Tutorial: Confluence Cloud und Jira gemeinsam nutzen

Link Confluence and Jira

Jira ist eine großartige Hilfe für dein Team, um Projekte zu planen und deren Fortschritt zu überwachen. Confluence kann dabei als eine Art großer Container dienen, in dem ihr alle eure Ideen, Inhalte und Dateien sammelt, die ihr benötigt, um eure Vision zum Leben zu erwecken.

Wenn du zum Beispiel ein Jira-Projekt mit dem Confluence-Bereich verknüpfst, der die gesamte Projektdokumentation enthält, musst du keine Netzlaufwerke oder Ordner mehr verwalten. Was du auch suchst, du findest es sofort wieder. Schauen wir uns an, wie das alles funktioniert.

Einen Confluence-Bereich mit einem Jira-Projekt verbinden

Dies ist der erste Schritt zur gemeinsamen Verwendung von Confluence und Jira.

1. Navigate to Project Pages in the Jira left-hand sidebar
2. Klicke auf Mit Confluence verbinden.
3. Suche nach dem Confluence-Bereich, den du verbinden möchtest.

Great! You are now ready to view, create, and edit pages and whiteboards from within Jira.

Eine Jira-Verknüpfung zu einer Confluence-Seite hinzufügen

Adding shortcuts will make it easy to switch between products when needed.

1. Kopiere die URL deines Jira-Projekts.
2. Öffne den Confluence-Bereich, den du damit verknüpfen möchtest.
3. Tap + (Add shortcut) option in the Confluence left-hand sidebar
4. Füge die URL deines Jira-Projekts in das Dialogfeld "Verknüpfungen für Bereich hinzufügen" ein und gib der Verknüpfung einen aussagekräftigen Namen.

Now you can smoothly navigate to your Jira project by clicking on the shortcut in the left sidebar. Anyone can add a shortcut to the side navigation in any space, and admins can create keyboard shortcut links.

Eine Confluence-Verknüpfung zu einem Jira-Projekt hinzufügen

Admins können Jira-Projekten eine Confluence-Verknüpfung hinzufügen.

1. Öffne die Confluence-Seite, die du mit Jira verknüpfen möchtest. Das wird wahrscheinlich deine Bereichsübersicht sein.
2. Kopiere die Seiten-URL, indem du "Freigeben" auswählst.
3. In your Jira project of choice, select Add Shortcut in the center navigation bar, and select Shortcut
4. Füge die URL der Confluence-Seite ein und gib der Verknüpfung einen Namen, genauso wie du es bereits in Confluence gemacht hast.

Use Confluence in Jira

Wenn du dein Jira-Projekt mit einem Confluence-Bereich verknüpft hast, kannst du Confluence-Seiten anzeigen, bearbeiten und erstellen, ohne das Produkt zu verlassen. So vermeidest du Kontextwechsel und dank der Integration erhöhst du die Benutzerfreundlichkeit deiner Jira-Projektseiten.

Das Anzeigen von Seiten ist einfach. Navigiere zu deinen Projektseiten und wähle eine Seite aus, um sie in einem eingebetteten Fenster zu öffnen. So musst du nicht zu Confluence wechseln.

Um neue Inhalte aus dem Projektseitenbereich hinzuzufügen, kannst du entweder eine leere Confluence-Seite oder eine Confluence-Vorlage verwenden – alles von Jira Software aus.

Wenn du Confluence-Seiten bearbeiten möchtest, ist das dank in Jira eingebetteter Seiten ebenfalls problemlos möglich. Gehe einfach zum Projektseitenbereich und bewege den Mauszeiger über eine Seite. Ein Stiftsymbol wird angezeigt und mit einem Klick kannst du mit dem Bearbeiten beginnen.

View, create, and edit pages from Jira Project pages

Managing Confluence pages and whiteboards is seamless within Jira. From the Project Pages section, you can view a page by selecting it, which opens in an embedded window—no need to switch tools.

Creating new content is just as simple: start with a blank Confluence page or use a template, all accessible directly within Jira. Editing is intuitive too—hover over any embedded page, click the pencil icon, and make your changes without leaving Jira.

This streamlined integration ensures you can view, create, and edit content efficiently, all in one place.

Add Confluence content directly to Jira work items

“+ Add” button
By selecting the “+ Add” button, you can choose to either link to existing Confluence content, Create a new Confluence page, or Create a Confluence whiteboard from a drop down menu.

Link to Confluence content
You can easily link existing Confluence pages to your Jira work items to keep important documentation, meeting notes, or project plans accessible.

1. Open the Jira work item where you want to add Confluence content.
2. Select the “+ Add” button and select Existing Confluence page”
3. A new section titled ‘Confluence content’ will appear, and you can link Confluence content by searching for a page or pasting in the link. You can also filter by space.
4. A link to your selected Confluence page will populate, showing the page title, updated status, and who updated it last.

Create a Confluence page
Sometimes you may need to create a new Confluence page directly from Jira to document a task or share additional resources.

1. Open the Jira work item where you want to create a new Confluence page.
2. Open the dropdown menu next to the + Add Create button and select New Confluence page
3. A new Confluence page will be created and automatically linked to the Jira work item.
4. You can now edit the new Confluence page within Jira and add relevant information.
5. The link to your new Confluence page will appear under Confluence Content in your Jira work item.

Create a Confluence whiteboard
Confluence whiteboards offer a space for brainstorming and collaboration directly linked to Jira work items.

1. Open the Jira work item where you want to create a new Confluence whiteboard.
2. Open the dropdown menu next to the + Add button and select New Confluence whiteboard.
3. A new Confluence whiteboard will be created and automatically linked to the Jira work item.
4. You can now edit the new Confluence whiteboard within Jira and add relevant information.
5. The link to your new Confluence whiteboard will appear under Confluence Content in your Jira work item.

Smart Links
When you copy and paste Confluence content URLs into a Jira work item description, a Smart Link will appear. Confluence Smart Links reveal important context about the page directly in the Jira work item. To add a Smart Link:

1. Copy the page URL in the browser address bar or by selecting Share and Copy link.
2. Paste the URL in the Jira work item view description.
3. A Confluence Smart Link will appear. To change the level of viewable context, click into the description, hover over the Smart Link and select Configure. Then select URL, Inline, Card, or Embed.
4. Select Save to save your Jira work item description.

Also, Jira work item URLs that are pasted into Confluence pages and whiteboards will appear in the Confluence pages section of a Jira work item, so you can easily find relevant documents where the work item is mentioned.

Create a Jira work item from text highlight

1. Open the Confluence page containing the text you want to use for the Jira work item.
2. Highlight the text or section that you want to convert into a Jira work item.
3. Once the text is highlighted, a small toolbar will appear above the selection. Click on the + Jira Work Item button.
4. A dialog box will open, allowing you to specify details of the Jira work item, such as the project, type, summary, description, and any other required or relevant fields. The highlighted text will automatically be inserted into the description field.
5. Review the work item details and make any necessary adjustments.
6. Click Create to generate the Jira work item. The work item will be created in Jira and linked back to the Confluence page for easy reference.

Create a Jira work item from text highlight using Atlassian Intelligence (AI)

1. Open the Confluence page with the text you want to convert into a Jira work item.
2. Highlight the relevant text or section.
3. A contextual menu will appear with an option to + Jira Work Item. If you have Confluence Premium+ or Jira Premium+ and Atlassian Intelligence enabled, you will see an additional toggle to use Atlassian Intelligence to generate a summary and description in this menu. Toggle this on.
4. AI will analyze the highlighted text to suggest a summary and description for your Jira work item based on the content. It will provide a pre-filled summary and description for the work item.
5. Review the AI-generated details. You can make any adjustments if necessary or accept the AI's suggestions.
6. Click Create to generate the Jira work item. The work will be created in Jira with the details provided by the AI, and it will be linked back to the Confluence page for easy reference.

By following these steps, you can efficiently create Jira work items from Confluence pages, either manually or using the advanced AI features available with Confluence Premium or Jira Premium+.

Create a Jira work item from the Confluence page editor

You can create Jira tasks while drafting new or editing existing content in Confluence. When in edit mode, use the Create Jira work item macro to create Jira work items without leaving Confluence.

1. Type /createjiraissue while editing a page or open the dropdown menu within Insert Elements + and search ‘Create Jira Work Item’
2. Select Create Jira work item from the dropdown menu
3. Fill in the work item details, then select Create
4. The work item will automatically be added to the Jira project you selected and your Confluence page.

Schau dir dieses Video mit einer Schritt-für-Schritt-Anleitung an:

Create multiple Jira work items

Es ist nicht immer einfach, alle Fortschritte, Ergebnisse und Entscheidungen im Auge zu behalten. Gerade wenn viele Stakeholder und Teams involviert sind, muss der Informationsaustausch möglichst effizient erfolgen. Mit der Jira-Berichtsvorlage erstellst du im Handumdrehen einen Bericht zu aktuellen Ereignissen in deinen Jira-Projekten. Du kannst die Fortschritte im aktuellen Release protokollieren oder ein statisches Änderungsprotokoll veröffentlichen, in dem die Änderungen zwischen den letzten Releases verzeichnet sind.

Im ersten Schritt erstellst du eine Confluence-Seite mithilfe der Jira-Berichtsvorlage. Du wählst das Projekt aus, für das du einen Bericht erstellen möchtest, und die Vorlage erstellt automatisch eine vorkonfigurierte Statusberichtseite. Der Bericht enthält Tortendiagramme, die auf Projektfeldern wie Priorität, Vorgangstyp und anderen basieren. Durch Auswahl verschiedener Felder kannst du den Bericht weiter anpassen.

Convert an entire Confluence table into multiple Jira work items

You can quickly turn project plans and requirement documents into trackable work in Jira by converting an entire Confluence table into multiple Jira work items.

1. Open the Confluence page with the content you want to convert into Jira work items.
2. Highlight the text in any cell of the table you wish to convert into Jira work items.
3. After highlighting, a small toolbar will appear above the selection. Click on the + Jira Work Item button and select Multiple issues from the dropdown (you may need to click on More Actions if the button is not visible).
4. In the dialog box that opens, specify the details of the work item, such as the project and work type and configure your field mappings.
5. Click Create to generate all of the work items.
6. The work items will automatically be added to the Jira project you selected and to your Confluence page within the table.

Create multiple Jira work items using Atlassian Intelligence (AI)

Managing multiple Jira work items often involves navigating between tools, copying and pasting content, and ensuring alignment across tasks. With Atlassian Intelligence, you can streamline this process by creating multiple Jira tasks directly from your Confluence pages.

AI scans your page, auto-generates summaries and descriptions for each task, and eliminates manual effort, saving time and keeping your team aligned. By reducing context switching, you can stay focused on your tasks while seamlessly transitioning from planning in Confluence to task execution in Jira—all without leaving the page.

Note: You’ll need to have Confluence Premium+ or Jira Premium+ and Atlassian Intelligence enabled to use this feature.

1. Access a Confluence Page
   Open the page where you’ve outlined your project plan, requirements, or any content with potential tasks.
2. Enable Atlassian Intelligence
   Ensure AI is enabled in your Confluence settings. If unsure, check with your admin to confirm access.
3. Activate AI Work Creation
   1. Look for the AI Assist button on your Confluence page.
   2. Click it to enable AI to scan the page.
4. Scan for Actionable Items
   1. AI will analyze the content and identify actionable items.
   2. A list of suggested Jira tasks, with pre-filled summaries and descriptions, will appear.
5. Review and Edit Tasks
   1. Review the suggested tasks.
   2. You can edit the details, add new tasks, or remove unnecessary ones.
6. Bulk Create Jira Work Items
   1. Once satisfied with the list, select Create All to generate Jira tasks in bulk.
   2. Alternatively, create individual tasks by selecting them one at a time.
7. Verify in Jira
   1. Navigate to Jira to confirm that all tasks have been successfully created.
   2. Your tasks will be ready for your team to act on without losing context from Confluence.

Create work items from whiteboards in Confluence

Turn sticky notes on a whiteboard into Jira work items

Turning sticky notes on a Confluence whiteboard into Jira work items can help you capture and track action items directly from your brainstorming sessions. Follow these steps to create Jira work items from sticky notes:

1. Open the Confluence whiteboard.
2. Locate the sticky notes that you want to turn into Jira work items.
3. Click on a sticky note to open its options menu.
4. In the options menu, select Create a Jira Work Item.
5. A dialog box will open where you can enter the details of the Jira work item. The sticky note's content will be automatically inserted into the summary field.
6. Specify the work item details such as the project, work type, summary, and any additional information needed.
7. Click Create to generate the Jira work item. The work item will be created in Jira and linked back to the Confluence whiteboard for easy reference.
8. The contents of the sticky note will be replaced with the Jira work item link.

Reporting on Jira data in Confluence

Capturing progress, results, and decisions is not always cut and dry. When lots of stakeholders and teams are involved, having good ways to share information is vital. Jira Reports give stakeholders a bird’s-eye view of your team’s progress with just a few clicks. Improved visibility across all stakeholders enables your team to focus on tasks and complete work faster.

Use Smart Links to Embed Jira Content into Confluence

Smart Links offer a straightforward way to integrate and view Jira content within Confluence with minimal setup. This feature supports embedding the following Jira content types:

• Jira-Board
• Jira-Backlog
• Jira dashboards and gadgets
• Jira releases

Steps to Embed Jira Content Using Smart Links

1. Open the specific Jira content (e.g., board, backlog, dashboard, gadget, or release) that you want to embed.
2. Copy the URL from your browser’s address bar.
3. Navigate to the Confluence page where you want to embed the Jira content.
4. Click the Edit button to enter page editing mode.
5. Place your cursor at the desired location on the page.
6. Paste the copied URL directly into the Confluence page. Confluence will automatically recognize the URL and display it as a Smart Link.
7. The Smart Link will render a preview of the Jira content. You can click on the preview to adjust settings or display options if needed.
8. Click Save or Publish to finalize the addition of the Jira content to your Confluence page.

Use the Jira Reports Template to Create Reports

The Jira Reports template simplifies reporting on work happening in your Jira projects. It’s an easy way to share progress on current releases or display a static change log of what’s changed between your latest releases.

Steps to use the Jira Reports Template:

1. Create a Confluence page using the Jira Report template.
2. Select the Jira project you’d like to report on. The template will automatically generate a preconfigured status report page.
3. The report will display pie charts based on your Jira project’s fields, such as priority, work item type, and more.
4. Customize your report by choosing different fields to report on, ensuring it highlights the information most relevant to your team and stakeholders.

Conduct a Sprint Retrospective in Jira

After you close a sprint in Jira, you can complete your sprint retrospectives with Confluence—choose from a whiteboard or page to capture your team’s thoughts and reflections. The retrospective can be viewed directly via Confluence or remains linked to the sprint in Jira for easy visibility and reference.