Connect the products together

Now that you’ve built places for your organization's teams to work and places to organize projects within each product, you need to connect those places to each other.

Connect team-focused places

As an admin, you can link the places where team information is organized so that everyone can follow a connected pathway to find the information they need. Creating links before you invite users into the products can help everyone feel confident about where they belong so they can hit the ground running.

The choices you made when building work places determine what needs to be connected and can include:

Team profile pages, accessible from the global navigation in Confluence, Jira Work Management, and Atlas
Team space overviews in Confluence
Team workspaces in Trello

Continuing with the example we used for "Set up the products," your team connections might look like this:

EXAMPLE

Connect the places where the Client Relationships team info and activity live:

Client Relationships [team profile]
Client Relationships [Trello workspace]
Client Relationships [Confluence space]

These connections make it easier for someone to get from one space to another.

To connect the team profile and the Trello workspace to the team’s Confluence space:

Navigate to the team Confluence space and select Overview in the sidebar.
Edit the page.
Paste the URLs to the team profile page and to the team workspace in Trello.
Publish the page.

To connect the team's Confluence space and Trello workspace to the team profile:

Select Teams from the global navigation in Confluence, Jira Work Management, or Atlas.
Choose the team from the menu or search to find it.
Select the in the Links section, then paste the URLs to the team Confluence space and the team workspace in Trello.

You don’t have to be an admin to connect these places. This work can be done by any team member.

If you are a workspace admin in Trello, you can add one link to the details of the workspace.

To connect a Trello workspace to the team profile:

Navigate to the team workspace in Trello.
Select the (Edit) icon to the right of the workspace name.
Paste the URL to the team profile page in the website field.
Add a description of the workspace.
Select Save.

Connect project work places

Rather than hoping everyone will understand where to go within each product to find the information they need about each project, you can make navigation seamless by connecting each project work place.

The choices you made when building each place will determine what needs to be connected and can include:

Project spaces or details within spaces in Confluence
Projects in Jira Work Management
Project boards in Trello
Projects in Atlas

You can create one-to-one connections between each product, but you should think about whether this is necessary for the people who will use these products together.

To connect Confluence to Jira Work Management:

Navigate to the project in Jira Work Management.
Select the Pages tab.
Select Connect to Confluence.
Enter the name of the project space or the name of the top-level project page.
Select Connect.
1. If you connected a space, you will see the collapsed page tree. This lets anyone who spends more time in Jira Work Management see the Confluence pages in Jira Work Management. People with the right permissions can also edit existing pages or create new ones.
2. If you connected a top-level project page, you will see all its sub-pages appear in the list of project pages.

To connect Jira Work Management to Confluence:

Navigate to the project tab in Jira Work Management that you want users in Confluence to see.
Copy the URL. Adding a shortcut to this Jira Work Management board in the Confluence space where the project work happens gives the team a quick path from the place where the work is detailed to the place where the work is tracked.
Select the app switcher at the top left of the global navigation bar and select Confluence.
Navigate to the Confluence space where your project information lives.
1. If the project information is grouped in a space along with other projects the team works on, go to the section in the page tree.
  1. Edit the page that is the top-level page for the project, and paste the Jira Work Management link into the editor.
  2. Select the way you want that link to be displayed.
  3. Publish the page.
2. If the project information is in a project space dedicated to that stream of work, select the next to Shortcuts in the space sidebar.
  1. Paste the link to the Jira Work Management board and enter the name of the project in the Display text field.
  2. Select Insert.

To connect a Trello board to Confluence:

Navigate to the board in Trello.
Copy the URL.
Navigate to the Confluence space where your project information lives.
1. If the project information is grouped in a space along with other projects the team works on, go to that section in the page tree.
  1. Edit the top-level page for the project, and paste the Trello link into the editor.
  2. Select how you want the link to be displayed.
  3. Publish the page.
2. If the project information is in a project space dedicated to that stream of work, select the next to Shortcuts in the space sidebar.
  1. Paste the link to the Trello board, and enter the name of the project in the Display text field.
  2. Select Insert.