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Manage a Test Plans List - Prepare for Organized Execution

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**.*

1. Create a Test Plan

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

2. Reorder Test Plans

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

3. Sort Test Plans

Sort Test Plans by:

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.

5. Delete Test Plans

Permanently delete Test Plans that are no longer required.

Note: Deleted Test Plans cannot be restored.

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.

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*.*

8. Use Bulk Actions

Bulk Actions help you manage multiple Test Plans at once.

To use Bulk Actions:

  • Click on 'Bulk Actions' to see checkboxes next to each Test Plan
  • Select one or more Test Plans using the checkboxes in the list.
  • The ‘Bulk Actions’ menu will appear.
  • Choose the action you need.

Available Bulk Actions for Test Plans:

  • Archive
  • Unarchive
  • Delete
  • Export to CSV
  • Duplicate
  • Create Test Run

Note: You can select up to 1000 Test Plans in one bulk action.

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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