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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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