It is easy to run tests and report bugs using the TestCaseLab test management system.
Set up integration with the Pivotal tracker using a short manual below.
1. Generate API token
To get started, log into your Pivotal account.
Сlick on your name in the header and choose the ‘Profile’’ option from the menu.
Pivotal - Go to Profile
Scroll down the Profile page to the ‘Api token’ tab.
Pivotal - API token
Pivotal - API token
Click on the 'Create new token' button, and copy the created token to your clipboard.
Pivotal - Create new API Token
2. Set up Connection
After that, you need to navigate to your TestCaseLab Company Account, click on the ‘Project Settings' and go to the ‘Integrations’ tab.
Choose the Pivotal tool from the list of Bug tracking tools.
Paste your API token tothe ‘API key’ field, and click on the 'Test connection' button.
Chose a project from the projects list and confirm the action.
Pivotal Integration Form
Upon receiving a ‘Connected’ notification, your connection has been established without any issues. It means that defects can be reported directly to Pivotal.
What’s Next?
If you have any questions, our support team is here to assist you!
Learn how to set Jira (server-based) integration following the instructions below.
1. Log in to your Jira account
First of all, you should log in to your Jira (Server Based) account to integrate TestCaseLab with Jira.
2. Set up Connection
Go to your TestCaseLab Company Account, and open your Project.
Click on the Project Settings and navigate to the ‘Integrations’ tab
Choose the Jira issue-tracking tool from the list
Jira Integration Form
In the respective field enter your Jira URL (required format: http://jira.YOURDOMAIN.com/).
Enter your Jira Username.
Note: In order to find your Jira Username please navigate to your Jira Account and click on your Profile
Jira - Go to Profile
Copy your Username from the Summary tab:
Jira - Username
Enter your Jira Password into the integration form.
Confirm the action.
You can check your connection by clicking on the 'Test Connection' button. If there are no issues and the Connection is established, you can proceed with Integration and save the changes.
Once you receive a ‘Connected’ notification, it means your connection is established with no issues and you can report your defects to Jira directly from TestCaseLab.
What’s Next?
If you have questions or need assistance, our support team is always ready to help.
You can easily integrate your favorite test case management tool with the Trello testing tool! If you wondered how – take a look at the short manual below.
Learn how to set Jira Cloud test case management following the instructions below.
1. Generate API token
First of all, you should log in to your Atlassian account to integrate TestCaseLab with Jira Cloud.
Open your project in Jira.
Click on the ‘Gear’ icon on the main page and navigate to the ‘Atlassian account settings’ settings.
Jira Cloud - Go to Atlassian Account Settings
Navigate to the ‘Security’ tab, and click on 'Create and manage API tokens' button.
Security Tab
Click on 'Create Api Token' button.
Create API token
Fill in the ‘Name’ field and click on the 'Create' button.
Create API token
Copy your API token by clicking on 'Copy' button.
2. Set up Connection
Go to your TestCaseLab Company Account, that is a perfect option of test management tools for Jira, and open your Project.
Click on the Project Settings in the sidebar and navigate to the ‘Integrations’ tab
Choose the Jira Cloud issue-tracking tool from the list
Enter your Jira Cloud URL (required format: http://YOURDOMAIN.atlassian.com/).
Enter your email address.
Paste your Personal Access Token.
Choose a Project from the dropdown list.
And confirm the action.
Example of Jira Cloud Integration Form
You can check your connection by clicking on the 'Test Connection' button. If there are no issues and the Connection is established, you can proceed with Integration and save the changes. Once you receive a ‘Connected’ notification, it means your connection is established with no issues and you can report your defects to Jira Cloud directly from TestCaseLab.
What’s Next?
For further assistance, check our related guides or contact support—we’re here to help!
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.
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.
Integrations
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.
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.
Connect a Bug Tracker
Connected Integration
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.
Pending Integration
What’s Next?
For further assistance, check our related guides or contact support—we’re here to help!
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.
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.
Download CSV Template
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.
CSV template for import of Test Cases
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.
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.
Upload a CSV file
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.
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.
Go to Export page
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.
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.
Example of CSV file with exported Test Cases
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.
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!
Inviting team members to your project ensures smooth collaboration and proper access for everyone involved. Follow these steps to invite and manage members effectively.
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.
User Details
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.
Add a Project Member
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.
Project Roles
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.
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.
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.
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.
Remove User from a Project
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).
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!
TestCaseLab allows you to create unlimited projects within your Company Account, ensuring flexibility for managing all your testing needs.
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.
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.
Go to Project Settings via Dashboard
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.
Edit Project Details
3. Manage Project Members
Go to Project Settings > Members to:
Invite new team members.
Manage existing project members’ roles and access.
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.
Archive a Project
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 toour support team—we’re here to help!
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