Did you know that many common goals can be classified as projects? For example, suppose, you’re running a marathon. It has a starting point and a finish line, and many interrelated tasks like proper training and optimized diet that must be completed in order to score a win. So, how can you maximize your chances of achieving your project goal?
There are two things. First, see yourself as a Project Manager. It’ll really help you succeed, but it isn’t as easy as it sounds. Managing everything on your own can be tedious, error-prone, and exhausting. This way, Project Management can often be a challenging task. Secondly, get your hands on a few Project Management tools that will help you stay organized, manage all those moving pieces, and meet your goal on time. A Project Management tool enhances Team Collaboration, Team Communication and streamlines the entire Project Management journey. In this article, you’ll be taken through the Trello Confluence Integration used by companies to streamline the Project Collaboration process.
Trello is a simple and easy-to-use Project Collaboration tool that helps you to organize projects and everything related to them into “Boards”. Trello will help you with all kinds of information, like what’s being worked on, who’s working on what, and what progress the project is making.
Another platform that helps in collaboration among different teams working on a project is Confluence. Confluence is all about collaboration— just like Trello. Confluence is a Project Collaboration tool built for storing, sharing, and organizing your project.
It is desired to set up a Trello Confluence Integration if you want to have a smooth and hassle-free Project Management experience. A Trello Confluence Integration leverages the Project Management capabilities of Trello combined with the document management abilities of Confluence. After reading this article, you’ll be able to set up Trello Confluence Integration in no time. The integration is pretty much straightforward and requires no programming experience.
Table of Contents
Introduction to Trello
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Trello, a Cloud-Based Workflow Management System from Atlassian for managing tasks and projects. You could use Trello for a million different things but some common uses include Content or Editorial Calendar Management, Recruiting, Product Roadmaps, and Agile Sprint Planning.
First things first, Trello makes use of Kanban based approach and is made up of boards. Trello helps you to organize your project into boards, which you then break down into different columns and individual “Cards”. There are many different ways you can structure a project in Trello. So, if you’re a really visual person, organizing your project in Trello is the best thing you can do for yourself.
Key Features of Trello
Trello stands out from other task and Workflow Management tools due to a few smart features mentioned below.
- Butler: Butler is an automation tool in Trello that lets you automate a number of commands including card and board buttons, scheduled commands, and due to date commands. You can use Butler to automatically mark cards as finished on a certain date and remove members from a card.
- Labels: Trello lets you add color-coded labels to cards. Labels can help organize projects, prioritize tasks and manage deadlines by distinguishing cards without making them look cluttered.
- Card Aging Feature: The card aging feature helps you to keep track of the status of any card. Trello notifies you to check in on neglected cards and highlights cards that you haven’t opened in a while.
- Power-Ups: Trello allows integration to a combination of third-party apps and services. It provides more than 200+ Power-Ups to sync your data across all platforms and to make all essential tools used by companies available in one place.
Introduction to Confluence
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Confluence, also developed by Atlassian, is a team workspace that allows different teams to collaborate on a common platform. Fast-moving companies use Confluence to transform how they work together. Confluence is a single source of truth for top performing-teams to keep everyone organized and collaborate on projects company-wide. You can use Confluence to evolve the Project Requirements, Document Diagrams, build Organization Charts and even build Support Documentation.
Everything in Confluence is organized by “Pages” and “Spaces”. You can use Confluence to create a page and even manage the discussion in the page’s comments section. This ensures a seamless decision-making process and ensures responsiveness to change.
Key Features of Confluence
Let’s have a look at some of the most prominent features of Confluence.
- Pages and Spaces: Pages are the documents where your team can create, edit and discuss work in the comments section. Spaces are the containers that hold all the important pages for your team, group, project, or just you.
- Inline Comments: This feature allows you to just highlight a piece of text over the page, and you can add a comment accordingly and have a whole discussion on it.
- Collaboration: Confluence allows you to restrict viewing and editing rights for these pages. You can set up all levels of collaborations within Confluence, be it setting up a page just for you or opening it to everyone. Confluence allows you to further share the page with specific people and tag other users as well.
- Diagramming Tools: Cloud-based diagramming tools have direct integrations into Confluence. Confluence lets you create Process Flow Diagrams and Architecture Diagrams. You can embed the diagramming tools and use them directly in Confluence.
Now that you have a basic understanding of both the Project Management platforms, let’s dive straight into the Trello Confluence Integration.
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Prerequisites
To set up a Trello Confluence Integration, you’re expected to have:
- A Trello Account.
- A Confluence Account.
- Working Knowledge of Trello.
- Working Knowledge of Confluence.
Steps to Set Up a Trello Confluence Integration
Trello and Confluence are both Atlassian products and therefore they do link up quite well together. The Trello Confluence Integration is pretty much straightforward. Follow the below-mentioned steps to embed a Trello Board directly into your Confluence Page.
- Step 1: Log into your Trello account and click on the “Boards” tab located on the navigation sidebar of the screen.
Image Source: Self
- Step 2: You’ll now be able to see all the boards you are working on. Choose the board you want to embed into your Confluence Page. For reference, the Project Management template has been selected here.
Image Source: Self
- Step 3: Log into your Confluence Cloud. On the home page, you’ll see the “Spaces” tab. Choose the space you want to embed the Trello Board into. For reference, the OfficePolitics Space has been selected here. This is just an example of a dummy page used for demonstration.
Image Source: Self
- Step 4: Just click on the “Edit” option available at the top of your Confluence Page as shown below.
Image Source: Self
- Step 5: Now, if you observe carefully, you’ll be able to see a drop-down option at the top. There’s an option in the drop-down to add a “Trello Board“, as shown in the snapshot below.
Image Source: Self
- Step 6: After clicking on the “Trello Board” option, navigate back to Trello and grab the URL of your Trello Board.
Image Source: Self
- Step 7: Go back to your Confluence Page and paste the URL of your Trello Board in the space provided. You can also adjust its height.
Image Source: Self
- Step 8: You can see a quick preview of your Trello Board here. Once you click on “Publish“, this Trello Board will be properly embedded into your Confluence Page. The selected Trello Board will now appear on your Confluence Page.
Image Source: Self
Cheers, Trello Confluence Integration is accomplished. Now, you’ll not only be able to see your Trello Board on your Confluence Page, but you can interact with it as well. That’s the end of your Trello Confluence Integration setup.
Benefits of using Trello and Confluence together
If you’re planning a project and you do have lots of information that you need to get across to people, a Trello Confluence Integration really helps. Use Confluence to build your vision, then use Trello to break that up into small bite-sized tasks and organize them. Do them together by embedding your Trello Cards and Boards into Confluence.
- Easy Collaboration: After the Trello Confluence Integration is set up, you will be able to move cards directly from Confluence in your Trello Board. If you need to add new information, just click on the card. You’ll be able to navigate to Trello and edit the card as usual.
- Real-Time Updates: The Trello Confluence Integration makes it really easy for you to track the status of each of your tasks, comment on them, and stay up-to-date on any changes. So, if there are any changes made by you or any other member, from either Trello or Confluence, they will be directly reflected.
- Secure: Now that you’ve added your Trello Board into your Confluence Page, it doesn’t mean that anyone from the Confluence Page will be able to see your content on Trello. The content is only visible to members having access to the information.
Conclusion
Project Management is a challenging task, but with a few Project Management tools by your side, the entire journey of Project Management has become flawless. Two of the most popular Project Management Software, Trello and Confluence, are used by fast-moving companies to transform the workflow process. In this article, you were introduced to two Atlassian products, Trello and Confluence. You were provided a detailed guide on how to set up a Trello Confluence Integration. The article concluded with a peek into the benefits of using Trello and Confluence together.
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Do you use Trello or Confluence? Share your experience of working with Trello and Confluence in the comments section below.