Create a new test plan

• Select the plan view of the project in which you want to create the new test plan

• .

• Select New Plan

• in the top right corner.

• Enter a name for the

• test plan and

• an optional description.

• Select Create to create the new test plan.

Edit a test plan

• Select the plan view of the project

• containing the test plan

• .

• Select the Edit Plan icon for the test plan.

• Enter the desired values and

• select Update to save the changes.

Delete a test plan

• Select the plan view of the project

• containing the test plan.

• Select the Delete Plan icon for the test plan.

• Select Delete to confirm that you want to delete

• the plan.

Copy a test plan

• Select the plan view of the project containing the test plan.

• Select the Copy Plan icon for the test plan

• .

Export a test plan in JSON format

• Select the plan view of the project containing the test plan.

• Select the Export Plan icon for the test plan.

Export test plans in XML or Excel formats

• Select the plan view of the project.

• Select the Export dropdown menu entry in the set of R4J menus.

• Select an option:

  • XML: This option results in an XML file containing a list of test plans and their attributes.

  • XML with details: This option results in an XML file containing a list of test plans, their attributes and their included test cases.

  • Excel: This option results in an XML file containing a list of test plans and their attributes.

  • Excel with details: This option results in an XML file containing a list of test plans, their attributes and their included test cases.

Filter test plans

• Select the plan view of the project.

• Select the Filter button in the set of R4J menus.

• Enter the some text and select Filter to restrict the list of plans to those matching the text.

Create a test plan tree folder

• Select the plan view of the project containing the test plan.

• Select the plan name in the list, opening the plan tree view.

• Select Create Folder from the context menu of a existing folder.

• Choose a name and an optional description for the folder.

• You can also add attachments (graphic format files only) that can be included in the folder description.

• Select Create to add the folder.

Edit a test plan tree folder

• Select the plan

• view of the project containing the test plan

• .

• Select the plan name in the list, opening the plan tree

• view.

• Select Edit from the context menu of a folder.

• Update

• values as desired

• and select Update.

Remove a test plan tree folder

• Select the plan

• view of the project containing the test plan

• .

• Select the plan name in the list, opening the plan tree

• view.

• Select Delete from the context menu of a folder.

• Select Delete to confirm that you want to delete the folder.

Create a new test case in a test plan

folder

• Select the plan view of the project containing the test plan.

• Select the plan name in the list, opening the plan tree view.

• Select Create Issue from the context menu of a folder.

• Use the standard Jira Create Issue dialog to create the new issue and add it to the folder.

Add test cases to a test plan folder

• Select the plan view of the project containing the test plan.

• Select the plan name in the list, opening the plan tree view.

Add test cases via drag and drop:

• In the definition tree select and hold the desired test cases and drag them underneath the folder.

Add test cases via context menu:

• Select Add existing issues from the context menu of a folder.

  • Select Search for issues to search for recently viewed issues

• • and select one or more issues from the list to add them to the selected folder.

• • Select From filter and select a saved filter or provide a

• • JQL

• • statement.

• • The issues matching the filter or JQL

• • query

• • are added to the selected folder.

• Select Add to add the selected test cases to the folder.