Create a test for a story

  • Release version: Xanadu
  • Updated March 12, 2026
  • 2 minutes to read

    • Create a test from the Sprint Tracking view to automatically link it to a story and track whether the story meets its acceptance criteria.

    Before you begin

    • Role required: scrum_user or scrum_admin
    • You can create a test from the List view only when Agile Development 2.0 is installed along with Test Management 2.0.
    • You must be a member of an agile group.

    About this task

    Create a test, add steps to the test, and create and maintain different versions of the test. A test is a collection of conditions or steps used to determine whether a story is working correctly. A test can also include an expected result, which determines whether the test passes or fails. When you create a test from the Sprint Tracking view, the test is automatically linked to the story displayed in that row. To confirm the link after creation, open the story record and locate the Tests related list.

    Procedure

    1. Navigate to All > Agile Development > Agile Board.
    2. Click the Sprint Tracking tab, and select the List view.
    3. From the Show list at the top right corner, select Tests.
    4. Click Add Test.
    5. Optional: To link an existing test to a story instead of creating a new one, open the story record from the sprint list and locate the Tests related list to add the pre-existing test.
      To create a standalone test to link later, see Create a test in Test Management 2.0.
    6. In the form, fill in the fields:
      Table 1. Test Version form
      Field Description
      Test Unique name of the test.
      Owner Owner who created the test.
      Version Automatically generated version of the test.
      State Current state of the test.
      • Draft: State of the test when it is created.
      • Ready: State of the test when it is not editable. When the test has multiple versions, only one test will be in the Ready state at any one time
      • Retired: State of the test when it is no longer used.
      Short description Brief description about the test.
      Add Step Button used to add step to a test.
      Run Button used to run steps, which is displayed only when the test is in the Ready state. See Run your tests from the List view.
      Update Button used to update the details of a test version.
      Ready Button used to change the state of the test version to ready.
      Create New Version Button used to create another version of the test.
      Delete Button used to delete the test version.
      Change step order (Change step order icon) Icon used to change the order of a test step. Select the icon and drag the step to the required location.
      Needs Verification Check box used to mark a test step for verification.
      Delete a test step (Delete a test step icon) Icon used to delete a test step.

    What to do next

    View information in the following related lists:
    Related list Description
    Other versions Displays all the versions of a test.
    Test Results Displays the run results of each test version.
    Test Sets Displays related tests in a test set.

    Tests created through this workflow are automatically linked to the story. To confirm the link, open the story record and locate the Tests related list, which displays all tests associated with that story.