How to Use Jira and Confluence Together

jira-and-confluence

Jira is used in many organizations to organize work, and Confluence is used to record knowledge, plans, and decisions. Each of the two tools is powerful on its own. However, when combined, they can make teams’ workflows much more efficient.

Jira assists in tracking tasks, bugs, and requests. Confluence assists the teams in organizing documentation, meeting notes, project plans, and internal knowledge.

Yet, in many cases, in the absence of an integration between the two, teams are characterized by the same issues:

  • Documentation goes out of date
  • Jira data is manually copied to documents by teams
  • Reports are generated using screenshots rather than live data
  • The latest project status isn’t visible to the stakeholders

This is where Jira macros in Confluence become really valuable. They enable teams to integrate actual Jira data into Confluence pages, ensuring documentation is precise and consistently updated.

Why Teams Use Jira and Confluence Together

Integrating Jira and Confluence provides a unified workspace for work and documentation. Jira is execution-oriented, and Confluence is context and knowledge-oriented.

For example:

  • Product teams write requirements in Confluence and follow development work in Jira
  • When reviewing Jira tickets, support teams analyze incidents in Confluence
  • Project managers prepare planning documents that show actual Jira data

With Jira and Confluence connection, documentation becomes dynamic rather than static.

Jira updates are directly visible in Confluence, reducing the need for manual updates and enhancing cross-team transparency.

What Are Jira Macros in Confluence

Macro in Confluence is an element that provides dynamic functionality to a page.

Macros enable you to add interactive features like:

  • tables
  • reports
  • charts
  • timelines
  • dynamic content from other tools

Jira macros are created specifically to display Jira data on Confluence pages. You don’t have to manually copy a list of issues or reports anymore; just insert a macro and retrieve information directly from Jira. Each time the Jira data is modified, the macro automatically updates the content on the Confluence page.

How to use Jira macros in Confluence

To insert the Jira macro in Confluence, follow these steps: 

  • Open the existing page or create a new one, then choose Edit.
  • Type /jira and pick the needed Jira macro.

  • Publish the page.

After being inserted, the macro will display live Jira data in Confluence and automatically refresh when the Jira work item changes.

Examples of Jira Macros in Confluence

Create Jira Work Item

Using this macro, you can create a new Jira work item without leaving your Confluence page.

Use cases:

  • Transform meeting notes into Jira tasks.
  • Prepare action items in sprint planning.
  • Turn requirements into development work.

To use it, do the following:

  1. Type /jira and choose Create Jira work item.
  2. Fill in the required fields (e.g., space, summary, due date, work type).

create-new-work-item

3. Click Create, and the new work item will automatically link back to the Confluence page. 

Jira Chart Macro

Jira Chart macro provides the possibility to convert Jira data to visual reports, such as pie charts or progress reports.

Use cases:

  • Sprint review dashboards.
  • Monthly reporting.
  • Priority or assignee status breakdown.
  • Executive summaries.

To use it, do the following:

  1. Type /Jira Chart and select a saved filter or type JQL.
  2. Choose the chart type (e.g., Two Dimensional).
  3. Insert the macro.

Jira-chart-macro

Work Item Activity Macro (by Issue History for Jira)

Work item activity macro is provided by Issue History for Jira (Work Item History) app. This macro provides detailed tracking of work item changes in Confluence. This macro is history-centered. It provides field-level change history, status changes, assignee changes, and tracking of deleted work items.
work-item-macro-jira
Use cases:

  • Compliance documentation.
  • Tracking of financial approval.
  • Incident timeline analysis.
  • Audit preparation.

This macro can be used after installing  Issue History for Jira app from the Atlassian Marketplace. 

To add this macro to your Confluence page, do the following:

  1. Type /Work item activity (by Issue History).
  2. Choose the needed work item to view its history.
  3. Filter updates by a specific user after selecting a work item.
  4. Insert the macro. It will automatically load the complete change history for the selected work item, which you can also export to Excel, CSV, or PDF.

work-item-history-macro-confluence

Issue History for Jira app is particularly useful for teams that use Jira and Confluence in their daily work. It provides complete transparency into work item changes (status updates, transitions to different assignees, changes in due dates, etc.) right where teams work together and record decisions.

Final Thoughts

Jira and Confluence become significantly more powerful when used together. With Jira macros in Confluence, teams can create dynamic documentation based on actual project data.
Macros help teams enhance project visibility, reduce manual reporting, and maintain records properly.
And using apps such as Issue History for Jira, teams can also extend even further by bringing the full history of work items and audit-ready reports to Confluence pages.

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