This chapter provides information on how to configure RTM for the first time in a company-managed project.
Before you start, log in as a user with the Jira Project Administrators project permissions.
In company-managed projects, 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 project.
To learn how the application works and how it will be configured, click here.
Click Enable.
RTM application is configured in your company-managed project.
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 types that will be your requirements.
If your project doesn’t have such issue types, you can add them automatically or manually.
We recommend adding such issue types like: Business goal, Business requirements, UI requirements and Non-functional requirements. If you select the Add automatically option, we will add these issues for you.
Click Next.
Select issue types that will be your testing objects.
If your project doesn’t have such issue types, you can add them automatically or manually.
We recommend adding such issue types like: Test Case, Test Plan and Test Executions. If you select the Add automatically option, we will add these issues for you.
Click Next.
Select the project and issue types where the defects will be stored.
Click Add next project to map issue types to defects in more than one project.
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 project. 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.
