Test Plans

The Test Plans screen is where you organise test cases into executable groups and start test runs. A Test Plan typically maps to a sprint, release, or feature area — it defines which test cases need to be executed together and who is responsible for each.

Navigate to it via the Test Plans link in the TestGenie sidebar.


What You See

The Test Plans screen lists all test plan issues for the current project. Each plan shows:

Field

Description

Plan name

The test plan's summary (e.g., "Sprint 14 Regression", "V2.1 Release Plan")

Assignee

The team member responsible for the plan

Priority

The plan's priority

Status

The Jira workflow status of the plan issue

Included Test Cases

The test cases linked to this plan

Clicking a plan name opens the plan detail view.


Creating a Test Plan

  1. Click Create New Plan in the top-right corner.

  2. Fill in:

    • Plan name (Summary field) — give it a meaningful name, e.g., "Sprint 14 — Login Feature"

    • Assignee — the person responsible for overseeing this plan

    • Priority — set appropriately for the release context

  3. Confirm creation.

The new plan appears in the list as a Jira issue of the type configured as Test Plan issue type in Issue Mapping.


Linking Test Cases to a Plan

From the plan detail view:

  1. Click Link Test Cases.

  2. Search for and select the test cases you want to include.

  3. Confirm — the selected test cases are linked to the plan using the Plan ↔ Test Case link type from Issue Mapping.

The Included Test Cases section updates to show the linked test cases with their key, summary, status, and assignee.

Tip: A test case can belong to multiple plans. For example, a core login test case might appear in both the Sprint Plan and the Regression Suite.


Assigning Test Cases

Within the plan's Included Test Cases list, you can assign individual test cases to different team members.

This is separate from the plan-level assignee — the plan has an overall owner, but individual test cases within the plan can be assigned to different engineers or QA team members for execution.


Executing a Plan

When the plan is ready to run:

  1. Click Execute Plan (visible in the plan detail view, top-right area).

  2. TestGenie creates a Test Execution issue linked to the plan, and opens the Execution Dashboard for that run.

  3. The Execution Dashboard shows all test cases in the plan, ready for result marking.

Each time you click Execute Plan, a new execution run is created. Previous runs remain accessible in the Active Runs sidebar of the Execution Dashboard.

Prerequisite: The Execution Planning section of Issue Mapping must be fully configured and Enable Test Execution tracking must be checked before Execute Plan will work.


Plan Detail View

Clicking a plan name opens the detail view, which shows:

  • Plan metadata (assignee, priority, reporter, status)

  • The Included Test Cases (N) section with all linked test cases

  • Link Test Cases button to add more test cases

  • Execute Plan button to start a new run

  • Create New Plan button to create another plan from the same screen


Relationship to Jira

Test Plan issues are standard Jira issues of the type configured in Issue Mapping. They are:

  • Visible in your Jira backlog and project views

  • Queryable with JQL

  • Subject to your existing Jira workflows and permissions

The links between plans and test cases are standard Jira issue links — visible in the test plan issue's links panel.