diff --git a/src/left-nav-title.json b/src/left-nav-title.json index 896d720..bd5e3a9 100644 --- a/src/left-nav-title.json +++ b/src/left-nav-title.json @@ -196,5 +196,29 @@ }, "create-and-sync-test-cases": { "/docs/test-management/testsigma-two-way-integration/create-and-sync-test-cases/": "Create & Sync Test Cases" + }, + "notifications": { + "/docs/test-management/settings/notifications": "Notifications 🔔" + }, + "smtp-configuration": { + "/docs/test-management/settings/smtp-configuration/": "SMTP Configuration" + }, + "email": { + "/docs/test-management/settings/notifications/email": "Email" + }, + "slack": { + "/docs/test-management/settings/notifications/slack": "Slack" + }, + "microsoft-teams": { + "/docs/test-management/settings/notifications/microsoft-teams": "MS Teams" + }, + "review-management": { + "/docs/test-management/test-cases/review-management": "Review Management" + }, + "clone-test-cases": { + "/docs/test-management/test-cases/clone-test-cases": "Clone Test Cases" + }, + "comment-in-test-cases": { + "/docs/test-management/test-cases/comment-in-test-cases": "Comment in Test Cases" } } \ No newline at end of file diff --git a/src/pages/docs/test-management/reports/dashboard-reports.md b/src/pages/docs/test-management/reports/dashboard-reports.md index 593f379..6bdcdfd 100644 --- a/src/pages/docs/test-management/reports/dashboard-reports.md +++ b/src/pages/docs/test-management/reports/dashboard-reports.md @@ -13,8 +13,11 @@ contextual_links: name: 'Interactive Demo' url: '#interactive-demo' - type: link - name: 'Filters' - url: '#filters' + name: 'Test Case Review Status' + url: '#Test Case Review Status' + - type: link + name: 'Summary Metrics' + url: '#summary-metrics' - type: link name: 'Active Runs' url: '#active-runs' @@ -27,6 +30,9 @@ contextual_links: - type: link name: 'Defects Logged' url: '#defects-logged' + - type: link + name: 'Test Case Review Status' + url: '#test-case-review-status' - type: link name: 'Export Reports' url: '#export-reports' @@ -38,9 +44,9 @@ contextual_links: --- -The Dashboard in Test Management by Testsigma displays real-time test metrics. It allows you to track progress, monitor test health, and identify defects, all from a single screen, without navigating to detailed reports. +The Dashboard provides a real-time view of your test management activities. It displays key metrics such as test case counts, execution status, automation coverage, test run trends, defects, and review status all from a single screen, without navigating to detailed reports. -These charts dynamically update based on selected filters, such as date range and assignee. This enables you to view data filtered by specific date ranges and individual users. This article discusses the reports section in the Dashboard. +These charts dynamically update based on selected filters, such as date range and assignee. This enables you to view data filtered by specific date ranges and individual users. This article discusses the reports section in the Dashboard. --- @@ -48,8 +54,8 @@ These charts dynamically update based on selected filters, such as date range an
-
- +
+
@@ -59,95 +65,140 @@ These charts dynamically update based on selected filters, such as date range an ### **Date Range** -The charts in the Dashboard displays data from a defined date range. Select a range from the **From** dropdown to view data for a specific period which is as follows: - +The charts in the Dashboard displays data from a defined date range. Select a range from the From dropdown to view data for a specific period which is as follows: +- Last 1 day - Last 7 days +- Last 1 month +- Last 3 months +- Last 6 months +- Last 1 year +- All time -- Last 30 days +### **Assigned To** -- Last 90 days +Use the Assigned To filter to view data for a specific assignee. -- Custom range +You can use this filter to: +- Track user-specific test activities +- Review workload distribution +- Compare execution metrics by user [[info | **NOTE**:]] -| The default view shows data from the past 90 days. - -### **Assigned To** +| Combine filters to narrow down the data and gain more targeted insights. For example, **Last 1 month + a specific assignee**. -Filter data by assignee to focus on test activities for a specific user. You can use this filter to: +--- -- Monitor individual performance +## **Summary Metrics** -- Compare execution metrics by assignee +The **Dashboard Header** displays the following metrics: -- Understand workload distribution +- **Automation Coverage**: Percentage of automated test cases. +- **Automated Test Cases**: Number of automated test cases. +- **Manual Test Cases**: Number of manual test cases. +- **Total Test Cases**: Total number of test cases. -[[info | **NOTE**:]] -| Combine filters to narrow down the data and gain more targeted insights. For example, Last 30 days + a specific assignee. +These values help you understand the overall test case distribution in the project. --- ## **Active Runs** -This section displays a **Donut Chart** that summarizes the status of all active test runs. The chart includes the count of test cases in each of the following states: - -- **Passed** +This section displays a **Donut Chart** showing the status of all active test runs within the selected date range. +- Passed +- Failed +- Blocked +- In Progress +- Retest +- Skipped +- Untested -- **Skipped** +Use this chart to assess the current state of test execution. -- **Blocked** +[[info | **NOTE**:]] +| Click **View Active Runs** to see the full list of active runs. -- **In Progress** +--- -- **Failed** +## **Closed Test Runs** -- **Untested** +This section displays a **Line Chart** showing the number of closed test runs over time. -- **Retest** +Each point on the chart represents the count of runs closed on that date. -This chart helps you assess ongoing test activities and identify critical issues early in the execution cycle. +Use this chart to understand test cycle completion patterns. [[info | **NOTE**:]] -| Click View All Active Runs to see the list of all active runs. +| Click **View Closed Runs** to see all closed test runs. --- -## **Closed Test Runs** +## **Results from Closed Test Runs** -This section displays a Line Chart that shows the number of test runs closed over time. Each data point is a count of test runs closed in that time interval. +This section displays a **Horizontal Stacked Bar Chart** summarizing the test case results from closed runs. -You can use this chart to track the testing pace and evaluate the progress of completed cycles. +Each bar is grouped by status: +- Passed +- Failed +- Blocked +- Skipped +- Retest +- In Progress -[[info | **NOTE**:]] -| Click **View All Closed Runs** to see the list of all closed test runs. +Use this chart to evaluate the outcome and quality of recently completed test runs. --- -## **Results from Closed Test Runs** +## **Types of Test Cases** -This section displays a **Stacked Bar Chart** summarizing the results of test cases from closed runs. Each bar represents the aggregated result set for a given period, categorized by status such as: +This section displays a **Donut Chart** showing the distribution of test cases by category. -- **Passed** +Categories include: +- Functional +- Integration +- Non-Functional +- Unit Test +- User Experience -- **Failed** +The chart also displays the total number of test cases. -- **Blocked** +[[info | **NOTE**:]] +| Click **View Test Cases** to open the **Test Case List** page. -- **Skipped** +--- -- **Retest** +## **Defects Logged** -- **In Progress** +This section displays a **Bar Chart** showing the number of defects logged during the selected time period. -You can use this chart to monitor the quality and success rate of test executions over time. +Use this chart to review defect trends and identify periods of high defect activity. --- -## **Defects Logged** +## **Test Case Review Status** + +This section has two tables. + +### **Awaiting My Review** -This section displays a **Bar Chart** showing the number of defects logged over time. The chart distinguishes defect inflow across days or weeks, allowing you to evaluate trends in defect reporting. +Shows the test cases assigned to you for review. -You can use this chart to evaluate defect density and identify periods of high defect activity in test cycles. +Columns include: +- **Test Case Name** +- **Assignee** +- **Submitted Time** + +Use this table to identify pending review tasks. + +### **Submitted for Review** + +Shows the test cases you have submitted for review. + +Columns include: +- **Test Case Name** +- **Reviewer** +- **Submitted Time** + +Use this table to track review progress for your submissions. --- @@ -155,9 +206,7 @@ You can use this chart to evaluate defect density and identify periods of high d 1. On the **Dashboard**, apply the necessary filters, and click **Export**. - For more information about applying filters, see [Filters](https://testsigma.com/docs/test-management/reports/dashboard-reports/#filters). - -2. In the **Export Report as PDF** dialog box, enter a name, and click **Download PDF**. +2. In the **Export Report as PDF** dialog, enter a name, and click **Download PDF**. 3. The system downloads the report as a PDF file. diff --git a/src/pages/docs/test-management/settings/custom-fields.md b/src/pages/docs/test-management/settings/custom-fields.md index 580c00d..6c0ff0e 100644 --- a/src/pages/docs/test-management/settings/custom-fields.md +++ b/src/pages/docs/test-management/settings/custom-fields.md @@ -18,6 +18,9 @@ contextual_links: - type: link name: 'Add Custom Fields to a Test Case' url: '#add-custom-fields-to-a-test-case' + - type: link + name: 'Bulk Edit Custom Fields in Test Cases' + url: '#bulk-edit-custom-fields-in-test-cases' - type: link name: 'Filtering Test Cases Using Custom Fields' url: '#filtering-test-cases-using-custom-fields' @@ -35,13 +38,13 @@ In Test Management by Testsigma, you can create custom fields to add additional, > ## **Prerequisites** > -> Before you begin, ensure you have a project created in Test Management by Testsigma. For more information, see Projects. +> Before you begin, ensure you have a project created in Test Management by Testsigma. For more information, see [Projects](https://testsigma.com/docs/test-management/projects/manage-projects/). --- ## **Create a Custom Field** -1. From the **Dashboard**, go to **Settings > Custom Fields**. +1. From the left navigation bar, go to **Settings > Custom Fields**. 2. In the **Custom Fields** section, click **+ Add New**. @@ -57,7 +60,7 @@ In Test Management by Testsigma, you can create custom fields to add additional, ## **Add Custom Fields to a Test Case** -1. From the **Dashboard**, go to **Test Cases** and select an existing test case or create a new one. +1. From the left navigation bar, go to **Test Cases** and select an existing test case or create a new one. 2. In the **Test Properties** section, select the custom field values you want to add. @@ -65,9 +68,23 @@ In Test Management by Testsigma, you can create custom fields to add additional, --- +## **Bulk Edit Custom Fields in Test Cases** + +1. From the left navigation bar, go to **Test Cases** and select the test cases you want to update. + +2. Press **Command+K**, and choose the **Custom Field** you want to edit from the available options. + +3. In the **** dialog: + - Select/enter the value you want to apply. + - Click **Update <number> Test Cases**. + +4. The selected Custom Field is updated for all selected test cases. + +--- + ## **Filtering Test Cases Using Custom Fields** -1. From the **Dashboard**, go to **Test Cases**. +1. From the left navigation bar, go to **Test Cases**. 2. Press **Command + Shift + F** or click **Filter by**. diff --git a/src/pages/docs/test-management/settings/notifications/email.md b/src/pages/docs/test-management/settings/notifications/email.md new file mode 100644 index 0000000..189d2a8 --- /dev/null +++ b/src/pages/docs/test-management/settings/notifications/email.md @@ -0,0 +1,122 @@ +--- +title: 'Set Up Email Notifications' +page_title: 'Set Up Email Notifications' +metadesc: 'Set up tailored email alerts so your team never misses key updates on assignments, status changes, or reviews | Learn how to setup email notifications' +noindex: false +order: 10.82 +page_id: 'setting-up-email-notifications' +warning: false +contextual_links: + - type: section + name: 'Contents' + - type: link + name: 'Prerequisites' + url: '#prerequisites' + - type: link + name: 'Interactive Demo' + url: '#interactive-demo' + - type: link + name: 'Entities Available for Email Notifications' + url: '#entities-available-for-email-notifications' + - type: link + name: 'Customize Email Notifications' + url: '#customize-email-notifications' + - type: link + name: 'Add Email Notifications in a Test Plan' + url: '#add-email-notifications-in-a-test-plan' +--- + +
+ +**Configure custom email notifications to keep your team updated on important changes across your test assets.** + +--- + + +Test Management by Testsigma allows you to configure custom email notifications for various test entities. Email notifications help teams stay informed about key events such as assignments, status changes, and review updates. This article discusses customizing email notifications in Test Management by Testsigma. + +--- + +> ## **Prerequisites** +> +> Before you begin, ensure that you are added as a user in Test Management by Testsigma. + +--- + +## **Interactive Demo** + +
+ +
+ +
+
+ +--- + +## **Entities Available for Email Notifications** + +**1. Test Run Completed**
+Send email when a test run status changes or is completed + +**2. Test Case Waiting on Review**
+Send email when a test case is submitted for review + +**3. Test Case Approved**
+Send email when a test case is approved + +**4. Test Case Rework Requested**
+Send email when a test case requires rework + +**5. Comments Mentioned**
+Send email when a user is mentioned in a comment + +**6. Test Run Added to Test Plan**
+Send email when a test run is added to a test plan + +**7. Test Plan Completed**
+Send email when a test plan is completed + +**8. Test Plan Daily Summary**
+Send daily summary email for test plan progress + +[[info | **NOTE**:]] +| You can enable or disable email notifications for each test entity. Toggle notifications on for events you want to receive and off for those you do not need. + +--- + +## **Customize Email Notifications** + +1. From the left navigation bar, go to **Settings > Notifications**. + +2. Expand **Notifications**, and click **Email**. This will open the **Customise Email Notifications** section. + +3. In the **Customise Email Notifications** section, hover over the entity you want to edit and click the **Edit icon**. + +4. Update the **HTML Content** as needed. + +[[info | **NOTE**:]] +| Click **Send Test Email** to send a test notification. + +5. Click **Save** to apply the changes. + +[[info | **NOTE**:]] +| To send notifications from your own email address, ensure SMTP is configured. For more information, see [SMTP Configuration in Test Management by Testsigma](https://testsigma.com/docs/test-management/settings/smtp-configuration/). + +--- + +## **Add Email Notifications in a Test Plan** + +1. From the left navigation bar, go to **Test Plans**. + +2. Create a new test plan or open an existing one. + +3. In the **Notifications** section, add the email addresses where you want to send notifications. + ![Add Emails](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Email_Notification_Setup.png) + +4. Notifications will be sent when the test plan is created or updated. + +[[info | **NOTE**:]] +| You can add multiple email addresses, separated by commas. + +--- \ No newline at end of file diff --git a/src/pages/docs/test-management/settings/notifications/microsoft-teams.md b/src/pages/docs/test-management/settings/notifications/microsoft-teams.md new file mode 100644 index 0000000..ce10ee1 --- /dev/null +++ b/src/pages/docs/test-management/settings/notifications/microsoft-teams.md @@ -0,0 +1,126 @@ +--- +title: 'Set Up MS Teams Notifications' +page_title: 'Set Up MS Teams Notifications' +metadesc: 'Set up tailored MS Teams notifications so your team never misses key updates on assignments, status changes, or reviews | Learn how to setup MS Teams notifications' +noindex: false +order: 10.84 +page_id: 'setting-up-ms-teams-notifications' +warning: false +contextual_links: + - type: section + name: 'Contents' + - type: link + name: 'Prerequisites' + url: '#prerequisites' + - type: link + name: 'Interactive Demo' + url: '#interactive-demo' + - type: link + name: 'Entities Available for MS Teams Notifications' + url: '#entities-available-for-ms-teams-notifications' + - type: link + name: 'Customize MS Teams Notifications' + url: '#customize-ms-teams-notifications' + - type: link + name: 'Add MS Teams Notifications in a Test Plan' + url: '#add-ms-teams-notifications-in-a-test-plan' +--- + +
+ +**Configure custom MS Teams notifications to keep your team updated on important changes across your test assets.** + +--- + + +Test Management by Testsigma allows you to configure Microsoft Teams notifications for various test entities. These notifications help teams stay aligned with testing activities by delivering real-time updates within Teams channels. This article discusses setting up and customizing Microsoft Teams notifications in Test Management by Testsigma. + +[[info | **NOTE**:]] +| Authorize the integration using a separate Microsoft account designated only for setup. The account used for authorization will not receive notifications due to a limitation in Microsoft Teams. + +--- + +> ## **Prerequisites** +> +> Before you begin, ensure that you have access to a MS Teams workspace. + +--- + +## **Interactive Demo** + +
+ +
+ +
+
+ +--- + +## **Entities Available for MS Teams Notifications** + +**1. Test Run Assigned**
+Send notification when a test run is assigned to a user + +**2. Test Case Waiting on Review**
+Send notification when a test case is submitted for review + +**3. Test Case Approved**
+Send notification when a test case is approved + +**4. Comments Mentioned**
+Send notification when a user is mentioned in a comment + +**5. Test Run Completed**
+Send notification when a test run status changes or is completed + +**6. Test Case Assigned**
+Send notification when a test case is assigned to a user + +**7. Test Case Rework Requested**
+Send notification when a test case requires rework + +**8. Test Run Added to Test Plan**
+Send notification when a test run is added to a test plan + +**9. Test Plan Completed**
+Send notification when a test plan is completed + +**10. Test Plan Daily Summary**
+Send daily summary notification for active test plans + +[[info | **NOTE**:]] +| You can enable or disable notifications for each test entity. Toggle notifications on for events you want to receive and off for those you do not need. + +--- + +## **Customize MS Teams Notifications** + +1. From the left navigation bar, go to **Settings > Notifications**. + +2. Expand **Notifications**, and click **MS Teams**. This will open the **Customise MS Teams Notifications** section. + +3. In the **Customise MS Teams Notifications** section, hover over the entity you want to edit and click the **Edit icon**. + +4. Update the **Notification Template** as needed. + +[[info | **NOTE**:]] +| Click **Send Test Notification** to send a test notification. + +5. Click **Save** to apply the changes. + + +--- + +## **Add MS Teams Notifications in a Test Plan** + +1. From the left navigation bar, go to **Test Plans**. + +2. Create a new test plan or open an existing one. + +3. In the **Notifications** section, select the **MS Teams** channel from the dropdown menu. + ![MS Teams Notifications Setup](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/MS_Teams_Notifications.png) + +4. Notifications will be sent when the test plan is created or updated. + +--- \ No newline at end of file diff --git a/src/pages/docs/test-management/settings/notifications/overview.md b/src/pages/docs/test-management/settings/notifications/overview.md new file mode 100644 index 0000000..291e3b1 --- /dev/null +++ b/src/pages/docs/test-management/settings/notifications/overview.md @@ -0,0 +1,82 @@ +--- +title: 'Overview: Set Up Notifications' +page_title: 'Overview: Set Up Notifications' +metadesc: 'Test Management by Testsigma allows you to integrate with Slack & Microsoft Teams and configure custom notifications for various test entities.' +noindex: false +order: 10.81 +page_id: 'overview-of-setting-up-notifications' +warning: false +contextual_links: + - type: section + name: 'Contents' + - type: link + name: 'Prerequisites' + url: '#prerequisites' + - type: link + name: 'Tools Available for Notification Integration' + url: '#tools-available-for-notification-integration' + - type: link + name: 'Entities Available for Notifications' + url: '#entities-available-for-notifications' +--- + +
+ +**Stay updated on the testing activities in your organization with customizable Email, Slack & Microsoft Teams notifications.** + +--- + +Test Management by Testsigma allows you to integrate with Slack and Microsoft Teams and configure custom notifications for various test entities. Notifications help teams stay aligned with ongoing testing activities by alerting users about key events such as assignments, status changes, and review updates. This article discusses setting up notifications in Test Management by Testsigma. + +--- + +> ## **Prerequisites** +> +> Before you begin, ensure that you have an active account in the tools where you want to receive notifications. + +--- + +## **Tools Available for Notification Integration** + - [Email](https://testsigma.com/docs/test-management/settings/notifications/email/) + - [Slack](https://testsigma.com/docs/test-management/settings/notifications/slack/) + - [MS Teams](https://testsigma.com/docs/test-management/settings/notifications/microsoft-teams/) + +--- + +## **Entities Available for Notifications** + +**1. Test Run Assigned**
+Send notification when a test run is assigned to a user + +**2. Test Case Waiting on Review**
+Send notification when a test case is submitted for review + +**3. Test Case Approved**
+Send notification when a test case is approved + +**4. Comments Mentioned**
+Send notification when a user is mentioned in a comment + +**5. Test Run Completed**
+Send notification when a test run status changes or is completed + +**6. Test Case Assigned**
+Send notification when a test case is assigned to a user + +**7. Test Case Rework Requested**
+Send notification when a test case requires rework + +**8. Test Run Added to Test Plan**
+Send notification when a test run is added to a test plan + +**9. Test Plan Completed**
+Send notification when a test plan is completed + +**10. Test Plan Daily Summary**
+Send daily summary notification for active test plans + +[[info | **NOTE**:]] +| Test Management by Testsigma allows you to configure notifications for each entity and enable or disable them based on your preferences. +| ![Toggles](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Notification_Toggles.png) + +--- \ No newline at end of file diff --git a/src/pages/docs/test-management/settings/notifications/slack.md b/src/pages/docs/test-management/settings/notifications/slack.md new file mode 100644 index 0000000..53fa567 --- /dev/null +++ b/src/pages/docs/test-management/settings/notifications/slack.md @@ -0,0 +1,124 @@ +--- +title: 'Set Up Slack Notifications' +page_title: 'Set Up Slack Notifications' +metadesc: 'Set up tailored Slack notifications so your team never misses key updates on assignments, status changes, or reviews | Learn how to setup notifications' +noindex: false +order: 10.83 +page_id: 'setting-up-slack-notifications' +warning: false +contextual_links: + - type: section + name: 'Contents' + - type: link + name: 'Prerequisites' + url: '#prerequisites' + - type: link + name: 'Interactive Demo' + url: '#interactive-demo' + - type: link + name: 'Entities Available for Slack Notifications' + url: '#entities-available-for-slack-notifications' + - type: link + name: 'Customize Slack Notifications' + url: '#customize-slack-notifications' + - type: link + name: 'Add Slack Notifications in a Test Plan' + url: '#add-slack-notifications-in-a-test-plan' +--- + +
+ +**Configure custom Slack notifications to keep your team updated on important changes across your test assets.** + +--- + + +Test Management by Testsigma allows you to configure Slack notifications for various test entities. Slack notifications help teams stay informed about assignments, reviews, and status updates directly within their Slack workspace. This article discusses setting up and customizing Slack notifications in Test Management by Testsigma. + +--- + +> ## **Prerequisites** +> +> Before you begin, ensure that you have an active Slack workspace. + +--- + +## **Interactive Demo** + +
+ +
+ +
+
+ +--- + +## **Entities Available for Slack Notifications** + +**1. Test Run Assigned**
+Send notification when a test run is assigned to a user + +**2. Test Case Waiting on Review**
+Send notification when a test case is submitted for review + +**3. Test Case Approved**
+Send notification when a test case is approved + +**4. Comments Mentioned**
+Send notification when a user is mentioned in a comment + +**5. Test Run Completed**
+Send notification when a test run status changes or is completed + +**6. Test Case Assigned**
+Send notification when a test case is assigned to a user + +**7. Test Case Rework Requested**
+Send notification when a test case requires rework + +**8. Test Run Added to Test Plan**
+Send notification when a test run is added to a test plan + +**9. Test Plan Completed**
+Send notification when a test plan is completed + +**10. Test Plan Daily Summary**
+Send daily summary notification for active test plans + +[[info | **NOTE**:]] +| You can enable or disable notifications for each test entity. Toggle notifications on for events you want to receive and off for those you do not need. + +--- + +## **Customize Slack Notifications** + +1. From the left navigation bar, go to **Settings > Notifications**. + +2. Expand **Notifications**, and click **Slack**. This will open the **Customise Slack Notifications** section. + +3. In the **Customise Slack Notifications** section, hover over the entity you want to edit and click the **Edit icon**. + +4. Update the **Notification Template** as needed. + +[[info | **NOTE**:]] +| Click **Send Test Notification** to send a test notification. + +5. Click **Save** to apply the changes. + + +--- + +## **Add Slack Notifications in a Test Plan** + +1. From the left navigation bar, go to **Test Plans**. + +2. Create a new test plan or open an existing one. + +3. In the **Notifications** section, select the **Slack** channel from the dropdown menu. + ![Slack Notifications Setup](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Slack_Notifications_Setup.png) + +4. Notifications will be sent when the test plan is created or updated. + + +--- \ No newline at end of file diff --git a/src/pages/docs/test-management/settings/smtp-configuration.md b/src/pages/docs/test-management/settings/smtp-configuration.md new file mode 100644 index 0000000..f51f999 --- /dev/null +++ b/src/pages/docs/test-management/settings/smtp-configuration.md @@ -0,0 +1,72 @@ +--- +title: 'SMTP Configuration in Test Management by Testsigma' +page_title: 'SMTP Configuration in Test Management by Testsigma' +metadesc: 'Configuring SMTP allows your organization to send email notifications from your own authenticated email address | Learn configuring SMTP in Test Management by Testsigma' +noindex: false +order: 10.7 +page_id: 'smtp-configuration' +warning: false +contextual_links: + - type: section + name: 'Contents' + - type: link + name: 'Prerequisites' + url: '#prerequisites' + - type: link + name: 'Interactive Demo' + url: '#interactive-demo' + - type: link + name: 'Steps to Configure SMTP' + url: '#steps-to-configure-smtp' +--- + +
+ +**Send Testsigma notifications from your trusted email domain by setting up SMTP for improved deliverability & control.** + +--- + +Configuring Simple Mail Transfer Protocol (SMTP) allows your organization to send email notifications from your own authenticated email address instead of Testsigma’s default sender. This ensures improved branding, deliverability, and security for automated notifications. This article discusses configuring SMTP in Test Management by Testsigma. + +--- + +> ## **Prerequisites** +> Before you begin, ensure that you have the following details from your email service provider: +> 1. SMTP server address +> 2. Port number +> 3. Valid username and password +> 4. Any required additional parameters + +--- + +## **Interactive Demo** + +
+ +
+ +
+
+ +--- + +## **Steps to Configure SMTP** + +1. From the left navigation bar, go to **Settings > SMTP Configuration**. + +2. Turn on the **SMTP Configuration** toggle. + +3. Select **@own** to use your own SMTP server, and enter the following details: + - **Host** + - **Port** + - **Username** + - **Password** + +[[info | **NOTE**:]] +| If you select Testsigma, emails are sent from the default Testsigma email address. + +4. Click **Save** to apply your configuration. + +5. All email notifications will now be sent from your configured email address. + +--- \ No newline at end of file diff --git a/src/pages/docs/test-management/test-cases/clone-test-cases.md b/src/pages/docs/test-management/test-cases/clone-test-cases.md new file mode 100644 index 0000000..29bfd74 --- /dev/null +++ b/src/pages/docs/test-management/test-cases/clone-test-cases.md @@ -0,0 +1,69 @@ +--- +title: 'Clone Test Case in Test Management by Testsigma' +page_title: 'Clone Test Case in Test Management by Testsigma' +metadesc: 'Clone test cases to quickly create reusable copies without impacting the original version | Learn how to clone test cases in Test Management by Testsigma' +noindex: false +order: 3.8 +page_id: 'clone-tests-in-test-management' +warning: false +contextual_links: + - type: section + name: 'Contents' + - type: section + name: 'Contents' + - type: link + name: 'Prerequisites' + url: '#prerequisites' + - type: link + name: 'Interactive Demo' + url: '#interactive-demo' + - type: link + name: 'Clone a Test Case' + url: '#clone-a-test-case' +--- + +
+ +**Use cloning to duplicate test cases for reuse across projects while keeping each version independent.** + +--- + +Cloning test cases allows you to create an exact copy of an existing test case for reuse within the same project or across different projects. All field values are copied at the time of cloning, and any updates made to the original test case do not affect the cloned version. This article discusses cloning test cases in Test Management by Testsigma. + +--- + +> ## **Prerequisites** +> +> Before you begin, ensure that test cases are available to clone. + +--- + +## **Interactive Demo** + +
+ +
+ +
+
+ + +--- + +## **Clone a Test Case** + +1. From the left navigation bar, go to **Test Cases** and open the folder or subfolder that contains the test case you want to clone. + +2. Click the **meatballs menu (⋯)** corresponding to the test case. + +3. Click **Clone**. This will open the **Clone Test Case** dialog. + +4. In the **Clone Test Case** dialog: + - Enter a title for the test case. + - Select the **Target Project** and **Folder** where you want to clone the test case. + +5. Click **Clone**. + +6. The test case is cloned into the selected project and folder. + +--- \ No newline at end of file diff --git a/src/pages/docs/test-management/test-cases/comment-in-test-cases.md b/src/pages/docs/test-management/test-cases/comment-in-test-cases.md new file mode 100644 index 0000000..eee0aa4 --- /dev/null +++ b/src/pages/docs/test-management/test-cases/comment-in-test-cases.md @@ -0,0 +1,84 @@ +--- +title: 'Comment in Test Cases' +page_title: 'Comment in Test Cases in Test Management by Testsigma' +metadesc: 'Use comments to collaborate instantly on test cases by sharing feedback, raising issues, & tracking discussions in one place | Comment in Test Cases in Test Management by Testsigma' +noindex: false +order: 3.9 +page_id: 'comment-in-test-cases-in-test-management' +warning: false +contextual_links: + - type: section + name: 'Contents' + - type: section + name: 'Contents' + - type: link + name: 'Prerequisites' + url: '#prerequisites' + - type: link + name: 'Interactive Demo' + url: '#interactive-demo' + - type: link + name: 'Add a Comment to a Test Case' + url: '#add-a-comment-to-a-test-case' + - type: link + name: 'Engage with Comments' + url: '#engage-with-comments' +--- + +
+ +**Add comments to streamline communication and keep all test case discussions organized and accessible.** + +--- + +When multiple team members contribute to the same test case, quick communication becomes essential. The commenting feature lets you discuss details, highlight issues, and exchange feedback directly in the test case. This article describes how to add comments and how to reply, react, or manage them. This article discusses adding comments in test cases. + +--- + +> ## **Prerequisites** +> +> Before you begin, ensure that a test case exists or you know how to create one. + +--- + +## **Interactive Demo** + +
+ +
+ +
+
+ +--- + +## **Add a Comment to a Test Case** + +1. From the left navigation bar, go to **Test Cases**. + +2. Open the test case where you want to add a comment. + +3. In the **Activity** section, type your message in the comment field. + +[[info | **NOTE**:]] +| You can tag a team member by typing **@** and selecting them from the list. + +4. Click **Add Comment**. + +5. Your comment appears in the **Activity** section. + +--- + +## **Engage with Comments** + +1. Click the **Reply icon** to respond to an existing comment. + +2. Click the **Emoji icon** to add a reaction. + +3. Click the **Edit icon** to modify a comment, click **Update Comment**. + +4. Click the **meatballs menu (⋯)** on a comment and select: + - **Copy Link** to share a direct link to the comment. + - **Delete** & confirm deletion to remove the comment. + +--- diff --git a/src/pages/docs/test-management/test-cases/review-management.md b/src/pages/docs/test-management/test-cases/review-management.md new file mode 100644 index 0000000..334d05c --- /dev/null +++ b/src/pages/docs/test-management/test-cases/review-management.md @@ -0,0 +1,99 @@ +--- +title: 'Review Management in Test Management by Testsigma' +page_title: 'Review Management in Test Management by Testsigma' +metadesc: 'Review Management adds a structured approval workflow that helps teams maintain high-quality, reliable test cases | Learn Review Management in Test Management by Testsigma' +noindex: false +order: 3.7 +page_id: 'review-management-in-test-management' +warning: false +contextual_links: + - type: section + name: 'Contents' + - type: section + name: 'Contents' + - type: link + name: 'Prerequisites' + url: '#prerequisites' + - type: link + name: 'Interactive Demo' + url: '#interactive-demo' + - type: link + name: 'Enable Review Management' + url: '#enable-review-management' + - type: link + name: 'Submit Test Cases for Review' + url: '#submit-test-cases-for-review' + - type: link + name: 'Review Test Cases' + url: '#review-test-cases' +--- + +
+ +**Use Review Management to streamline test case reviews and ensure accuracy, consistency, and adherence to project standards.** + +--- + +Review Management helps teams maintain high-quality test cases by adding a structured review workflow to Test Management by Testsigma. QA members can submit their test cases for review, and designated reviewers can approve them or return them for rework with comments. This ensures that test cases are accurate, consistent, and aligned with project standards. This article discusses Review Management in Test Management by Testsigma. + +--- + +> ## **Prerequisites** +> +> Before you begin, ensure required team members are invited & added to Test Management by Testsigma. + +--- + +## **Interactive Demo** + +
+ +
+ +
+
+ +--- + +## **Enable Review Management** + +1. From the left navigation bar, go to **Project > Project Settings**. + +2. Turn on the **Review Management** toggle. + +[[info | **NOTE**:]] +| Review Management is a project-level setting. You must enable it manually for each project where you want to use this feature. + +--- + +## **Submit Test Cases for Review** + +1. From the left navigation bar, go to **Test Cases**. + +2. Open an existing test case or create a new one. + +3. On the test case details page, click **Submit for Review**. + +4. In the **Submit for Review** dialog, select a **Reviewer** from the dropdown menu. + +5. Click **Submit for Review**. + +[[info | **NOTE**:]] +| 1. You can also submit a test case for review by clicking the **Edit icon** on the test case list page and selecting **Submit for Review**. +| 2. To submit multiple test cases, select them in the list, press **Command + K**, select **Submit for Review**, and select a reviewer. + +--- + +## **Review Test Cases** + +1. On the **Dashboard**, go to **Test Case Review Status**. + +2. Click any test case submitted for review. This will open the test case details page. + +3. On the test case details page: + - Click **Mark as Ready** to approve the test case. + - Click **Mark as Rework**, add your comments in the dialog, and submit it to send it back for changes. + +4. All review actions appear in the **Activity** section of the test case details page. + +--- \ No newline at end of file