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.
Reserve Your Seat
$695 (USD)
Standard Delivery: 6 hours of instruction
GSA: $507.35 USD
Next Upcoming Course
There are currently no scheduled classes for this course.
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Jira and Confluence Together Schedule
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Reserve your seat
There are currently no scheduled classes for this course. Please contact us if you would like more information or to schedule this course for you or your company.
Full Course Details
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)
This course is designed for anyone new to Jira or agile principles and methodologies and applies to Cloud and Data Center users.
- 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