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Quick start guide

Get going with TestCollab in easy steps

Vishal Vaswani avatar
Written by Vishal Vaswani
Updated over a week ago

Using TestCollab for the first time , or want to know how the core features in TestCollab could be made to work quickly, then read on...

By the end of this article you would be knowing, how to add a project, add a test case, and create a test plan, so let us start...

Adding a new project

A project can be any software, website or a product that needs testing. Adding a project is simple and straight forward, start by navigating to projects page and click `Add Project` button, you only need to provide a project name, that's it...

Note: Only an administrator can add a project

Inviting users

Great teams produce great results. Inviting your team on TestCollab is simple, go to users management page and hit the Invite Team Members button.

Inviting new users can again be done by only an administrator

As an option you can also add them to one or more project assigning them the roles they would have in the project.

Adding a test case

You can use 'Add Test Case' button on test case page, or "Add test case" link in navigation. On add test case page provide your test case details like the steps and their expected results, its priority, you can also add tags and attach files.

Once test cases are added you can sort, filter, edit and delete them. Next section explains how they can be added to a test plan and assigned to testers so that they can be executed by them.

Creating a test plan

Use ‘Create Test Plan’ button available on test cases page, once you have shortlisted the test cases to be added or have selected them to add them to a test plan.

Test plan creation is a 3 step process, you start by providing title, description, start & due dates and selecting folder.

In the next step if there are custom fields for test plans then their value could be set. Defining one or more configurations for the test plan is also possible, these are conditions in which test cases can be executed, examples can be environments, OS, web browsers.

In the last step you select the assignment criteria that can either be test cases or configurations, and the assignment method that can be automatic (in this the app takes care of random assignment of test cases to selected assignee) or manual (you have to manually assign test cases individually or in groups to the testers).

Running your Test Cases

You can see all test plans assigned to you by going to "My Tasks" page, simply click on the Test Plan name and you will be taken to its run page. From here you can mark each step or whole test case as passed, failed etc.. and even create issues in JIRA automatically.

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