This chapter provides information on how to configure RTM for the first time in a company-managed space.
Before you start, log in as a user with the Space admin permissions.
In company-managed spaces, you can choose to configure Requirements and Test Management (RTM) app either with one click or step by step.
This option allows you to configure the application using default settings, limiting time needed to configure the app.
Read the information in the Configure with one click section.
Turn the toggle on to add sample data to your space.
To learn how the application works and how it will be configured, click here.
Click Enable.
RTM application is configured in your company-managed space.
This option allows you to customize the application modules to suit your team’s needs. On the onboarding screen, select Configure step by step.
Select issue (work) types that will be your requirements.
If your space doesn’t have such issue (work) types, you can add them automatically or manually.
We recommend adding such issue (work) types like: Business goal, Business requirements, UI requirements and Non-functional requirements. If you select the Add automatically option, we will add these issues (work items) for you.
Click Next.
Select issue (work) types that will be your testing objects.
If your space doesn’t have such issue (work) types, you can add them automatically or manually.
We recommend adding such issue (work) types like: Test Case, Test Plan and Test Executions. If you select the Add automatically option, we will add these issues (work items) for you.
Click Next.
Select the space (project) and issue (work) types where the defects will be stored.
Click Add next project (space) to map issue (work) types to defects in more than one space.
Click Next
Incompatible fields may occur during field configuration. These fields aren’t supported in the RTM. Click Manage fields to change them to optional.
RTM application is configured in your company-managed space. You’ll be redirected to the main page of the application - the Dashboard. Now you’ll be able to create your requirements, test plans, test cases etc.
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.
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