How to Create a Test Case

Applies to Zephyr Scale Server/Data Center 9.1, last modified on November 30, 2023

This task offers an example of how to create a test case, and it highlights important aspects of the creation process.

  1. Select a project and click Tests.

    The 'Tests' button
  2. In the Folders panel, click Create Folder, name the folder, then click the check.

    The 'Folders' panel

    The new folder is saved.

    – OR –

    Click an existing folder in which you want to create a new test case.

  3. Click New to create a new test case.

    New test case

    The Create Test Case screen appears.

  4. On the Details tab, add your desired information.

    The 'Details' tab

    Click the image to enlarge it.

    • Folder is the destination of your test case. You specified a folder in Step 2.

    • Status is not related to an execution result. It’s the status of the readiness of the test to be planned and executed.

    • Components are obtained from Jira and can be added/managed on the Jira project’s administration page.

  5. Click the Test Script tab, and fill in the test-case steps.


    Click the image to enlarge it.

    Add and delete options appear when focus is on a step. You can drag-and-drop to reorder steps, as well.

  6. Fill out the information on the remaining tabs.

    • On the Traceability tab, use to link an existing issue from Jira to the test case, or use + to create and link a new issue to the test case. You can also link Web URLs.

    • On the Execution tab, you can track previous test-execution results.

    • On the Attachments tab, you can attach files to the test case.

  7. Click Save.
    The test case saves, and a notification appears on the screen.

See Also

Working With Test Cases
Importing Test Cases

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