Constantly jumping between Jira issues and Confluence pages can be a hassle and you might lose track of what is really going on. You probably want to have better overview of your projects. Sometimes you need more context as:
- Jira issues important/related to the Confluence page
- Confluence pages important/related to the Jira issues
Example use case
Let's say you have a marketing team planning their projects in Jira. They have many tasks every day, for a simple example - writing a blog post. While the content marketing plan is in Confluence, the planning and assigning the work happens in Jira.
- When the marketing manager assigns a blog post to a marketing executive, they do it in Jira. The manager has added some notes and ideas to the Jira ticket.
- The marketing executive gets an email notifying him about the task of writing a blog post.
- Now he goes to Confluence and writes a blog post. When he is ready, he has to create an issue for the designer to create visuals for the post linking to Confluence page.
- When this is done, the blog post has to be checked by the manager and then published.
- Often many more steps follow like, uploading the blog post, sharing the post on social media or writing a newsletter to the email subscribers.
How to manage all this work in JIRA and Confluence and link it all together so you are able to have a full overview of all the work done for publishing this blog post? What you want to have is a clear overview of your work. We will give you few options how to do that.
Use Jira Issue macro
Whenever a Jira issue is mentioned (the link is copy pasted to the confluence page) in a Confluence page using the Jira Issue Macro, Jira will create an issue link to that page for you, automatically.
Link Confluence page from Jira issue editor
The other option is to create a Confluence page, navigate back to Jira and link the Confluence page by using Ad-hoc Links.
Create new Jira issue straight from Confluence
Highlight text in Confluence and create an issue inside Confluence. At our example case with the marketing team, this is ideal for creating the issue for the designer. All you have to do is highlight the sentence you wish to make the issue from. Click on the Create Jira issue and navigate through the issue creating progress. Note that the Confluence page will be automatically linked with the created issue.
Display your Jira data with charts in Confluence
The Jira Reports Blueprint is useful because it makes it easy to create ad-hoc reports in Confluence. You can, for example, use it to detail your latest releases tracked in Jira. These reports give you transparency and an overview of your team’s progress. Add context with displaying your Jira projects and issues as a pie chart.
Link Jira issues with Jira issues
Sometimes two or more Jira issues are related. You can easily link Jira issues with using the Ad-hoc Links in Jira, so your project has better overview of what is really going on.
To bring the example to action
Now checking the full example workflow explained before, the overview of the project will look in Jira issue like this:
Opening the Confluence page of the blog post you are now able to see all related issues and opening the issues you can see all related Confluence pages.
Speed up your progress
Confluence provides a single place where you can access and collaborate on all of your documentation. It brings teams closer together so you can release any project you are working on faster and with full control over it. Adding the overview of Jira issues to your documentation means less change in context. Keep all the stakeholders in the loop. Together, Confluence and Jira not only speed up the work processes but they stimulate it. Linking Jira issues and Confluence pages is also great for looking back to the past projects and project workflows for reference.
You can also link your issues and pages with customer information and access all customer related work from a central customer profile. Knowing more about your customer helps you to offer excellent customer service, reduce churn, drive engagement, and increase revenue.
Learn more how to use Atlas CRM for adding customer information to your Confluence pages and Jira issues.