First steps

This chapter provides information on what happens after enabling RTM app.

Jira settings

You can start RTM Onboarding from the following places:

• Jira settings > Apps > RTM Configuration
• Project settings > RTM Configuration

In both ways you will be able to set up RTM for Jira app in your project.

Steps

To get started:

1. Choose project you want to use.
   
   Info

   The Requirements and Test Management app supports only company-managed Jira projects. Team-managed projects are grayed out as Not compatible projects on the list.
2. Click Enable.

   

Result

Selected project is ready to manage.

Project settings

Requirements and Test Management for Jira app provides an extra RTM configuration section that appears in project settings. Here you can configure RTM module in project.

Before you start using RTM app:

• Add issue types to project (select RTM issue types or add your own)
• Map issue types to objects
• Choose project and issue type for defects
• Add fields to the screen.

RTM Issue Types

Your project can be based on RTM Issue Types or you can set your own issue types for each module.

Here’s a quick guide on how to add issue types provided by Requirements and Test Management for Jira app.

Steps

1. Navigate to Issue Types.
2. Click Add manually.
   a. Use Add automatically button if you want to add all RTM Issue Types without further interference in project settings.
   

   

3. Click Actions > Edit issue types.
   

   

4. Add all RTM issue types:
   • Test Execution
   • Test Plan
   • Functional Requirement
   • Non-Functional Requirement
   • Test case
   • Defect
   • Business Requirement
   • UI Requirement
     Note

     You can also use your own issue types. Adding issue types provided by RTM app is optional.
   5. Click Save.

      

   6. Return to Onboarding page and click Next.

Result

RTM Issue Types have been added. Now you can map issue types to objects.

Issue Types mapping

Map issue types to objects. Your issue types must be added in the project settings. If you forgot to add it earlier, go to Issue Type settings.

Steps

To map issue types to objects:

1. Configure the following:

• Requirements: Define up to several issue types.
• Test Case: Define one issue type.
• Test Plan: Define one issue type.
• Test Execution: Define one issue type.

2. Click Next.
   

   

Result

Issue types have been mapped to the project.

Defects

You can store all defects in current project or you can set couple different projects where you create and store defects.

Steps

To add defects:

1. Go to Defects.

2. Configure the following:

   • Project: Choose a project.
   • Defect/Bug: Define up to several issue types.
     
     Note

     • You can add other projects and defects by clicking Add next project. If user chooses other projects, not default RTM project, the defects tree will not be available.
     • If you want to remove them, click the trash icon.

3. Click Next.
   

   

Result

Selected defect is added.

Fields configuration

Add missing fields to RTM screens

Some Jira fields are required for app to work properly. In this step the RTM app will inform you which of them should be added to screen configuration.

If the system detects missing fields, then click Add automatically or add fields manually.

Info

Information about missing fields also appears on the Configuration page.

You can raise a support request for field’s compatibility right from the Configuration page.

Incompatible fields

The RTM app supports most of the fields available in Jira. However, it may happen that your fields won’t be visible on screens used by app. In Incompatible fields section you’ll find fields, that are not supported on the Create, Edit and View issue screens yet.

You can let us know if you find them crucial in your work. Simply click Request for field compatibility and raise a support request. We will do our best to add them.

Click Next and navigate to the last step.

Confirmation

Now you can start your adventure with Requirements and Test Management for Jira app.

Steps

To start RTM app:

1. Switch Generate sample data for project toggle to on if you need it.
2. Click Start Adventure!
   

   

Result

RTM app is ready to use.

Test Management

You can start using RTM app by navigating to the relevant Project.
Expand the left sidebar and select Test Management from the project navigation.

List of projects with enabled RTM

As soon as you enable the RTM app, your project will appear on the Projects list in Apps > Test Management.

Here, you can enable Requirements and Test Management for Jira in other projects. Simply click Enable app in project, and select one from the list.

Need help?

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.