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Jira Cloud

⚠️ The Apps section can only be accessed by the Owner, or an Administrator.

Jira is a proprietary issue-tracking product developed by Atlassian that allows bug tracking and agile project management.

Qase offers a robust integration with Jira, enabling you to link test cases, test runs, and defects to Jira issues both, from Qase, and from Jira.

The statuses of a Qase defect and its linked Jira issue are synchronized. When a Jira issue is set to a completed status, the corresponding Qase defect is marked as resolved, and vice versa.

If you work across multiple Qase workspaces, you can easily duplicate the installation and status mapping across all of them. You can also limit access to your Jira projects as necessary.

Installation

👉 To ensure a successful installation, the process must be carried out by a user with administrative access to Jira.

Start by inviting your Jira administrator to your Qase workspace, and be sure to assign them the administrator role in Qase as well.

Steps for Jira Administrator:

1. Installing the Qase App on Jira.

  • In your Qase workspace, navigate to ‘Apps’ and find the Jira Cloud app. Click “Install now”.

    A Qase workspace with the Apps item in the top navigation highlighted
    The Jira Cloud app card in Qase, with its Install now button highlighted

  • You will be redirected to the Atlassian Marketplace. Click “Get it now”. If you’re not already logged in, you’ll need to sign in to proceed.

    The Qase for Jira Test Management listing on the Atlassian Marketplace, with Get it now highlighted

Atlassian's “Choose a site to install your app” step, with the Jira site selected and Install app

2. Link, the App on Jira with your Qase Workspace.

  • After the app is installed, click on “Configure”.

The installed Qase app in Jira with its Configure button

Alternatively, you can find the Configure button by going to Apps > Manage Your Apps > Qase > Configure.

Reaching the Configure button in Jira through Apps, Manage your apps, Qase
  • On the configuration page, click “Link with Qase”.

    The Qase app's configuration page in Jira, with the Link with Qase button

  • You will be redirected to Qase. Click “Authorize” to complete the linking and finalize the installation.

    The Qase authorization screen that completes the linking, with the Authorize button

  • Verify that the app has been successfully installed.

    Confirmation in Qase that the Jira app has been installed

Mapping Statuses Between Qase and Jira

Qase Defects have the following statuses: Open, In-progress, Resolved, Invalid

The four Qase defect statuses: Open, In-progress, Resolved and Invalid

You might have several projects ¹ in your Jira instance, each with different and potentially unique statuses for each issue type ²

The Jira integration settings dialog, with the Project and Issue type pickers numbered 1 and 2

Using default mapping

To simplify the process, you can set a default mapping for a project that will apply to all issue types, within that project -

The Issue type list open on Default, the entry whose mapping applies to every issue type

Jira statuses Done, To Do and In Progress mapped to Qase defect statuses under Default

Once you save the mapping, all issue types will use the default mapping unless their statuses have been specifically mapped differently.

In this example, all issue types such as Task, Epic, and Subtask will use the default mapping unless their specific statuses have been mapped differently.

For instance, if you have custom mappings for the Epic issue type, but not for Task and Subtask, then Task and Subtask will fall back to the default mapping.

Copy mapping to other projects

After setting up the mapping for one project, you can copy it to other projects by clicking the “Copy to projects” button at the bottom left of the modal. You can choose to apply the mapping to all projects or select specific ones.

The Copy to projects button at the bottom left of the status mapping dialog

The Copy to projects list with target projects ticked and the Copy selected button

Once you make your selection, Qase will apply the mapping to matching statuses and notify you of the updates:

  • If any statuses can't be mapped because they don't exist in the original settings, Qase will alert you to the number of projects with unmapped statuses.

  • Projects and statuses with issues will be marked with a warning icon, making it easy to identify and adjust them manually if needed.

FAQs about copying mapped statuses

1. How are statuses matched when copying mappings from one project to another?

Statuses are matched based on similarity in names. Any status with the same name in Jira, regardless of spaces or case, will be mapped.

2. How are mapped, and unmapped statuses counted in notifications?

Notifications reflect only target statuses. For example, if Project A has 5 statuses and Project B has 4, with 3 matched, the notifications would be:

• “3 statuses were successfully mapped.”

• “1 status in 1 project could not be matched. Review and update manually.

3. What happens if I copy a new status mapping to a project with existing mappings?

If statuses match (by name similarity), the new mapping will replace the old one. If statuses do not match, the original mapping remains, but a warning icon will indicate statuses that weren’t updated for review.

4. What if I modify the original project from which statuses were copied?

You can manually update any project mapping without affecting others. To apply updates to all projects, repeat the “copy to projects” process.

Access control

1. Managing access to your Jira Projects

You can enable Access control from the three dots (—) menu on the Jira app card here.

The Jira Cloud app card with Access Control chosen from its three-dots menu

The Jira Cloud settings page with the Enable Access Control toggle switched off

Once enabled, you can select which Jira projects Qase will have access to.

Choosing which Jira projects Qase is allowed to access

If you do not activate access control to select specific Jira projects, all of your Jira projects will be accessible to Qase by default.

2. Connect multiple Qase workspaces to your Jira instance.

If your team works across multiple Qase workspaces but uses a single Jira instance, you can easily copy the Jira installation from one workspace to another.

In the Jira app card, click ‘Copy installation.’ A modal will appear listing all other workspaces where you are the owner or administrator, provided they don’t already have a Jira integration installed.

The Jira Cloud app card with Copy installation chosen from its three-dots menu

Select the desired workspace from the list and proceed to copy the installation. Your status mappings and project access settings will be copied over as they are.

Please note that these settings are copied only once and are not synced, allowing you to freely modify them in the target workspace.

The “Copy Jira installation and settings” dialog with a target workspace selected

Linking from Jira:

Linking a Qase test case to a Jira issue from the Test cases panel in the Jira sidebar
  • Click “Open Test cases” in Jira sidebar

  • Click “Link a case”

  • Insert test case title or its Case ID into the field and click “Link”

  • To unlink a case, click the “Trash Bin” icon in the sidebar next to the test case you want to unlink (an icon will appear when you hover over the linked case):

  • Switch on “Qase: Runs” module through the options:

    Switching on the “Qase: Runs” module from the Jira issue options

  • In the module that appeared, click “Link a run”:

    The “Qase: Runs” module on a Jira issue, with the Link a run button

  • Use the search box to find the needed run by title, and click Link to attach it to the issue:

    Searching for a test run by title and clicking Link to attach it to the Jira issue

  • Linked run and the statuses of cases in it are now shown in the issue:

    A Jira issue showing the linked run and the statuses of the cases in it

  • Note: a Jira issue can have multiple runs attached to it, and any runs you have linked to Jira issues while setting up a run in Qase will also be shown in the “Qase: Runs” module.

Linking from Qase:

Link a single test case.

Linking a Jira issue from the properties tab of a Qase test case preview

The option to link, or unlink Jira issues can be found under the properties tab of the test case preview.

Unlink a single test case.

The Jira Cloud links on a test case, with the cross beside an issue that unlinks it

For linking test cases in bulk, select the test cases and use the “Edit” option.

Link / Unlink multiple test cases (Bulk Edit)

Linking Jira issues to several selected test cases at once through the bulk Edit option

Linking a Jira issue to a test run from External Issues on the test run dashboard

The option to link Jira issue can be found in the Test run Dashboard, under External Issues.

a) From Test runs

If you encounter a defect during a test run, you can either create a new Jira issue directly from Qase or link an existing Jira issue.

  1. In the test run, mark your case as Failed, Blocked, or Invalid and proceed with creating a Defect.

  2. In the Defect creation form, under “Choose Integrations” select “Jira Cloud” and click “Add defect”

creating a **new Jira issue** from a Qase Test run

Creating a new Jira issue while adding a defect from a failed result in a test run

Linking an **existing Jira issue** from a Qase Test run

Linking an existing Jira issue while adding a defect from a test run

b) From Defects

If you’re creating a defect that isn’t linked to any result from the defects section, you can link a Jira issue from the defect dashboard using the “Link with apps” section.

Link or Create a Jira issue from a Qase defect

Linking or creating a Jira issue from the Link with apps section of a Qase defect

Once linked, the defect will be visible under the External column in the Defects section of your project.

The Defects list with the linked Jira issue shown in the External column

And, also in the defect dashboard here -

A defect dashboard showing the Jira issue it is linked to
  • Once a Defect has been created and if you update the status of the Defect, you'll notice that you have the option to select the status for the associated Jira issue to be transitioned into:

    Choosing the status the linked Jira issue transitions to when the defect status changes

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