Test management lets you execute test cases against a fixed version of each case and keep the results. A test case is an ordinary item whose type has a Test steps attribute. A test run groups test cases, assigns testers, and records a result for every step and every case.
Test cases and test steps
Add an attribute of type Test steps to an item type in Organization settings, or to a single item from its sidebar. In the document view the attribute is a table with a step number, an Action column and an Expected result column. Click + below the table to add a step, write in the cells like any other rich text field, drag a row to reorder, and use the bin icon to delete a step. In the table view and in the sidebar the attribute shows as a button that opens the same table.
Test runs
Open Test management under Manage in the left sidebar, then Test runs. The list shows each run's ID, name, state (Not started, In progress, Ended or Archived), whether it is Public or Private, progress as completed cases out of total, and who started and created it. Filter by State, Created by, Started by, Created or Started, or search by name.
Creating a run
Click New test run in the sidebar tree or + above the list. In the Create test run form:
Enter a Name.
Under Test cases, use Add test cases to pick items from the tree. Each case is pinned at its current version.
Under Testers, add the people who will execute the run. You are added by default.
Under Settings, turn on Publicly visible if team members who are not testers should be able to open the run.
Click Create run. The run opens in the Not started state. While it is not started you can still add cases with the + next to the run title, and remove cases with Remove from run in a case's actions menu.
Executing a run
Click Start run in the header, or record a result: setting a step result, a case result or a tester starts the run automatically.
The document view lists every test case read-only, with its test steps table. For each step, click the tick for Passed or the cross for Failed, or open the ... menu for Blocked or Skipped. Type what actually happened in the Actual Result column. Hover a recorded step status to see who set it and when, or to change it. The indicator to the left of each case shows the overall result, which follows from the step results.
To set a case result directly, open the case in the sidebar (click the case, or choose Open details from its ... menu) and pick Passed, Failed, Blocked or Skipped under Result. The Tester field assigns the case to a person. The sidebar also has a Comments tab and the case's version history.
The table view shows one row per case with State, Result, Tester, Steps progress, Version and the case's attributes. Result and Tester are editable in place. Filter by State, Result, Tester or any item attribute, and use the search box to find a case by text.
Select several cases with their checkboxes to use the Actions button on all of them: Cancel execution marks the selected executions as canceled in a running run, and Remove from run removes cases from a run that has not started.
Run details
Click Run details in the header to open the run sidebar. It shows the run's ID, state and creation date, its Name, the Publicly visible switch, custom attributes you add with +, and the Testers list, where + adds testers and the ... on a tester removes them. The ... in the sidebar header offers Copy URL, Duplicate (which opens a new run with the same cases and testers) and Archive. Archiving cannot be undone.
Ending a run
Click End run. The Run summary groups the cases into Test executed and Test skipped so you can check nothing was missed. Click End run to confirm or Keep testing to go back. An ended run is read-only.
Seeing a test case's run history
Open any test case and go to the Runs tab in its sidebar. It lists every run the case was executed in, with the date, the result and the version of the case that was tested. Hover a run to see who started and ended it.
Related: Item details sidebar, Commenting.