Working with test plans

A walkthrough for building and running a test plan.

Create a plan

1. Open Test Plans (/app/test-plans) → + New plan.
2. Name the plan and pick a composition method:
   • Manual — you'll add cases by hand.
   • Filter — link a saved filter; the plan's cases come from it.
3. The composition method is fixed after creation, so choose deliberately.

You can also create a Manual plan straight from a selection: on the Test cases page, select cases → Save as plan.

Populate it

• Manual plan — open the Cases tab and add or remove cases.
• Filter plan — the case list is driven by the saved filter. Click Sync to refresh it against the filter's current matches; if the filter was deleted, repair or Unlink it from the Overview tab.

Assign executors

On the Executors tab, assign who runs each case — manual executors (people) and automated executors (a CI Job).

Configure run defaults

On the Settings tab, set the default job (required when the plan has automated cases), the launch-name pattern ({plan}, {date}, {user}), the environment, and an optional tree for grouping the case preview.

Run the plan

Click Run launch on the plan. The dialog pre-fills the plan's preset attributes across six sections — Launch name, Environment, Tags, Environment variables, Issue links, Resource links — each overridable for this run. Submit to create the launch; automated cases dispatch the default job. (If the plan has automated cases but no default job, the run is blocked until you set one.)