Project management

[Nicolina Knudtzon]

Hello! Our company wants to use  Confluence and Jira when it comes to project management. We have started using Jira, and it works ok - not ideal as of now. And we would like to use Confluence more active and save everything related to a project (requirements specification, budget, team structure, status reports, meeting notes +++). However, we need help on how to structure this in the best possible way. Does anyone have tips or suggestions on how to do this?

[Stiltsoft support]

Hi @Nicolina Knudtzon ,

If you suppose to work with tables (track statuses, generate live Jira Issues tables, perform calculations, create Gantt charts, Risk matrixes, and so on), we can suggest looking into our Table Filter, Charts & Spreadsheets for Confluence app.

The add-on both amplifies native Confluence tables and allows you to work with Excel-like style using our spreadsheets.

Please book a call with the team - we'll be able to show you the key points live.

[Danut M _StonikByte_]

Hi @Nicolina Knudtzon,

Confluence has some nice macros that can be embedded in its pages for displaying data from Jira in form of list of issues, tables, charts, diagrams, etc. They are very useful when it is about creating report/status pages based on the issues from the Jira instance. So try the native Jira Issues and Jira Charts macros. 

If these are not enough and you need more advanced tools for creating effective report pages, then search on Atlassian Marketplace place for a plugin.

If you intend to use a plugin, try also our Great Gadgets app - it offers many macros that allows you to create pivot tables & pivot charts, calculate percentages and custom metrics, display burn-down charts with ETA, calculate agile metrics like velocity, cycle time or throughput and much more.

Danut

[Barbara Szczesniak]

@Nicolina Knudtzon Welcome to the Atlassian Community.

Atlassian provides a host of documentation. You might want to start with these pages: 

• https://www.atlassian.com/work-management/project-management 
• https://www.atlassian.com/software/confluence/use-cases/confluence-jira 
• https://www.atlassian.com/software/confluence/use-cases/project-management 

[Mara _bitvoodoo ag_]

Hi @Nicolina Knudtzon 

Depending on how big your company/instance is, it's definitely recommended to contact an Atlassian Partner in your local area. You can find them here: https://partnerdirectory.atlassian.com/

Otherwise I can suggest to always make sure Confluence and Jira are connected on the same instance (same URL beginning) and that you work with a good user management, spaces, permissions.

Best wishes,
Mara