Connect Documentation
to Real Work
Sync Confluence documentation into your project context so teams can find policies, specs, and runbooks quickly.
Searching for specs?
Searching for specs?
Surface Confluence pages in projects
Keep project documentation close to delivery so decisions don’t get blocked by missing context.
Keeping docs up to date?
Keeping docs up to date?
Link docs to tasks and changes
Connect documentation to the work that updates it, so teams maintain quality as projects evolve.
Need consistent process?
Need consistent process?
Share runbooks and standards where work happens
Bring operational knowledge into the workflow so teams follow the same playbook every time.
Related products
Products teams typically use to implement this workflow.
Project delivery
ProductPlan, execute, and ship with Kanban, sprints, timelines, workload planning, and dashboards.
- Kanban execution with clear ownership
- Sprints and backlog planning
- Timelines, dependencies, and capacity planning
AI assistant
ProductAsk questions, summarize context, and speed up repetitive work with Scrumbi.
- Ask questions across tasks and context
- Summaries and faster decision-making
- Suggested actions with guardrails
ITSM
ProductCoordinate incidents, changes, and operational work with clear ownership and scheduling.
- Incident triage and resolution tracking
- Changes calendar and scheduling
- Automations for reminders and escalations
Related templates
Templates you can copy and adapt for this workflow.
Sprint planning template
TemplatePlan a sprint with clarity: goals, scope, capacity, dependencies, and a lightweight review checklist.
- Sprint goal and commitments
- Capacity planning and workload balance
- Dependencies and risks surfaced early
Project brief template
TemplateAlign stakeholders, define scope, and reduce rework with a lightweight project brief you can share and update.
- Clear scope, goals, and success metrics
- Stakeholder alignment and decision log
- Requirements, risks, and dependencies
Risk register template
TemplateTrack delivery risks, owners, and mitigations so teams can act early instead of reacting late.
- Risk scoring and priority
- Owners and mitigation plans
- Trends and early signals
Incident postmortem template
TemplateRun blameless postmortems that capture timeline, impact, root cause, and follow-ups to prevent repeats.
- Incident timeline and impact summary
- Root cause and contributing factors
- Action items with owners and due dates
Use cases
See how teams use this integration in a full workflow.
Software teams
Use casePlan, execute, and deliver with sprints, Kanban, dependencies, and AI assistance.
- Sprints + backlog planning
- Kanban execution with clear ownership
- Gantt dependencies and scheduling
Agencies
Use caseOrganize client delivery with time tracking, files, roadmaps, and clear reporting.
- Time tracking with dashboards and reports
- Files, assets, and shared collections
- Portfolio visibility across clients
IT operations
Use caseCoordinate incidents and changes with clear ownership, schedules, and automations.
- Incident triage and resolution tracking
- Changes calendar and scheduling
- Automation triggers and alerts
