Requirements can be linked to Test Cases, giving your team clear traceability from product scope to test coverage, execution, and defects.
1. Open the Requirements Page
To work with requirements:
- Open your project.
- Go to the Requirements page.
- Use the page to create requirements, organize them by category, and link them to Test Cases.
The Requirements page includes:
- Categories tree
- Requirements list
- Requirement details panel
- Search
- Sorting
- Filters
- Bulk Actions
2. Create Requirement Categories
Categories help organize requirements into logical groups.
To create a category:
- Go to the Categories section.
- Click the ‘+’ button.
- Enter the category title.
- Save the category.
You can create nested categories up to 4 levels deep.
You can also:
- Rename categories.
- Create subcategories.
- Rearrange categories with drag and drop.
- Delete categories.
Note:Deleting a category does not delete the requirements inside it. Requirements are moved to the parent category or to ‘Requirements without Category’.
3. Create a Requirement
To create a requirement:
- Select a category.
- Click‘+ Requirement.’
- Enter the requirement title.
- Click on the requirement to see Requirement Details.
- In the Requirement Details set:
- Requirement type
- Requirement status
- Add a description, tags, assignees, or attachments if needed.
Available requirement types include:
- Epic
- Feature
- User Story
- Use Case
- Functional Requirement
- Non-Functional Requirement
- Business Requirement
Note: ‘User Story’ is the default requirement type.
4. Manage Requirement Details
Click a requirement row to open the Requirement Details panel.
From the details panel, you can view and update:
- Title
- Category
- Type
- Description
- Status
- Tags
- Assignees
- Attachments
- Metadata
The details panel also includes tabs for:
- Details
- Test Cases
- Defects
- Audit Log
Note: Requirement descriptions support plain text and markdown.
5. Link Requirements to Test Cases
Use the Test Cases tab to link requirements with related Test Cases.
To link Test Cases:
- Open a requirement.
- Go to the Test Cases tab.
- Search for Test Cases by title or key.
- Select the Test Cases you want to link.
Linked Test Cases are synchronized both ways. If you link a Test Case from the requirement, the requirement also appears in the Test Case’s Related Requirements field.
Note: Up to 10 Test Cases can be linked to one requirement.
6. Track Defects from Linked Test Cases
The Defects tab shows defects connected to test results from linked Test Cases.
You can view:
- Last tested date
- Defect count
- Test Run
- Test Result status
- External defect link
- Timestamp
Use this tab to understand whether a requirement has known issues based on related test execution.
7. Use Requirement Filters and Search
Use filters to narrow down the Requirements list.
Available filters include:
- Assignee
- Category
- Status
- Type
- Tags
- Orphaned requirements
You can also search by:
- Requirement title
- Requirement key
- Requirement details
Note: An orphaned requirement is a requirement that has no linked Test Cases.
8. Use Bulk Actions
Bulk Actions help update multiple requirements at once.
Available Bulk Actions include:
- Edit
- Duplicate
- Delete
- Assign
- Status update
Bulk Actions follow the same behavior and confirmation patterns as Test Cases.
9. Import and Export Requirements
You can import requirements from CSV, including:
- Categories
- Requirement Title
- Requirement Description
- Status
- Type
- Tags
You can also export requirements to CSV.
10. View Requirement History
The Audit Log tab shows changes made to the requirement.
Tracked changes include:
- Field updates
- Status changes
- Tag changes
- Attachment changes
- Test Case linking and unlinking
- Requirement deletion and restoration
What’s Next?
Use Requirements to connect product scope with test coverage and execution results. For additional help, check related guides or contact support—we’re here to help!