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Managing Test Plans

How to manage a Test Plan

Updated this week

A Test Plan is a structured set of Test Cases organized in a specific order for test execution. The main goal of a Test Plan is to ensure that all required Test Cases are executed in a planned, consistent, and traceable manner.

Test Plan helps teams manage test execution, assignments, iterations, and reporting in one place.

What You Can Do Within a Test Plan

Re-order Test Cases

Drag and drop Test Cases to arrange them in the desired execution order.


Re-arrange Columns

Customize the Test Grid by reordering columns based on your preference.


View Test Script

Expand a Test Case to view its test steps and expected results.

Step 3


Add a New Test Case

Create a new Test Case directly within the Test Plan.


Link Existing Test Cases

Link existing Test Cases from the current Jira project or from another Jira project (based on your permissions).


Step-by-Step Test Execution

Execute Test Cases, and add actual result for each step in the Test Plan.


Quick Test Execution

Use Quick Test to quickly update the execution status of a Test Case without opening detailed steps.


Create Linked Work Item or Bugs

Create a Jira Issue or Bug directly from a Test Case Run within the Test Plan and link it automatically.


View Test Plan Report/Insights

Open the Report tab to view the Test Summary Report, including pass rate, fail rate, coverage, and linked issues.

Step 1

For Advanced Test Plans:
Open the Advanced Test Plan and navigate to the Insights tab to view detailed execution and progress insights.

Step 2

Edit Test Plan

Update the name of the Test Plan


Create a New Iteration

Create a new iteration of the Test Plan for repeated or regression testing.

Step 2


Delete a Test Iteration

Remove unwanted or outdated Test Iterations from the Test Plan settings.


Clone Test Plan

Create a copy of an existing Test Plan to reuse the same test structure.


Export Test Plan

Export the Test Plan for reporting, sharing, or documentation purposes.


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Delete Test Plan

Remove the Test Plan when it is no longer needed.
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