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The Test Cases page is your central hub for creating, organizing, and maintaining test cases within a project. Follow this guide to manage and update your test cases effectively.

Learn what is a Test Case here.

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1. Rearrange Test Cases

Test cases are grouped by suites in the list, and their order within a suite can be changed via drag&drop to ensure a logical sequence of test cases within this suite. Rearranging test cases using drag&drop affects the default sorting (when no sorting is applied), ensuring a consistent structure across the team.

Note: Only Project Administrators can drag and drop test cases to rearrange them within the list.

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2. Sort Test Cases

• Click the ‘Control Panel’ button in the header and click the ‘Sorting’ button
• Sort the test cases list by:
  • Title
  • Creation Date and Time
  • Last Update Date and Time

Note: Sorting is applied within each Suite separately.

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3. Filter Test Cases

• Click the ‘Control Panel’ button in the header and click the ‘Filters’ button
• Apply filters to narrow down the list based on:
  • Priority
  • Creator
  • Suite
  • Type
  • Tags
  • Custom Dropdown Field

Note: Click on a tag in the Test Cases List or Test Case Details to filter by it directly.

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4. Bulk Manage Test Cases

• Activate Bulk Select Mode: Click the ‘Control Panel’ button in the header and click ‘Bulk Actions’ to enable selection.
• Select Test Cases:
  • Check the box next to individual test cases.
  • Select all test cases within a Suite by checking the Suite’s box.
  • Use ‘Select All’ to choose all test cases in the project.
• Bulk Actions Available:
  • Bulk Update: Change or erase values for fields such as
    • Priority, 
    • Suite, 
    • Test Plans, 
    • Type, 
    • Tags, 
    • Custom Dropdown Fields.
  • Bulk Duplicate: Create copies of selected test cases.
  • Bulk Delete: Remove multiple test cases.

Note: Deleted test cases can be restored from the Dashboard > Activity Stream by clicking ‘Undo’ for each deletion entry.

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5. Search the Test Cases List

Search by Test Case Title, Test Case Details, or both simultaneously to quickly locate relevant test cases.

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6. Copy Test Case Links

Click the ‘Copy link’ button for the Test Case in the Test Cases List or Test Case Details to share a direct link with team members.

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7. Duplicate a Test Case

Use the ‘Duplicate’ button for the Test Case in the Test Cases List or Test Case Details to duplicate a single test case.

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What’s Next?

Efficiently managing the test cases list helps your team navigate and update test cases quickly. For further assistance, check related guides or contact support—we’re here to help!

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Suites are essential for organizing your test case repository into logical categories. With up to 4 levels of subsuites, you can structure your test cases to align with your project’s needs.

Learn what is a Suite here.

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1. Create a Suite

• Navigate to the Test Cases page.
• Click the ‘+’ button in the Suites section to add a new Suite.

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2. Restructure Suites

Use drag-and-drop in the Suites section to rearrange Suites or restructure the hierarchy of your repository.

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3. Access Test Cases in a Suite

Click on a Suite in the Suites section to view all test cases assigned to it.

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4. Rename a Suite

Rename a Suite using one of these methods:

• Click the three-dot menu in the Suites section and select ‘Rename’.

• Click on the Suite title in the Test Cases List and edit the name in-line.

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5. Duplicate a Suite

To duplicate a Suite:

• Use the three-dot menu in the Suites section and select ‘Duplicate.’
• Both the Suite and its associated test cases will be copied.

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6. Delete a Suite

To permanently delete a Suite:

• Use the three-dot menu in the Suites section and select ‘Delete.’
• Both the Suite and its test cases will be removed.

Note: This action is irreversible.

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7. Create a Subsuite

Use the three-dot menu in the Suites section to create a subsuite under an existing Suite.

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8. Customize the Suites Section

• Collapse or expand Suites for better navigation.
• Hide the Suites section when you need to focus on the Test Cases List.

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What’s Next?

Managing Suites effectively ensures your test case repository stays organized and easy to navigate. For further assistance, check related guides or contact support. We’re happy to help!

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A Suite in TestCaseLab acts as a category or folder to organize test cases within a project. Suites provide a logical structure to your test case repository, making it easier to manage, navigate, and execute tests efficiently. 

• Categorize test cases to align with your project’s structure or testing strategy.
• Quickly locate and manage test cases by grouping them logically.
• Handle large projects effectively with multiple levels of grouping for test cases.

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Key Features of a Suite

1. Purpose

• Organize test cases into logical groups, such as by features, modules, or testing phases.
• Simplify locating and managing test cases within a structured framework.

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2. Hierarchical Organization

• Create up to 4 levels of subsuites within a project.
• Mirror your system’s structure or testing process by organizing test cases hierarchically.

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Working with Suites and Test Cases

1. Grouping Test Cases

Suites group test cases in the Test Cases List, allowing you to quickly locate test cases assigned to a specific Suite.

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2. Filters

Apply filters to view only the test cases from selected Suites, making it easier to focus on specific areas of testing.

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3. Visibility Options

Collapse, expand, or hide the Suites Section to customize your workspace and improve navigation.

Learn more about Suite management here.

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What’s Next?

For additional assistance, explore related guides or contact support.

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A Test Case in TestCaseLab is a detailed and structured description of a testing scenario. It outlines the steps, conditions, and expected outcomes required to verify a specific feature or functionality of your system. Test Cases form the foundation of the testing process, ensuring consistency, thoroughness, and quality in your testing efforts.

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Key Features of a Test Case

1. Purpose

Defines the scope of a single test, describing:

• What to test: The feature or functionality under examination.
• How to test it: The steps and conditions needed for execution.
• The expected result: The desired outcome after execution.

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2. Components of a Test Case

Each Test Case in TestCaseLab includes the following details:

• Title: A concise name for the test case.
• Priority: Indicates importance (e.g., High, Medium, Low).
• Type: Categorization of the test case (customizable in Project Settings).
• Preconditions: Requirements or setups needed before starting the test.
• Steps: Detailed actions to perform the test.some text
  • Write steps using text mode or step table mode.
  • Include up to two attachments per step for clarity.
• Expected Results: The desired outcome after completing the steps.
• Tags: Labels to help organize and filter test cases.
• Custom Fields: Extra fields for project-specific details (customizable in Project Settings).
• Attachments: Additional files or images to support the test case.

Learn more about Test Case management here.

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3. Flexibility in Editing

Modify all fields of a test case in Test Case Details via edit-in-place functionality or dive deep into thorough editing of a test case via the Edit Case Form.

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4. Reusability

Test Cases are reused across multiple Test Plans and Test Runs, ensuring efficiency and consistency.

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5. Organization

• Group Test Cases into Suites for better management.
• Use filters, tags, and custom fields to locate and organize test cases easily.

Learn more about Suites here.

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What's Next?

Test Cases are essential for ensuring the quality and reliability of your system. For further assistance, explore related articles or contact support—we’re here to help!

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Customizing your test case template ensures your project workflow matches your team's unique needs. Follow these steps to configure test case types, tags, and custom fields.

Learn what is a Test Case here.

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1. Access Project Settings

• Go to the project where you want to customize the test case template.
• Navigate to Project Settings to begin customization.

Note: Only Project Administrators can access Project Settings.

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2. Manage Test Case Types

Types allow you to filter and organize test cases, making it easier to locate specific cases.

• Open the Test Case Types page in Project Settings.
• Use the predefined list of types or add your own based on your project needs (e.g., Approved, Pending Approval, Draft).
• Set a default type for new test cases. 

Note: The Type assigned by default to a Test Case can be updated individually in the Test Case Details.

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3. Manage Test Case Tags

Tags help filter the test case list, enabling quick and easy navigation.

• Go to Project Settings > Test Case Tags to manage your tags:
  • Rename tags to keep them relevant.
  • Delete tags that are no longer needed.

Note 1: Creating tags is available while editing a test case by typing into the ‘Tags’ field.

Note 2: Use the test case list filter to filter by tag, or simply click on a tag to apply the filter directly.

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4. Add Custom Fields

Expand your Test Case Template by adding extra fields (text areas and dropdowns).

• Navigate to Custom Fields in Project Settings.
• Create up to 5 custom fields for your project:
  • Text Fields: Add free-text information.
  • Dropdown Fields: Define options for categorization.
• Control visibility of fields on project pages:
  • Show or hide fields on the Test Cases and Test Plan pages.
  • Show or hide fields on the Test Run page.

Examples: Specify details such as devices, versions, browsers, and environments using custom fields.

Note 1: You can filter test cases by dropdown values while working with the test cases list.

Note 2: Custom fields are always visible on the Edit Test Case page for universal editing.

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What’s Next?

Customizing your test case template simplifies test management and enhances team collaboration. If you need additional guidance, check out our related articles or contact support. We’re happy to assist!

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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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Create a Test Case

Creating test cases ensures your testing process is structured and thorough. TestCaseLab offers two methods to add test cases—quick and detailed. Follow this guide to get started.

Learn what is a Test Case here.

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1. Go to Test Cases

• Open the project where you want to add test cases.
• Navigate to the Test Cases page from the sidebar.

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2. Quick Create a Test Cases

Ideal for adding basic test cases with minimal details.

• Use the Quick Create option for fast, in-line test case creation:
  • Enter the test case Title directly into the list via ‘+ Case’ button.
  • Click ‘Enter’ to save the test case.

Note 1: New test cases are added to the bottom of the list within the assigned Suite.

Note 2: Test Case Details can be filled out at any time in Test Case Details via in-line edit functionality or via a comprehensive Edit Case form.

Learn more about organizing test cases with Suites here.

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3. Create a Comprehensive Test Case

• For detailed test cases, click the ‘+ Case’ button in the header of the Test Cases page.

• This opens the Create Case Form, where you can add:
  • Title: Entitle a test case.
  • Suite: Assign the test case to the appropriate Suite.
  • Priority: Set the importance (e.g., High, Medium, Low).
  • Precondition: Define any setup or requirements needed before execution.
  • Steps and Expected Result: Write detailed steps using:
    • Text Mode: Enter steps as plain text.
    • Step Table Mode: Add structured steps and expected outcomes.
    • Attach up to 2 files per step.
  • Type: Categorize the test case (customizable in Project Settings).
  • Tags: Add labels to organize and filter test cases.
  • Test Plans: Link test cases to relevant plans.
  • Custom Fields: Include project-specific fields (customizable in Project Settings).
  • Attachments: Add supporting files (up to 10 MB each).
• Use the ‘Save & Create Another’ button to save the current test case and immediately open a new form, streamlining the process for multiple entries.

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Manage a Test Case

Managing your test cases in TestCaseLab helps keep your documentation organized and ensures accurate and up-to-date information. Follow this guide to edit and interact with your test cases effectively.

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1. Manage Test Cases in the List

• Change Priority: Update the test case priority directly in the Test Cases List.‍
• Edit Title: Click on the test case title to edit it in-line.

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2. Change Suite or Position

• Move to a Different Suite: Drag and drop the test case into a new Suite.
• Reorder Position: Use drag-and-drop to reorder test cases within a Suite.

Note: Drag-and-drop of the Test Cases List grouped by Suites is available only for Project Administrators to ensure consistent list ordering for the entire team.

Learn more about Suites here.

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3. View and Edit Test Case Details

• Click on a test case in the list to open its Details.
• Edit the following fields in place:
  • Title: update the test case title.
  • Suite: Change the suite assignment.
  • Priority: Update the test case priority.
  • Precondition: Modify the setup or conditions needed before execution.
  • Steps and Expected Results:
    • Use Text Mode or Step Table Mode for editing.
    • Attach up to 2 files per step (applicable in Step Table Mode).
  • Type: Update the test case type (customizable in Project Settings).
  • Tags: Add or update tags for organization.
  • Test Plans: Associate the test case with specific test plans.
  • Custom Fields: Update project-specific custom fields linked to the test case (customizable in Project Settings).
  • Attachments: Add or replace supporting files.

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4. Use the Comprehensive Edit Case Form

Click ‘Edit’ to open the full Edit Case Form.

Note: This allows you to manage all test case details comprehensively in one place.

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What’s Next?

Keeping your test cases organized and updated ensures efficient test management for your team. For more help, explore related guides or contact support. We’re here to assist!

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