Inspiration for workflow Jira - Confluence (- Trello)

[Liesbeth K.]

We are currently using Confluence (knowledge base, collaboration, documentation) and  Jira (project management and service desk) within our team, and looking into the best, most seamless workflow before rolling this out to the rest of the organization.

I've looked into integration documentation, but I'd love to hear from other users how they are already combine the different tools in practice.

Some things seem to be straightforward:

- In Confluence, we can create jira issues during meetings

- we can create Jira issues from slack and gmail 

- for projects, we can create dedicated Jira boards

But I do find the Jira threshold for project management quite high, it's much less intuitive than for example Clickup and Monday.com etc. That makes me worried that our business users will freak out or get stressed when confronted with Jira. Trello on the other hand is very easy to use, so maybe that could be the pleasant-to-work-with task board syncing with Jira.

Looking forward to your thoughts. I'm also open for quick meetings if anyone would like to show some best pracitics in this regard (European time zone).

[Ramin Shanehsaz _Computerra_]

Hi,

Here are some tips to get your business users started better:

• Start Simple: Keep Jira's configuration, like the workflows, minimal (e.g. To Do -> In Progress -> Done). Deactivate features that are not needed. Start with a simple Business project template.

• Use Confluence for Guidance: Create (role-based) onboarding pages in Confluence and link them to relevant places in Jira.

• Use Trello and Jira: If business users find Jira too heavy, integrate (temporarily) Trello as a simpler tool.

• Try out an app: For having simpler boards try our Marketplace app. which was developed to provide lean, uncomplicated boards in Jira that don't rely on workflows or statuses.

Feel free to reach out if you want a quick live demo.

[Lucas Modzelewski _Lumo_]

With Confluence, you can natively embed Trello boards - which is pretty awesome! 🎉
Here’s an example of how I use it to display my app roadmap: https://lumo.atlassian.net/wiki/spaces/acas/pages/1893203969/Roadmap

On the other hand, creating Jira issues from Confluence is incredibly easy - just highlight the text and create a new issue. This feature helps maintain context by linking everything together. For detailed work, I always prefer Jira over Trello since it provides better control over the process with workflows and ensures that the right actions happen at each stage.

For Jira, I was part of the team behind a free integration app that linked Jira issues with Trello cards, allowing status synchronization. We used it to sync our public roadmaps with development progress.

Check out the app here: https://marketplace.atlassian.com/apps/1226696/assistant-for-trello?hosting=cloud&tab=overview