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Learn how to set Jira (server-based) integration following the instructions below.

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1. Log in to your Jira account

First of all, you should log in to your Jira (Server Based) account to integrate TestCaseLab with Jira. 

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2. Set up Connection

• Go to your TestCaseLab Company Account, and open your Project. 
• Click on the Project Settings and navigate to the ‘Integrations’ tab
• Choose the Jira issue-tracking tool from the list
  

• In the respective field enter your Jira URL (required format: http://jira.YOURDOMAIN.com/).
• Enter your Jira Username. 

Note: In order to find your Jira Username please navigate to your Jira Account and click on your Profile‍

• Copy your Username from the Summary tab:
  

• Enter your Jira Password into the integration form. 
• Confirm the action.

You can check your connection by clicking on the 'Test Connection' button.
If there are no issues and the Connection is established, you can proceed with Integration and save the changes.

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Once you receive a ‘Connected’ notification, it means your connection is established with no issues and you can report your defects to Jira directly from TestCaseLab.

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What’s Next?

If you have questions or need assistance, our support team is always ready to help.

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TestCaseLab is a simple and comfortable test management platform for running tests and reporting bugs.

Easily integrate your favorite test case management tool with Redmine! The following list of actions is a short guide to help you get started.

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1. Generate API Key

• In order to start the integration you should be logged in to the Redmine test case management tool as Admin.
• From the main page click on the 'Administration' button in the header.

• Click on the ‘Settings’ link in the menu.

• Navigate to the ‘Api’ tab and mark the ‘Enable REST web service’ checkbox. Save changes by clicking on the 'Save' button. 

• Navigate to the ‘My account’ page by clicking on the 'My account' button in the header. 

• Click on the 'Show' button in the side section, and copy your Personal access token to the clipboard. 

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2. Set up Connection

• After that, you need to navigate to your TestCaseLab Company Account, click on the Project Settings in the sidebar and go to the ‘Integrations’ tab.
• Choose the Redmine tool from the list of Bug tracking tools. 
• Paste your Personal Access Token to the ‘Personal Access Token’ field.
• Go to your Redmine account and copy your URL. Example: https://YOURNAME.redmineup.com/
• Paste your Redmine URL to the ‘URL’ field in TestCaseLab and click on the 'Test connection' button.
• Choose your Redmine project from the project list and confirm the action.

You will receive a 'Connected' notification once your connection has been established. Redmine can receive defects directly.

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What’s Next?

For further assistance, check our related guides or contact support—we’re here to help!

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You can easily integrate your favorite test case management tool with the Trello testing tool! If you wondered how – take a look at the short manual below.

First of all – you should have a Trello account.

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1. Generate API Key

• Navigate to the https://trello.com/app-key 
• Click on the ‘Token’ link in order to generate a token.

• Click on the 'Allow' button to confirm that you have read the policy and agree with the terms.

• Copy generated Personal Access Token to the clipboard.

• Open https://trello.com/app-key‍
• Copy your ‘Personal Key’ to the clipboard

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2. Set up Connection

• Go to your TestCaseLab Company Account, that is a perfect option of test management tools for Trello, and open your Project. 
• Click on ‘Project Settings’ in the sidebar and navigate to the ‘Integrations’ tab.
• ‍Choose the Trello issue-tracking tool from the list.
• Paste your API key and Personal Access Token, and click on the 'Test Connection' button.
• Choose your project from the list and confirm the action.

If you receive a 'Connected' notification, your connection has been established without issues, and you can report defects directly to Trello.

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What’s Next?

For further assistance, check our related guides or contact support—we’re here to help!

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Learn how to set Jira Cloud test case management following the instructions below.

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1. Generate API token

• First of all, you should log in to your Atlassian account to integrate TestCaseLab with Jira Cloud. 
• Open your project in Jira.
• Click on the ‘Gear’ icon on the main page and navigate to the ‘Atlassian account settings’ settings.

• Navigate to the ‘Security’ tab, and click on 'Create and manage API tokens' button.

• Click on 'Create Api Token' button.

• Fill in the ‘Name’ field and click on the 'Create' button.

• Copy your API token by clicking on 'Copy' button.

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2. Set up Connection

• Go to your TestCaseLab Company Account, that is a perfect option of test management tools for Jira, and open your Project. 
• Click on the Project Settings in the sidebar and navigate to the ‘Integrations’ tab
• Choose the Jira Cloud issue-tracking tool from the list 
• Enter your Jira Cloud URL (required format: http://YOURDOMAIN.atlassian.com/).
• Enter your email address. 
• Paste your Personal Access Token. 
• Choose a Project from the dropdown list. 
• And confirm the action.

You can check your connection by clicking on the 'Test Connection' button.
If there are no issues and the Connection is established, you can proceed with Integration and save the changes.
Once you receive a ‘Connected’ notification, it means your connection is established with no issues and you can report your defects to Jira Cloud directly from TestCaseLab. 

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What’s Next?

For further assistance, check our related guides or contact support—we’re here to help!

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Setting up integrations enables seamless communication between TestCaseLab and your bug-tracking tools. This simplifies defect reporting during test runs and enhances team collaboration. Follow this guide to set up and manage integrations.

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1. Access the Integrations Page

• Go to the specific project where you want to set up integration.
• Navigate to Project Settings > Integrations to view all available bug tracker options.

Note: Only Project Administrators can access Project Settings.

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2. View Available Integrations

The Integrations page lists supported bug trackers, including:

• Jira Cloud
• Trello
• Redmine
• Jira (server-based)
• Pivotal
• YouTrack
• Asana
• Mantis
• GitHub

For integrations not yet connected, a ‘Connect’ button will appear on the corresponding integration card.

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3. Connect a Bug Tracker

• Click the ‘Connect’ button for your desired bug tracker.
• Follow the prompts to authenticate and authorize the connection.
• Once connected, the integration card will display:
  • ‘Connected’ label.
  • ‘Details’ Button: Test the connection in a pop-up modal.
  • ‘Disconnect’ Button: Remove the integration if needed.

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4. Manage Pending Integrations

• Only one active integration is allowed at a time.
• If you connect a new bug tracker while another is already active:
  • The previous integration will switch to ‘Pending’ status.
  • A ‘Reconnect’ button will appear, allowing you to reactivate the previous integration if needed.

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What’s Next?

For further assistance, check our related guides or contact support—we’re here to help!

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Import Test Cases into a Project

Importing test cases allows you to quickly populate your project and start managing them efficiently. Follow these simple steps to upload your test cases using a CSV file.

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1. Download the CSV Template

• Go to the project where you want to import test cases.
• Navigate to the Project Settings > Import
• Download the provided CSV file sample to use as a template for your test case data.

Note: Only Project Administrators can access Project Settings.

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2. Open the Sample CSV File

• Locate the downloaded example.csv file on your computer.
• Open the file to view a few sample test cases and understand the required structure for importing.

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3. Fill in the CSV File

• Add your test cases to the file, following the provided structure.
• Ensure the following required fields are completed:
  • Title: Enter the name of each test case.
  • Priority: Specify the importance of the test case (e.g., High, Medium, Low).
• Once all test cases are added, save the file.

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4. Upload the CSV File

• Return to TestCaseLab and navigate to the project where the test cases will be imported.
• Select the prepared CSV file and upload it to import your test cases into the project.

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Export Test Cases from a Project

Exporting test cases allows you to back up, share, or re-import your data efficiently. Follow these steps to download your test cases in CSV format.

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1. Initiate Export

• Navigate to the project containing the test cases you want to export.
• Navigate to the Project Settings > Export
• Select the Export option to start the download process.

Note: Only Project Administrators can access Project Settings.

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2. CSV Document Structure

The exported CSV file includes the following information:

Default Fields:

• Title: Name of the test case.
• Description: Detailed information (precondition) of the test case.
• Steps: Steps to execute the test case.
• Expected Results: Anticipated outcomes for the test case.
• Priority: Importance level (e.g., High, Medium, Low).
• Types: Types of test cases.
• Key: Unique identifier for each test case.
• Category: Hierarchical Suite path (e.g., Feature -> Sub-feature).
• Tags: Tags assigned to the test case.
• Created At: Date and time the test case was created.
• Created By: User who created the test case.
• Last Edit At: Date and time of the last edit.
• Last Edit By: User who made the last edit.

Custom Fields:

Any additional fields configured in your project, such as:

• Custom Text: Text fields specific to your test cases.
• Custom Dropdown: Dropdown values defined for your project.

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3. Download the File

• Save the exported CSV file to your computer.
• Use it for analysis, sharing with team members, or as a template for importing test cases back into TestCaseLab.

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What’s Next?

Leverage the exported file for easy data management and collaboration. If you need guidance on importing test cases, check out our related articles or contact support—we’re happy to assist!

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Invite Project Members

Inviting team members to your project ensures smooth collaboration and proper access for everyone involved. Follow these steps to invite and manage members effectively.

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1. Invite Members from Company Settings

As a Company Owner or Administrator:

• Navigate to Company Settings > Users to invite users to the Company Account.
• Once users are added, you can assign them to specific projects in User Details  via '+ Add Project' button.

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2. Invite Members from Project Settings

As a Project Administrator:

• Go to the specific project and navigate to Project Settings > Members.
• On the Members page:
  • Click ‘Add Member.’
  • Select users from the list of Active members in your Company Account.

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3. Assign a Project Role

After adding a member to the project, assign them a role based on their responsibilities:

• Project Administrator:
  • Full access to Project Settings and all project pages, including Test Cases, Test Plan, and Test Run.
• Project Member:
  • Access to work on test cases and manage test plans and runs.
• Project Viewer:
  • View-only access, suitable for stakeholders who need oversight without editing permissions.

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Manage a Project Member

Managing project members helps ensure everyone has the correct level of access to contribute effectively. Here’s how you can manage project members using Company and Project Settings.

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1. Manage Project Members from Company Settings

As a Company Administrator:

• Navigate to Company Settings > Users to manage all users within the Company Account, including their project assignments.

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2. Manage Project Members from Project Settings

As a Project Administrator:

• Open the project and go to Project Settings > Members to directly manage members assigned to that specific project.

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3. Remove a Project Member

On the Members page:

• Select the member you wish to remove.
• Confirm the removal to revoke their access to the project.

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4. Change a Project Role

Update a member’s role by:

• Selecting a new role from the dropdown menu.
• Assigning roles based on their responsibilities (e.g., Administrator, Member, Viewer).

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What’s Next?

Effectively managing project members ensures proper access control and smooth collaboration. For additional help, check related guides or reach out to our support team—we’re happy to assist!

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Create a Project

Organizing your testing efforts starts with creating a project. Follow this guide to set up a new project and invite your team members.

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1. Access Projects

Navigate to Company Settings > Projects and click '+ Add Project' to start creating a new project

Note 1: Only a Company Owner and Administrators can create projects.

Note 2: You can create a Project on the Company Account's Dashboard as well.

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2. Insert Project Details

Provide the following information:

• Project Name: Enter the name of your project.
  • You can update this name later if needed.
• Project Unique Key: Add a unique identifier for the project.
  • This key can also be modified later.

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3. Invite Project Members

Once your project is created, invite team members to collaborate.

Learn more about inviting users to projects here.

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4. Unlimited Projects

TestCaseLab allows you to create unlimited projects within your Company Account, ensuring flexibility for managing all your testing needs.

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Manage Project

Effectively managing projects in TestCaseLab ensures smooth collaboration and keeps your team organized. Here’s a step-by-step guide to manage project settings, members, and more.

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‍1. Access Project Settings

To open the settings:

• Click the three-dot menu next to the project name on the Dashboard and choose Project Details, or
• Navigate to the project and select Project Settings from the sidebar.

Note: Only Project Administrators have access to Project Settings.

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2. Edit Project Information

In the Project Settings > Project Details, you can:

• Update the Project Name to reflect any changes.
• Change the Project Key if needed.
• Add or Update the Project Logo for better project identification.

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3. Manage Project Members

Go to Project Settings > Members to:

• Invite new team members.
• Manage existing project members’ roles and access.

Learn more about managing project members here.

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4. Archive or Delete a Project

Go to Company Settings > Projects, select the project, and choose the appropriate option.

Note 1: Deleted projects cannot be restored.

Note 2: Only a Company Administrator can archive or delete a project.

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What’s Next?

By managing projects effectively, you can streamline your testing processes and enhance collaboration. For more guidance, explore related articles or reach out to our support team—we’re here to help!

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If you’re part of multiple Company Accounts, switching between them is easy and seamless. Follow these steps to access different accounts and manage your roles.

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1. Access Your User Profile

Click on ‘Profile’ in the Sidebar to open the Profile pop-up.

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2. Switch Company Accounts

• In the Company section of the pop-up, select the Company Account you want to access.
• You’ll instantly switch to the selected account.

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3. Understand Company Roles

You can have different roles in each Company Account you’re part of:

• Company Owner:
  • You can only own one Company Account.
• Company Employee or Administrator:
  • You can join other Company Accounts when invited by their administrators.

Learn more about inviting users to Company Accounts here.

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4. Unlimited Company Accounts

TestCaseLab allows you to access an unlimited number of Company Accounts with the same email address.

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What’s Next?

Easily collaborate across multiple teams and organizations by switching between accounts. If you need help or have any questions, reach out to our support team—we’re happy to assist!

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