Getting Started with TestGenie

This guide walks you through setting up and using TestGenie — from install on the Atlassian Marketplace to your first complete test execution run.

Step 1: Install from Atlassian Marketplace

  1. Go to the Atlassian Marketplace and search for TestGenie.

  2. Click Get it now and select your Jira Cloud site.

  3. Follow the installation prompts. No credit card is required for teams up to 10 users.

  4. Once installed, TestGenie appears in your Jira project navigation.

Step 2: Open the Get Started Screen

After installation, open TestGenie in any Jira project. The Get Started screen is the default landing page. It shows:

  • An overview of TestGenie's core capabilities

  • A Start Configuring button that takes you directly to Issue Mapping

Click Start Configuring to proceed.

Note: If a license warning banner appears at the top of the screen, your app license is not yet active. Contact your Jira administrator or visit the Atlassian Marketplace to activate your subscription.

Step 3: Configure Issue Mapping

Issue Mapping is a one-time setup that tells TestGenie which of your existing Jira issue types and link types to use. Open it via the TestGenie navigation or the Start Configuring button on the Get Started screen.

The screen has three sections:

Requirement & Test Linkage

Field

What to select

Requirement issue type

The Jira issue type that represents requirements (e.g., Story)

Test Case issue type

The issue type used for test cases (e.g., Task, or a custom type)

Req ↔ Test Case link type

The link type connecting requirements to test cases (e.g., "is tested by")

Defect Orchestration

Field

What to select

Defect issue type

The Jira issue type used for bugs/defects (e.g., Bug)

Defect ↔ Execution link type

The link type between a defect and its execution record

Defect ↔ Test Case link type

The link type between a defect and the test case that caught it

Execution Planning

Field

What to select

Test Plan issue type

The issue type used for test plans (e.g., Epic, or a custom "Test Plan" type)

Test Execution issue type

The issue type used for execution records

Enable Test Execution tracking

Checkbox — must be checked to track pass/fail results in the Execution Dashboard

Plan ↔ Test Case link type

The link type between a test plan and its test cases

Plan ↔ Execution link type

The link type between a test plan and its execution runs

Execution ↔ Test Case link type

The link type between an execution and each test case it covers

Click Save Changes when all three sections are complete.

Tip: You can reuse the same link type (e.g., "Relates to") across multiple relationships. All three sections must be filled in before Test Plans and Execution tracking will work.

Step 4: Generate Test Cases with Rovo

  1. Open any Jira story, bug, or feature in your project.

  2. Launch the Rovo agent from the Ask Rovo panel in the right sidebar.

  3. Ask the agent: "Generate test cases for this issue."

  4. The Rovo agent reads the issue summary and description, then generates a list of planned test case summaries.

  5. Review the plan. Optionally adjust the scenario description, add preconditions, or change the coverage issue.

  6. When satisfied with the plan, ask the agent to generate detailed drafts.

  7. Review each draft (summary, description, test steps, expected results).

  8. Confirm creation — test cases are created as native Jira child issues linked to the parent story.

Generated test cases immediately appear in the Test Cases screen.

Step 5: View Test Cases

Navigate to Test Cases in the TestGenie sidebar.

  • All test cases for the current project are listed here

  • Each test case shows its test steps, assignee, status, and linked test plans

  • Use filters to narrow by assignee, status, or priority

Step 6: Create a Test Plan

Navigate to Test Plans.

  1. Click Create New Plan.

  2. Fill in the plan name, assignee, and priority.

  3. Click Link Test Cases to add test cases to the plan.

  4. Assign individual test cases to team members as needed.

  5. Click Execute Plan to start a test run — this opens the Execution Dashboard for that plan.

Step 7: Track Test Execution

In the Execution Dashboard:

  • Stat cards at the top show live counts: Tests Passed / Tests Failed / Not Executed

  • Select each test case row and mark its result using the TEST RESULT column dropdown

  • Use the Active Runs sidebar to switch between execution sets for the same plan

  • When a test fails, use the ACTIONS column to link the failed execution to an existing Jira defect

Step 8: Export Results

When a run is complete, click Export Report from the Execution Dashboard to download and share results with stakeholders.

The exported report includes the run summary and individual test case results.