Test Cases and Test Plans creation

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There are many places in Targetprocess where you can create a new test case and test plan from.

Green Add button

Click [+] Add green button, select a test plan/case entity and provide a name. Test case/plan will be added to the project and a team which you specify during the creation.

Quick Add on a Board / Details / List / Roadmap view modes

Test cases and plans can be added on a Board, List, Details and Roadmap mode views if a test case or a test plan is selected as cards or lanes.

On a Roadmap view you can add a new test plan and schedule it’s design in time if required using drag and drop.

Test Plan detailed View

Go to the Tests tab of a Test Plan view to create a list of related Test Cases. Simply click a Quick Add button, enter a test case name and click Add button (or press enter) when done.

When you require a brief check-list, Test Cases may have no detailed descriptions of steps and expected results. You only add names of Test Cases then. Inline edit is available to quickly rename Test Cases:

If test descriptions and expected results are required, they can be added on a Test Case view.

Add every single test description and their expected result on a Test Case view:

Productivity Tip

To create Test Steps quicker, use the following hot keys:

Ctrl (Cmd) + Enter add a new test step below the current test step
Ctrl (Cmd) + Shift + Enter add a new test step over the current test step
Ctrl (Cmd) + Delete delete the current test step
Tab go through test steps left right top down
Shift + Tab go through test steps right left down top

Hierarchical Test Plans

It's possible to organize test cases to groups creating lower level test plans. They can be created using quick add.

Link Test Cases and Test Plans

To re-use the existing test cases or test plans to execute them in a different context, use the magnifier icon to link existing test cases and test plans.

Add an existing Test Case to a Test Plan or User Story

To add an existing Test Case to a Test Plan, select Test Cases to be shown as cards and Test Plans be shown as lanes on a board View.

Using drag and drop, you can assign an existing Test Case or a Test Plan to a Test Plan.

To add the same Test Case or a Test Plan to many Test Plans, select a test case/plan and drag and drop it in a test plan from the Selected Cards panel.

Troubleshooting

Test Cases are missing. My Test Plan / my User Story definitely has Test Cases, but I cannot see them inside.

A Test Case is usually not displayed for a person when a person has no access to it. Most often, this happens when a Test Case is assigned to a Project and/or Team the person is not a member of. To resolve the issue, you have two possible options:

  • Assign/move the Test Case to a Project and/or Team the person is a member of
  • Assign a Person to a Project/Team the Test Case is related to

The order of Test Cases in Test Plans is unexpectedly changing

If a Test Case is related to many Test Plans, and you reorder it inside one of Test Plans, it's order in all other Test Plans will be changed accordingly. This behaviour is temporary so far and will be fixed soon.