Creating a Test Plan

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

Test plans help you manage high-level test planning and oversee an entire testing effort.

Test plans are groups of test cycles. When you generate reports and statistics filtered by test plans, the information aggregates and displays the test-execution results, metrics, and coverage of the test cases associated with the test cycles.

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

  1. Click the Plans view.

    The 'Plans' view screen

    Click the image to enlarge it.

  2. In the Folders panel, click the folder in which you want to create a new test cycle. If you want to create a new folder, click Create Folder, name the new folder, then click the check.

  3. Click New to create a new test plan.
    The Create Test Plan screen appears.

  4. On the Details tab (default), add your desired information.

    • A name for the test plan is required.

    • In the Details section, Folder is the destination of your test plan (specified in Step 2), Status refers to the readiness of the test plan to be executed, and Owner is to whom the test plan is assigned.

    • In the More Information section, you can create custom fields to address test strategy, scope, risks, environments, etc.

  5. Click the Traceability tab.

    Here you can use to link existing issues, test cycles, Web URLs, and Confluence pages to the test plan.


    When searching for issues or test cycles, results do not appear as you type. You must enter issue or test-cycle information (key or name) into the search bar, then click (or press Enter) to perform the search. Partial-name searches also work.

    Test cycles search

    Click the image to enlarge it.

    For more information about test cycles, check out the topics in the Test Cycles section.

  6. Fill out the information on the remaining tabs, if you like.

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

    • On the Comments tab, you can record comments about the test plan.

    • On the History tab, you can track changes to the test plan (after it’s created).

  7. Click Save.
    The test plan is created, and a notification appears on the screen.

Highlight search results