Test Plans

A test plan groups test runs and sets the scope, goals, and schedule for a round of testing. It links directly to both test runs and test cases.

This page covers creating a test plan, adding test runs to it, editing, deleting, and sharing one by public link.

Create a test plan

1. In the left navigation, open Test Plans.

2. Click Create Test Plan.

3. On the Test Plan Details page, enter a Title. A Description is optional.

4. (Optional) Select a Start Date and End Date from the date picker to schedule the plan.

5. Click Create Test Plan.

Add a test run to a test plan

Create the run inside the plan, or attach one that already exists.

Create a new run inside the plan

1. Open the test plan.

2. Click + Create Test Run.

3. Follow the steps in Test runs.

Attach an existing run

1. In the left navigation, open Test Runs, then open the run.

2. Click Edit Test Run.

3. Click Attach Test Plan.

4. Select the test plan.

Edit a test plan

1. In the left navigation, open Test Plans.

2. Click the ellipsis icon (⋯) next to the test plan and select Edit.

3. Make your changes, then click Save Test Plan.

Delete a test plan

1. In the left navigation, open Test Plans.

2. Click the ellipsis icon (⋯) next to the test plan and select Delete.

3. On the Delete Test Plan? dialog, click Delete Test Plan.

Share a test plan by link

A public link lets stakeholders without an account see testing progress.

1. In the left navigation, open Test Plans, then open the test plan.

2. Click Share in the top right.

3. In the Share Test Plan dialog, turn on Anyone with the link can view.

4. Click Copy.

Note

The link gives read-only access. Anyone holding it can filter the test runs and open a run to see its test cases.