For a Refined crash course, read on or watch the video guides.
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Install Refined
Go to the Atlassian Marketplace to install Refined for Confluence Cloud and/or Refined for Jira Service Management Cloud.
The Refined Administration
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Refined lets you create sites that show content from Confluence and Jira. Because these sites exist parallel to Confluence and Jira, you create and manage them with a separate site-building tool: the Refined Administration. You still manage your content in Confluence and Jira, meaning that all the updates you make there are instantly reflected on your Refined sites as well. |
Open the Refined Administration for the first time
Open Confluence Cloud, Jira Software Cloud or Jira Service Management Cloud.
Click Apps > Refined in the top menu.
Click the Get started button.
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If you have already created a Refined site before, you can also access the Refined Administration directly from that site. In the site’s top-right corner, click the Cogwheel and select where you want to go in the Site Administration (Site Builder, Configuration, Permissions, Audience Features, or Site Switcher). |
Create a Refined site
The guides below show you how to create some of the most popular types of sites. If you want to build a different type of site, don’t worry: you’ll still pick up the basics by reading any of these guides:
Need inspiration? Check out our demo sites to see what’s possible:
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Demo site
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Created with the apps
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Refined for Jira Service Management Cloud
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Refined for Jira Service Management Cloud
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Refined for Jira Service Management Cloud
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Refined for Jira Service Management Cloud
Working with Refined and Confluence
Go from your site to Confluence
Refined sites let you present your Confluence content in a clean, branded way. You still manage your space’s content in Confluence, meaning that all the updates you make there are instantly reflected on your Refined sites as well. It’s easy to move between your Refined site and Confluence.
On your Refined site, go to the top-right side of the page:
To edit the page in Confluence, click the Pencil.
To view the page in Confluence, click the … (three dots) button > Open page in Confluence.
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These buttons are only visible to users who have permissions to view and edit the page in Confluence. |
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Go from Confluence page to your site
In the Confluence page, click the Refined logo next to the breadcrumb navigation menu and select the site you want to visit.
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Working with Refined and Jira
View JSM projects in Jira
Refined sites let you present Jira projects in a clean, branded way. You still manage your projects' content in JSM, meaning that the updates you make there will show immediately on your Refined sites.
To move between your Refined site and JSM:
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On your Refined site, go to the top-right side of the page.
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Create and view JSM requests
Go to a JSM project’s landing page.
Click on a request type to open the form, fill it out and hit Send.
Go to the request by following the link in the notification that comes up once the request is created. You can add comments and attachments to your JSM requests via the Refined site, just as you could via the native portal.
You can find a list of requests at any time by clicking your avatar in the top-right corner > My requests. A red number on your avatar menu shows how many open requests you have.
Go from a JSM project to its Refined landing page (JSM agents)
In the left-hand menu, click Refined to see all Refined sites that include your JSM project. Select a site to go to the JSM project’s landing page.
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Need more help?
Contact us and we'll help you out! We’re happy to give you a demo or advise you in your setup.Let’s cover what you need to know to get your first site up and running:
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