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Requirements and Test Management for Jira
Cloud Server/Data Center
Requirements and Test Management for Jira

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Migration to Cloud
Last updated Mar 16, 2025

Onboarding in a team-managed project

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

Warning

Before you start, log in as a user with the Jira Project Administrators project permissions.

Steps

  1. Select issue types that will be your requirements.
  2. If your project doesn’t have such issue types you can add them.
Example

Tip

We recommend adding such issue types like: Business goal, Business requirements, UI requirements and Non-functional requirements.

3. Click Next.

Map issue types to Requirements.
Map issue types to Requirements.
  1. Select issue types that will be your testing objects.
  2. If your project doesn’t have such issue types, you can add them.
Example

Tip

We recommend adding such issue types like: Test Case, Test Plan and Test Executions.

6. Click Next.

Map issue types to Testing objects.
Map issue types to Testing objects.
  1. Select project and issue types that will be your defects.
  2. Click Add next project to map issue types to defects in more than one project.
  3. Click Next.
Map issue types to Defects.
Map issue types to Defects.
  1. In the Fields configuration step, we check if your fields configuration is proper. If fields configuration is ready click Next.
Checking the correctness of fields.
Checking the correctness of fields.
Warning

Incompatible fields may occur during field configuration. These fields aren’t supported in the RTM. Click Manage fields to change them to optional.

  1. If you want to generate sample data for your project turn the toggle on.
  2. Click Enable.
Enable RTM in the project.
Enable RTM in the project.

Result

RTM application is configured in your team-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.

Watch the full configuration walkthrough

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.

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