Quick Start Guide - TestRail

Quick Start Guide

TestRail Lite is a Jira app that can be installed directly on your Jira Cloud instance. It enables users to create, manage, and report on tests without ever leaving Jira.

To start working with TestRail Lite, select an existing Jira issue, or create a new one. Once you are viewing the Jira issue, click on TestRail Lite Results button under the issue title and the TestRail Lite Results pane will be displayed below the issue description, where you manage all your test results (All Results), Linked Bugs, Test Cases, and Test Runs.

Add test cases

Start creating test cases for your project by clicking on ‘Add test case’. You will be able to reuse test cases across multiple issues once you create them. By default, the test case will reference the Jira issue where you first added the test case.

A new window displays where you can customize the following fields: 

Name Description
Title Add a title describing your test case.
Suite Select the Suite in which your test case will be created.
Section Select a suite section to create your test case.

You have three different templates to create a new test case. 

  • Test Case (Text)
  • Test Case (Steps)
  • Exploratory Session

You can define a priority for your test case, you have these options:

  • Critical
  • High 
  • Medium
  • Low
References By default it is set to the Jira issue in which you are creating the test case.


Starting to test

Once you have added some test cases, you can start testing those cases against a specific Jira issue by adding them to a test run. Create a test run by clicking on the arrow next to ‘Add test case’ and selecting ‘Add test run’ from the dropdown. Notice that the test run belongs to the Jira issue you selected.

A test run is only visible inside the Jira issue it was created in and can only run there.

Running Tests

After defining the test cases that are part of a test run, you can start running them. 

In order to do this, click on a test run and a new window will open. Select a test case and click on Run Test to record details about the results of the test, such as: Status, Comments, Linked Issues, and Attached files if you have any to upload. If you just want to change the status of the test case without providing detailed results click on Pass & Next to mark the status as Passed or click the arrow to the right to select a different test status and continue to the next test case. 

Suites and sections

Organize your test cases by using Suites and Sections. Click on the arrow next to the ‘Add test case’ button from the TestRail Lite Results section of a Jira issue and select Suites & sections from the dropdown.

This displays a new window where you can edit existing Suites and Sections or create new ones for your project. Inside a Suite you can add as many sections as you need, which can also contain other sub-sections. You can specify the section and suite each test case will belong to.


To access reports, go to your Jira project menu on the left-hand side of your screen and select the TestRail Lite item. This will display a summary of the status of all of your test runs across your project. By clicking on each test run you can view a detailed test cases list with their current statuses,  and download a PDF or print the reports if you wish to.