How To Use Jira And Confluence Together

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When it comes to managing projects and collaborating with your team, there are two highly acclaimed tools – Jira and Confluence – developed by Atlassian. While each tool offers powerful capabilities on its own, combining them can greatly enhance your team’s efficiency. This article will provide a step-by-step guide on leveraging the integration of Jira and Confluence.

Why Use Jira and Confluence Together?

Jira is ideal for tracking tasks, bugs, and issues, while Confluence shines as a collaborative workspace where teams can create, share, and update documents and other knowledge resources. Using them together means you can link related tasks and documentation, keep track of progress and changes, and ensure everyone on your team stays updated and aligned.

Integrating Jira and Confluence

To start using Jira and Confluence together, you first need to integrate them. This is a straightforward process:

  1. Go to Jira’s settings, then select ‘Applications’.
  2. Find the ‘Application links’ option and enter your Confluence site URL.
  3. Follow the prompts to establish the link.

Linking Jira Issues to Confluence Pages

Once integrated, it’s easy to link Jira issues to your Confluence pages. This is useful when you have documentation, notes, or discussions in Confluence related to a specific task or issue in Jira. Here’s how you do it:

  1. In your Confluence page, select ‘Insert’ > ‘Jira Issue’.
  2. Search for the issue you want to link or create a new one.
  3. Click ‘Insert’. The issue will now appear on your Confluence page, showing its status, assignee, and other details.

Embedding Confluence Pages in Jira

The integration also allows you to embed Confluence pages in your Jira issues, making it easy to reference relevant documentation or discussions. Here’s how:

  1. In your Jira issue, select ‘More’ > ‘Link’.
  2. Select ‘Confluence Page’ and search for the page you want to link.
  3. Click ‘Link’. The Confluence page will now be accessible from your Jira issue.

Automating Processes With Jira and Confluence

Both Jira and Confluence support automation. For instance, you can automate the creation of a specific Confluence page whenever a new Jira issue is created. This can be done using Jira’s automation rules, with the following script:

{
    "action": "createPage",
    "trigger": "issueCreated",
    "page": {
        "title": "{{issue.key}} Documentation",
        "content": "Documentation for issue {{issue.key}}."
    }
}

Note: Replace {{issue.key}} with your specific issue ID. Please refer to Jira’s automation documentation and Confluence REST API documentation for more details.

Conclusion

By integrating and using Jira and Confluence together, you can create a seamless workflow that leverages the strengths of both tools, increasing visibility and improving collaboration across your team. Start integrating today to experience the benefits firsthand!