Integrating Confluence and Jira creates a cohesive environment where project tracking and document management enhance each other perfectly. This integration allows teams to streamline their workflows, improve collaboration, and maintain comprehensive documentation.
Connecting Confluence and Jira
To connect Confluence with Jira:
- Application Link: Establish an application link between the two platforms. This only needs to be done once.
- User Management: Delegate user management to Jira for an existing Confluence site by connecting to Crowd or Jira."
Tracking Issues in Confluence
You can track Jira issues directly in Confluence by pasting your Jira link on a Confluence page. Once you publish the page, it will display:
- Issue ID and title
- Issue category (epic, task, etc.)
- Issue status (to do, in progress, done)
Alternatively, use the Jira Issues Macro:
- In the editor, choose Insert > Jira Issue.
- Follow prompts in the macro browser to select a project and search for an issue using JIRA Query Language (JQL).
- Customize how issues appear on the page.
Whenever an issue is mentioned using the Jira Issues macro, it automatically creates a link back to that page in Jira.
Sharing Reports Using Smart Links
Confluence allows you to share reports using data from Jira:
- Embed dashboards
- Include gadgets
- Display backlog items
Use Smart Links for embedding these elements directly into a Confluence page for context-rich progress reports and status updates.
Automation with REST API
Leverage automation by integrating with the Confluence REST API:
- Use Jira Automation rules.
- Automatically add newly created Confluence pages as links within related Jira issues.
This ensures seamless linkage between project documents and tasks without manual intervention.
Summary
Integrating Confluence with Jira enhances productivity by combining robust project tracking with comprehensive documentation capabilities ensuring all stakeholders are aligned throughout every phase of delivery.
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