Jira and Confluence Together

Collaborate Smarter by Connecting Jira and Confluence for Seamless Project Visibility Learn how to link and embed content across both tools, streamline project tracking, and create a single source of truth.

Overview

An expert instructor will teach your team how to pair Jira and Confluence to create a single source of project knowledge, improve your team’s project understanding, and maintain a detailed project history. Your team will learn how to create a Jira work item in a Confluence page and a Confluence page in a Jira work item. You’ll also learn how to seamlessly link between applications and view important Jira information in Confluence.

Throughout the course, your team will be able to ask organization-specific questions in real-time and get the answers they need. The team learning environment delivers engagement, retention, and collaboration, extending the benefits of an instructor-led course beyond instruction time.

This course is designed for project managers, scrum masters, product managers, administrators, and general Jira and Confluence users.

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Full course details

Course outline

1. Course Overview

What you will learn

  • Value of using Jira and Confluence together
  • Integration methods: Jira in Confluence and Confluence in Jira

Prerequisites

  • Basic understanding of Jira (work items, boards, JQL helpful)
  • Basic understanding of Confluence (pages, macros)

Course Modules

  • Using Jira and Confluence together
  • Linking work items and pages
  • Creating work items in Confluence
  • Product Requirements Blueprint
  • Reporting Jira information in Confluence
  • Designing new Confluence templates

Lab 1: Starting your lab environment (5–10 min)

2. Using Jira and Confluence Together

Jira overview

  • Manage, report, and collaborate on work items

Confluence overview

  • Content creation, documentation, collaboration, and knowledge base

Benefits of integration

  • Single source of project knowledge
  • Improved shared understanding & productivity
  • Traceability and agile support (templates, project plan, sprint planning, retrospectives)

Permissions and access

  • Jira: work items in projects, project-level permissions
  • Confluence: pages in spaces, space-level permissions

Shortcuts and linking

  • Project shortcuts (linking Confluence pages in Jira)
  • Space shortcuts (linking Jira or external content in Confluence)

Lab 2: Jira and Confluence together (25 min)

3. Linking Jira Work Items and Confluence Pages

Linking Confluence from Jira

  • Add Confluence page links to Jira work items
  • Automatic updates to linked content

Linking Jira from Confluence

  • Use Jira Work Items macro
  • Auto-convert Jira links into smart links

Smart Links

  • Display options: URL, Inline, Card, Embed
  • Embed for full editing capabilities

Lab 3: Linking work items and pages (20 min)

4. Creating Jira Work Items Using Confluence

Create Jira issues from Confluence

  • Create Jira Issue macro

Create multiple issues at once

  • Highlight text or tables to create multiple issues in Jira

Insert dynamic Jira lists in Confluence

  • Jira Work Items macro with Basic search or JQL
  • Display results dynamically and configure columns

Lab 4: Creating work items in Confluence (20 min)

5. Product Requirements Blueprint

What are Blueprints and Templates?

  • Templates: predefined layouts
  • Blueprints: templates with added functionality (e.g., automatic index pages)

Product Requirements Blueprint

  • Sections: page properties, requirements list
  • Link to epics and Jira work items
  • Automatic index page generation

Lab 5: Product requirements blueprint (15 min)

6. Reporting Jira Information in Confluence

Jira Charts Macro

  • Insert pie charts or two-dimensional tables
  • Display work distribution by field (e.g., status, assignee)

Jira Report Blueprint

  • Create status or change log reports
  • Configure using projects or advanced JQL

Lab 6: Reporting Jira information in Confluence (20 min)

7. Designing New Confluence Templates

Space Templates and Blueprints

  • Manage templates at space and global levels
  • Modify or promote templates

Creating/Editing Templates

  • Tools: placeholders, instructional text, variables, labels

Page Properties Report Macro

  • Display aggregated information from multiple pages

Create from Template Macro

  • Add a button to generate pages from templates

Lab 7: Designing new Confluence templates (20 min)

Audience / prerequisites

This course is designed for anyone new to Jira or agile principles and methodologies and applies to Cloud and Data Center users.

In this class you will learn how to
  • Describe the benefits of using Jira and Confluence together
  • Describe how content permissions interact across Jira and Confluence
  • Create a Confluence page from Jira
  • Create a Jira work item in Confluence
  • Use Smart Links between products
  • Add links to Confluence pages in Jira work items
  • Add links to Jira work items on Confluence pages
  • View Jira data and timelines on Confluence pages

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