Dig into a successful software project, and you’ll find thousands of hours of meeting minutes, pages upon pages of documentation, marketing plans, design specs, sales reports, and more. The larger the project, it becomes increasingly challenging for teams to not only keep track of this essential trove of content—but to ensure it’s readily available at any moment. 

So teams turn to different platforms for mockups, another for product copy, and yet another to review notes from last week’s scrum meeting. The only thing worse than spending hours trying to track down the most up-to-date information in a stash of shared folders is finding out you were working off of an old document!

Enter Confluence. Confluence solves this problem by creating a wiki-style central hub for all the supporting content generated during a software project. Combined with Jira, it’s a one-two punch that top software teams use to support successful project launches. The combination is so powerful that 76% of Jira users say they ship products faster when integrated with Confluence. Here, we’ll share some of the most popular tips for getting the most out of your Jira and Confluence integration. 

Getting Started: How to Set Up Jira & Confluence Integration

A simple way to set up Jira Confluence integration is through an application link. Once you’ve installed both applications, follow these 7 steps: 

Steps to connect Jira and Confluence chart

  1. Open Confluence.
  2. Go to the settings icon in Confluence, select General Configuration under Confluence administration.
  3. Select Application Links in the left panel. 
  4. Enter the URL for your Jira Instance.
  5. Select “Create new link.”
  6. Select both the options in the boxes for administrator rights and the same set of users.
  7. Use the wizard to complete the setup.

Questions? Check out the Atlassian documentation page. Now, let’s dive into some of the most effective ways to take full advantage of your new powerhouse team: Jira and Confluence. 

Become a Confluence & Jira Integration Pro With These 13 Tips

Start by creating useful spaces

A Confluence “space” is the HQ for key information. You can create team spaces, project-based spaces, and even personal spaces to keep your own to-do lists, scratch notes, and preliminary drafts in one place. It’s the go-to source for content related to a specific topic or entity. 

You can create space, as per subject, for example, for every project (web development) or by department (HR Operations). You can also prepare meeting notes and add team calendars to save time.

Efficiently organize the content on your pages 

Within your spaces, you can add pages that include essential information. Group your content by subject with a well-organized page tree, like chapters in a book. When you reach many hierarchy levels, you can use a children display macro for parent pages to make it easy for users to navigate. 

Power Scripts for Confluence

Want to take your pages and spaces a step further? Look no further than Power Scripts for Confluence, a plugin that automates many popular tasks between Confluence and Jira. Automatically create new pages and spaces based on certain Jira conditions or eliminate the repetitive tasks that keep documentation up to date. 

Find helpful macros in Confluence

You can increase your productivity by using macros, tools that add different looks, features, and functionalities to your pages.  You can use macros to do things like display a single Jira issue, a list of issues, or the total number of issues right on the Confluence page.

Macro view in Jira

Use content labeling to keep things organized

One of the main benefits of Confluence is how easy it is to track down information related to a specific topic. How? By using content labeling. This tool makes it easy to group pages and attachments by relevant topic. Choose relevant labels which have some meaning. 

Pick powerful templates

Not sure how to best organize your pages? There’s no need to start from scratch: Confluence has different templates to help you decide. Some templates like a competitive analysis help you keep up with competitors, while a customer interview report gives you the form fields you’ll need to best share the results of a meaningful conversation.

View of Jira Templates

You’ll find templates for product requirements, roadmaps, and even employee handbooks to make sure you’re using best practices for any type of business document.   

Define the product requirements

To start defining the product requirements, Confluence is the best place. You can turn to the Product Requirement Blueprint to get you started. This template includes everything you need—plus, you can create Jira issues and epics right from this page in Confluence.

Be wary of redundant content

Confluence is a single source of truth tool. You want to make sure team members aren’t using outdated documents or referring to old information. 

Use the Excerpt and Excerpt Include macros to help you avoid redundant content.  When you update key information on one page, the change will cascade onto the other pages where you’ve displayed that information. 

Select fewer administrators

Make sure your team doesn’t suffer from “too many cooks in the kitchen” syndrome. This happens when too many admins clamor to make changes, often to suit their own preferences. By selecting a limited number of administrators, you can keep information tidy and cohesive. 

Perfect your release planning page 

The power of Confluence lies in its intense collaborative benefits. It should be the main HQ for accessing high-level information that dictates the flow of a project release.  Use this page to define the vision for the project, who’s involved, describe the goals, and sketch out the actionables. Whenever questions arise, team members can return to this central page for the answers. 

Share progress with the entire company

It’s a good rule of thumb to share your progress with everyone through internal blog posts.  These articles keep teams apprised of big announcements, new hires, and exciting goals for the next quarter. You can even share details into what features shipped with a recent release by embedding a list of Jira issues in the post. These are a great way to keep remote teams engaged with company progress. 

Build a strong corporate culture by using Confluence as an Intranet

Confluence is a great way to share project specs and important files—but you can also use it to build a stronger community within your organization. Use it as a space to share company events or blog posts like mentioned above or even bond over shared interests. It’s not just a place to share and exchange information, but you can use it to connect with coworkers on a daily basis and inspire a strong community vibe amongst a remote team. 

Leverage Jira reporting

Jira reporting is another convenient feature of this integration. It can push Jira-based reports straight into Confluence. Easily display a quick snapshot of development progress—without having to log in to Jira. This gives non-Jira users a crystal-clear view into project status.  Everything is accessible and located in just one agile workspace from the smallest tasks to the latest reports.

Jira & Confluence Integration — the ideal match!

It’s no surprise that nearly 8 out of 10 Jira users are shipping products faster and more efficiently using Confluence. With Jira & Confluence integration, it’s never been easier to check in on project status or find that key piece of information you need to keep momentum on a task. 

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