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Create a Test Plan

Creating a Test Plan allows you to organize and prepare reusable templates for efficient Test Runs. Follow these steps to set up a Test Plan for your project.

Learn what is a Test Plan here.

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1. Go to the Test Plans Page

Navigate to the Test Plans page in your project.

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2. Click the '+ Test Plan' Button

Select the ‘+ Test Plan’ button to open the Test Plan creation form.

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3. Fill Out the Test Plan Form

• Title: Enter a unique and descriptive name for your Test Plan.
• Description: Provide a brief description outlining the purpose or scope of the Test Plan.
• Include Test Cases: Add the test cases you want to include.
  • You can update the Test Plan details and modify the included test cases at any time after creation.

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Manage a Test Plan

Managing Test Plans allows you to customize test cases and adapt workflows to fit your testing needs. Follow this guide to efficiently manage and update Test Plans.

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1. Test Plan View Modes

Test Plans display test cases in two modes for flexible management:

• Grouped-by-Suite View Mode:
  • Test cases are grouped by Suites, reflecting the original project structure.

• Checklist View Mode:
  • Displays a flat list of test cases.

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2. Rearrange Test Cases

• Grouped-by-Suite View Mode:
  • Test cases remain grouped by Suites.
  • Rearranging is limited to Project Administrators and impacts the project-wide arrangement (available from the Test Cases page).
• Checklist View Mode:
  • Drag&drop test cases to reorder them for testing workflows (available for all Project Members).

Note: Changes in this view do not affect the original order in Grouped-by-Suite View Mode.

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3. Edit a Test Plan

• Open the ‘Edit Plan’ modal to:
  • Update the Title or Description of the Test Plan.
  • Include or exclude test cases to refine the content.

Note: New test cases added to a Test Plan will appear at the bottom of the list in the Checklist view mode.

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What’s Next?

Customizing Test Plans ensures your testing workflows are efficient and organized. For additional assistance, check related guides or contact support. We’re here to help!

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Test Plans are reusable templates that streamline the preparation of Test Runs. Proper management of your Test Plans ensures your team stays organized and ready for efficient testing.

Learn what is a Test Plan here.

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1. Create a Test Plan

• Go to the Test Plans page.
• Click the ‘+ Test Plan’ button to add a new Test Plan.

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2. Reorder Test Plans

Use drag&drop functionality to rearrange Test Plans and organize them as needed.

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3. Sort Test Plans

Sort Test Plans by:

• Name
• Amount of Test Cases included in the plan.

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4. Archive and Restore Test Plans

• Archive Test Plans: Temporarily remove Test Plans from active use.
• Restore Test Plans: Bring archived Test Plans back into active use when needed.

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5. Delete Test Plans

Permanently delete Test Plans that are no longer required.

Note: Deleted Test Plans cannot be restored.

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6. Duplicate Test Plans

Create a copy of an existing Test Plan to reuse its structure and included test cases for planning new testing activities.

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7. Export Test Plans

Export a Test Plan to a CSV file for:

• Sharing with team members.
• Creating a backup.

Note: Exported files can be imported back into the same project or another project.

Learn more about importing Test Cases here.

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What’s Next?

By managing your Test Plans effectively, you ensure that your team has well-organized templates ready for efficient Test Run creation. For further assistance, check out related guides or contact support—we’re here to help!

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A Test Plan in TestCaseLab is a reusable template that organizes a specific set of test cases for streamlined testing activities. It acts as a blueprint for creating Test Runs, enabling teams to prepare structured and repeatable test case groups efficiently.

• Simplify Test Run preparation by pre-organizing test cases.
• Maintain consistency in test case selection and order across different Test Runs.
• Ensure a structured testing approach, minimizing the risk of missing critical areas.

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‍Key Features of a Test Plan

1. Purpose

A Test Plan defines a collection of test cases that are executed together during a Test Run.

Learn what is a Test Run here.

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2. Reusability

Test Plans serve as reusable templates, allowing you to:

• Use the same Test Plan to create multiple Test Runs.
• Avoid the need to reselect or rearrange test cases for each new Test Run.

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3. Customization

Customize Test Plans by:

• Adding Test Cases: Include test cases relevant to the testing objective.
• Updating Details: Modify the Test Plan’s title, description, or included test cases anytime.
• Reordering Test Cases: Arrange test cases in Checklist View Mode using drag-and-drop for a custom sequence without altering their order in a Grouped-by-Suite View Mode.

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4. Organization

Group test cases logically within Test Plans, often by features, components, or testing phases, to enhance organization and clarity.

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5. Integration with Test Runs

Test Plans serve as the foundation for Test Runs, simplifying preparation by providing a pre-arranged set of test cases.

Read more about creating Test Runs based on Test Plans.

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6. Flexibility in View Modes

Test Plans offer two modes for working with test cases:

• Grouped-by-Suite View Mode:
  • Displays test cases grouped by Suites, reflecting the original project structure established on the Test Cases page.

Note: Only Project Administrators can rearrange test case ordering in this view mode (from the Test Cases page).

• Checklist View Mode:
  • Provides a list of test cases without grouping by Suites.
  • Allows any Project Member to reorder test cases via drag&drop for convenience.

Note 1: Rearranging test cases in the Checklist view mode in the specific Test Plan does not impact the original ordering of the test cases in the Grouped-by-Suite view mode. 

Note 2: Rearranging test cases in the Checklist view mode doesn’t affect the ordering of the test cases in other Test Plans.

Note 3: Rearranging test cases in the Checklist view mode doesn’t affect the ordering of the test cases in Test Runs created based on this Test Plan before this update.

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7. Reporting Compatibility

• Export Test Plans to CSV files for sharing or backup purposes.
• Imported files can be reused within the same project or transferred to another project.

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‍What’s Next?

For more information, check related guides or contact support—we’re happy to assist!

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