Onboarding in a company-managed project

This chapter provides information on how to configure RTM for the first time in a company-managed project.

Steps

1. Select issue types that will be your requirements.

2. If your project doesn’t have such issue types, you can add them automatically or manually.

   Tip

   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.

3. Click Next.

   

4. Select issue types that will be your testing objects.

5. If your project doesn’t have such issue types, you can add them automatically or manually.

   Tip

   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.

6. Click Next.

   

7. Select the project and issue types where the defects will be stored.

8. Click Add next project to map issue types to defects in more than one project.

9. Click Next

10. In the Fields configuration step, we check if your fields configuration is proper. If fields configuration is ready click Next.

11. If you want to generate sample data for your project turn the toggle on.
12. Click Enable.

Result

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.