Basic Navigation

Switch to the plan view of a project

1. Select the project you want to display the corresponding test plans for:
   1. either click on Tests in the main navigation bar and select a project from Current Project or Recent Projects
   2. or select Tests > View all projects from the main navigation bar and select a project from the list.
2. Click the Plan button located in the top right corner.   

Switch to the plan tree view of a test plan

1. Switch to the plan view of the project that contains the test plan you want to display.
2. Locate the test plan in the Test Plans table and click on the plan name.
   You should see the definition tree of the project on the left and the plan tree of the selected test plan on the right.

Essential test plan tasks

Create a new test plan

1. Switch to the plan view of the project you want to create the new test plan for.
2. Click on the New Plan button located in the top right corner.
3. Enter a name for the new test plan and optionally enter a description and choose a configuration.
4. Click Create to create the new test plan.

Edit a test plan

1. Switch to the plan view of the project that contains the test plan you want to edit.
2. Locate the test plan in the Test Plans table.
3. Click on the  icon for the test plan.
4. Update the desired values and click Edit to save the changes.

Delete a test plan

1. Switch to the plan view of the project that contains the test plan you want to delete.
2. Locate the test plan in the Test Plans table.
3. Click on the  icon for the test plan.
4. Click Delete to confirm that you want to delete the test plan.

Structuring a specific test plan

Create a plan tree folder

1. Switch to the plan-tree-view of the test plan you want to add a folder to.
2. In the plan tree right click on the parent folder that should contain the new folder.
3. Select Create Folder from the context menu.
4. Choose a name and an optional description for the folder.
5. Click Create to add the folder.

Edit a plan tree folder

1. Switch to the plan-tree-view of the test plan you want to edit a folder from.
2. In the plan tree right click on the folder you want to edit.
3. Select Edit from the context menu.
4. Update the desired values and click Edit to save the changes.

Remove a plan tree folder

1. Switch to the plan-tree-view of the test plan you want to delete a folder from.
2. In the plan tree right click on the folder you want to delete.
3. Select Delete from the context menu.
4. Click Delete to confirm that you want to delete the folder.

Add tests to a test plan

Via drag and drop

1. Switch to the plan-tree-view of the test plan you want to add tests to.
2. In the definition tree click and hold the test you want to add to the test plan.
3. Drag it to the plan tree and drop it on the folder that should contain the test.

Via context menu

1. Switch to the plan-tree-view of the test plan you want to add tests to.
2. In the plan tree right click on the folder you want to add the tests to.
3. Select Add existing issues from the context menu.
   1. Select Search for issues to search for recently viewed issues.
      Select one or more issues from the list to add them to the selected folder.
      The selected issues do not necessarily have to come from the same project the test plan was created on.
   2. Select From filter and select a saved filter or provide a valid JQL-statement.
      All issues matching the filter or JQL-query will be added to the selected folder.
      Note that it's possible to add a test multiple times to the same test plan. 
      Issues matching the filter or JQL-query will be added to the test plan although they might be already part of it. 
4. Click Add to add the selected tests to the selected folder.