How to Create a Jira Issue in a Confluence Page

Creating a Jira issue directly from a Confluence page can streamline your workflow. It’s easy and efficient. Let me walk you through the process: how to create a Jira issue in a Confluence page.

Table of Contents

Step 1: Link Jira and Confluence

Firstly, ensure Jira and Confluence are linked. This integration is essential. Without it, you can’t create Jira issues from Confluence. Navigate to the admin settings in both Jira and Confluence. Connect the two platforms using the application links feature. This step is crucial.

Step 2: Create or Edit a Confluence Page

Secondly, go to the Confluence page where you want to add the Jira issue. If you don’t have one yet, create a new page (in our article “How to create a Confluence page” we show you how to create a Confluence page). For our example, we use an existing Confluence page and click on “edit”. Then we navigate to the point where we want to create and integrate the Jira issue.

Step 3: Use the Jira Issue/Filter Macro

Next, use the Jira Issue/Filter macro. This macro allows you to create and display Jira issues. Click on the “+” icon in the toolbar. Then, click on “Create a Jira issue”.

Step 4:

A dialog box will appear. Here you can enter the details of your new Jira issue. For the details of a Jira Issue, see our detailed introduction to the topic: “How to Create a Jira Issue: A Step-by-Step Guide“.

Step 5: Create the issue

Click “Create” to complete the issue creation process and view the result. You are still in Confluence editor mode.

Step 6: Save Your Page

Finally, save your Confluence page. Click the “Update” button at the Top. Your page now includes a link to the Jira issue. Team members can view and interact with the issue directly from Confluence.

Illustrations to Enhance Understanding

Linking Jira and Confluence: A screenshot showing the application links setup in Jira and Confluence.
Creating a Confluence Page: An image of the “Create” button in Confluence.
Using the Jira Issue/Filter Macro: A graphic illustrating the “+” icon and the “Jira Issue/Filter” option.
Creating a New Jira Issue: A screenshot of the “Create New Issue” form.
Inserting the Jira Issue: An image showing the insertion of the issue into the Confluence page.
Publishing the Page: A graphic highlighting the “Publish” button.

Conclusion

To summarize, creating a Jira issue in a Confluence page is straightforward. By linking Jira and Confluence, using the Jira Issue/Filter macro, and inserting the issue, you can seamlessly integrate your project management tools. Thus, improving efficiency and collaboration within your team.

Creating Jira issues in Confluence simplifies tracking tasks and issues. This integrated approach is powerful. Try it out and experience the benefits yourself.