{"id":9626,"date":"2026-05-14T09:09:54","date_gmt":"2026-05-14T09:09:54","guid":{"rendered":"https:\/\/titanapps.io\/blog\/?p=9626"},"modified":"2026-05-14T09:09:54","modified_gmt":"2026-05-14T09:09:54","slug":"manual-testing-in-jira-smart-checklist","status":"publish","type":"post","link":"https:\/\/titanapps.io\/blog\/manual-testing-in-jira-smart-checklist","title":{"rendered":"How Kateryna&#8217;s QA Team Brought Their Entire Testing Process Into Jira"},"content":{"rendered":"\n<p><strong>Team:<\/strong> QA &amp; Engineering<br><strong>Industry<\/strong>: SaaS<br><strong>Employees<\/strong>: up to 1000<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Problem<\/h2>\n\n\n\n<p>Kateryna Ivanchenko was a QA Engineer on a 10-person team. The team was running on two separate tools: Jira for issue tracking and TestRail for test plans. On paper, the split made sense, but it had structural limits that were becoming difficult to ignore:<\/p>\n\n\n\n<ul class=\"wp-block-list large-list\">\n<li>TestRail was shared across multiple teams. That meant their test plan couldn&#8217;t be changed without affecting others, meaning adapting the process to fit how this team actually worked wasn&#8217;t really an option.<\/li>\n\n\n\n<li>Not everyone had TestRail access, while Jira was available to the whole team. That gap alone created daily friction.<\/li>\n<\/ul>\n\n\n\n<p>Over time, the gaps added up:<\/p>\n\n\n\n<ul class=\"wp-block-list large-list\">\n<li>Fragmented workflow: QAs had to move between two tools to understand what needed testing and how \u2013 with no clean way to connect the two.<\/li>\n\n\n\n<li>Inconsistency: Without a standardized process inside Jira, different QAs approached the same test cases differently.<\/li>\n\n\n\n<li>Compliance and traceability: Important steps were occasionally skipped \u2013 not out of negligence, but because the process simply wasn&#8217;t visible where the work was being done.\u00a0<\/li>\n<\/ul>\n\n\n\n<section class=\"quote\">\n  <div class=\"quote__text\">\n    <p>We had TestRail for test plans and Jira for tracking. The bigger issue wasn&#8217;t the switching \u2013 it was that the test plan belonged to multiple teams. We couldn&#8217;t adapt it to fit how we worked, and not everyone even had access to TestRail.<\/p>\n  <\/div>\n  <div class=\"quote-author\">\n    <img loading=\"lazy\" decoding=\"async\" width=\"1452\" height=\"1452\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483.png\" class=\"quote-author__image\" alt=\"\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483.png 1452w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-300x300.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-1024x1024.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-150x150.png 150w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-768x768.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-24x24.png 24w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-36x36.png 36w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-48x48.png 48w\" sizes=\"auto, (max-width: 1452px) 100vw, 1452px\" \/>    <div>\n          <p class=\"quote-author__name\">\n        Kateryna Ivanchenko      <\/p>\n    \n          <p class=\"quote-author__desc\">\n        QA Engineer       <\/p>\n        <\/div>\n  <\/div>\n<\/section>\n\n\n\n<h2 class=\"wp-block-heading\">Solution&nbsp;<\/h2>\n\n\n\n<p>The move to <a href=\"https:\/\/marketplace.atlassian.com\/apps\/1216451\" target=\"_blank\" rel=\"noreferrer noopener\">Smart Checklist<\/a> didn&#8217;t happen in one step. First, the team migrated their test plan from TestRail into Confluence \u2013 specifically, a Database Page. That step was deliberate: it gave them a safe space to review the existing process, clean it up, fill in gaps, and shape it around how their team actually worked \u2013 without touching the shared TestRail plan that other teams depended on.<\/p>\n\n\n\n<p>Only after that, they brought the process into Jira using Smart Checklist functionality.&nbsp;<\/p>\n\n\n\n<section class=\"quote\">\n  <div class=\"quote__text\">\n    <p>We moved to Confluence first \u2013 it gave us ownership of the process without disrupting other teams. Then Smart Checklist made it actionable, right where the work was already happening.<\/p>\n  <\/div>\n  <div class=\"quote-author\">\n    <img loading=\"lazy\" decoding=\"async\" width=\"1452\" height=\"1452\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483.png\" class=\"quote-author__image\" alt=\"\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483.png 1452w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-300x300.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-1024x1024.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-150x150.png 150w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-768x768.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-24x24.png 24w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-36x36.png 36w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/Frame-1193483-48x48.png 48w\" sizes=\"auto, (max-width: 1452px) 100vw, 1452px\" \/>    <div>\n          <p class=\"quote-author__name\">\n        Kateryna Ivanchenko      <\/p>\n    \n          <p class=\"quote-author__desc\">\n        QA Engineer       <\/p>\n        <\/div>\n  <\/div>\n<\/section>\n\n\n\n<p>She built out checklist templates for their most common test cases \u2013 structured, reusable, and detailed enough that every QA on the team knew exactly what was expected at each step. No more cross-referencing and guesswork.<\/p>\n\n\n\n<p>On a higher level, every checklist was divided into categories with headers for better organization and structure. Additionally, every checklist item had a filled-in \u201cDetails\u201d that held the real substance: how to perform the step, what exactly to check, what to look for.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"719\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-1-1024x719.png\" alt=\"\" class=\"wp-image-9627\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-1-1024x719.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-1-300x211.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-1-768x540.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-1-24x17.png 24w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-1-36x25.png 36w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-1-48x34.png 48w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-1.png 1153w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>This turned a simple To-Do list into a solid test case alternative.&nbsp;<\/p>\n\n\n\n<p>To make the checklists reflect how QA work actually operates, the team added custom statuses. Steps that didn&#8217;t apply to a specific case could be marked as Skipped rather than left open or awkwardly ticked off. They also added a Blocked status for any step that can&#8217;t be completed yet but shouldn&#8217;t be forgotten \u2013 a clear signal that the work is pending, not abandoned.&nbsp;<\/p>\n\n\n\n<p>One of the more practical wins was how Smart Checklist scaled across different levels of the issue hierarchy. A high-level checklist could be attached to an epic to track the overall feature release \u2013 covering the big picture steps before anything ships. Then, individual tasks and stories inside that epic could carry their own detailed checklists with specific testing instructions. Same tool, two levels of granularity, all visible inside Jira.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"629\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-2-1024x629.png\" alt=\"\" class=\"wp-image-9628\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-2-1024x629.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-2-300x184.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-2-768x472.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-2-24x15.png 24w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-2-36x22.png 36w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-2-48x29.png 48w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/image-2.png 1153w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>After the checklist implementation, TestRail didn\u2019t hold the whole process anymore \u2013 most of it lived where the work happened.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Results<\/h2>\n\n\n\n<ul class=\"wp-block-list large-list\">\n<li>Single source of truth: Manual testing processes moved fully into Jira \u2013 no more switching between tools to find what needs to be done\u00a0<\/li>\n\n\n\n<li>Team-oriented workflow: Ability to create a custom workflow by team without affecting others\u00a0<\/li>\n\n\n\n<li>Standardized test cases: Reusable checklist templates ensure every QA follows the same process, every time<\/li>\n\n\n\n<li>Custom statuses: Workflow states like Skipped and Blocked reflect how QA work actually progresses turning generic checklist model into process management tool<\/li>\n\n\n\n<li>Transparency by default: Important steps can&#8217;t be quietly bypassed \u2013 they&#8217;re visible, tracked, and part of the workflow<\/li>\n\n\n\n<li>Progress visibility: Managers and team members see exactly where each test case stands, without chasing updates<\/li>\n<\/ul>\n\n\n\n<section class=\"banner-block\">\n  <div class=\"banner-block__info\">\n    <h5 class=\"banner-block__title\">Optimize your testing workflows with Smart Checklist  <\/h5>\n        <a href=\"https:\/\/marketplace.atlassian.com\/apps\/1216451\" target=\"_blank\" class=\"banner-block__link btn btn-orange\" >Try for free<\/a>\n  <\/div>\n  <div class=\"banner-block__image\">\n    <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/10\/Ui-for-promo-banner.svg\" alt=\"\" width=\"420\" height=\"330\">\n  <\/div>\n<\/section>\n\n\n\n<p>For Kateryna&#8217;s team, the shift was never to abandon TestRail \u2013 it still handles automated testing just fine. The goal was more focused: take ownership of the manual testing process, adapt it to how their team actually works, and bring it into Jira \u2013 where everyone already was. With Smart Checklist, the process, the context, and the work all live in one place.<\/p>\n\n\n\n<section class=\"writer\">\n  <div class=\"writer__image\">\n    <img alt='Yuliia Tkachenko' src='https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/yuliia-tkachenko_avatar-180x180.png' srcset='https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2026\/05\/yuliia-tkachenko_avatar-360x360.png 2x' class='avatar avatar-180 photo' height='180' width='180' \/>  <\/div>\n\n  <div class=\"writer-data\">\n    <span class=\"writer-data__label\">Article by<\/span>\n    <span class=\"writer-data__name\">\n      Yuliia Tkachenko    <\/span>\n    <div class=\"writer-data__bio\">\n      Marketing Manager at TitanApps. I\u2019m passionate about connecting people with smart tools that make work simpler and more efficient. From product launches to everyday workflows, I believe good communication can turn complexity into clarity. I enjoy creating content that helps teams do their best work \u2013 faster, easier, and with more impact.    <\/div>\n\n      <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Team: QA &amp; EngineeringIndustry: SaaSEmployees: up to 1000 Problem Kateryna Ivanchenko was a QA Engineer on a 10-person team. The team was running on two separate tools: Jira for issue tracking and TestRail for test plans. On paper, the split made sense, but it had structural limits that were becoming difficult to ignore: Over time, [&hellip;]<\/p>\n","protected":false},"author":181780129,"featured_media":9630,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1405,1403,1429,1409],"tags":[],"coauthors":[1428],"class_list":["post-9626","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-atlassian-jira","category-case-study","category-qa","category-smart-checklist"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How a QA Team Moved Manual Testing from TestRail to Jira<\/title>\n<meta name=\"description\" content=\"Learn how Kateryna&#039;s QA team brought their entire testing process into Jira with Smart Checklist \u2014 reusable 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