From the course: Planning and Releasing Software with Jira
Crafting requirements in Confluence - Jira Tutorial
From the course: Planning and Releasing Software with Jira
Crafting requirements in Confluence
- [Instructor] We're currently in the planning stage of the software development process. In this section, we use Confluence to collect and communicate project requirements so the team does what the business desires. Confluence is for knowledge management, team collaboration and document storage. It serves as an information portal, a knowledge base or an internet. You can use Confluence to collaborate in real time and track decisions. Multiple users can edit the same pages at the same time. Users can add comments in line and on any page. You can document project and initiative details and processes. For example, the marketing team can create a social media schedule. The finance team can post the employee reimbursement policy. The design team can show specs and mock-ups. The product team can write user stories, and the customer service team can post answers to common customer questions. You can share and store files, images, and diagrams. No need to send files over email, or save them on a network drive. You can record meeting notes and product requirements. Confluence has built in templates for these and other common page types. You can post blog style announcements and share information, create your own templates and checklists, and finally keep an authoritative, historical, and legal record of company information. All changes are logged and pages are versioned. Sometimes Confluence is used internally, and sometimes it's used to provide information to customers. Are there additional ways Confluence is used in your organization? Check with your application administrator for any company-specific details. Here are some important Confluence terms. Think of a page as an online document. A page contains content like text images, embedded videos, attachments, macros, and more. A space is a collection of Confluence pages. There are two types of spaces, global and personal. A global space is a container for all your team's information. It's a shared area where users create and view content. There's generally one global space for a department, team, or a large initiative, like a rebrand. A personal space is an area to store content just for you. Here's some sample spaces in a Confluence application. For our use case, we'll create a global space called Company Rebrand to store all the information for the rebrand project. If you're a Confluence administrator, create the space in your test application by clicking the Create button at the top of the page. There are several space templates to choose from. Use these to auto create certain types of pages in the space. If you prefer to create everything on your own, choose the blank space option. Here's some tips. If you select the software project space template, you can immediately connect the space to an existing JIRA project. If you don't have a JIRA project yet, just choose a different template and connect the space later. I like to create a companion Confluence space for each JIRA project I have. Additionally, I like to name Confluence spaces and their related JIRA projects with the same key. For example, I've specified a space key of REBRAND for this company rebrand Confluence space. The related JIRA projects key is also Rebrand. This makes it easier for users to link and find related content in both applications. If you don't have Confluence admin permissions, or don't want to create a new space, see if there's a test space that already exists in your application. You can use it or any other existing space to try out our use case. Let's craft some requirements for our rebrand project. First, go to the rebrand space in Confluence. Next, click the Create button to create a new page. On the right are templates for common page types. Type requirements, and select the product requirements template from the list. On the left, give the page a name and start adding details to the page. Let's add some requirements so we can use them in the next section. Scroll down to the Requirements area, and add some information to the table. Now click the Publish button to save the page.
Practice while you learn with exercise files
Download the files the instructor uses to teach the course. Follow along and learn by watching, listening and practicing.