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How to create and manage test cases with xray and jira.

Sergio Freire

Sérgio Freire

Head of Solution Architecture and Testing Advocacy, Xray

Step-by-step instructions on how to write, specify, organize, and execute test cases

Eight-minute read. Complete in one session (two hours)

You are new to Xray Test Management. You've created a project and want to learn how to write, specify, organize, and execute test cases.


You’ve installed Xray in your Jira instance. Get started with Xray for Jira here.

You’ve created or added Xray to your project.

You have an active Jira project with the GitLab application installed and configured.  Get started with Jira here.

What is a test?

A test is an abstraction of a test idea/scenario and a way to verify/validate associated requirement(s). It’s one or more checks, an experiment, or an investigation with the goal of obtaining information about a quality attribute of the test target.

A traditional, manual test involves a sequence of steps coupled with conditions or variables, test inputs, and expected results. It is intended to establish the quality, performance, and/or reliability of a piece within a system. 

Usually, every requirement or objective of the test target is expected to achieve at least one test.

The success of a test is determined by comparing the expected and actual results.

 A test can be: 

Tests and testing in general don’t ensure quality. They provide information about quality.

100 percent coverage is a myth. Adding more tests doesn’t ensure better information about the quality that matters to you.

It’s often better to focus on assessing what stakeholders are concerned about, consider risks, and specify and perform testing based on these metrics. 

There will always be some bugs. It’s important to understand what’s valuable so testing can focus on what threatens those values.

Test process in Xray

Xray allows you to plan, design, and execute tests, as well as generate test reports. Xray uses specific Jira issues types for this process. 

Each testing phase allows you to use the following issues:

To start, it’s useful to add tests to a small project. You can use test issues to create tests for your requirements and execute ad hoc, unplanned test executions. Here’s how:

Step 1: How to write and specify tests

There are three default test types:

Each test type has one of three kinds of tests:

Actions you can perform on Xray tests: 

To create a new test issue follow these steps: 

Step 1 : Click Create Issue at the top of the screen to open the Create Issue dialog box/page.

Create button

Step 2 : Select the Project . On Issue Type , select Test .

Step 3 : Type a Summary for the test and fill at least all mandatory fields marked with an asterisk.

Create issue

Step 4 : When you are satisfied with the content of your test, click the Create button.

Step 2: How to organize tests

Organizing tests is a crucial part of daily testing activities. Since you might start with a large number of tests and your tests may grow over time, it’s important to organize them in an efficient and effective way that works for you. 

Xray provides two different ways to organize your tests:

The test set is a simple way to create different groups of tests, since it is a flat list of tests. You may have as many test sets as you wish and a test may be included in multiple test sets. Test sets are ideal if you want to have full control over certain groups of tests.

Create test sets

To create a new test set issue:

Step 1 : Click the Create Issue at the top of the screen to open the Create Issue dialog/page.

Step 2 : Select the Project and on Issue Type , select Test Set .

Step 3 : Type a Summary for the test set and complete at least all fields marked by an asterisk.

Step 4 : When you are satisfied with the content of your test set, click the Create button.

The test repository is a tree-like organizational structure at the project level. It allows you to hierarchically organize tests within folders and sub-folders. This folder concept is common in some tools and resembles file organization in a computer's operating system.

Create a test repository

To create a test repository, create a new folder:

Step 1 : Click on the parent folder.

Step 2 : Click on the add icon at the top of the folders section.

Test repository

Step 3 : Type the name for the folder on the create folder dialog.

Create Folder

Step 4 : Press "Create" to create the folder.

Step 3: How to plan tests

Test planning allows you to decide your testing strategy , including the issues you want to validate, how to validate them, if tests will be manual or automated, how resources will be allocated, and when and who will execute the tests.

Depending on several factors, you may want to prioritize some tests or focus on specific requirements.

Create a test plan

Here’s how to create a new test plan Issue: 

Step 1 : Click Create on the top of the screen to open the Create Issue dialog box/page or press the " C " key on the keyboard.

Step 2 : Select the Project . On the Issue Type , select Test Plan .

Step 3 : Type a Summary for the test plan and fill out at least all mandatory fields marked with an asterisk. 

Step 4 : When you are satisfied with the content of your test plan, click Create .

Create button

Step 4: How to execute tests

Test execution occurs between developing test scripts and reporting and analyzing test results. 

A test execution is an issue type that aggregates a user-determined collection of tests. It monitors and verifies if tests work as expected in a target context and environment. The overall execution status, updated after each test is performed, informs you about the progress of the test execution, including which tests passed, failed, are being executed, or are waiting to be performed.

Create a test execution issue

Step 1 : Click the + at the left of the screen to open the Create Issue dialog box.

Create Issue dialog box

Step 2 : Select Project . On Issue Type , select Test Execution .

Step 3 : Type a Summary for the test execution and fill out at least all mandatory fields marked with an asterisk.

Step 4 : In the Create Issue dialog populate the test execution custom fields provided by Xray, including the Begin/End date and Revision . 

Optional : To create a series of similar test executions within the same Project , check Create another at the bottom of the dialog.

Step 5 : When you are satisfied with the content of your test execution, click Create .

For more detailed information on how to create and manage test cases in Jira and Xray, check out the Xray Academy .

See more  integrations for Atlassian Open DevOps .

Sérgio Freire

Sérgio Freire is the Head of Solution Architecture and Testing Advocacy for Xray, a cutting-edge Test Management app for Jira. He works closely with many different teams worldwide to help them achieve great, high-quality, testable products. He believes that by understanding how organizations work, processes and quality can be improved while development and testing can "merge" and act as a unique team, with a common goal: provide the best product that stakeholders need.

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How to Write Test Cases in Jira

How-to guides.

how to write a test case in jira

When you’re building complex web applications, QA testing can turn into a nightmare.

There are so many flows and components to test — login flows, sign-up flow, payment flow, invite flow ... and a million more.

That’s why test cases are a QA testers’ secret weapon to align your team and make sure everything works as expected.

A good practice is to create a template for each test case.

Here is an example of a test case for a Google login flow created in a spreadsheet:

how to write a test case in jira

But using a spreadsheet is just not scalable, especially when your entire team runs on Jira.

The problem with Jira is that at its core, it’s “just” a bug & issue tracking tool. It wasn’t built for case testing, and trying to find a workaround for it is a massive pain.

But we have a solution for you!

In this post, we’ll show you:

Let’s dive right in.

1. Set up Jira for case testing

Since Jira does not have a test case feature built-in, we will use the issue type feature as a workaround.

Jira’s customization options are endless. All you need to do is create a new custom issue type specifically configured for case testing.

You’ll also need to set up custom subtasks — so reporters can submit results of test cases straight in Jira, too.

Here’s a visual representation of what we’re trying to put together:

how to write a test case in jira

For test cases, we recommend creating a “Test Case” issue type with at least the following fields:

Creating a custom issue in Jira is a simple, 9-steps process:

Now, let’s set up a custom “Test Case Results” subtask where testers will fill in their reports.

how to write a test case in jira

Here’s how you create a custom subtask in Jira:

If you’re new to Jira, all of this might be a little overwhelming.

We’ve got your back — check out our step-by-step guide on how to create custom issue types in Jira .

2. Create test cases in Jira

Once your project is properly set up, creating test cases is the same as opening a new issue.

Head over to your Jira project, click “Create”, pick the “Test Case” issue type you’ve just created, and start writing.

A good practice is to create one issue per test case.

Good test case instructions should include:

1) Detailed steps. What steps you’d like your tester/reviewer/end-user to take as they navigate through your site or web app.

2) Expected results. Even if your reviewer says everything went well — you want to make sure they landed on the proper page or experienced your app how you wanted to.

It really is this easy:

how to write a test case in jira

3. Report on test cases in Jira

On the other side of the equation — the reporter — the process is just as simple.

You’ve got two choices here:

Option 1: Manual reporting

Find the test case, hit “Create subtask”, and choose “Test Case Results”:

how to write a test case in jira

Every subtask you create this way will be linked to the main task, A.K.A. test case. This makes it very easy for the developer to trace back to the main issue.

Remember to include screenshots, as well as any relevant technical information. This will make it easy for anyone to reproduce any bugs you find during testing.

This process, unfortunately, is still very slow.

Just look at how many steps you have to take to report just one bug:

Jira simply wasn’t built for this.

But don’t worry: there is a better way.

Option 2: Third-party app reporting

Our recommendation: use a bug reporting tool that seamlessly integrates with Jira — and use it for case testing.

This brings us to our next option.

How many times have you had to double check on a test case to figure out:

Every time your developer needs to get in touch with the reporter for “clarification”, you waste valuable time.

That’s why we built .

With the Jira configuration detailed above, reporting on test cases with our tool turns into a simple 3-steps process:

When we zoom-in on the widget form, you will find our “Test Case” issue type that we created earlier.

This works thanks to’s 2-way synchronization with Jira.

how to write a test case in jira

And on the developer end, in Jira:

how to write a test case in jira

1 - Reporter name

2 - Technical info (URL, console logs...)

3 - Environment

4 - Test case results

5 - Screenshot attachment

All in one place.

Are you ready to take your case testing & bug reporting in Jira to the next level?

Check out how integrates seamlessly with Jira .

Wrapping up...

So there you have it: our step-by-step guide on how to write test cases in Jira.

As a reminder, a good test case report should:

We hope this post helps you organize and run test cases efficiently for your next project!

how to write a test case in jira

Continue reading


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How to Write & Manage Test Cases in Jira

How to Write & Manage Test Cases in Jira

Are you wondering about the best ways to write and manage test cases in Jira? In this guide we will look at the three most popular options on how to write your test cases in Jira . You can then decide on the best option for your team & your projects and start writing your test cases with Jira.

In addition to writing test cases, the explained options also allow you to enter test results, track your testing progress, work with test automation and generate reports for your quality assurance team or clients. So let's get started!

Option 1: Using Jira Issues for Test Cases

Option 2: basic jira testing marketplace apps, option 3: full test management with jira, start testing with testmo free.

Full test management & Jia integration

Test automation runs

This first option is what many teams start with and try first. With this approach you are using Jira issues and custom Jira issue types with custom fields for test cases and for test results. You start by adding a new issue type, e.g. Test case , and add a couple of relevant custom fields. For example, you could add a custom text field called Test steps and another field called Expected results . You then add a new issue for each test case.

how to write a test case in jira

Writing test cases in Jira using custom issue types

To enter test results for test cases, you would then add another sub-task issue type, e.g. called Test result . Every time you execute your test case (or plan to execute it), you can simply add another test result sub-task. This allows you to quickly see the results for a specific test case from the test case's issue page.

The advantage of this option is that you do not need another tool other than Jira, as you can configure the issue types and fields with Jira's built-in features. This is also where the advantages of this option end, as this approach doesn't make it easy to manage your test cases or track your test results. If you do not want to or cannot use one of the other options explained below, we would recommend using Google Spreadsheet or Excel for your test cases instead, as this Jira option is unlikely to work even for teams with basic very basic needs.

This option is best for: This option is not recommended for any team. Either use one of the other options below, or use a basic spreadsheet with Excel or Google Docs instead.

Pros & advantages:

✅   No need for another tool, you only use features already built into Jira ✅   Free or already paid via Atlassian Jira subscription

Cons & drawbacks:

❌   Only very basic features & no way to structure your test cases ❌   Cannot use even basic testing workflows or reuse test cases ❌   No test management reporting, metrics or relevant charts ❌   No support for test automation or exploratory testing

Another option is to use one of the many Jira marketplace apps for test management to write test cases in Jira. These apps extend Jira's functionality and use a mix of custom Jira issue types and fields (like option #1), plus some additional custom field types, reports and sometimes APIs. They make it easy to get started with basic test case management and can be useful for teams new to software testing to manage everything inside Jira.

The main problem with marketplace apps that use Jira issues for test case management is that they are heavily limited by the way Jira issues work. For development tasks, feature stories and bug reporting, Jira issues provide a good level of maintainability and structure. For test cases and results, you need to be able to group test cases by functionality (e.g. via folders), maintain a specific order of your tests (so testers can work through the tests in the right order faster), easily start & reuse test runs, and quickly view your test results at a glance. Jira issues aren't built to provide and support such basic & important testing features, making it difficult to use issues for larger testing efforts.

how to write a test case in jira

The Atlassian Marketplace offers many Jira apps, including basic test management apps

Nonetheless, if your team is just getting started with testing and you do not have a dedicated testing team, then using this option can be a good initial approach. Just be aware that you might need to switch to a dedicated test management tool once your team grows and once you get more serious about test management. Another caveat is that you always need to buy these apps for your entire team, even if only a small number of users need it (this is an Atlassian policy for all paid Jira apps). This can make it more costly to buy such basic apps even compared to full-featured dedicated test management tools. You can also review our list of the best Jira test management tools , which features both full and Jira-only apps.

This option is best for: Teams with very basic needs without dedicated testers or QA engineers can use this option to write test cases in Jira. Larger teams or teams with dedicated testers benefit from more scalable tools.

✅   Apps automatically add & configure Jira issue types & fields for you ✅   Provide additional custom field types optimized for test results ✅   Embeds inside Jira so everything is handled through the same interface ✅   Offer additional APIs so you can build your own test automation integrations

❌   You always need to buy apps for all Jira users, even if they do not use it ❌   Only very limited test case management features; limited reporting & metrics ❌   No support to structure your test cases; limited by Jira issues ❌   Cannot use integrations with other tools such as GitHub, GitLab etc. ❌   Intransparent hosting with external vendor (your data is stored outside of Jira/Atlassian without your team likely realizing it)

Many testing & QA teams use a dedicated, full test management tool and integrate it with Jira. This hybrid approach often provides a good combination of features, tester productivity, reporting & metrics and scalability. This also allows you to integrate test automation, CI pipelines, work with multiple Jira instances or even integrate other systems your team might use, such as GitHub and GitLab.

how to write a test case in jira

Full test management to track manual, exploratory & automated tests (here: Testmo )

When reviewing and selecting a full test management tool, you should also take a look at the Jira test management integration provided by the tool. Just because you are using a full test management tool doesn't mean that you cannot quickly create Jira issues or even view linked test cases and results inside Jira. Typically, good test management tools provide rich Jira integration:

how to write a test case in jira

Full Jira test management with Testmo integrated with Jira issue page

One reason many testing teams prefer a dedicated, full test management tool is that they can also easily integrate and manage test automation and exploratory testing in one tool, not just manual test cases. Teams also often use a variety of tools, such as GitHub, GitLab or even multiple Jira instances. Full test management tools usually make it easy to use and integrate all these DevOps tools very quickly for a fast and productive testing workflow. You can also review our list of the best test management tools to get an overview of available tools.

This option is best for: Teams with dedicated testers that want to build a scalable and repeatable testing process for their projects. Also recommended for teams using test automation, exploratory testing & teams who want to integrate with different tools.

✅   Advanced test management features; scales with projects and teams ✅   Group test cases in folders, start separate test runs, link milestones etc. ✅   Rich testing reports, manage test assignments, QA workflows & exploratory testing ✅   Ready-to-use test automation & CI support, no need for custom programming ✅   Integrate with multiple Jira instances, or GitHub, GitLab & more

❌   You have to add another tool to your DevOps toolkit ❌   Testers usually need both Jira and the test management tool during testing ❌   Need to configure the Jira integration initially for your team

Conclusion and Summary

Whether you are looking for a basic Jira app or a dedicated, full test management tool to manage your software tests, thinking about your software testing approach and choosing the right balance between structured testing, exploratory tests & automation for your projects will help you build better software.

Even choosing the best tool won't magically fix your quality assurance approach or improve your software quality if you are not using the right strategy for your projects. When choosing a new tool, it is also usually a good time to think about your testing approach and experiment with new ideas to test earlier, to cover more with fewer tests or to give your testers more time and freedom to explore testing outside of pre-defined test cases. Then choosing a matching tool to write & manage tests with Jira will make your and your team's lives much easier.

Full test management & Jira integration

PS: We regularly publish original software testing & QA research, including free guides, reports and news. To receive our next postings, you can layout--page#doShowSubscribeModal">subscribe to updates . You can also follow us on Twitter and Linkedin .

how to write a test case in jira

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Server/Data Center


Create a Test Case

This chapter provides information about creating Test Cases.

To create a Test Case navigate to Project > Test Management > Test Cases . Click + .

In the Details section, complete all fields added to the screen:

Test Case in Jira

There are three ways to add steps to your Test Case:

Test Case management Software Jira


Fill in the Preconditions field if your Test Case requires an additional condition before running the procedure.

Create a group of steps

Right after clicking +Create a group of steps , a Default group with first step is added. Now you can:

Jira Test Case management

Use the text tools to diversify your text.

Jira Agile Test Case management

Use existing steps and implement them to your Test Case with Link steps and Import from CSV buttons.

Link from other TC

You don’t have to rewrite Test Case’s steps. Use existing steps from other Test Case and copy them to your new TC:

Jira Cloud Test Case management

Test Cycle in Jira

As a result, steps from other TC are copied to your Test Case.

Jira plugin for Test Case Management

Import from CSV

Click Import from CSV and choose a .csv file with steps.

Steps add automatically.

Sample file to import can be found here . The file contains three Steps, with columns named Action , Input , Expected result . Each step is located in a separate group.

Open Test Case’s Requirements tab. There are two ways to add Requirements to your Test Case:

Test Case cycle in Jira

Add Requirement

Adding Test Cases in Jira

Create New Requirement

As soon as you click Create New Requirement , you will be transferred to Requirements tab.

For further information, navigate to Create Requirement chapter.

Confirm Test Case creation

How to upload Test Cases in Jira

Additional reading

If you can’t find the answer you need in our documentation, raise a support request *. * Include as much information as possible to help our support team resolve your issue faster.


Version Control in Virtual Production

Version Control in Virtual Production Field Guide

how to write a test case in jira

Tips on Creating Test Management for Jira

By Nico Krüger

Your company needs to deliver the best software possible. And to do that, you need to test, test, and test some more.

But many organizations lack the tools to manage testing properly. This is a particularly common issue for those who use Jira to track issues throughout the development process.

That’s because Jira doesn’t have built-in testing functionality. So, for organizations who haven’t added testing tools, test cases are managed manually.

And that’s a big problem.

🖥 Need to host your issues and test management on-prem? Read the blog 👉🏽  On-Premise Jira

How to Use Jira for Test Case Management

Jira test management is possible, though not ideal. But there are some hacks you can use to make Jira work for managing test cases — creating a "test case" issue, tweaking a user story to be a test case, and adding a testing status to your workflow.

Quick Tips for Writing Test Cases in Jira

Step 1. create a “test case” issue — and keep it open..

But Jira issues are meant to be pushed to done. That makes it challenging to rerun or reuse tests. Plus, it’s hard to keep track of all of your testing if you’re managing test cases as Jira issues. Trying to create test coverage reports from disparate sources will be difficult.

Step 2. Tweak a User Story to Be a Test Case.

Jira user stories have the same problems that Jira issues have. So, you’ll still have a challenge if you want to reuse tests. That’s made all the more difficult by the fact that Jira doesn’t have built-in testing functionality.

Step 3. Add a “Testing” Status to Your Jira Workflow.

But you might find yourself moving to a “done” status before you’re actually done with that test. After all, completing a test is not the same as being done with a test. 

You could configure a workflow, so a test isn’t “done” before you’re actually done. But that will add more steps to an already manual process.

Helix ALM with JIRA integration screenshot

When Writing Jira Test Cases Does not Work

If you want to write test cases and manage them in Jira, these workarounds will help you in a pinch. But Jira wasn’t designed to create test cases. And it’s still a pretty manual process to get Jira to support test case management.

So, using workarounds for testing in Jira won’t solve your problems. It will still take manual effort (and your valuable time) to manage your testing efforts.

👉🏼 Explore easier options.  Out-of-the-box Jira integration for test case management. Try it out free. See how the integration works

How to Add Test Management to Jira

Testing is an essential part of software development. For organizations practicing Agile development, continuous testing is the best way to provide a good experience for users — while pushing product development forward.

Whether you’re Agile or not, every test you run is important. And you need a way to track the results of your tests and manage data from both manual and automated tests. 

Jira helps development stay on track when it comes to managing issues. But when you get to testing and QA, you get stuck. Jira doesn’t have the built-in testing functionality you need to effectively manage test cases.

So, your processes become manual. And that makes it difficult to get visibility over the development process and match issues up with test cases.

Adding test case management to Jira will help you keep your software development cycle running smoothly.

Find the best test management tool for Jira >

How to Write Better Test Cases (and Keep Using Jira ).

1. automate your testing processes.

Many organizations are using a combination of manually maintained documents, spreadsheets, and Jira add-ons to get by with software testing. But these methods are time-consuming and exhausting. They don’t easily lend themselves to reuse.

Remember: you don’t always need to create new test cases. One of the best ways to gain efficiency in your testing process is to use the same test case for many types of testing .

Reusing tests and test cases reduces manual effort. And adding automated testing tools can help you do more testing faster. You can set up a test, and schedule it to run again — and again.

By automating manual processes, you’ll free your team up to focus on the important stuff — the tests and their results.

2. Integrate Your Tools

Integration should be a top priority. And that means both integration with Jira (if you want to keep using Jira for bug tracking ) and integration within the testing process.

You need to be able to link QA tracking, testing, and testing data for analysis. This makes it easy for your team to get insight into what tests have been run — and whether or not those tests passed. And, if you’re integrating testing with Jira, it makes it easy to map which tests detected or resolved which issues.

Integrated testing helps you maximize efficiency and produce quality products faster.

3. Use Traceability

Testing doesn’t happen in a bubble. It’s an integral part of the software development lifecycle, and it needs to be connected with requirements and issues. That’s hard to do when you’re tracking bugs in Jira, requirements in a Word document, and test cases in Excel spreadsheets.

That’s why traceability — the ability to trace your test cases to a requirement or issue — is important.

It’s much better to rest assured that the necessary tests have been run before going to production.

You’ll have a problem if you don’t have test cases, or records of passed tests (and success rates or bugs found). That’s because if a bug shows up in production, you need to be able to answer when the last time that component was tested. If you can’t, you’re toast.

Jira Test Case Management Doesn't Work Alone

Writing test cases in Jira doesn't work.

If you want to:

Then it's time to find a Jira alternative — such as Helix ALM .

Helix ALM makes it easy to create test cases and manage tests. It integrates with Jira out of the box. And it can be hosted in the cloud or on-premise. So you can keep tracking bugs in Jira. Try Helix ALM — and see how your test cases will be more effective.

Write a Test Case in Helix ALM

Nico Kruger

Nico Krüger

Former Director of Global Sales Engineering, Perforce Software, Perforce Software

Nico Krüger is the former Director of Global Sales Engineering at Perforce. He specializes in technical guidance and product development efficiency for global organizations. An expert in software development, he is dedicated to helping customers drive quality product strategy.


  1. How To Write Test Cases In Jira

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  2. Test Case Creation in JIRA. Best Practices

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  1. JIRA Learning Session

  2. شرح How to Write Test Cases

  3. How to effectively use grids in AIO Tests

  4. How to work with case steps in AIO Tests

  5. How to edit a test case in AIO Tests in Jira

  6. Write Test Case On Ball Pen


  1. How to create and manage test cases with Xray and Jira

    Here's how to create a new test plan Issue: Step 1: Click Create on the top of the screen to open the Create Issue dialog box/page or press the "C" key on the

  2. How to Write Test Cases in Jira

    Inside Jira go to global Settings > Issues (you'll need admin access for this). · Click Add Issue Type and create a new issue type (eg: Test Case)

  3. How to Write & Manage Test Cases in Jira

    You start by adding a new issue type, e.g. Test case, and add a couple of relevant custom fields. For example, you could add a custom text field called Test

  4. How To Write Test Cases In Jira

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    [email protected] How to write test cases in JIRA? JIRA Tutorials | ITlearn360 Learn about how to add test cases in JIRA for software

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