Setting Up Test Management Project

Setting up project for managing test cases.

Step-by-step guide

Creating the project (requires admin access):

1. Click on Projects tab on the top.
2. Select Create project.
3. Select Project management under Business and click Next
4. Click Select to select the default workflow (will change later)
5. Enter the name of the project, key for the project, and Project Lead.

Adding Components and Versions:

1. Click on cogs icon on top right and select Projects
2. Select the project you have just created.
3. Click on Components on the left
4. Add all the components for your project there.
5. Click on cogs icon on top right and select Projects
6. Select the project you have just created.
7. Click on Versions on the left
8. Add all the versions for your project there.

Setting up issue type schemes, workflow schemes, and screens

1. Click on cogs icon on top right and select Projects
2. Select the project you have just created.
3. Click on Issue types
4. Click on cogs icon with the word Actions next to it and select Edit issue types
5. Drag the available Issue Types from the Available Issue Types box that you want to the Issue Types for Current Scheme box and vice versa for the ones you don’t need. Set the Issue Type you will be creating the most of as the default issue type ie. Test. Click Save
6.   Click on Workflow schemes on the left.
7. Find the workflow for your project and click edit
8. Click the Add Workflow dropdown and select one of the options. There you will be able to select the workflow you want for the individual issue types. If there are no workflows created then you will have to create a new workflow first. Click on Publish if it asks you to. If there are no problems then click Associate
9. Click on Screens on the left.
10. Find the create issue screen for your project and click Configure
11. Add Component/s as one of the fields.

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