Work Items

Work items are any item that requires a tester's attention. If the integration with Jira is configured, work items can be stories, tasks, bugs, or any other issue type within a sprint. Since the Jira items are synced with qTest Pulse and the status of Jira items are marked as Completed when all of the test cases have passed.  This allows the tester to stat in qTest Pulse without having to constantly switch between Jira.

Managing Work Items 

The list of work items can be viewed on the "Activity" page on the top navigation. Once this page is reached, work items in the current active sprint of the selected project will be shown by default. You can switch to see work items of other projects or sprints by selecting correct options in Project and Sprint drop-downs.

You can view work items in 2 modes: Grid and List

Grid View (Kanban)

The grid view is structured to quickly identify work items to test coverage and move them rapidly into production.  Each column has a specific purpose to move items along the path to release.

  • Pending: the work item has not been assigned
  • Planning: the work item has been assigned to specific QA. The QA now can start writing test cases for it
  • Execute: the work item is ready for test execution
  • Completed: test cases for the work item have all passed and the item is now closed. 

Status Changes and Workflow

Dragging & dropping of work items is supported to move works item between status columns. The ability to do this will depend on the status of the item. 

  • Pending work items cannot be moved to any column. It is automatically moved to Planning when a user is assigned to it
  • Planning work items can be moved to the Execute column only if all test cases have been approved or if there are no test cases for the item. Work items in Planning are automatically moved back to Pending if all assigned users are removed from the item.
  • Execute work items can be moved to the Completed column if they have no test case or their test cases have passed. They can be moved back to Planning column as well
  • Completed work items can be moved back to Execute and Planning columns

Works items in Gird mode are arranged into 4 columns which are 4 status of a life cycle. This means each work item will be moved through these phases as below.

The below is an example of moving a work item from Planning to Execute.  Before we can move into an Execute status, we need to make sure all test cases have been approved. Approve_test_Case_and_move_to_executed.gif
The information is shown on each work item: 

  • Name: the work item name. Clicking on it opens the item. 
  • Test cases: the numbers of test cases written for the work item
  • Effort: The estimated total amount of time needed for testing 
  • [+] button: used to assign a work item to a team member. When a user is added to the work item, their profile image will be added to the left of Add button
  • Test case bar: If the work item is in "Planning" status, the bar displays status of new and approved test cases. If the work item is in "Execute" status, the bar displays execution status of the test cases. 
  • Work item menu: From this menu, you can select to Edit, Archive, Add Test case or Delete a work item.

List View 

The list view is an alternative way to sort a view all work items from the activity board.  The view is great to use when the activity board has lots of work items in each column.

In this mode, work items are arranged as rows and grouped by status. Each row shows the same information about the work item as in Grid mode. List mode shows the additional fields: 

Test Cases/Runs

  • Total: indicates the number of test cases belonging to the work item
  • Remaining: 
    • [+] In Pending group: Remaining is equal to the total
    • [+] In Planning group: Remaining is the number of test cases are not approved
    • [+] In Execute group: Remaining is the number of test cases whose execute status is not Passed
    • [+] In Completed group: Remaining is always zero effort:


  • Total: indicates the estimated amount of effort in hours to execute the test cases.
  • Remaining:
    • [+] In Pending group: Remaining is equal to the total
    • [+] In Planning group: Remaining is the estimated amount of hours to test the non- approved test cases
    • [+] In Execute group: Remaining is the estimated amount of hours to test the test cases that have not passed.
    • [+] In Completed group: Remaining is always zero

Add a Work Item

Work items can be created manually when qTest Pulse is not synced to Jira or for additional tasks. Click the Add Work Item button at the top right corner to create a new work item.  A work item should have the following information:

  • Name
  • Phase: The status of the work item. It is set Pending by default
  • Sprint: The sprint the work item is assigned to 
  • Start/End: The start date and end date of the work item
  • Assigned: The work item assignee
  • Description: To add a description, click "Add a Description." 

Test cases can be added by using Quick Add Test Case or by Create New Test Case. Each is explained in the Creating Test Cases article. 

Edit a Work Item

In Grid view, there are two ways to open a work item mode for editing:

  • Click on work item name
  • Click on sidebar icon on a work item and select "Edit" option in the fly-out menu

There are two types of work items in the system. Ones that are synced from Jira and ones created by users manually.  You cannot change the "Name" and "Description" of synced work items since they are synced with Jira. To change them, update the fields in Jira. 

For information on adding test cases, see the Creating Test Cases article. 


Delete a Work Item

To delete a work item, click on the sidebar icon of a work item and select "Delete." Only manually created work items can be deleted. Any work item synced with Jira must be deleted within Jira. A confirmation will appear before the item is removed.

Adding an Existing Test Case 

Clicking on "Add Existing Test Case" button on Work Item will bring up Search Test Case modal. The modal displays all existing test cases in the system by default.
  • Search box: You can input a keyword to search for an existing test case
  • Filtering panel: It provides some test case attributes to filter existing test cases.  Filtering panel is hidden under filter icon by default. Clicking on the filter icon will launch the panel.
  • Test Case list: displays the list of test cases returned after search and filtering
  • Selected test cases: Once you select any test case in test case list, the selected ones will be marked and displayed in this area. You can use "Add to Work Item" link to insert the selected test cases to the work item. The selected test cases are added to the work item.
  • Found test cases: displays the total number of returned test cases after searching or filtering. Two text link "select all | none" is used to select or de-select all test cases in the list. 

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