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How do I create a test plan?

You create a plan from the Plans page.

  1. Go to the Plans page.
  2. Click the + New plan dropdown.
  3. Choose the plan type: Manual, Automated, or Mixed.
  4. Enter a Title (required), and optionally a Description explaining what the plan covers.
  5. (Optional) Enable Run Automated as Manual if you want automated tests executed by hand.
  6. Select the tests to include:
    • Click + All tests to include every test in the project, or
    • Build collections with filters, by suites, tags, labels, priority, or a query, for a more targeted selection.
  7. Click Save.

Filters inside a single collection combine with AND. Separate collections combine with OR, so you can build up different sets of criteria.

Filters are dynamic, so any new test that matches them is added to the plan automatically, with no manual step.

You can also create a plan straight from the Runs page when starting a run. The settings are the same, and the new plan is pre-selected for that run. This is the only supported way to create a plan during a Manual or Mixed run.