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JIRA from Basics to Advanced
π Why JIRA?
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JIRA is one of the most popular issue-tracking and project-management tools.
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Supports Agile frameworks like Scrum and Kanban.
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Helps teams organize tasks, bugs, stories, and test cases in one place.
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Integrates well with other tools like Bitbucket, Confluence, and Xray.
π How to Access JIRA
- π Usually your company will provide a JIRA URL (like
https://companyname.atlassian.net
)
- π Log in with your corporate email or assigned credentials
- π You will land on the default dashboard showing your assigned tasks
- π Use the top navigation bar to switch between projects and boards
π How to Create Issues (Bug/Story/Task) in JIRA
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Click the Create button on the top bar
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Select the Project where the issue should live
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Choose the Issue Type (Story, Task, Bug, Epic, etc.)
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Fill in required fields like Summary, Description, Priority, Assignee
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Attach screenshots if needed
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Click Create to submit
π How to Create Test Cases in JIRA (with Xray)
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Install Xray plugin (if not already installed)
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Click the Create button
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Choose Issue Type as Test
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Provide Test Steps with input, action, and expected result
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Link the test to requirements or user stories
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Save the test case
π How to Create a Test Plan in JIRA (Xray)
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Click Create β select Issue Type as Test Plan
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Add a summary and description
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Link existing test cases to the plan
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Assign testers and define schedules
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Save the test plan
π Executing Test Cases in JIRA (Xray)
- π Create a Test Execution issue in JIRA
- π Link the tests you want to run
- π Assign it to a tester
- π As tests are executed, update their status (Pass/Fail) and add evidence
- π Xray captures and reports these results in dashboards
π What is JIRA Xray?
Xray is a powerful test management plugin for JIRA that adds features to plan, organize,
execute, and report on manual or automated tests inside JIRA. It supports:
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Manual test execution and tracking
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Automated results import
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Traceability from requirements to test execution
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Test coverage and reporting dashboards
π Importing and Exporting Test Cases & Test Plans
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Use JIRAβs built-in CSV import/export features
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In Xray, use Excel or JSON importers for test cases
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Always verify field mappings before import to avoid data loss
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For large data, test with a small sample first
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Export test executions and plans using Xray's reports (Excel/CSV/PDF)
π Pro Tips
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Learn JQL (JIRA Query Language) to create advanced filters
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Use components and versions for better organization
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Clean up unused or duplicate issues regularly
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Customize workflows to match your teamβs process
π Common Mistakes to Avoid
- π« Leaving issues in unclear status (like βTo Doβ forever)
- π« Forgetting to update test results after execution
- π« Overcomplicating workflows with too many transitions
- π« Neglecting to link tests to user stories for traceability