Explore the New User Interface

Owned by Samir Shah (Deactivated)
Last updated: Apr 22, 2021 by Edward Stolyar (Deactivated)
4 min read

Zephyr for Jira is now Zephyr Squad! Read more about this.

Recently, Zephyr for Jira's UI has undergone a new and improved makeover to coincide with the recent Jira UI changes. Check out the new look and feel to existing features detailed below.

Zephyr for Jira does not support the restoring Test Cycle and Execution Details for tests issues moved between projects. This includes test issues that are moved from one project to another using the 'Move Issues' function in Jira.

Main Navigation

You can access Zephyr for Jira in two ways:

  • Open a Jira project and select Zephyr in the project sidebar.
  • From Jira main menu, select Apps > Zephyr.

When the Zephyr application is open, you will see the following sidebar:

  • What's New - Learn about new features and improvements made in recent releases of Zephyr for Jira.
  • Design
    • Create a Test - Create a brand new test under the current project. The issue type is "Test" and is indicated by this icon: 
    • Create a BDD Feature - Create a BDD feature with accompanying steps.
    • Search Tests -This opens the Issue Navigator to allow searching for tests.
    • Import Tests - Import your existing tests from Excel or XML files.
      Note: This item appears only when Zephyr is accessed within a project.
  • Planning and Execution
    • Cycle Summary - Create and view various test cycles based on version.
    • Search Test Executions - Search for executions in a project using ZQL.
    • Manage Execution Filters - Manage filters saved using the test execution search functionality
  • Reporting
    • Test Metrics - Opens the Test Dashboard with testing metrics gadgets displayed
    • Test Summary - Summary of all testing activity in a project
    • Traceability Matrix - A report that can generate a trace of testing from a story through tests, cycles, executions, and defects
  • Integrations
    • API Keys - Get API keys required to call Zephyr for Jira REST API.
    • Test Automation - Imports test results from test automation frameworks directly into Zephyr test execution cycles.
    • BDD/Cucumber - Learn how to create and use behavior-driven development (BDD) testing with Zephyr for Jira.
    • REST API - Learn more about Zephyr for Jira REST API.
    • Continuous Integration - Learn how to integrate your CI/CD workflows with Zephyr for Jira.
  • Settings
    • Zephyr Custom Fields - Select the custom fields to add to test steps and test executions.
  • About (this menu appears only when Zephyr is opened from global context)
    • Welcome - This page educates and provides access to a variety of resources such as Support, Buying/Upgrading etc.
    • Documentation - Link to the online documentation.
    • Zephyr Status - Opens the status page where you can see the current status of Zephyr for Jira Cloud and subscribe to updates on planned maintenance.
    • Support - Link to Zephyr's support page.
    • Feedback - Give feedback directly to the plugin developers regarding your Zephyr for Jira experience.
    • About Zephyr - Version and license information.



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 on the Create Issue link or Create Test link will bring up the following screen:

A test can be viewed in its entirety in the following View Issue page (click to enlarge):

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

  • Comment: This allows users to add comments to the test
  • Add to Test Cycle(s): Allows this test to be added to a specific test cycle of a version for test execution
  • Attach Files: Allows files to be attached to this test
  • 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.)
    • Clone: A test can be very easily and quickly cloned
    • Attach Screenshot: Allows screenshots to be attached to this test
  • 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

If you use the new Jira issue view, you must have the Edit Issues permission in the project in order to see Zephyr test information in the issue detail view. See User Permissions for more information.

Test Summary

The Test Summary 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 allows you to view test cycles that have been created for a particular version of a project, create new ones, and drill-down into the list of tests for execution. Selecting a different version will change the view and display the test cycles for that selected version. A summary of the execution status is also displayed on the right and hovering over it provides additional stats.

Execute Test

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