Strategic planning and daily delivery often live in two different worlds.
Leaders need a yearly and quarterly roadmap: initiatives, timelines, dependencies, and how work aligns across teams. But individuals need something else entirely every morning: What should I do today? Tomorrow? What must be finished this week?
In this video, we show a practical workflow that connects both views using Jira Premium Cloud and Confluence:
Jira Plans (Advanced Roadmaps) for high-level, long-term planning
A Confluence personal landing page for day-to-day execution—powered by the Jira Issues macro and JQL queries that automatically pull tasks by due date / deadline
What you’ll learn in the video
This is a short, focused walkthrough showing how to connect:
1) Long-term planning in Jira Premium Cloud (Plans / Advanced Roadmaps)
You’ll see how Jira Plans supports the high-level view needed for:
yearly/quarterly planning
initiative-to-epic visibility
sequencing and dependency awareness
2) A Confluence landing page for daily execution
You’ll see how to build a personal landing page that:
pulls tasks dynamically via Jira macro
uses JQL to extract issues by deadline
gives an immediate today / tomorrow / this week view for day-to-day focus
Result: the roadmap stays the roadmap—and your daily view stays actionable.
Watch the video: Jira Plans → Daily Task List Workflow
Why Jira Plans (Advanced Roadmaps) works for yearly and quarterly planning
When planning beyond a sprint, teams usually struggle with:
fragmented roadmaps across projects,
unclear sequencing and dependencies,
poor visibility of “what’s next” at initiative level.
Jira Plans (Advanced Roadmaps) in Jira Premium Cloud is built for exactly this: it provides a consolidated planning view across work streams so you can align priorities and maintain a realistic long-term picture.
This is the “strategy” layer—excellent for:
annual planning
quarterly planning
portfolio-level visibility
cross-project roadmaps
managing dependencies that impact delivery timing
But even a perfect roadmap doesn’t solve the daily execution question.
The missing piece: a daily work view you can actually use
Most people don’t open Jira in the morning looking for a roadmap. They open Jira asking:
What do I need to do today?
What’s due tomorrow?
What must be completed this week?
What deadlines are slipping?
That’s why this workflow adds a second layer: a personal landing page in Confluence that acts like a daily command center.
Instead of manually checking boards, filters, or multiple projects, you create a Confluence page that automatically shows the right tasks—based on deadlines—using:
Confluence + Jira Issues macro
JQL queries
issue due dates / deadlines (e.g., tasks due today, tomorrow, this week)
This turns Confluence into a lightweight “daily execution dashboard” that stays current without manual reporting.
Why this approach is effective for teams and leaders
This workflow reduces two common failure modes:
1) “Roadmaps that look good but don’t drive execution.”
Plans provides direction, but without a daily view, priorities don’t translate into action.
2) “Daily work that loses strategic alignment.”
A deadline-based landing page keeps delivery focused while staying connected to the big picture.
It’s especially useful for teams operating across:
multiple Jira projects,
shared resources,
competing priorities,
long-running initiatives that span months/quarters.
Want help implementing this in your Jira + Confluence environment?
If your organization is adopting Jira Premium Cloud (or already has it) and wants a clean planning-to-execution workflow, we can help you:
set up Jira Plans (Advanced Roadmaps) for portfolio/quarter planning
standardize hierarchy and naming so roadmaps stay readable
build Confluence landing pages for roles (PM, delivery lead, engineers, leadership)
implement reliable JQL-based views (due date, ownership, priority, sprint context)
optimize governance so your system scales as teams grow
