tailored to different stakeholders so you can highlight what matters most to each group.

Get Buy-in from Teams and Stakeholders

When you’re in the planning stages of a product or considering adjustments to the scope, visibility and buy-in is crucial. Within Jira Product Discovery teams can vote and comment on ideas, helping product managers gauge interest and prioritize features based on feedback.

Integrate with Jira Issues to Track Progress

Once the roadmap is approved, you’ll want to directly link items to Jira issues for execution. Jira Product Discovery allows you to create issues in Jira or link to existing issues so there’s no need to switch back and forth between platforms.  

💡 Try Jira Product Discovery

2. Take Advantage of Native Jira and Confluence Features

After your roadmap is in place, leverage Jira and Confluence’s native features to automate processes, improve collaboration, and simplify reporting.

Use Automation to Send Notifications 

With multiple teams involved in a sprint, it’s common that not everyone uses Jira in their daily work, and that can lead to missed messages and product delays. Set automation rules to notify stakeholders immediately when an issue status changes to get approvals faster.

Jira’s native automation features integrate with third-party channels like Slack or email, eliminating the tedious task of manually updating team members.

You can use the same process to send notifications about the start of a sprint or new version releases to keep all relevant parties in the loop.

Use Templates to Simplify Reporting 

Confluence provides templates for status reports, project updates, and retrospective summaries to save you the manual effort of creating routine documentation from scratch. These come in handy for routine reports, but when you’re managing complex data they may fall short.

3. Combine Excel-like Bulk Issue Editor for Jira and Excel-like Tables for Confluence for Seamless Data Integration

Both these methods help streamline your workflow, but still have some drawbacks. For example, if you choose to do project planning in Confluence rather than opting for Jira Product Discovery, there’s manual effort required to ensure all the necessary tasks are created in Jira and teams are aligned.

For teams using both Jira and Confluence for product management, apps like Excel-like Bulk Issue Editor for Jira and Excel-like Tables for Confluence offer a more flexible way to manage data across both platforms.

Simplify Issue Management

Excel-like Bulk Issue Editor for Jira allows you to create and update issues in bulk and track progress, reducing the need for repetitive manual tasks. The table views of issues can be filtered and sorted, so it’s easy to track progress and priorities.

Easily Integrate Data from Jira into Confluence

Adding Excel-like Tables for Confluence makes it simple to pull Jira data into Confluence and present it in a structured and visually appealing manner. Import Jira issues into Excel-like sheets in Confluence so you can see all your project progress in one place and use pivot tables to filter the Jira data to gain the insights you need.

Generate Insightful Reports Effortlessly

Complex data often doesn’t fit neatly into native Confluence templates for reports. With Excel-like tables for Confluence, you can create your own custom templates. It also allows you to include graphs and charts and manipulate views to highlight areas for strategic focus when presenting to stakeholders.

Streamline Your Product Workflow Today

Ready to try out these methods? Experiment with the native Jira and Confluence features yourself and consider additional tools for a seamless experience. It’s free to try out Excel-like Bulk Issue Editor for Jira and Excel-like Tables for Confluence. See the benefits for yourself.