# Quick Start Guide Thanks for showing up to the TestFiesta party! Our mission is to build the best Test Case Management tool you've ever seen. Ready to hit the dance floor? Check out our Getting Started section below. ## Getting Started If you have a specific question, try the keyword search at the top of this page. If you're just getting started, here are some quick introductory lessons to get your QA groove rolling in TestFiesta. {% content-ref url="/pages/C6Mx8DjBis0Odf6CNWgI" %} [Create an Account](/getting-started/create-an-account) {% endcontent-ref %} {% content-ref url="/pages/2xZ6TfaGAmqRHibKlHu6" %} [Tab Overview](/getting-started/tab-overview) {% endcontent-ref %} {% content-ref url="/pages/XybqycmliW4CBfgowpXD" %} [Organizing Tests](/getting-started/organizing-tests) {% endcontent-ref %} {% content-ref url="/pages/JvocfFB0HBzTUgA354p9" %} [Invite Team Members](/getting-started/invite-team-members) {% endcontent-ref %} # Create an Account So you're ready for the VIP treatment? Great, let's jump into creating your TestFiesta account. There are two ways to create an account with TestFiesta. Creating an account by yourself, or joining by Invitation. This page will go over both methods. ## Create an Account Yourself

Step 1: Sign Up on our homepage

Visit the [TestFiesta homepage](https://www.testfiesta.com/) and click the "Sign Up" button in the top right corner.

Step 2: Enter Your Details

* **Name:** Enter your first and last name as it will appear in your profile. * **Email:** * Provide a valid email address that will be used as the login for your account OR * Signup using OAuth through your Google account

Step 3: Agree to Terms

Ensure you read and agree to the Terms of Service and Privacy Policy.

Step 4: Click "Sign Up"

Once all fields are filled out correctly, click the "Sign Up" button.

Step 5: Email Verification

You will receive an email to verify your account. Check your inbox (and spam folder) for a verification link.

Step 6: Create password

Create a strong password that meets the required criteria (minimum 8 characters, including a mix of letters, numbers, and symbols).

Step 7: Create your organization (Optional)

Enter your organization name and press the "Create Organization" button. You may also skip this step and create an Organization later. To see where and how to create an Organization click [here](/account-settings/personal-workspace/creating-an-organization)

Step 8: Set up two factor authentication (Optional)

You can set up two-factor authentication or you can skip for now. To see how to set up two-factor authentication click [here](https://github.com/testfiesta/testfiesta-docs/blob/main/getting-started/create-an-account/broken-reference/README.md)

## Join by Invitation

Step 1: Click invitation link to TestFiesta

When getting an invitation to TestFiesta by an Organization, you'll receive an email with a sign up link (make sure to check your spam folder). Click that link and it will bring you to TestFiesta to complete your registration.

Step 2: Enter your email and create your password

The inviting organization will have filled out some information for you, such as your first name and last name. You will need to enter your email and create password that meets the required criteria (minimum 8 characters, including a mix of letters, numbers, and symbols).

Step 3: Set up two factor authentication (Optional)

{% hint style="warning" %} If you join TestFiesta through an invitation, you may be required to set up two-factor authentication by your organization {% endhint %} You have your account! Now you can explore TestFiesta's many features. Whenever you come back to TestFiesta you can easily Log in with your email and password, which we will show you on the next page. # Logging In You can log into TestFiesta at anytime by entering your account email and password into the log in screen. Alternatively, you can log in using Google or Single Sign-On options.

Forgot your password? No worries, we have you covered. The next page will cover how to reset your password. # Reset Password Forgot your password? No problem, this page will cover how to reset your password in a five easy steps.

Step 1: Click "Forgot password?"

On the log in screen, click "Forgot password?" to begin the reset process

Step 2: Enter your email

Enter the email associated with your TestFiesta account into the password recovery page.

Step 3: Check your email for the recovery link

Check your email (and spam folder) for the recovery instructions and link. If you did not get an email, you can press the "Resend it" button to send another recovery link.

Step 4: Change your password

After following the link in the recovery email, you may now change your password. Once you have chosen a new password, click the "create new password" button.

Step 5: Log in with your new password

Now that you have a new password, go back to the log in screen and enter your email and new password.

You now have access to your account once again. Now that you can create your account and recover it, you will be able to explore all of TestFiesta's many tabs. on the upcoming page, we will give you an overview of each tab and links to learn more. Click "Next." # Tab Overview You have created your account and now you can begin exploring TestFiesta! There is much to do, but first we will start with an overview of the main tabs at the top of TestFiesta pages. ## Projects Tab The Projects tab is where you will create new projects, add other users, and plan your QA schedule. Within each project there are several sub-tabs including: * Project Dashboard * Milestones * Test Plans * Test Runs * Test Cases * and Defects

We have a comprehensive guide on how to navigate and use the projects tab and the sub-tabs within. To skip to that section and begin learning about Projects, click the link below. {% content-ref url="" %} {% endcontent-ref %} ## Analytics Tab This tab is where you will track your progress, chart your project statistics, and keep updated on user workload. This section too has sub-tabs that include: * Projects * Roles * and Users

We will explore how to use Analytics to support your TestFiesta activities later on. If you want to skip to that section now, click the link below. {% content-ref url="" %} {% endcontent-ref %} ## Reports Tab Using this tab you can generate reports from one or more projects within different timeframes to share with others. This tab only has two sub-tabs: * Public * Private

Each tab stores your created reports. To learn to how create, filter, schedule, and send a report, click the link below. {% content-ref url="" %} {% endcontent-ref %} ## Administration Tab Here is where you will manage your Organizations and be able to view/edit your Organization Users, Tags, Roles, and Repository. This tab also has several sub-tabs: * Users * Roles * Tags * Configurations * Templates * Custom Fields * and Shared Steps

To learn what all of these terms mean and how to begin using them, click on the link below. {% content-ref url="" %} {% endcontent-ref %} ## Integration Tab Did you want to use other app information with TestFiesta? This tab allows you to integrate multiple applications to fit your needs.

To learn which apps are available to integrate and how to add them, click on the link below. {% content-ref url="" %} {% endcontent-ref %} ## Account Settings Here you will be able to manage your setting for both your personal account and organization (depending on your permissions). These areas also have multiple sub-tabs, some of which can only be accessed in personal or Organization settings: * Account * Organizations * API Keys * Notifications * Authentication * Audit Log * Billing * Data Colors * About

To learn what each sub-tab means and how to use them, click the link below. {% content-ref url="" %} {% endcontent-ref %} Now that you’re familiar with the tabs overview, it’s time to dive into organizing your tests. Click "Next" to get started! # Organizing Tests Keeping your tests organized is super important, especially when you’re juggling hundreds or even thousands of them. TestFiesta has got you covered with some handy features to keep everything in check ### Organizing test cases Arrange your test cases into Test Folders , allowing for easy access and management.

Test Folders

Think of these as your personal file organizer but for tests. You can set up folders and sub-folders in a tree-like structure, similar to how you would organize files on your computer. Create as many Test Folders as you need, and don't worry about putting a test in just one place—tests can be in multiple folders. This setup makes it a breeze to manage your tests and pull them up quickly when you need them for Test Runs. Visit the [Test Folders](/projects-tab/test-cases-tab/test-folders) section to learn more.

*** ### Organizing test case execution Structure your test execution process by grouping related tests into Projects and Milestones. Use Test Runs to execute specific test cases and Test Plans to coordinate and configure multiple Test Runs, ensuring a smooth and organized testing workflow.

Projects

These are the big-picture containers for your work, consisting of various Milestones. Each Project helps you organize and oversee different testing phases or initiatives, providing a structured way to manage your testing efforts across multiple areas. For further information, check out the [Projects](/projects-tab/projects-home-page) section.

Milestones

Think of these as big checkpoints where you store and manage your Test Runs and Test Plans. They help you keep track of your testing progress and make it easier to manage everything. Explore the [Milestones](/projects-tab/milestones-tab) for more insights.

Test Plans

These pull together multiple Test Runs and allow you to apply different configurations. This is where you plan out your test strategy and set everything up. Find out additional information in the Test Plans.

Test Runs

These are collections of individual Test Cases. You set up a Test Run to execute specific tests. Head to the [Test Runs](/projects-tab/test-runs-tab) to uncover more.

You’re all set with test organization — now it’s time to get hands-on. The next page will walk you through the test testing management process. Click "Next" to explore! # Manage Testing Process To effectively manage your testing process, follow these steps to create your tests.

Step 1: Create a Project

Begin by setting up a new Project. A Project helps you organize and track different testing initiatives or phases. Simply navigate to the Projects section and choose the option to create a new project. Head to the [Creating New Projects](/projects-tab/projects-home-page/creating-new-projects) section to uncover more.

Step 2: Create Test Folder to Store Test Cases

Within your Test Cases Tab, create a Test Folder to store and organize your test cases. Test Folders allow you to group related test cases into a tree-like structure with folders and sub-folders. This makes it easier to manage and retrieve test cases as needed. Get more information by visiting the [Creating Test Folders](/projects-tab/test-cases-tab/test-folders) section.

Step 3: Create a Test Case

Next, add individual Test Cases to your Test Folder. A Test Case defines a specific scenario to be tested and includes the steps to execute it, the expected outcomes, and any necessary details. Learn more by clicking on the [Creating Test Cases](/projects-tab/test-cases-tab/creating-test-cases) tab.

Step 4: Create a Test Run

Once your Test Cases are in place, you can create a Test Run to execute them. A Test Run is a collection of Test Cases that are executed together. To create a Test Run, go to the Test Runs section, choose to add a new run, and select the Test Cases you want to include. To explore further, navigate to the [Creating Test Runs](/projects-tab/test-runs-tab/creating-test-runs).

Step 5: Create a Test Plan

To coordinate and manage your Test Runs, create a Test Plan. A Test Plan includes multiple Test Runs and allows you to apply various configurations. Check the Test Plans section for more details.

Step 6: Create a Milestone

Finally, organize your Test Plans and Test Runs into Milestones. A Milestone serves as a significant checkpoint within your Project, helping you track progress and manage testing activities. Go to the Milestones section, create a new Milestone, and add the Test Plans and Test Runs you’ve created. Visit the [Creating Milestones](/projects-tab/milestones-tab/creating-milestones) to learn more.

Now that you’ve got a handle on organizing and managing your tests, it’s time to learn how to invite team members. Click "Next" to learn more! # Invite Team Members If you’re looking to bring new users into your project, inviting them is a straightforward process. Follow these steps to ensure a smooth onboarding experience: {% hint style="warning" %} Users can only be invited to an Organization project. To learn how to create an Organization click [here](/account-settings/personal-workspace/creating-an-organization) {% endhint %} {% hint style="info" %} change request {% endhint %}

Step 1: Go to the Administration Users Tab

Start by navigating to the Administration section and clicking on the Users tab. This is where you'll manage all user-related tasks.

Step 2: Click the “Invite User” Button

Once in the Users tab, click the “Invite User” button to open the invitation form.

Step 3: Enter Email Addresses

In the Email field, input the email addresses of the users you wish to invite. You can enter multiple addresses if inviting more than one user.

* [x] “Apply the scope of rights of an existing user” to copy the rights from an existing user to the new users.

Step 4: Assign a Role

Select the appropriate role for the new user. The role you choose will determine their access and permissions within the project.

Step 5: Specify the Project

Assign the user to the relevant project they’ll be working on, ensuring they have access to all necessary resources.

Step 6: Add Tags and click "Invite" button

To help with user organization and navigation, add tags to the user’s account. This makes it easier to manage and locate users within the system.

{% hint style="info" %} Don’t worry if you’re unsure about the user’s Role, Project, or Tags – you can easily update these details later on their account page. {% endhint %} If you want to start from the very top instead of following one of the links here and working your way down, then we will start by discussing the Projects Tab. Click "Next" to begin. # Getting Started This page is designed to guide TestRail users through setting up TestFiesta, migrating data, and configuring initial integrations, & more! {% embed url="" %} ## Onboarding steps This section will walk TestRail users through the initial steps to start using TestFiesta, from creating an account to setting up your team and exploring optional migration and integration options. Each step builds on TestRail’s familiar workflows, making onboarding straightforward.

👤 Step 1: Create A Personal Account

* **Action:** Sign up for a free personal account at [app.testfiesta.com/signup](https://app.testfiesta.com/signup) by entering your email, username, first name, last name, and password. * **Details:** No payment is required. This creates a private workspace for solo testing, where you can create test cases, runs, and plans without collaboration features. It’s similar to a single-user TestRail project but allows experimentation with TestFiesta’s features like tags and dashboards. * **For TestRail Users:** Unlike TestRail’s immediate project setup, TestFiesta’s private workspace lets you test the platform before committing to team workflows. * **Tip:** Explore the private workspace to try creating a test case or viewing the dashboard before moving to team setup.

🛠️ Step 2: Create An Organization

* **Action:** Upgrade to an organization workspace ($10 per user/month) to enable team collaboration. From your personal account, go to Admin > Organizations, click “Create Organization,” and follow the prompts to set it up. * **Details:** An organization unlocks user invitations, role assignments (e.g., Tester, Admin, Owner), and integrations (e.g., Jira, TestRail). Invite team members via Admin > Users by entering their emails and assigning roles/tags (e.g., “QA Team”). You can join multiple organizations and switch between them via the dashboard. A 14-day free trial lets you invite unlimited users to test collaborative features. * **For TestRail Users:** This mirrors TestRail’s user management but adds tags for user filtering and project-level roles for granular control, unlike TestRail’s rigid permissions. * **Tip:** Start with a trial organization to test team workflows. Use tags to organize users by department (e.g., “Mobile QA”). See [docs.testfiesta.com/administration-tab/users/inviting-a-user](https://docs.testfiesta.com/administration-tab/users/inviting-a-user).

⬇ Step 3: Migrate From TestRail (Optional)

* **Action:** Connect TestFiesta to external tools like Jira, GitHub, or CI/CD pipelines to enhance testing workflows. * **Details:** Integrations include issue tracking (Jira, GitHub), storage (AWS, Google Cloud, Dropbox), and automation via tacotruck. These streamline defect management and automated result reporting. For setup instructions, see the Integration Deeper Dive section (for issue tracking and storage) and API and Automation section (for tacotruck). * **For TestRail Users:** TestFiesta’s integrations are more streamlined than TestRail’s plugins, with tacotruck simplifying automation compared to TestRail’s API scripting. * **Tip:** Test integrations in a staging project to ensure compatibility. Use Help & Feedback for setup issues.

👣 Step 4: Next Steps

After completing these steps, create a project in the Projects tab to organize test cases, explore demo projects to learn features, and use dashboards to track progress. TestFiesta’s intuitive setup makes transitioning from TestRail seamless. For support, visit [docs.testfiesta.com](https://docs.testfiesta.com) or use Help & Feedback.

\ Learn all about TestFiesta's varying options for migration from TestRail on the next page, click "Next" to open "Migrating From TestRail" # Test Data Migration Options This page covers TestFiesta's three flexible migration options to transition from TestRail, designed for teams of all sizes—from small startups to large enterprises. {% embed url="" %} ## Migration Options Whether you’re using TestRail Cloud or Server, these methods ensure your test cases, runs, plans, milestones, attachments, and history are imported efficiently, with minimal disruption. Below, we detail each option, how to execute it, and which scenarios it suits best, drawing from TestFiesta’s intuitive migration tools and comprehensive integration capabilities.

CSV/XML Import (Small Teams)

* **Overview:** Ideal for small teams or those needing only test cases without historical data (e.g., results, execution history). This method is quick and straightforward, perfect for lightweight setups or rapid onboarding. * **How It Works:** 1. In TestRail, export your test cases as a CSV or XML file via the Test Cases section (refer to TestRail’s [export guide](https://support.testrail.com/hc/en-us/articles/15144643126932-Export-test-cases)). 2. In TestFiesta, navigate to Admin > Import and upload the exported file. 3. Map fields (e.g., title, steps, expected results) as prompted to align TestRail’s structure with TestFiesta’s test case repository. 4. Review imported cases in a new or demo project to ensure accuracy. * **When to Use:** Best for small shops or teams starting fresh, where history isn’t critical. It’s the simplest way to get testing in TestFiesta within minutes. * **Limitations:** Excludes test runs, results, and history. Manual field mapping may be needed for custom fields. * **Tips:** Check for detailed import steps.

TestRail API Integration (Small to Medium Teams)

* **Overview:** Designed for small to medium teams, this method uses TestFiesta’s TestRail API integration to pull all TestRail data—test cases, runs, plans, milestones, attachments, custom fields, and history—in a single, automated process. It also supports bidirectional sync for evaluating TestFiesta while continuing TestRail operations. * **How It Works:** 1. In TestFiesta, go to Admin > Integrations > TestRail. 2. Enter your TestRail API credentials (found in TestRail’s user settings; see [TestRail API docs](https://support.testrail.com/hc/en-us/articles/7076948376724-API-reference)). 3. Initiate the import to pull all data into a TestFiesta project. The process completes in minutes, mapping TestRail’s structure (e.g., sections to folders, suites to repositories) to TestFiesta’s. 4. Enable sync to keep TestFiesta and TestRail in lockstep—changes in one platform reflect in the other. 5. Review data in TestFiesta’s project or staging environment. Use dashboards to verify completeness. * **When to Use:** Perfect for teams wanting a full migration with history or those testing TestFiesta alongside TestRail. The sync feature supports gradual adoption without disrupting workflows. * **Benefits:** Comprehensive data transfer, real-time sync, and minimal setup. Preserves folder structures, custom fields, and attachments. * **Limitations:** Requires TestRail Cloud access and API credentials. Sync should be disabled post-migration to avoid conflicts. * **Tips:** Test in a staging project to identify UI issues (e.g., folder loading glitches noted in testing). Disable sync once fully transitioned. Refer to [docs.testfiesta.com/getting-started/testrail-migration](https://docs.testfiesta.com/getting-started/testrail-migration) for setup guides

PartyInvites (Enterprise and TestRail Server Users)

* **Overview:** PartyInvites is a specialized tool for large-scale migrations, particularly for TestRail Server users or enterprises with full database copies (e.g., enterprise-sized teams). It directly imports an entire TestRail database into TestFiesta, ensuring no data loss. * **How It Works:** 1. Contact TestFiesta support at [testfiesta.com/contact-us](https://testfiesta.com/contact-us) to initiate the process. 2. Provide access to your TestRail Server database or a database copy (e.g., SQL dump or backup). 3. TestFiesta’s team uses PartyInvites to map and import all data—test cases, runs, plans, milestones, attachments, and history—into a TestFiesta organization. 4. Validate the migration in a dedicated TestFiesta project, using dashboards to confirm data integrity. * **When to Use:** Best for enterprise teams with complex TestRail Server setups or large datasets requiring a hands-off, high-fidelity migration. * **Benefits:** Handles massive datasets, preserves all metadata, and minimizes manual effort. Tailored for server-based instances not accessible via API. * **Limitations:** Not publicly available yet; requires coordination with TestFiesta’s team. Primarily for TestFiesta’s internal use or large accounts. * **Tips:** Schedule a consultation with support to plan the migration timeline. Use TestFiesta’s audit logs (Admin > Audit Log) to track imported data actions.

## Best Practices For Smooth Migration * **Test in Staging:** Validate migrated data in TestFiesta’s staging environment or a demo project to ensure accuracy. Refresh the UI if test cases or folders don’t display correctly, as minor glitches may occur. * **Leverage Support:** Use the in-app Help & Feedback tool to report issues directly to TestFiesta’s QA team, or contact [testfiesta.com/contact-us](https://testfiesta.com/contact-us) for personalized assistance. * **Monitor with Dashboards:** Track migration progress and team adoption using TestFiesta’s customizable dashboards, filtering by project or milestone. * **Plan for Automation:** If your team relies on TestRail’s API for automation, use TestFiesta’s TR API shim (see API and Automation section) to keep scripts running without changes during migration. ## Choosing Your Migration Path * **CSV/XML Import:** Best for small teams needing only test cases, prioritizing speed over history. * **TestRail API Integration:** Suits small to medium teams wanting full data transfer and the flexibility to evaluate TestFiesta alongside TestRail. * **PartyInvites:** Ideal for enterprises or TestRail Server users with large, complex datasets requiring a comprehensive, supported migration. TestFiesta’s migration tools are designed to minimize downtime and preserve your testing workflows, making it easy to transition to a more flexible and cost-effective platform. Learn all about TestFiesta's varying options for integrations for TestRail users on the next page! Click "Next" to open "Integrations For TestRail Users" # Integrations Options This page explains how integrations connect TestFiesta to external tools, enhancing defect tracking, storage, and automation for TestRail users transitioning to a more flexible platform. ## Setting Up Integrations These integrations streamline workflows, mirroring TestRail’s capabilities while adding modern efficiencies. Below, we detail how to set up each integration, with steps to ensure a smooth start.

Issue Tracking (Jira & GitHub)

* **Purpose:** Link TestFiesta to Jira or GitHub to manage defects directly from test executions, similar to TestRail’s defect plugins but with a more intuitive workflow. * **Setup:** 1. Navigate to Admin > Integrations in TestFiesta. 2. Select Jira or GitHub and enter your account credentials (e.g., Jira API token or GitHub personal access token; see [docs.testfiesta.com/integrations](https://docs.testfiesta.com/integrations)). 3. Map defect fields (e.g., title, description) to ensure consistency with TestFiesta’s test execution data. 4. Test the integration by creating a defect from a failed test execution—bugs link automatically to the execution, viewable in the Defects tab or the external tool. * **Benefits:** Defects created during testing open directly in Jira or GitHub, with full details (e.g., comments, attachments) preserved. Supports standalone defect logging outside executions. * **Tip:** Validate the integration in a demo project to confirm defect linking before rolling out to your team.

Storage (Bring Your Own Storage - BYOS)

* **Purpose:** Each user gets 50GB of free storage for attachments (e.g., screenshots, test data). For larger needs, BYOS integrates with cloud providers to scale storage seamlessly. * **Setup:** 1. Go to Admin > Storage and enable BYOS. 2. Choose a provider (AWS, Google Cloud, or Dropbox) and provide access credentials (e.g., AWS S3 bucket keys). 3. Specify the storage bucket for TestFiesta’s data, ensuring attachments are stored externally. * **Benefits:** Extends storage beyond 50GB without hidden fees, ideal for teams with large datasets (e.g., video attachments). Maintains performance for enterprise-scale testing. * **Tip:** Schedule storage jobs off-peak (configurable in Admin > Data) to avoid impacting testing.

Automation (TestFiesta's 🚚 Tacotruck)

* **Purpose:** Tacotruck is an open-source tool that pushes automated test results into TestFiesta runs or exports quality data to other systems, simplifying automation for TestRail users transitioning to TestFiesta. It integrates with CI/CD pipelines for seamless test reporting. * **Setup:** 1. Visit [github.com/testfiesta/tacotruck](https://github.com/testfiesta/tacotruck) for setup guides and documentation. 2. In TestFiesta, go to Admin > API Keys and generate an API key for your project or organization. 3. Configure tacotruck in your CI/CD pipeline (e.g., GitHub Actions, Jenkins) using the API key to send results to TestFiesta. 4. Map test result statuses (e.g., “pass” to “passed,” “fail” to “failed”) to align with TestFiesta’s reporting (see [docs.testfiesta.com/automation](https://docs.testfiesta.com/automation)). 5. Test the setup in a demo project to confirm results display in TestFiesta’s run progress bars. * **Benefits:** * Combines automated (e.g., Selenium, Cypress) and manual test results in TestFiesta runs, with real-time pass/fail ratios. * Supports GitHub Actions for easy pipeline integration, ideal for developer-driven teams. * Enables data export for custom analytics or third-party tools. * **For TestRail Users:** Unlike TestRail’s API, which requires custom scripting for automation, tacotruck offers pre-built CI/CD integration, making it easier to report automated results. * **Tip:** Validate tacotruck in a staging project to ensure correct status mapping. For issues, use Help & Feedback or contact [testfiesta.com/contact-us](https://testfiesta.com/contact-us).

Learn all about TestFiesta's full TestRail integration that allow for a full migration from TestRail on the next page! Click "Next" to open "TestRail API Integration Guide". # Full TestRail Integration Tutorial This page walks TestRail users through an in-depth guide showing how to easily migrate their TestRail data to TestFiesta in a matter of minutes via TestFiesta's full TestRail integration. With TestFiesta's full TestRail integration, TestRail users are able to migrate their existing TestRail data into TestFiesta in a matter of minutes! To learn in greater detail what data is migrated & how it works see the next section "[TestRail API Integration Deep Dive](/testfiesta-for-testrail-users/testrail-api-integration-deep-dive)" for more information!\ \ Migrating is easy, just follow these simple steps! ## Checklist: * [ ] Create a TestFiesta account & organization: * [ ] Create a project {% embed url="" %} For more information about **TestFiesta** & it's **impressive features** click here: [**https://www.testfiesta.com/**](https://www.testfiesta.com/)

Step 1: Create a project within TestFiesta for the TestRail data.

First you will need to create a project that you will then designate to transfer the TestRail data into.

Step 2: Navigate to the integrations tab & select TestRail.

To begin the migration process, click on the tab titled "Integrations" located in the tool bar at the top of the application.

Step 3: Open TestRail, copy the url & paste it into the URL field within TestFiesta.

Open TestRail & copy the url in your browser's search bar. The URL structure will be: `https://`**`projectname`**`.testrail.io` where "**projectname**" is variable to your account.

Step 4: Enter your TestRail username/email.

If you are unsure what username/email is associated with your TestRail account you can find it under "My Settings" within TestRail.

Step 5: Create an access token & paste it within TestFiesta.

Navigate to "My Settings" > "Users" > "API KEYS" click "Add Key" & add the name of your key i.e. "TestFiesta API Key". Then copy the API key & paste it within TestFiesta in the "Access Token" field. \ \ Note: be sure to enable the API, see the troubleshooting section below for more details

Step 6: Enter integration details.

Assign your integration a name, optional avatar & description. This will help your team identify integrations as you add them.

Step 7: Add a configuration & select the TestRail project that will be imported.

Name your configuration, then select the TestRail project you wish to migrate, then finally select the TestFiesta project you plan to migrate to. \ \ Repeat this as many times as you need to.\ \ Click "Finish" when ready to finalize the migration.

Step 8: Wait for TestRail to sync with TestFiesta.

If you do not see your data immediately, wait 5 minutes for your data to migrate.\ \ Experiencing issues? See troubleshoot

Troubleshooting:

**1) Getting an API error within TestFiesta?** \ \ **Enable the API within TestRail:** Be sure to enable the API from with "Admin">"Site Settings">"API" check both boxes & save settings. Then try again.\ ![](/files/uIjEWokpaO91K2bEe6U7)\ \ **2) Not seeing your integrated project?**\ \ Be sure that a project is selected within TestFiesta otherwise if you still do not see your data wait 5 minutes for TestRail to sync. \ \ **Still experiencing issues?** Contact our team of experts, we will get back to you right away! [**https://www.testfiesta.com/contact-us**](https://www.testfiesta.com/contact-us)

Learn to take a deep dive into the TestRail API integration & to find out more about what exactly get migrated, Click "Next" to open "TestRail API Integration Deep Dive". # TestRail API Integration Deep Dive This page takes a deep dive into the TestRail API integration explaining in greater detail the ins & outs of the what, when, why & how about it. This page provides a detailed guide for TestRail users transitioning to TestFiesta, focusing on migration and integration with TestRail. It covers what data migrates, how synchronization works, strategic migration approaches, and best practices to ensure a smooth transition with minimal disruption. ## What Is/Isn't Migrated The table below outlines which TestRail data migrates to TestFiesta and what remains behind, helping you plan your migration. | Data Type | Status | Details | | ---------------------- | ------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Test Cases | Migrated | Includes all case details: steps, expected results, priorities, preconditions, custom fields, and TestFiesta’s shared steps (e.g., reusable login flows). | | Test Runs/Executions | Migrated | Includes runs, execution statuses (e.g., Passed, Failed), comments, and timestamps. | | Test Plans | Migrated | Includes full plan structure, linked runs, and configurations. | | Milestones | Migrated | Includes milestone details, due dates, and linked runs/plans. | | Attachments | Migrated | Includes all files attached to cases, runs, or plans (e.g., screenshots, test data). | | History | Migrated | Includes audit trails and execution history (e.g., who ran a test, when, and results). | | User Settings | Not Migrated | Personal preferences (e.g., UI color schemes, notification settings) are not transferred; reset in TestFiesta. | | External Integrations | Not Migrated | TestRail’s integrations (e.g., Jira, GitHub) must be reconfigured in TestFiesta via Admin > Integrations. | | Temporary Session Data | Not Migrated | Ephemeral data (e.g., active user sessions, temporary exports) is not migrated, as it’s not part of TestRail’s core database. | ## How The Sync Works & When * **Mechanism:** TestFiesta’s TestRail API integration enables bidirectional synchronization. Connect via Admin > Integrations > TestRail using your TestRail API credentials [TestRail API docs](https://support.testrail.com/hc/en-us/articles/7076948376724-API-reference). Changes in TestRail (e.g., new test cases) or TestFiesta (e.g., updated run statuses) sync with precise field mappings (e.g., TestRail’s “Priority” to TestFiesta’s “Priority”). * **Timing:** * Initial Import: Completes in minutes (e.g., 5–10 minutes for a medium-sized TestRail project), pulling all data into a TestFiesta project. * Ongoing Sync: Updates occur in near real-time, with configurable polling intervals (e.g., every 5 minutes) to balance performance and data consistency. * Disabling Sync: Turn off sync in Admin > Integrations after full migration to prevent conflicts or duplicate updates. * **Validation:** Review migrated data in a TestFiesta project or staging environment. Refresh the UI to resolve minor display issues (e.g., folder loading glitches noted in testing). * **For TestRail Users:** Unlike TestRail’s one-way exports, TestFiesta’s bidirectional sync supports parallel use during evaluation, ensuring no data loss. * **Tip:** Test sync in a demo project first to confirm mappings. Use Help & Feedback for sync issues.
Tip: Before migration, export critical user settings or integration configurations from TestRail to reference during TestFiesta setup. See [docs.testfiesta.com/getting-started/testrail-migration](https://docs.testfiesta.com/getting-started/testrail-migration). Learn more about the terminology/methodology differences between TestFiesta & TestRail, Click "Next" to open "Terminology and Methodology Differences". # Terminology and Methodology Differences This page compares TestFiesta’s terminology and workflows to TestRail’s, helping users adapt quickly. TestFiesta enhances TestRail’s foundation with flexible organization, modern features, and agile workflows. ## Terminology/Methodology Comparison

TestFiesta Term	TestRail Term	Terminology Difference	Methodology Difference
Tags	Tags	No difference in term, but implementation varies.	TestFiesta treats tags as first-class citizens, allowing tagging of nearly everything (cases, runs, plans, etc.). TestRail has limited or no prominent support for tags; custom fields may serve similar but less robust purposes.
Test Plans	Test Plans	No difference; both use "Test Plans".	Significant differences. In TestRail, plans are created by selecting runs and configurations, generating duplicate runs for each configuration (e.g., per browser). In TestFiesta, plans are more complex, allowing selection of multiple runs and configuration groups, manual addition of runs post-creation, individual updates to configurations on a run-by-run basis, and addition of milestones.
Test Executions	Tests	TestFiesta uses "Test Executions" while TestRail refers to them as "Tests" (individual instances within a test run corresponding to a test case).	Generally the same. Both represent instances of executing tests within runs, with statuses like Passed, Failed, etc.
Test Folders	Test Suites and Sections	TestFiesta uses "Test Folders" for organization, while TestRail uses "Test Suites and Sections".	TestFiesta employs simple folders for grouping test cases. TestRail uses a more structured hierarchy with suites (containers for test cases), sections, and sub-sections for specific modules or features.
Configurations	Configurations	Minimal difference; TestFiesta refers to "Configuration Groups" for multiple sets, but the base term is similar.	TestFiesta provides greater flexibility with multiple groups of variables (e.g., browsers, OS) that can be applied and updated per-run within plans. TestRail uses configurations (variables like OS or browsers) primarily to duplicate runs in plans for each combination.
Test Formats	Test Templates	TestFiesta uses "Test Formats" (in some places), while TestRail uses "Test Templates".	TestFiesta allows templates/formats for both test cases and tied results, offering more customization for result capturing. TestRail focuses on predefined structures for test cases (e.g., step-based or exploratory).
Test Milestones	Milestones	TestFiesta uses "Test Milestones", while TestRail uses "Milestones".	Generally the same. Both are key project events or releases (e.g., betas) for tracking progress, with test elements assignable to them.
Test Cases	Test Cases	No difference; both use "Test Cases".	Generally the same. Both consist of prerequisites, steps, and expected results, verifiable by a single tester to confirm specific functionality.
Test Runs	Test Runs	No difference; both use "Test Runs".	Generally the same. Both are executions of test cases or groups, where testers enter results, and can be assigned to milestones or included in plans.

## Methodology Differences

Methodology	Difference
Organization	TestRail’s suites/sections are rigid; TestFiesta’s folders, tags, and shared steps enable dynamic scaling.
Workflow	Both use cases → runs → plans, but TestFiesta adds execution history, bulk actions, and matrix configurations. My Workspace streamlines tester tasks with to-do lists.
Collaboration	Workspaces and in-app feedback improve on TestRail’s email notifications. Audit logs ensure accountability.
Reporting	Customizable dashboards (charts, shared views) offer more flexibility than TestRail’s reports, with cross-project analytics (up to 5 projects).
Cost and Scale	Data management policies (auto-archive/delete) optimize performance, unlike TestRail’s enterprise focus.

TestFiesta’s agility and modern features make it ideal for TestRail users seeking efficiency. Learn more about how TestFiesta implements automation click "Next" to open "API & Automation". # API & Automation This page details TestFiesta’s automation capabilities for TestRail users, focusing on tacotruck and data management to support seamless integration with existing workflows. ## Taco Truck For Automation * **Overview:** Tacotruck [github.com/testfiesta/tacotruck](https://github.com/testfiesta/tacotruck) is an open-source tool that pushes automated test results into TestFiesta runs or exports data, simplifying automation for TestRail users. * **Setup:** 1. Visit [github.com/testfiesta/tacotruck](https://github.com/testfiesta/tacotruck) for setup guides. 2. Generate an API key in Admin > API Keys. 3. Configure tacotruck in your CI/CD pipeline (e.g., GitHub Actions, Jenkins) to send results. 4. Map statuses (e.g., “pass” to “passed”) per [docs.testfiesta.com/automation](https://docs.testfiesta.com/automation). 5. Test in a demo project to verify run progress bars. * **Benefits:** Unifies automated (e.g., Selenium, Cypress) and manual results; supports GitHub Actions for CI/CD; enables data export for custom analytics. * **For TestRail Users:** Tacotruck simplifies automation compared to TestRail’s scripting-heavy API, with pre-built pipeline support. ## Data Management * **Policies:** In Admin > Data, set auto-archive/delete rules for entities (e.g., runs, plans) based on inactivity (e.g., archive after 20 days). Schedule jobs off-peak. * **Benefits:** Prevents database bloat, ensuring scalability for automation-heavy workflows. * **For TestRail Users:** Unlike TestRail, TestFiesta’s policies optimize performance for large datasets. TestFiesta’s tacotruck and data management make it a flexible alternative to TestRail’s automation. # Projects Home Page The project home page shows Active and Archived Projects and has functions that help organize information within each Project, or group of Projects.

*** If you would like to jump to a specific section, choose from the topics below to get started:


Creating New Projects	Learn how to create a new project here!	/pages/iLKq7Qd1GfTFLjB0Vish	/files/IVeZ6Lezd04HBagMV1QB
Sorting Projects	Sort your Projects to organize your space!	/pages/mB0orz13rvJv1iL8Nfn9	/files/IVeZ6Lezd04HBagMV1QB
Project Filtering	Filter your Projects to identify key components!	/pages/CPE7IlVBYMGupvTjWAm8	/files/IVeZ6Lezd04HBagMV1QB
Editing Projects	Edit Projects and tailor them to your needs!	/pages/9iPg1ylIZKOibN3YVE5n	/files/IVeZ6Lezd04HBagMV1QB

On the next page, you will begin learning how to create a new Project step-by-step. To get started, click "Next." # Creating New Projects Projects allow users to effectively plan and track software testing and collaborate with their teammates. This page will show you how to create a new Project, step-by-step. ## Creating a project from scratch

Step 1: Create a project

On the Project Lists page, click on the "Create Project +" button.

When you get started you won't have any Projects on the home page. Click create Project to get started!

Step 2: Fill in Project info

Fill in the Project information in the required fields. You can create a name, add an image, and select an Integration. Click "Create Project" to finish, or "[Add Users](/projects-tab/projects-home-page/creating-new-projects/add-users)" to invite others to your Project.

Include the relevant Project information and then add users or create the Project as is.

When you create a Project, a confirmation toaster appears allowing you to undo your actions.

You will see a confirmation toaster in the bottom corner when the project is successfully created. You can click "Undo" & return to the notification or close it. Now that you've got the hang of creating a project, let’s dive into the details of adding users. The next page will walk you through adding users to your project. Click "Next" to get started. # Add Users Collaborate with other Users by adding them to your Project. This page will you show how:

Step 1: Click "Add Users" to invite others to your Project

To invite others to your project, simply click "Add Users." This will allow you to send invitations and bring collaborators on board, making it easy to work together and share progress.

Step 2: Filtering users to add to a project

Click on the "Filters" button next to the search bar, a sidebar will appear and show you the filter options used to find users for your project. Select the filter options and click "Apply" to confirm the search results.

Click on the filters button inside the project Users page.

You can filter users by several different criteria including Role, Project, and Tag

Once filtered you can see the results inside the table view and manage filter properties at the top.

Step 3: Adding users

Select from the available Users to include in the newly created Project. Tick the check box to the left of each user name and users will be automatically added to the Selected.

Tick the check box next to the Users you want to add to your Project and click add.

Removing users from the Selected

Untick the checkbox next to each username, and users will be automatically removed from the Selected.

You now have fellow Users to collaborate with on your Project! You can edit their Roles and Tags to better organize your team. The next page will show you how to edit user Roles and Tags. Click "Next." # Editing User Roles & Tags Collaborate effectively with your team by assigning tasks based on assigned user Roles and Tags. This page will show you how to edit Roles and Tags in five easy steps.

Step 1: Open the edit menu

On the Projects list page, click on the kebob icon next to the Project you wish to work on and click "Edit".

On the Project you want to work on, open the menu and click edit.

Step 2: Change a User's role

Click on the selected tab for your project. Then click on the drop-down arrows under the "Role" column to make changes to individual Users.

Click on the drop-down menu next to a User and select the Role you want them to have.

Step 3: Editing a user's tag

Click on the drop-down arrow under the "Tag" column for the User you want to make changes to. Then click on the "Create a tag" button to make a new tag. You can also edit and delete a User's Tag by clicking on the pencil and trash can icons respectively.

Clock on the drop-down menu next to the User you want to change a Tag for. Next click on an available Tag or create a Tag.

{% hint style="info" %} Note that each Tag can be assigned to different "Types" which tells it what it can be applied to. The different Types include Users, Roles, Milestones, Test Cases, and Test Runs. {% endhint %}

Step 4: Creating a Tag

After clicking the "Create a tag" button, a sidebar will appear giving you fields to enter the title, description, & type of Tag for the User. Click save to confirm changes or cancel to remove them.

For a new Tag, fill in the required information.

Step 5: Save changes

Once you have populated the information, the save button will become available.

Once you have all the info set, click the save button.

Now that you have assigned Roles to your teammates, we will show you how to begin sorting your Projects. Click "Next" to see how. # Sorting Projects This page shows active and archived Projects and has functions that help organize information within each Project or group of projects. ### Project List basics

Search bar, tile & Table View

Use the search bar to locate specific Projects or Users. You can switch between Table View (the default) and Tile View by clicking the hamburger or the four squares icon.

### Table View

### Tile View

Favorite a project

You can favorite any Project by clicking the star icon to the left of it. This will ensure it is always sorted to the top of active Projects.

An example of a Project that has been favorited.

The next page will show you how to customize your Table View by modifying the column filters. Click "Next" to continue. # Project Filters Personalize your Project List view using table & column filters. You can also filter individual Projects for specific information.

Column filters

Click on the cogwheel icon to display your current column filters. You can add or remove the columns you wish to see or restore the information to its default setting.

Inside the Projects List page, click on the cogwheel to open the column filter options.

Table Filters

Click on the "Filters" icon next to the search bar. Next, select which filter criteria you wish to view within your table. Hit apply and the results will reflect your filter criteria.

An example of filter criteria for your Table View.

Review Table Filter Results

Review the results of Project filters in the table view. Filters are shown below the search bar and can be individually removed or completely cleared with the "Clear all" button.

Once you have filtered your Table View, Projects will appear based on the filter criteria.

You are also able to edit your project at any time. The next page will show you how. Click "Next" # Editing Projects Editing your Projects allows you to view all users within your Organization and filter them based on Role and Tags. You can then add them to any Project. This page will show you how. ## Edit menu options On each Project, clicking on the kebab icon will show you 3 options:

Edit

Allows you to filter and organize Projects by Users, Table, and column views.

Archive/Unarchive Tabs

Allows you to change a project status to "Active" or "Archived". Each category changes the way you interact with and view your Projects.

Delete

Allows you to delete a Project. Deleting a project will remove it from your Project List view and delete all data.

{% hint style="warning" %} Note that a deleted Project can only be recovered by an Administrator via the [Audit Log](/account-settings/organization-owner-workspace/audit-log). {% endhint %}

Clicking the kebob icon next to a Project will open a menu where you can edit, choose Project status or delete a Project.

The next page will show you the many ways Test Fiesta allows you to interact with your Projects. Click "Next" to see how. # Editing, Deleting, & Archiving Projects This page will explain the various ways you can interact with a Project such as editing, deleting or Archiving.

Deleting a Project vs Archiving it

Deleting a Project will remove it from Active and Archived views on the Project Lists page. All data associated with a deleted Project will be removed & a deleted Project can only be recovered by an Administrator via the [Audit Log](/account-settings/organization-owner-workspace/audit-log).

A deleted Project can only be recovered by an Administrator via the Audit Log.

How to change Project status

Click on the kebab icon next to a Project, then select "Archive" or "Unarchive" to change the Project status. You will receive a notification confirming your choice and the option to proceed or cancel the request.

Notification given when Archiving a Project.

Notification given when Unarchiving a Project.

How to delete a Project

Click on the kebab menu on a Project, and next, select the "Delete" option. A notification will appear asking if you wish to continue or cancel the deletion request.

Click the kebob icon next to the project you want to remove and click "Delete".

A notification will appear when you try to delete a Project.

{% hint style="info" %} Note that a deleted Project can only be recovered by an Administrator via the [Audit Log](/account-settings/organization-owner-workspace/audit-log). {% endhint %}

Editing Project Name

Click on the pencil icon next to the Project name. From here you can change the Project name as well as the description for it.

When editing Project information click on the pencil icon to change the name and description.

Need to add more users to your Project? The next page will show you how to use the edit Project function. Click "Next" # Adding Users Adding users to a Project is easy. This page will show you how to add Users using the edit function. ## Adding Users to a Project

Step 1: Open edit menu

Click on the kebob icon next to a Project. Then click the "edit" option.

Open the edit menu by clicking the kebob icon next to the Project your working on and then the edit button.

Step 2: Adding Users

Tick the check box to the left of each user name and users will be automatically added to the Selected.

After choosing Users, click on the add button on the bottom right.

You can now add more Users to your Projects. Need to remove a User from your Project? Removing a User is just as easy and we will show you how on the next page. Click "Next" # Removing Users If you ever need to remove a User from your Project, you can use the edit function similar to how you added Users. This page will show you how in four simple steps. Removing Users from a Project

Step 1: Open edit menu

Click on the kebob icon next to a Project. Then click the "edit" option.

Step 2: Removing users from the Selected tab

Untick the checkbox next to each username, and users will be automatically removed from the Selected.

After choosing Users, click on the remove button on the bottom right.

Remember to save your changes when editing your projects. The next page will show you how to save. Click "Next" # Saving Changes You have made all your desired edits. Now it is time to save them, or, if you changed your mind, you may back out and discard all changes you made. This page will show you how.

Saving changes to Projects

When editing Projects, save or cancel your changes with the buttons on the bottom right. Leaving a Project with unsaved changes will prompt a notification to appear.

Save your changes with the button on the bottom right

Leaving a Project with unsaved changes will have a notification appear.

A notification will appear asking if you want to leave the editing page without saving your changes.

You can now create Projects! But there is still plenty to learn with TestFiesta. Next, we will explore the Dashboard Tab. # Project Dashboard The dashboard tab in the projects section lets you review test runs, test cases, defects, and milestones in multiple charts for a project. You can customize the information displayed in various ways. ## Getting to the Dashboard of a Project

Step 1: Opening the Dashboard of a Project.

Make sure you are in the projects tab at the top of the page. Next, select a project from the project list table view.

On the Project lists page, select the project you want to work on.

{% hint style="info" %} Note that you can also generate a Report from the Project Dasboard page {% endhint %}

Step 2: Display the Dashboard for a Project

Once inside a Project, click the "Dashboard" tab on the left-hand sidebar, this will open up the Dashboard for the Project you are working on.

Inside of a Project click the Dashboard tab.

***


Dashboard Components	Learn about the components of a dashboard here!	/pages/8IYSlqwvWpgAW51qH1oC	/files/zSwhoejIO6sJQJHmxW9U
Dashboard Filters	Filter your Dashboards for a better view.	/pages/QbsM1LvZdHb6euiXX8ms	/files/zSwhoejIO6sJQJHmxW9U
Charts	Learn all about Charts here!	/pages/NyDntaplPy5616nvsLWr	/files/zSwhoejIO6sJQJHmxW9U

*** In the next pages your will begin familiarizing yourself with the Dashboard components and customizing it to fit your needs. Click "Next" to start # Dashboard Components The Dashboard section of your Project is made up of various components to deliver information to your team. Let's review them together. ## Dashboard Components: * Time Filter * Charts * Tag search * Milestone Filter * Test Plan Filter * Generate a report * Customize

The Tag search, time filter, and chart customization componenets are all within the default view of the Dashboard.

Each component will have a section outlining its use, including the filters and options available for charts. Refer to the specified pages in this section for more info. Next, we will look at each component of the Dashboard individually, starting with the time filter. Click "Next" # Dashboard Filters The time filter lets you set the time period for which charts display information in the Dashboard.

Default time filter

The default time filter has 4 options: * Last 7 days * Last 14 days * Last Month * Custom Charts & graphs will reflect information within the time period selected, or by which Milestone is chosen.

View of the time filter and the 4 different options available. The charts are shown reflecting the past 7 days.

Custom time filter

The custom time filter lets you select between two periods of time that charts show data for. The time format will be in MM/DD/YY

Milestone Filter

You can view charts on the Dashboard of a project by Milestone. Click on the drop-down menu provided labeled Milestone.\ \ Select the Milestone you wish to filter by. You can also use the search bar to look for a specific Milestone.

Choose the Milestone to filter charts by in the drop down menu.

Test Plans Filter

To view charts on a project’s Dashboard by Test Plan, click the drop-down menu labeled "Test Plan." Select the Test Plan you want to filter by or use the search bar to find a specific Test Plan.

Choose the Test Plan to filter charts by in the drop down menu.

Tag Search

You can also search for tags from the dashboard. Click the search bar located below the dashboard's right-side buttons to do so.

In the search bar you can look for specific tags in your dashboard charts.

Now that you know how to use the time filter, we will discuss the various charts you can use on the Dashboard. Click "Next" # Charts Charts display information on a project in various forms to help your team understand what is happening more visually. ## Charts You can add charts via the [Chart Library](/projects-tab/project-dashboard/dashboard-components/charts/charts-library), as well as customize & filter various aspects of what will be shown on them.\ \ The different charts include Single Value, [Donut](/projects-tab/project-dashboard/dashboard-components/charts/donut-charts), [Line](/projects-tab/project-dashboard/dashboard-components/charts/line-charts) & [Bar charts](/projects-tab/project-dashboard/dashboard-components/charts/bar-charts) and have pages dedicated to each one including its options & filters. ## Viewing Data On Charts You can view data on certain charts by moving your mouse over various data points. Below is an example with a Line chart.

You can hover over data points to view them on a chart.

***


Charts Library	Learn about the options available in the Charts library.	/pages/dWunN3KvBda2BCzpVbfw	/files/zSwhoejIO6sJQJHmxW9U
Duplicating, Expanding, & Deleting Charts	Learn how to manipulate Charts in this section.	/pages/7quEBhCDO31A9rdO3Nhz	/files/zSwhoejIO6sJQJHmxW9U
Chart types	Learn about the different chart types here.	/pages/NESoMWJvJuSyuurjlnSg	/files/zSwhoejIO6sJQJHmxW9U

*** Next, we will talk about the Charts Library, where you will be able to customize your Dashboard by adding new charts. Click "Next" # Charts Library This page will show you how to access and use the Charts Library The Chart Library houses the different charts you can include in your Project Dashboard. You can view the description of each chart by hovering over the "?" icon with your mouse and adding charts to your dashboard. ## Accessing the Chart Library On the Dashboard for a project, click the "Customize" button to open the Chart Library.

Inside of a project Dashboard, click on the customize button.

The Chart Library will display allowing you to view and add charts.

## Viewing charts and descriptions The Chart Library houses the various charts to include in your Dashboard. Below are examples of the different charts.

Single Value, Donut, & Line charts with explanations of each.

Bar charts with explanations of different datapoints.

## Adding a chart to your Dashboard To include a chart in the Dashboard of your project, click on the "Add" button next to the chart you wish to add. Confirm your selection by clicking "Add" or to go back click "Cancel"

In the charts library click add on the chart you wish to include on your Dashboard.

Confirm that you want to add the chart to your Dashboard.

## Adjusting Chart Data Colors You can select "Change data colors" in the Chart Library to sort and customize the different colors used to outline information. Refer to the [Data Colors](/account-settings/organization-owner-workspace/data-colors) section of the documentation for more info.

In the Chart Library click on the change data colors button to adjust the view of your charts.

If you need to further adjust the Dashboard, the next page will show you how to duplicate, expand, and delete charts. Click "Next" # Duplicating, Expanding & Deleting Charts Duplicating and deleting charts are universal actions across different charts. Below is a summary of how to perform each action.

Expanding charts

On the Dashboard page, click the kebob menu on the right-hand side of the chart.\ \ Next, click on the "Expand" button to stretch the chart out to the full width available. Note that you cannot expand donut charts.

The chart will fill the available space width wise.

Duplicating charts

On the Dashboard page, click the kebob menu on the right-hand side of the chart.\ \ Next, click on the "Duplicate" button to create a copy of the same chart within the Dashboard. The resulting chart will be an exact copy of the existing chart and can have its parameters changed to reflect different information as shown below.

Click the duplicate option for the chart you want to copy.

The chart will be duplicated in an available space on the dashboard. You can change the parameters to reflect different information from the same data.

Deleting charts

On the Dashboard page, click the kebob menu on the right-hand side of the chart.\ \ Next, click on the "Delete" button to remove a chart from the Dashboard.\ \ Next, confirm the deletion in the notification menu, or cancel to go back. Once deleted a chart will be removed from the Dashboard but can be brought back from the Charts Library.

Confirm your choice from the notification menu.

Next, we will begin discussing each chart type, starting with Single Value Charts. Click "Next" # Single Value Charts A Single Value chart reflects various datapoints of your Project in a numerical value based on the time period or Milestone selected in your Project Dashboard. ### The Single Value options are: * Test Plans * Test Runs * Test Cases * Defects * Milestones

You can add or remove any of the 5 values to your Dashboard.

Example of all 5 single value charts on a Project Dashboard.

You can add or remove any of the charts from the view of your Dashboard from the chart Library.\\ Now that you understand Single Value charts we will explain Donut charts. Click "Next" # Donut Charts Donut charts offer options to switch between Test Cases, Test Runs, and Defects giving you a visual view of statuses and priorities to analyze.

Explanation of how a Donut chart can be used.

An example Donut chart from a Project with various filters applied to show different data.

Donut Charts have many settings and filters to help display the exact data you need. The next page will show you how to make changes. Click "Next" # Donut Chart Data Splits, Filters & Views Donut charts have many ways to display data. Below are the options to view information tied to a donut chart. ## Data Splits Data on a Donut chart can be split into sections of data from the following categories: * Milestones * Test Plans * Test Runs * Test Cases * Defects

## Filters Filters are applied to each of the data splits assigned to that particular Donut chart below are the options for each one:

Milestone

Below are the selections for Milestones: Status: * Active * Upcoming * Past Due * Blocked

Test Plan

The Donut Chart filter follows the status of a Test Plan. Below are the available options to filter by: Status: * New * In Progress * Completed Priority: * High * Medium * Low

Test Run

The Donut Chart filter follows the status of a Test Run. Below are the available options to filter by:\ \ Status: * Active * In Progress * Passed * Failed * Rerun Priority: * High * Medium * Low

Test Case

The Donut chart filter follows the status of a Test Case. Below are the available options to filter by: Status: * Active * In Progress * Passed * Failed * Rerun Priority: * High * Medium * Low

Defect

The Donut chart filter follows the status of a Defect. Below are the available options to filter by: Status: * New * Active * Blocked * Testing * Done * Incomplete Priority: * High * Medium * Low

Various filter options for each Donut chart data split.

## Views Views can be adjusted depending on the Status or Priority of all data splits including Test Runs, Test Cases, and Defects.

An example of the different views within the Donut charts

Now that you have a grasp on Donut chart settings and filters, we will look at Line charts. Click "Next" # Line Charts This page will give you an overview of Line Charts ### Line charts come in three different varieties: * Progress * Rerun with a number of defects * Average time in status

Examples of different kinds of Line charts.

You can edit each type of Line chart based on Test Cases, Test Runs, Defects, and Milestones. You can also adjust the view and filter different options in each Line chart. The following pages will outline each Line chart and their specific edit options. On the next page, we will look at a specific type of Line chart: Progress Line charts. Click "Next" # Progress Line Charts Progress Line charts show how far along Project data is moving within a certain time frame.

A description of how a Line chart can be utilized.

Choosing what data set is available

Click on the drop-down menu to display what data sets are available for the Line chart, the options include: * Milestones * Test Plans * Test Runs * Test Cases * Defects

Choose wich data sets appear on a Line chart with the drop down menu.

Filters

Filters can be adjusted with the drop-down menu.

View options

View your chart with the following options: X-horizontal: * Daily * Weekly * Monthly * Yearly Y-vertical * % in total (Toggle on or off) * Multi-line chart (Toggle on or off) * Status * Priority

Another Line chart we will look at is called a "Rerun with a number of defects." Click "Next" to begin. # Rerun With Number Of Defects This chart shows a Rerun with the number of Defects found within a set time period.

Example of how a Rerun chart can be utilized.

Choosing what data set is available

Click on the drop-down menu to display what datasets are available for the Rerun chart, the options include: * Test Runs * Test Plans

Available data sets for the Rerun chart.

Filters

Filters can be adjusted with the drop-down menu. The options will include instances of the data sets available for the Project.\ \ For example, You can filter by the different Test Runs you have as shown in the picture below. If you choose a different data set it will reflect those instances instead.

When you filter Test Runs it will show all the Test Runs the Project has so you can choose one to show information for.

View options

View your chart with the following options: X-horizontal: * Daily * Weekly * Monthly Y-vertical: * % in total (Toggle on or off) * Multi-line chart (Toggle on or off) * Status * Priority

Your view of how many Defects within a time period for the data set chosen can be changed here.

You can use Line charts to check how long a Defect or Test Run remains in its current status on average. Click "Next" to see how. # Average Time In Status This page will explain Average Time In Status Line charts and how to use them.

An example of a blank Time In Status chart.

An example of how to utilize a Time In Status chart.

Choosing what data set is available

Click on the drop-down menu to display what data sets are available for the line chart, the options include: * Milestones * Test Plans * Test Runs * Test Cases * Defects

Choose from a Test Case, Test Run, Defect, or Milestone to display information for.

Filters

Filters can be adjusted with the drop-down menu.

Filter options for the Average Time In Status chart.

View options

View your chart with the following options: * Daily * Weekly * Monthly

Change your view based on the amount of time needed.

That is all the Line charts available. Next, we will discuss Bar charts. Click "Next" # Bar Charts Bar charts display multiple values in an easily understandable format. Bar charts come in three different varieties: * Priority/Status Breakdown * Number of Defects * Tag Trend Analysis

You can adjust the data set, view, and filter different options in each Bar chart. The following pages will outline each Bar chart and its specific edit options. Click "Next" to start # Priority/Status Breakdown You can split your Bar charts to show how the total value is divided between priority or status options. This page will show you how:

An example of how a Bar chart ban be utilized.

Choosing what data set is available

Click on the drop-down menu to display what datasets are available for the bar chart, the options include: * Milestones * Test Plans * Test Runs * Test Cases * Defects

Filters

Filters can be adjusted with the drop-down menu.

View options

View your chart with the following options: X-horizontal: * Daily * Weekly * Monthly * Yearly Y-vertical: * % in total (Toggle on or off) * Multi-line chart (Toggle on or off) * Status * Priority

With a Bar chart, you can also show the number of Defects. Click "Next" to see how. # Number of Defects You can view the number of Defects using a Bar chart. This page will show you how to adjust the settings to get the data you want.

An example of a blank Number of Defects chart.

An example of how to utilize a Number of Defects chart.

Choosing what data set is available

Click on the drop-down menu to display what data sets are available for the bar chart, the options include: * Test Plans * Test Runs * Test Folders

Filters

Filters can be adjusted with the drop-down menu.

Another way you can use a Bar chart is for Tag Trend Analysis. Click "Next" to learn more # Tags Trend Analysis You can use Bar charts to see the use of Tags, and which are more prevalent.

An example of a blank Tag Trends Analysis chart.

An example of how to utilize a Tag Trends Analysis chart.

Choosing what data set is available

Click on the drop-down menu to display what data sets are available for the Bar chart, the options include: * Test Cases * Test Runs

You can choose test cases or test runs for this chart.

Filters

You can filter results in this chart by tags. You can select all the Tags associated with a Project, or specific ones to filter for.

Examples of Tags you can filter for in the Analysis chart.

View options

Your Y vertical view options include: * % In total (Toggle on or off)

Now that you understand Bar charts, let's move on to Milestone charts. Click "Next" to begin # Milestone Charts This type of chart tracks the progress of Milestones across a given time period. Milestone charts track the progress of Milestones across a given time period. Milestone charts are displayed with a horizontal view that sets it apart from a Bar-style chart and the Milestones available are set by your users.

An example of how to utilize a Milestone chart.

Choosing what status to display

Click on the drop-down menu to display what datasets are available for the Milestone chart, the options include: * Select All * Active * Upcoming * Closed

Milestones

Milestones can be selected with the drop-down menu. The options available are determined by what Milestones have been assigned to the current Project. You can choose "Select all" or any number of individual Milestones to display on the chart.

And that is all the charts you need to know for Test Fiesta! You should now have a firm grasp of how to use the Dashboard tab. Now we will move on to the Milestones Tab. Click "Next" to start # Milestones Tab Milestones are a way to track the progress of your testing towards a specific due date, patch/release, or requirements set by your team. Milestones allow Organizations to sort Test Runs & Test Plans in a way that makes it easier to see completion progress in relation to a specific deadline or requirement. When this happens it will notify other users of its status so everyone is on the same page.

*** If you would like to jump to a specific section, choose from the topics below to get started:


Columns In The Milestones Tab	Learn what column information is available in your table view.	/files/zSwhoejIO6sJQJHmxW9U	/pages/u90qrXnAmqmVFBJgEj5j	/files/zSwhoejIO6sJQJHmxW9U
Open Vs Closed Milestones	Discover the differences between Open & Closed Milestones		/pages/aZq3WQ9ZhcRBrdTdhAYQ	/files/zSwhoejIO6sJQJHmxW9U
Creating Milestones	Learn how to create Milestones and track your progress!		/pages/cUXlJ2o5M7yW6oYCbJ0b	/files/zSwhoejIO6sJQJHmxW9U
Deleting Milestones	Learn the facets of deleting Milestones here.		/pages/znf4NlL4osatXjIjG3fC	/files/zSwhoejIO6sJQJHmxW9U
Filtering Milestones	Filter your Milestones to find Milestones easily.		/pages/jL2jhlScId6wzLNoHb4u	/files/zSwhoejIO6sJQJHmxW9U
Editing Milestones	Edit your Milestones & tailor them to your needs.		/pages/mQz84tmLynifOAl0BXM7	/files/zSwhoejIO6sJQJHmxW9U

*** There is a lot to learn in the Milestone Tab, but let's start small. The upcoming page will discuss the information columns you can adjust. Click "Next" # Columns In the Milestones Tab The Milestone homepage displays a Table View with multiple information columns. This page will tell you about each column and show you how to remove them to fit your preferences. ## Column Information The columns in the Table View of the Milestone tab are as follows: * Status * Test Runs * Test Cases * Start Date * Due Date * Progress * Test Plans * Test Runs ## Changing which column information is displayed

Step 1: Open the columns menu

In the Milestones tab of the Project you are working on click on the cogwheel icon to open the columns menu.

Inside of the table view for Milestones, click on the cogwheel to show the different columns.

Step 2: Select columns to display

Select the columns from the menu to display within the table view. Click "Restore to default" to return to the default configuration.

Once you select your columns the Table View will reflect your choices.

Milestones can be either Open or Closed. To learn what those statuses mean, click "Next" # Open Vs Closed Milestones This page explains the differences between the two categories of milestones: Open and Closed. ## Open Milestones Open milestones can have a status applied to them and can be selected in places like Dashboards and Reports for their respective purposes.

Example of a Table View of open Milestones.

## Closed Milestones Closed Milestones cannot be selected for Dashboards or Reports, and have a "Closed" status applied to them by default. This status indicates that a Milestone has been reached based on certain criteria, or was closed for other reasons. It is still available to view in the Closed tab or calendars.

Example of a Table view of Closed Milestones.

You can close and re-open a Milestone at any time. Click "Next" to see how. # Closing & Opening Milestones Need to change the status of your Milestones? This page will show you how to close and re-open Milestones. ## Closing Milestones

Step 1: Select a Milestone from the table view and click "Close"

In the Milestones tab of your Project click on the "Open" button and click on the kebob icon for the Milestone you wish to re-open. Next, click "Close"

Click on the kebob icon next to the Milestone you want to Close, and then click the Close button.

Step 2: Confirm the Closing of a Milestone

A notification will appear asking you to confirm your choices. Click "Close milestone" to continue, otherwise click "Cancel" to go back.\ \ A confirmation toaster will appear on the bottom right of your screen telling you the Milestone has been Closed.

You can Close a Milestone even if all the test runs have not been completed.

A confirmation toaster will appear on the bottom right confirming your action.

## Opening Milestones

Step 1: Select the Milestone from the table view and click "Re-open"

In the Milestones tab of your Project click on the "Closed" button and click on the kebob icon for the Milestone you wish to re-open. Next, click "Re-open"\ \ The Closed Milestone will reappear in the open Table View of Milestones.

Choose the Milestone you want to Open and click the Re-open button.

Now that you know what Milestones are and how to change their status, we will explain how to create a new Milestone. Click "Next" # Creating Milestones Milestones are how you can track progress and help schedule your testing based on upcoming Milestone deadlines. This page will show you how to create a Milestone.

Step 1: Enter the Milestone info page

On the Milestones tab of your Project click on the "Create Milestone +" button. Then input the Milestone information. This includes the following: * Name * Start date (MM/DD/YY) * Due Date (MM/DD/YY) * Status (Active, Upcoming, Blocked)

Open the Milestones tab on the Project you're working on.

Step 2: Add Test Activities in order to generate the Milestone

From the Milestone information page, click on the "Test Activities" button to bring up the menu and add your Test Runs and Test Plans to the Milestone.

It is advised to add Test Activities before generating a Milestone.

{% hint style="info" %} Check out the following sections for more details on how to add Test Activities including [Test Runs](/projects-tab/milestones-tab/creating-milestones/adding-test-runs-to-milestones) & [Test Plans](https://github.com/testfiesta/testfiesta-docs/blob/main/projects-tab/milestones-tab/creating-milestones/broken-reference/README.md). {% endhint %}

Step 3: Review the generated Milestone

After adding Test Runs or Test Plans to a Milestone and generating it, it will appear as an open Milestone on the Milestones tab of your Project.

A confirmation toaster will appear notifying you of the newly created Milestone. It will now appear in your table view.

You have created your first Milestone, now you can add Test Activities! Let's start with Test Runs. To find the ones you want quickly, you can filter them. Click "Next" to learn how to filter Test Runs for Milestones. # Filtering Test Runs In Milestones Find the exact Test Runs you want to add by using the filter options. This page will show you how: ## Selecting available Test Runs When adding existing Test Runs to a new milestone, click on the "Add Activities" button when creating a new Milestone. You can filter for Test Runs based on Priority, number of Test Cases, creation date, Tags, and progress.

When adding Test Runs to a new Milestone, start by clicking add Test Activities button.

Filtering Test Runs

Filtering Test Runs to add to a Milestone begins with clicking the "Filters" button on the Test Runs page. Then select the filter criteria in the sidebar on the right.\ \ The filtered Test Runs will be added to the selected tab to choose from.

Click the filters button to select multiple Test Runs with specific criteria.

Select the filter criteria in the sidebar on the right.

Now that you have found the Test Runs you want to add, we will discuss how to add them to your Milestone. Click "Next" to begin adding. # Adding Test Runs To Milestones Add Test Runs to your Milestones to begin planning your test schedule. This page will show you how.

Step 1: Add Test Runs from the Milestone info page

On the Milestones information page, click the "Add test activities" button on the bottom right, and then from the drop-down menu, click either "Add Test Runs"

Click on the Add Test Activities button and select add Test Runs from the menu.

Creating new Test Runs to add to a Milestone

Inside the Test Runs page, you can create new Test Runs to add to your Milestone, refer to the [Creating Test Runs section](/projects-tab/test-runs-tab/creating-test-runs) of the documentation for more details.\ \ To begin click on the "Create test run +" button

Click on the create Test Run + button to get started.

## Selecting available Test Runs When adding existing Test Runs, you can select individual Test Runs to add from the "All" tab or [filter for Test Runs](/projects-tab/milestones-tab/creating-milestones/filtering-test-runs-in-milestones) based on Priority, number of Test Cases, creation date, Tags, and progress.

Adding existing Test Runs

You can add multiple Test Runs from the "All" tab by ticking the checkboxes next to them. Once selected, they will automatically move to the "Selected" tab.

Need to remove a Test Run from a Milestone? Click "Next" to learn how. # Removing Test Runs From Milestones You can remove Test Runs from Milestones with a couple easy steps:

Choose which Test Runs to remove

On the Test Runs page of the Milestone you are working on, tick the check box next to the Test Plans you wish to remove from the "Selected" tab, and they will be automatically removed.

Next, let's take a look at how we can filter what Test Plans we want to add to our Milestone. Click "Next" to continue. # Adding Test Plans To Milestones Add Test Plans to your Milestones to begin planning your test schedule. This page will show you how.

Step 1: Add Test Plans from the Milestone info page

On the Milestones information page, click the "Add test activities" button on the bottom right, and then from the drop-down menu, click "Add test plans"

Click on the Add Test Activities button and select add Test Plans from the menu.

Creating new Test Plans to add to a Milestone

Inside the Test Plans page, you can create new Test Plans to add to your Milestone, refer to the Creating Test Plans of the documentation for more details.\ \ To begin click on the "Create Test Plan +" button

Click on the create Test Plan + button to get started.

## Selecting available Test Plans When adding existing Test Plans, you can select individual Test Plans to add from the "All" tab or filter for Test Plans based on Priority, Status, creation date, Tags, Test Runs, Configurations, and progress.

Adding existing Test Plans

You can add multiple Test Plans from the "All" tab by ticking the checkboxes next to them. Once selected, they will then appear in the "Selected" tab.

Need to filter Test Plans inside a Milestone? Click "Next" to learn how. # Filtering Test Plans In Milestones Find the exact Test Plans you want to add by using the filter options. This page will show you how: ## Selecting available Test Plans When adding existing Test Plans to a new milestone, click on the "Add Activities" button when creating a new Milestone. You can filter for Test Plans based on Priority, Status, creation date, Tags, Test Runs, Configurations, and progress.

When adding Test Plans to a new Milestone, start by clicking add Test Activities button.

Filtering Test Plans

Filtering Test Plans to add to a Milestone begins with clicking the "Filters" button on the Test Plans page. Then select the filter criteria in the sidebar on the right.\ \ The filtered Test Plans will be added to the selected tab to choose from.

Click the filters button to select multiple Test Plans with specific criteria.

Need to remove a Test Plan from a Milestone? Click "Next" to learn how. # Removing Test Plans From Milestones You can remove Test Plans from Milestones with a couple easy steps:

Choose which Test Plans to remove

On the Test Plans page of the Milestone you are working on, tick the check box next to the Test Plans you wish to remove from the "Selected" tab, and they will be automatically removed.

You can also delete Milestones whenever you need to. Click "Next" to see how. # Deleting Milestones If you do not need a Milestone and do not want to preserve the data, you can delete the Milestone by following these steps:

Step 1: Choose a Milestone from the Table View

In the Milestones tab of the Project you are working on. Select the Milestone you wish to delete and click on the kebob icon.\ \ Next, click "Delete"

Click on the kebob icon for the milestone you wish to remove and click delete.

Step 2: Confirm the deletion of the Milestone

A notification will appear asking you to confirm your choices. Click "Delete Milestone" to continue, or click "Cancel" to go back.\ \ Rather than deleting a Milestone and losing all data associated with it, you have the choice of closing it which will remove it from your open tab and preserve its data.\ \ Once completed, a confirmation toaster will appear on the bottom right allowing you to undo the action if need be.

A notification will appear when you try to delete a milestone.

A confirmation toaster will appear incase you need to undo your changes.

{% hint style="danger" %} Deleting a milestone deletes all of its data, you can close it instead to preserve it. Note that a deleted milestone can only be recovered by an administrator via the audit log. {% endhint %} Once you have many Milestones made, you can filter them to quickly find the one you are looking for. Click "Next" to see how to filter Milestones. # Filtering Milestones Find the Milestone you need quickly by using TestFiesta's filter options. This page will show you how:

Step 1: Open the filters menu inside the Milestone Table View

In the milestones tab of the project you are working on, click on the "Filters" button.

To sort your Milestones, click on the filters button.

Step 2: Enter the Filter Criteria

A filter sidebar will appear on the right-hand side, Choose your filter criteria and then click on "Apply" or clear all to remove your selections.

Chose your filter criteria with the sidebar on the right.

Step 3: Review your selections

The table view will update with your filtered selections, and each filter criteria can be removed by clicking the "X" icon next to it, or you can clear all of them at once by clicking the "Clear all" button.

Your filtered milestones will appear in the Table View, along with the filter criteria, which you can remove individually or all at once.

If you need to change a Milestone after creating it, TestFiesta allows you to edit Milestones at any time. Click "Next" to learn how. # Editing Milestones You can edit a Milestone's name and description, current status, & due date. You can also select multiple test runs built into milestones to change their status or remove them. ## Edit Milestone information

Step 1: Open the edit page

On the Milestones page of the Project you are working on, select the Milestone you wish to edit and click on the kebob menu.\ \ Next, click "Edit"

Select the Milestone you wish to change and click edit.

Editing the Milestone name, description, due date, and status

Click on the pencil icon next to the Milestone name to edit it. This will allow you to change the Milestone name, description, and due date. You can also update the status from the respective dropdown.

Click on the pencil icon and make the changes needed. Then click the save button on the bottom right.

Removing Test Activities from Milestones.

On the edit page of a Milestone, you can select multiple Test Activities you wish to remove by ticking the check box next to them. And they will be automatically removed.

Select the Test Activities you want to delete and click remove.

## Leaving The Editing Page

Returning To Milestone Info

Returning to the Milestone info page will prompt a notification to appear asking if you wish to continue. Going back without saving the changes will result in a loss of progress and you will have to start from scratch.

Click on the back to Milestone info button to exit the edit page.

Leaving the edit page without saving will result in a loss of progress.

That is all you need to know about the Milestones tab! In the next section, we will begin explaining how to use the Test Plans Tab. Click "Next" to learn more. # Test Plans Tab Test plans are where you will begin planning your overall testing goals. Functionality, Integration, and user experience are examples of Test Plans you might create and aim to complete. Test plans are separated into two tabs: Active and Archived. Click "Next" to learn the difference between the tabs. # Active & Archived Tabs Here you will learn the differences between Active and Archived Test Plans ## Active Test Plans Test Plans in this tab still have ongoing testing to do and can be edited, archived, deleted, and added to another milestone.

## Archived Test Plans Once a Test Plan has reached the end of testing, or you no longer have a need for it, you can archive it to save all relevant data recorded. You cannot edit archived Test Plans or add them to milestones until they are Unarchived.

# Table View and Changing Columns Test plans are set up in Table view with a list of customizable columns that users can change based on their preferences and needs. ## Columns By default, the columns for Test Plans include the Name, Configurations, Priority, Status, Test runs, Creation date, Tags, and Progress. Each column can be added or removed as required. ## Editing Columns

Step 1: Click the Cog wheel icon

This will open up the list of columns options and checkboxes

Step 2: Choose from Column options

You can add or remove any column by checking or unchecking each checkbox beside the options. The chosen options will appear on the table view.

You can also filter your Test Plan list to find the specific one you need at any given time. Click "Next" to find out how. # Filter Test Plans You can use the filter options to find Test plans with specific criteria. This page will show you how.

Step 1: Click the "Filters" button

This will bring up all available filter options in a sidebar menu

Step 2: Choose your filters

Test Plans has a variety of Filter options to narrow down your list. This includes: * Configurations * Priority * Status * Number of Test Runs * Creation Date * Tags * Progress

Step 3: Click "Apply"

Once you are done choosing your filters, click "Apply" and your Test Plans list will change to reflect your chosen options.

# Creating Test Plans Let's create our first test plan. This page will show you how.

Step 1: Open Test Plans tab

You can find the tab on the left hand side of any project.

Steps 2: Click "Create Test Plan" button

If you have no test plans, one of these buttons will be in the center of the screen and another is at the top right of the page.

Step 3: Make a Test Plan name

The name will often reflect the goal of the Test Plan, with some examples being "Stress Testing Plan" or "Risk Mitigation Plan"

Step 4: Fill in any or all fields (Optional)

The only required field to create a Test Plan is the name, but you may also fill in a description, pick a Milestone, and attach a tag.

Step 5: Add Test Runs (Optional)

Add a Test Run by clicking the "Actions" button and choosing "Add test runs" from the list. This will take you to a list with all available Tests Runs. If there are no Test Runs, the page will prompt you to create a new one. To see how to create a Test Run click [here](/projects-tab/test-runs-tab/creating-test-runs) Select one or more Test Run in the list by click on the checkboxes beside the Test Run names. this will add the Test Runs to your Test Plan when you click "Create test plan"

Step 6: Click "Create test plan"

Once you have finished filling in all the fields you want, and adding any Test Runs, you can click "Create test plan."

You may have chosen not to add a Test Run or fill in a field when creating your Test Plan. No worries, you can always edit your active Test Plan at anytime. Click "Next" to see how. # Duplicating Test Plans # Editing Test Plans Need to add another Test Run, or change the description? Use the Edit feature to make changes to your Test Plan.

Step 1: Click the kebab icon beside your Test Plan

The kebab icon will open a drop down menu with the choices: Edit, Add to milestones, Archive, and Delete.

Step 2: Click "Edit"

This will take you to the Test Plan edit screen

Step 3: Make any desired changes to your Test Plan

Here you can add more Test Runs, change the name, description, Milestones, priority, tags and status of your Test Plan.

Step 4: Click "Save"

Once you are done making changes , click "Save" to finalize and return to the Test Plan screen. All changes should be visible on the Test Plan list.

Besides editing, you can also archive, unarchive, or delete your Test Plans. Click "Next" to learn how. # Archiving, Unarchiving, and Deleting Test Plans The upcoming pages will show you how to Archive, Unarchive, and Delete your Test plans. Let's begin with Archiving. Click "Next." # Archiving Test plans When you have completed testing for a Test Plan or no longer need it, you can choose to Archive the plan instead of deleting it to preserve all data collected from it.

Step 1: Select a Test Plan to Archive and click the kebob icon

On the Test Plans page in the "Active" tab, click the kebob icon to the right of your chosen Test Plan. You will see the options to Archive, edit, add to Milestones, and delete

Step 2: Click Archive and confirm

After clicking the Archive button, a confirmation popup will appear. Click "Archive" to confirm.

# Unarchiving Test Plans Need to access or edit an archived Test Plan? This page will show you how to Unarchive in a few steps. ## Unarchiving One Test Plan

Step 1: Click the kebob icon to the right of your chosen Test Plan

This will open a drop down menu with the options to Unarchive or Delete

Step 2: Click "Unarchive" and confirm

Clicking "Unarchive" will bring up a confirmation popup. Click "Unarchive" again to confirm.

## Unarchiving in Bulk # Deleting Test Plans # Test Runs Tab In the Test Runs tab, you can create, view, edit, add Defects, Re-run, and organize Test Runs for a specific project within a table view sorted by columns of information. You can also organize ongoing Test Runs and Archive Test Runs within your active view. The next page will show you how to do so. Click "Next"

***


Ongoing & Archived Tabs	Learn the difference between Ongoing and Archived Test Runs	/files/zSwhoejIO6sJQJHmxW9U	/pages/OvL3Hv7dpbrM7P3NQ64k
Table View & Changing Columns	Understand your table view options in this section.	/files/zSwhoejIO6sJQJHmxW9U	/pages/SaCWqVdSBbi1wmtboC2X
Filtering Test Runs	Filter Test Runs to find information easily!	/files/zSwhoejIO6sJQJHmxW9U	/pages/j8eeBUTl9hD66r7TcjMQ
Creating Test Runs	Learn to Create your own Test Runs here!	/files/zSwhoejIO6sJQJHmxW9U	/pages/ZGnu2bK3wH5bLKTaAnWR
Editing Test Runs	Edit Test Runs and tailor them to your needs.	/files/zSwhoejIO6sJQJHmxW9U	/pages/SoU8yahWh6ZwND2ZVkwD
Archiving, Unarchiving & Deleting Test Runs	Curate & organize your Test runs in this section.	/files/zSwhoejIO6sJQJHmxW9U	/pages/LAIH9Cf4fym7N1gB1UoI
Createing new Defects	Learn how to create new Defects from a failed Test Case.	/files/zSwhoejIO6sJQJHmxW9U	/pages/kqUnhpf3p6GHU82BjpD4
Linking existing Defects	Discover how you can link existing Defects to test cases in this section.	/files/zSwhoejIO6sJQJHmxW9U	/pages/CryEJsarBT83VQYC05b8
Reruns	Learn about Reruns and how they can help with your Test Runs.	/files/zSwhoejIO6sJQJHmxW9U	/pages/4udlVSToA0aLs9i6RHFE
Navigating through Test Cases in a Test Run	Learn how to navigate through Test Cases here.	/files/zSwhoejIO6sJQJHmxW9U	/pages/0Pm48EzkupsoMNAEQayM
Adding Test Runs to Milestones and Test Plans	Understand the process of adding Test Runs to Milestones and Test Plans in this section.	/files/zSwhoejIO6sJQJHmxW9U	/pages/C0EHpS4cDohcB2T3ndNT

*** # Active & Archived Tabs This page will explain the difference between Active Test Runs and Archived Test Runs. ## Active Test Runs Active Test Runs can be edited, have Test Cases added & executed, etc. Every Test Run you want to interact with should be Active. ## Archived Test Runs An Archived Test Run is one you no longer want to use but you don't want to delete because you want to keep the data associated with it. Test Runs are displayed in Table View and in multiple columns. The next page will explain both Table View and show you how to change columns. Click "Next" # Table View & Changing Columns This page will explain how Test Run information is summarized in a Table View and multiple Columns. ## Understanding Table View, and column information Test Runs are displayed in a "Table View". Within that table, there are various "columns" of information that can be added, removed, and edited for each test run. Test cases within test runs also have this functionality. ## Changing column info for Test Runs

Step 1: Open column options

On the Test Runs page, click on the cogwheel icon. From there you can select which columns to add and remove from your Table View.

Click the cogwheel in order to add or remove columns.

Your Table View will update with the selected column information.

The next page will take a look at each column and explain what they are. Click "Next" # Column Components Below is a definition of the different column information that can be added to the table view of test runs. ## Column Components:

Name

Reflects the name of a test run.

Priority Level

Priority level from the following selections: * High (Red) * Medium (Yellow) * Low (Green)

Status

Status of the current test run from the following selections: * Active (Green) * In Progress (Purple) * Passed (Grey) * Failed (Red) * Rerun (Yellow)

Test Cases

Reflects how many Test Cases are within a Test Run.

Milestones

Shows which Milestones each Test Run is associated with.

Creation Date

The date that the Test Run was created for a Project.

Tag

Tags that are assigned to each Test Run.

Progress

Offers a bar view of progress from Test Cases in a Test Run so you can see a more detailed view of how the test cases are performing. The following colors represent the status of test cases: Status: * Blue (Active) * Yellow (Incomplete)\\ * Green (Passed) * Red (Failed)

Configurations

Configurations are a great way to easily manage and run your test cases across various environments. As an example, you can filter for the configuration of browsers which can include Firefox, Chrome, Safari, etc.

You can filter Test Runs to find what you need. The next page will show you how. Click "Next" # Filtering Test Runs You can choose different filter criteria to search for specific Test Runs. This page will show you how.

Step 1: Open the filter menu

In the Test Runs page of a Project, click on the "Filter" button.

Step 2: Choose filter criteria

With the filter sidebar opened, select the filter criteria that you want your test runs sorted by.\ \ Then select "apply" to confirm the changes, or "clear all" to de-select any choices.

Select the filter criteria and hit "apply"

Step 3: Review filtered information

Review the filtered information in your table view. Filter options you've selected will be above the table. If you want to remove any filter criteria, click on the "X" icon next to it, or "clear all" to remove all filters.

The filtered Test Runs will appear in your Table View. You can de-select any of the filters or clear them all at once.

You now know how to filter your Test Runs, but let's have a quick look at the filter components so you understand exactly what you are filtering. Click "Next" # Filter Components This page will explain the different filter options there are available.

Priority Level

Priority level from the following selections: * High (Red) * Medium (Yellow) * Low (Green)

Status

Status of the current test run from the following selections: * Active (Green) * In Progress (Purple) * Passed (Grey) * Failed (Red) * Rerun (Yellow)

Number of Test Cases

Offers two fields and a slider bar to determine the minimum and maximum amount of Test Cases to filter by.

Configurations

Milestones

Shows different Configurations you can select. Use the search bar to locate an option that's not displayed.

Creation Date

The creation date of the Test Run.

Tag

Tags assigned to a Test Run.

Progress

Now that you understand the Table View and how to filter Test Runs, we will show you how to create a Test Run on the next page. Click "Next" # Creating Test Runs Ready to begin testing? This page will show you how to create a Test Run. ## Creating a Test Run step-by-step

Step 1: Forming a new Test Run

In the Test Runs tab click the "Create Test Run +" button, you will then be prompted to input the information in the name, description, Milestone, priority, & Tags sections.\ \ When finished click "Create Test Run" to finish, or click the "Actions" button to display a menu where you can add Test Cases or duplicate Test Runs.

Click on create a test run to get started.

Once you input the test run information, you can add test cases to make the test run functional.

You have now created a Test Run! The next few pages will explain how to add Test Cases and duplicate Test Runs. Click "Next" # Adding Test Cases vs. Duplicating Test Runs This page is a primer for explaining the differences between adding Test Cases and duplicating Test Runs. When creating a Test Run, you have the option of adding Test Cases individually or you can duplicate an existing Test Run to execute pre-selected Test Cases to a newly created Test Run. Let's begin with adding Test Cases. Click "Next" # Adding Test Cases This page explains how you can add Test Cases to your Test Runs. When creating a new Test Run, adding individual Test Cases lets you tailor specific assessments for a Test Run. This allows for more granular control of your Test Runs to output the desired results or information.

Step 1: Add Test Cases to a new Test Run

After creating a new Test Run, select "Add Test Cases" from the actions menu. On the next page, you have the option of [creating a new test case](/projects-tab/test-cases-tab/creating-test-cases) or adding a Test Case from the repository.

When creating a new Test Run, add Test Cases by clicking the actions button.

When setting up a Test Run for the first time, you have the option to create a new Test Case.

Step 2: Filter and add Test Cases

Your Test Cases are organized in the Test Folders sidebar, within your Table View choose the Test Cases you wish to add by ticking the checkbox. The chosen test cases will automatically show up in the selected tab.

Your selected Test Cases will appear in the selected tab.
You can remove test cases from selected by unchecking the box.

The next page will show you how to duplicate a Test Run. Click "Next" # Duplicating Test Run Duplicating Test Runs lets you implement existing assessments for new Test Runs. This allows you to cover ground quickly without creating the same Test Cases for new Test Runs.

Step 1: Duplicate an existing Test Run on a newly created Test Run

When creating a new Test Run, select "Duplicate test run" from the Actions menu in the bottom right.

Click the "Duplicate Test Run" button in the actions menu.

Step 2: Select an existing Test Run to add to your new Test Run

On the duplicate Test Run screen, you will be shown ongoing Test Runs that you can add. Click on the desired Test Run and then click the duplicate button to finish.\ \ You can also click inside of an existing Test Run and select specific Test Cases to tailor the Test Run from the existing template and add that as your new duplicate instead.

Select an existing Test Run to duplicate.

Tailor an existing Test Run with specific Test Cases to get your Test Run just right.

When creating, adding, or duplicating a Test Run, if you want to go back and revert any changes you have made, the next page will show you how. Click "Next" # Reverting Changes You can cancel changes made when creating Test Runs, adding Test Cases or duplicating Test Runs in the following ways:

Canceling new Test Run creation

When creating a Test Run, click the "Back to Test Runs" button. Alternatively, you can click the "X" icon in the upper right when adding Test Cases.\ \ Either action will prompt a notification screen asking you to confirm your choice.

#### Going back

Click the back to Test Runs button to leave the page where you are creating a new Test Run.

A notification will appear asking you to confirm your choice.

#### Closing

Click the X button to leave the page where you are adding new Test Cases to a Test Run.

Once your Test Run is created, you can edit it at any time. The next pages will show you how. Click "Next." # Editing Test Runs You can always edit your Test Runs if you need to make changes. This page will show you how to edit a single Test Run in a few easy steps:

Step 1: Select a Test Run to edit

In the Test Run page click on the kebob menu on the test run you want to edit.

Click ont he kebob icon next to the Test Run you wish to edit.

Step 2: Make changes to the Test Run

Once inside of a test run, select the fields in which to edit: * Test run name and description (Pencil Icon) * User Assignment * Milestones * Priority level * Tags * Status

Click the pencil Icon to make carious changes to the Test Run.

Step 3: Review changes and save

Once you have made your changes, click the "Save" button on the bottom right or "Cancel" to revert the changes.

You can edit Test Runs in bulk instead of one by one as shown on the next page. Click "Next." # Edit test Cases In a Test Run Need to edit a Test Case you have attached to a Test Run? You can do so in two easy steps.

Step 1: Select a Test Run

Select a Test Run from the Table View

Step 2: Select criteria to change

Within the Table View, the column information for each Test Case can be changed. Select your criteria to adjust in the drop-down menus of the columns.

Select the column information to adjust for the Test Case you are working on.

Just like with Test Runs, you can edit your Test Cases in bulk at any time. Click "Next" to see how # Edit Test Cases In Bulk This page will show you how to bulk edit Test Cases that are attached to Test Runs in three steps:

Step 1: Select Test Run

In the Test Runs page, select a Test Run inside of the Table View.

Step 2: Select Test Cases to edit

Inside the Test Run, select the Test Cases to edit by ticking the checkbox next to them.\ \ Then open the actions menu on the bottom right and click "Edit"

Tick the checkbox next to all the Test Cases you want and click edit from the actions menu.

Step 3: Confirm bulk edit selections

Place Info in the fields of the sidebar to edit your Table View of Test Cases. * Priority level (High, medium, low) * Status (Active, Incomplete, Passed, Failed) * User assignment

Select the options you want to change for the Test Cases you have selected.

You should now understand how to edit Test Runs and Test Cases that are attached. Next, we will discuss Archiving, Unarchiving, Deleting, and Filtering Test Runs. Click "Next" # Archiving, Unarchiving, and Deleting Test Runs This section will show you how to Archive, Unarchive, and Delete Test Runs. First, lets have a look at Archiving Test Runs. Click "Next" # Archiving Test Runs Once you no longer need a Test Run active, you can Archive it by following these steps:

Step 1: Select a Test Run to Archive

On the Test Runs page in the Active tab, click on the kebob icon for the Test Run you want to Archive. Then click the "Archive" button

Click the kebob icon for the Test Run you want to change the status of, then select "Archive"

Step 2: Confirm Archive status

Confirm that you want to Archive the selected Test Run by clicking "Archive". You can click "Cancel" to go back.\ \ A status notification will appear on the bottom right of your screen confirming that you have Archived the Test Run.

Archiving a Test Run will remove it from view but retain all its data.

A confirmation toaster will appear confirming you have Archived the Test Run.

Instead of Archiving Test Runs one by one, you can Archive in Bulk. The next page will show you how. Click "Next." # Archiving Test Runs In Bulk You can archive multiple Test Runs at once by following the steps below:

Step 1: Select Test Runs to archive

On the test runs page inside of the ongoing tab, select which test runs you want to archive by ticking the check box next to them.\ \ Then click on the "Actions" button and select "Archive"

Select the test runs you want to change the status for and then click "Archive" from the actions menu.

Step 2: Confirm Test Run Archival

A notification will appear asking to confirm the archival of multiple test runs. Click "Archive" to confirm the changes, or cancel to go back.

A confirmation message will appear asking you to confirm the changes made.

Step 3: Confirm Notification

A conformation toaster will appear on the bottom right of your screen. You can undo the changes made to the test runs or close the notification.

Did you make a mistake in Archiving a Test Run or need it Unarchived for any other reason? The next page will cover how to do so. Click "Next" to learn. # Unarchiving Test Runs Unarchiving a Test Run is as simple as Archiving. This page will show you how in two steps.

Step 1: Select a Test Run to Unarchive

On the Test Runs page in the Archived tab, click on the kebob icon for the Test Run you want to Unarchive. Then click the "Unarchive" button

Click the kebob icon for the Test Run you want to change the status for and click Unarchive.

Step 2: Confirm Unarchive status

Confirm that you want to Unarchive the selected test run by clicking "Unarchive". You can click "Cancel" to go back.\ \ A confirmation toaster will appear on the bottom right of your screen confirming that you have unarchived the test run.

Unarchiving a Test Run will move it into active view where it can be interacted with.

A notification will appear confirming you have archived the Test Run.

You can Unarchive many Test Runs at once in a similarly easy process, which we will show you on the next page. Click "Next." # Unarchiving Test Runs In Bulk This page will show you how to Unarchive multiple Test Runs at once in only three steps.

Step 1: Select Test Runs to Unarchive

On the Test Runs page inside of the Archived tab, select which Test Runs you want to Unarchive by ticking the check box next to them.\ \ Then click on the "Actions" button and select "Unarchive"

Tick the check box next to the Test Runs you want to change the status for and click Unarchive from the actions menu.

Step 2: Confirm Unarchiving

A notification will appear asking to confirm the Unarchiving of multiple Test Runs. Click "Unarchive" to confirm the changes, or cancel to go back.

Confirm that you wish to unarchive the chosen Test Runs.

Step 3: Confirm Notification

A confirmation toaster will appear on the bottom right of your screen. You can close the notification early by clicking the "Close" button.

Need to delete a Test Run? The next page will cover the deletion steps. Click "Next" to see # Deleting Test Runs You can delete a Test Run from the Archived tab at any time. This page will show you how to do so. ## Notes about deleting Test Runs Archiving a Test Run will move it into the Archived tab, you will not be able to interact with it until it is returned to Ongoing status. It still retains all of its data. {% hint style="warning" %} Deleting a Test Run from the Archived tab will remove it from both the Ongoing and Archived view and delete all of the data associated with the Test Run. {% endhint %}

Step 1: Select a Test Run

On the Test Runs page click on the kebob icon for the Test Run you want to delete. Then click "Delete"

click on the kebob icon for the test run you want to remove and select delete.

Step 2: Confirm deletion

A notification will appear asking to confirm the deletion of the Test Run. If you are deleting a Test Run from the Ongoing view, it will ask if you wish to archive the Test Run instead.

A notification will appear askng to confirm the deletion of the Test Run.

Step 3: Confirm notification

A confirmation toaster will appear on the bottom right of the screen. You can undo the changes by clicking "Undo" or closing the notification.

Next, we will show you how to delete Test Runs in bulk. Click "Next" # Deleting Test Runs In Bulk You can delete multiple Test Runs in the Archived tab in three quick steps.

Select the test runs you want to remove, then select the delete option from the actions menu.

Step 2: Confirm Deletion

A notification will appear asking to confirm the deletion of the Test Runs. If you are deleting a test run from the ongoing view, it will ask if you wish to archive the test run instead.

A notification will appear asking to confirm the deletion of multiple Test Runs.

Step 3: Confirm notification

A confirmation toaster will appear on the bottom right of the screen. You can undo the changes by clicking "Undo" or closing the notification.

You should now understand how to Archive, Unarchive, and delete Test Cases individually and in bulk. In the next section, we will cover creating Defects from failed Test Cases. Click "Next" to start. # Creating New Defects From Failed Test Cases If any of your planned Test Cases fail, you can generate a Defect. This page will show you how:

Step 1: Change Test Case status

Inside a Test Run, adjust the Test Case status to "Failed"

Adjust the status of the test case to failed from the colum dop down menu.

Step 2: Confirm creation of a new Defect

A notification will appear asking if you would like to confirm the creation of a new Defect.\ \ Click "Create new defect" to continue or "Skip" to set the failed status to the Test Case without adding a new Defect.

A notification will appear asking if you want to create a new Defect.

Step 3: Fill in information for the new Defect

A sidebar will appear on the right with fields to include defect information: * Integration: Add integration info. Ex: Github, Jira * Name: Name of the defect * Link to an existing case: Place a work link in the field to link this Defect to an existing one.

Fill in the Defect information and click create a new Defect at the bottom.

When you create a new Defect, you can add an Integration into it to make finding and addressing it easier. Click "Next" to see how. # Adding Integrations To New Defects ## When creating a new Defect you can add Integrations for the appropriate Test Case Defect.

An example of GitHub integration in a new defect.

An example of Jira integration in a new defect.

Instead of creating new Defects, you can link existing Defects if needed. Click "Next" to see how # Linking Existing Defects If a defect is already created, you can link that to a failed Test Case. This page will show you the steps to do it.

Step 1: Change Test Case status

Inside a Test Run, adjust the Test Case status to "Failed"

Select "failed" from the drop-down menu in the status colum.

Step 2: Confirm creation of a new Defect

A notification will appear asking if you would like to confirm the creation of a new Defect.\ \ Hit "Create new Defect" to continue or "Skip" to set the failed status to the Test Case without adding a new Defect.

A confirmation will appear asking you to confirm the creation of a new Defect.

Step 3: Linking the defect to a Test Case

A sidebar will appear on the right with fields to include Defect information. You can also place a link in the field when referring to an already existing Defect.

Input the Defect information and click "Create a new Defect" at the bottom.

Now that you can create and link Defects to failed Test Cases, we will show you how to rerun a Test Run. Click "Next" to see how. # Reruning Test Runs This page will show you how to do a Rerun of a Test Run. Follow the steps below:

Step 1: Enter the Rerun menu

Inside a Test Run, click on the "Rerun" button to open the Rerun menu.

Click the rerun button inside of a test run.

Step 2: Confirm Test Case statuses

Select and confirm the Test Cases with the associated statuses to appear in the Rerun.

Chose the test case statuses to appear in the Rerun.

Step 3: Create new Test Rerun

On the create Test Run screen fill in the information into the required fields. Then click "Add Test Cases"

Fill in the information for the Rerun and click add test cases at the bottom.

Step 4: Add Test Cases

On the Test Cases screen, add Test Cases to be added to the Rerun by ticking the check box next to them. Then select "Create Test Run"\ \ The Rerun will appear with a rotating arrow icon next to it in the Test Run Table View.

Select the Test Cases to add to the Rerun and then click "Create Test Run" at the bottom.

Test Runs that are Reruns will have a cycling Icon next to them.

You can see the history of a Rerun by following a few steps. Click "Next" to see how. # Rerun History Of A Test Run Reruns allow you to view their history of Test Case statuses. Below will show you the steps to view the history.

Step 1: Select a Rerun

In the test runs screen select a rerun from the table view.

Select a Rerun from your test runs Table View.

Step 2: Open Rerun history

Click on the "Rerun history" button inside of the Test Run and a sidebar will appear on the left.\ \ You can view the information history of the Rerun here.

Inside of the Rerun, click on Rerun history to view past information.

The Rerun history is displayed on this screen.

You can now view your Rerun history. On the upcoming page, we will go over how to navigate through all Test Cases in a Test Run. Click "Next" # Navigating Through All Test Cases In A Test Run You can filter and find exact Test Cases within your Test Runs by filtering through a sidebar. This page will show you how.

Step 1: Select your Test Run

Choose a Test Run from the Table View on the Test Runs page.

Step 2: Open the filter sidebar

Click on the "Filters" button inside of a test run to open the filters sidebar.

Click on the filters button inside of the Test Run.

Step 3: Select filter criteria

Select filter criteria from which Test Cases will be organized in your Table View. Click "Apply" to finish, or "Clear all to deselect your choices.

Select the filter criteria and click apply.

You can also view Test Cases in more detail on the Test Run tab. Click "Next" to see how. # Viewing individual Test Cases In Test Runs View Test Case details within a Test Run in only a couple steps:

Step 1: Select your Test Run

Choose a Test Run from the Table View on the Test Runs page.

Step 2: Select a Test Case

Select a Test Case from the Table View, a sidebar will appear on the right outlining an overview, description information, and comments from other users about the Test Case.

Once inside of a Test Case, more detailed information will appear.

{% hint style="info" %} Please note that you can click on the Edit option at the top in any of the screens presented within the test case view. Refer to the editing section for more details on [editing a Test Case](/projects-tab/test-runs-tab/editing-test-runs/edit-test-cases-in-a-test-run). {% endhint %} Now that you can view the Test Case details, we will explain the options within. Click "Next" to see. # Understanding Test Case Detail Options Within A Test Run When looking at the details of a test case within a test run, you have many options you can view or change, below is a summary of each:

Overview

Consists of two drop-down menus for status and priority, as well as fields for the creator, ID of the test case, The last update, folder location, any tags, defects, and the user assignment for the test case. Below are the options for the drop-down menus: Status: Drop-down options include: * Active (Blue) * Incomplete (Yellow) * Passed (Green) * Failed (Red) Priority: Drop-down menus include: * Low (Green) * Medium (Yellow) * High (Red)

Expanded vew of the creator, ID, last update, folder, tag, and assignment sectons.

Expanded view of the description section.

Example of Piñata integration within a test case.

Next, we will view how to add Test Runs to Milestones & Test Plans. Click "Next" # Adding Test Runs To Milestones & Test Plans You can add test runs to both Milestones and Test plans, the following page will detail how to accomplish this. ## Adding a Test Run to a Milestone

Step 1: Select the Test Run you want added to a Milestone

On the Test Runs page, select the Test Run you are working on and kick the kebob icon. Then select "Add to Milestone."

Select the Test Run you are working on and click add to Milestones.

Step 2: Select the Milestones to add the Test Run to

A sidebar will open on the right-hand side offering available Milestones to add the Test Run to. If there is an option not shown, you can look for it in the search bar.\ \ A confirmation toaster will appear notifying you of the changes.

Select the Milestones that you want to add the Test Run to.

A confirmation toaster will appear notifying you of the changes.

## Adding a Test Run to a Test Plan

Step 1: Select the Test Run you want added to a Test Plan

On the Test Runs page, select the Test Run you are working on and kick the kebob icon. Then select "Add to Test Plan."

Select the Test Run you are working on and click add to Test Plans.

Step 2: Select the Test Plan to add the Test Run to

A sidebar will open on the right-hand side offering available Test Plans to add the Test Run to. If there is an option not shown, you can look for it in the search bar.\ \ A confirmation toaster will appear notifying you of the changes.

Select the Test Plans that you want to add the Test Run to.

Now that you know how to add test runs to Milestones and Test Plans individually, lets take a look at adding them in bulk quantities. Click "Next" to continue. # Adding Test Runs To Milestones & Test Plans In Bulk This page will take a look at adding bulk quantities of Test Runs to both Milestones & Test Plans. ## Adding Test Runs to Milestones in bulk

Step 1: Open the Milestones Sidebar

In the Test Runs Page, select the Test Runs you want to add by ticking the check box next to them. Then click the actions button on the bottom right and select "Add to Milestones".

Select the Test Runs to be added, and then select add to Milestones from the actions menu.

Step 2: Select the Milestones to add Test Runs to

In the Milestones sidebar select the Milestones that you want to add Test Runs to. You can use the search bar to look for any entries not shown in the list. When you are done click "Add"\ \ A confirmation Toaster will appear to notify you of the changes.

Choose the Milestones that you want to add Test Runs to.

Step 1: Open the Test Plans Sidebar

In the Test Runs Page, select the Test Runs you want to add by ticking the check box next to them. Then click the actions button on the bottom right and select "Add to Test Plans".

Select the Test Runs to be added, and then select add to Test Plans from the actions menu.

Step 2: Select the Test Plans to add Test Runs to

In the Test Plans sidebar select the Test Plans that you want to add Test Runs to. You can use the search bar to look for any entries not shown in the list. When you are done click "Add"\ \ A confirmation Toaster will appear to notify you of the changes.

Choose the Test Plans that you want to add Test Runs to.

That is it for the Test Run tab! On the upcoming page, we will focus on the Test Cases Tab. Click "Next" to begin. --- [Next Page](/llms-full.txt/1)