Everything you need to know about JIRA Confluence

June 18, 2021

Confluence is a tool that can be integrated to work in conjunction with JIRA, and is used to help work teams collaborate with each other and share their knowledge efficiently.

Think of Confluence as a large database formed by knowledge and valuable information in which all your work team can not only access, but actively participate in it.

This tool is useful for users to create pages or blogs in which everyone can comment or edit to contribute and share the relevant information.

Confluence functions

In general, with Confluence you can do things like specify the requirements of a project, assign tasks to specific users and manage calendars together (we'll talk about that later).

More specifically, these are the basic functions of confluence:

  1. Edit and create meetings, notes, projects, plans, requirements and more.

  2. Different templates predetermined and ready to use.

  3. Accelerate the feedback process by allowing comments on the created pages.

  4. Create workspaces for each specific team, department or project that you need to carry out.

  5. Create and have access to blog content and discussions on the platform.

Confluence Questions

This part or module of the tool is basically a FAQ or Frequently Asked Questions, for the internal use of JIRA users.

The general configuration must be carried out by the Administrator, however, all collaborators or agents can access, create and answer questions.

When accessing Confluence from JIRA, your dashboard should look like this:

confluence_1.png

The main feature of Confluence is that it acts as a core of frequently asked questions, therefore, to create a question, go to the "Questions / Questions" part. It should look like this:

confluence_2.png

If you or your team have already asked questions, they will be reflected here. Otherwise, you can start by creating a question by clicking on the blue button. A new box will appear and you will have to fill in all the fields referring to the question you want to ask

confluence_3.png

Once you have asked the question, you can see how it is already reflected in your tray (and this will happen with all the questions that you, or someone in your network, ask). Once your question is done, you can see if someone answered, leave a comment yourself, share the question with more people and other functions.

It is important to note that, before asking a question, try looking for it in the search bar in the upper right corner. Enter what you are looking for and the results will automatically appear. Here you can find the questions:

confluence_4.png

The questions are not the only thing you can do in the confluence module. As we mentioned before, you can create blogs, articles, pages and so on.

To do that, select the + symbol in the bar on the left side of your screen, and a box will appear. The box should look like this:

confluence_5.png

However, all questions, blogs, articles and other knowledge material can be public or managed by spaces.

By clicking on the option "Spaces" you can see all the questions and content found in the different spaces. To do this, look for a specific space, just use the filters located on your left.

Not only this, as a user you can create spaces to order content related to it, you just have to click on the "Create space" button

confluence_6.png

When selecting the option to create a new space, a window will appear. There, you will find different options to create different types of spaces. Some are public, others private, and some are already pre-established. The option you choose will depend on what you are looking for.

confluence_7.png

Confluence calendars

Confluence is a tool that can be integrated into JIRA, and Calendars, in turn, is an add-on that can be installed in Confluence. Consider it as an extension to the functions that Confluence already fulfills.

Through this new function, your team can organize and maintain a fluid communication to carry out the tasks or tasks of the week.

The main idea of ​​Team Calendars is to facilitate the visualization of the information necessary to carry out the tasks (and when they have to be executed), in such a way that all your team has access to this calendar with valuable information.

Team Calendars allows you to view your appointments, tasks or projects in four different ways:

  1. In the form of a list

  2. Weekly

  3. Monthly

  4. In chronological order (Timeline)

JIRA Confluence is just the first type of Jira software extension, the second is a portfolio, which fulfills a completely different function. To read about portfolio, click here and continue with our blog.