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Note

To enable Xray at the project level, you need to have the Browse Projects permission permission enabled at in the Project Permission Scheme. However, some configurations - such as adding Xray Issue Types - require Jira Administration permissions. If you do not have itthe necessary permissions, please ask your Jira Administrator for help assistance before proceeding. You can do it for configure Xray in either a brand-new project or an existing oneproject.

All the operations described can be executed from within Xray Settings available on the Project Settings screen:

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UI Steps
UI Step

Access the project settings as explained above (Figure 1 and 2).

UI Step

Click the Add Xray Issue Typesbutton to automatically add the available Issue Types (Figure 2 - 3).

Alternatively, you can add the Issue Types manually by clicking the Configure the Issue Type Scheme manually button (Figure 2 - 4). 

Info

Only Jira administrators can access and modify Issue Type schemes. This requirement applies to all methods of configuring Issue Types, not just the Configure Issue Type Scheme Manually option (Figure 2 - 4). If you are not a Jira administrator, you will need assistance to complete this step.

UI Step

If you chose the manual option, you will enter the Issue Types screen (Figure 3).

Click the Actions button (Figure 3 - 1) and then select Edit issue types button (Figure 3 - 2; be aware of the projects using it).

Figure 3 - Actions

Figure 3 - Actions

UI Step

Add Test, Precondition, Test Set, Test Execution, Sub-Test Execution Issue Types by dragging them from the Available Issue Types column (Figure 4 - 2) and dropping them on the Issue Types for Current Schemecolumn (Figure 4 - 1).

Once you're finished, click Save (Figure 4 - 3).

Figure 4 - Issues

Figure 4 - Issues

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UI Steps
UI Step

On your Jira Cloud instance, enter the team-managed project you wish to configure and click Issue types (Figure 6 - 1).

Figure 6 - Issue types

Figure 6 - Issue types

UI Step

New options will appear on the left side of the screen. There, click Add issue type (Figure 7 - 1).

A modal will open (Figure 7). Enter a name (Figure 7 - 2; mandatory field) and fill in the other fields (optional). Once you're finished, click Create (Figure 7 - 3).

You will see a confirmation message, and your Issue Type will appear right away.

Figure 7 - Issue types

Figure 7 - Issue types


For simplicity, you can choose the same Issue Type names as the default global Xray Issue Types. Repeat these steps for all other necessary Xray entities such as Test, Precondition, Test Set, Test Plan, and Test Execution.

Info

You can download the icons for the Xray Issue Types below: 

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Configuring Requirements and Defects

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