Explore the User Interface

Main navigation

On logging into Jira, you will see a top-level navigation bar with Dashboard, Projects, and Issues among other items. A Tests item is also present if you have Zephyr Squad, and it looks like this:

Tests menu
  • Search Tests: This opens the Issue Navigator to allow searching for tests.

  • Create a Test: Allows you to create a brand new test under the current project. The issue type is "Test" and is indicated by this icon: zephyr-icon.png.

  • Plan Test Cycle: This takes you to the Cycle Summary page, to let you create and view various test cycles based on version.

  • Search Test Executions: This opens the new execution navigator to allow searching for test executions.

  • Manage Execution Filters: Search filters created in the execution navigator can be managed from here.


    A test can also be executed directly while viewing it.

  • Execute Tests: Allows the tester to access any test cycle for that project and start executing tests.

  • Test Summary: Opens the Test Summary page with overview data of all testing operations in the project.

  • Test Metrics: Opens the test dashboard with testing metrics gadgets displayed.

  • Traceability: Allows you to create traceability reports.

  • Importer: Opens the Importer form that you can use to import issues via Excel or XML files.

  • Welcome: This page educates and provides access to a variety of resources such as support, buying/upgrading etc.

  • Documentation: Opens the Zephyr Squad Server online documentation.

  • Give Feedback: Opens a form you can use to send us your feedback on the product.

  • Support: Link to the Zephyr Support page where a user can get technical assistance with using the product.

  • About Zephyr Squad: Version and license information.

Test summary

The Test Summary page is accessed either by clicking on the top-level tests in the navigation bar or by selecting the Test Summary tab on the left side.

Test Summary page

This page provides a comprehensive view of all the tests that belong to a particular project, summarized based on overall totals, versions, components and labels. Clicking on any of these links will take you to the issue navigator and display a list of those tests.

Cycle Summary

The Cycle Summary page is accessed either via clicking on Plan Test Cycle or Execute Tests in the top-level Tests.

Cycle Summary page

This page allows you to view test cycles that have been created for a project, create new ones, and drill down into the list of tests for execution. The tree on the left includes all versions of the projects in folders for both released and unreleased versions. Selecting a version will expand it and show all the cycles in that version. You can further expand Test Cycles to show the folders underneath them. Selecting a test cycle or folder displays the execution in that area and additional statistics based on the data.

Create and view a test

A test can be created in any one of the ways that any issue type can be created in Jira. For example, clicking the Create button or Create a Test link will bring up the following screen:

Create Issue dialog

A test can be viewed in its entirety in the following View Issue page:

View Issue page

On this screen, you'll find a toolbar that will allow you to access various features associated with editing and executing a test:

More Actions menu
  • Edit: This takes you back to the edit mode for this test and allows you to update various fields.


    The Test Details section can be edited directly in this View Issue page.

  • Comment: This allows users to add comments to the test.

  • Clone: A test can be very easily and quickly cloned.

  • More Actions:

    • Link: This brings up the Link Issue dialog that allows this test to be linked to any other issue (Task, Improvement, Story, Epic etc.)

    • Add to Test Cycle(s): Allows this test to be added to a specific test cycle of a version for test execution.

    • Create sub-task: Create a sub-task off of the test issue.

    • Attach Files: Allows files to be attached to this test.

    • Delete: Deletes the test.

    • Copy Zephyr Test Steps – Copying the test steps of the selected test case to be used in a different test case.

  • Execute: This allows for this test to be executed - either in an ad hoc manner (i.e. not associated with any particular test cycle and/or version) or as part of a test cycle.

Execute test

This screen allows you to execute a test by changing its status, filing a new bug or associating an existing one, and adding attachments and comments. You can then save and return to the test or the test cycle from where you had come.

Test execution page

See Also

Zephyr Help Menu

Terms and Concepts

Zephyr Squad Server Documentation

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