Jira & Confluence – Chapter 13

While Jira enables teams to adopt and practice agile principles, it also integrates with other tools to provide end to end traceability. We did talk about some integrations in Chapter 1; and in this chapter we will explore the integration between Jira and Confluence.

Atlassian Confluence is a tool for knowledge management and when integrated with Jira, it helps cross team collaboration; providing a single pane for reporting project status. Let us get started with the simple steps to integrates these two tools.

Step 1 -> Login into Confluence with your credentials and access the “General Configuration” option from the Settings icon on top right corner as shown below-

Accessing General Configuration in Confluence

Step 2 -> Now select the “Administration” link and open “Application Links” as shown below-

Accessing Administration App Links in Confluence

Step 3 -> Mention the Jira URL so that the integration is setup with Jira and click on CREATE NEW LINK and confirm the URL.

Connecting Confluence with Jira

Step 4 -> Once the link is setup, review the settings as shown below-

Reviewing Confluence and Jira connection

Step 5 -> Lets now create a Confluence page that displays information from Jira. Click on the CREATE SPACE link fro the Spaces menu as shown below-

Creating New Confluence Space

Give a name to this new space, lets give it a name TRIAL-PROJECT1 and click on the CREATE button.

Naming Confluence Space

Step 6 -> Once a space is created, we will create a report page. Click on the CREATE button on the panel and start drafting the new page-

Drafting Confluence Report

Step 7 -> Give a heading to the page and click on the “+” symbol to insert Jira field as shown below-

Inserting Jira filter on Confluence Report Page

Step 8 -> Now mention the filter name that is created in Jira, for example we have a query named “timesheet”; mention the same as shown below and click on the INSERT button.

Mentioning Jira Filter to be Embedded in Confluence

Step 9 -> View the Jira Filter results on the Confluence page.

Viewing Jira Filter Results on Confluence Page

Wasn’t that simple? You can also insert Jira Charts on the Confluence page.

Inserting Jira Charts on Confluence Page

Try out various options and setup a Confluence page that becomes a placeholder to check for project status by Business and IT teams 🙂

Click here for Chapter 14 – Best Practices.