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Creating a Test Plan in TestFLO – Your Ultimate Guide

Boguslaw Osuch - 4 January 2017 - 0 comments

This is a step by step tutorial to help you create a test plan using our smart test management plugin, TestFLO.

Starting Your Work With TestFLO

To turn on TestFLO, you need to head straight to JIRA Administration section. Click on Projects. You’ll see a complete list of Projects in your instance. Choose your project and you’ll be directed to the project dashboard.

Scrolling down, you’ll see a section dedicated to test management. Here you’ll get instant data about the number of test repositories, executed tests and requirements.

For a closer look at your test management, check the menu on the left side of the dashboard. At the bottom, you’ll find a link to Test Management.

You’ll be taken to your TestFLO test project panel.

Enable Your Test Modules

Here you’ll find three test management modules from TestFLO: Test Repository, Test Execution, and Requirements.

Clicking on each one, you’ll find plenty of detailed information.

For optimal test management, we suggest to enable all three modules.

However, if you’d like your test repository to be attached to one project, and perform testing in another, you can do that by enabling Test Repository for one project, and Test Execution for the other.

You can enable all components of each module by clicking the Enable button at the top. You’ll see a green mark when the feature has been successfully enabled.

Enabling Test Execution, note that not all elements will be automatically activated like in the Test Repository module. These elements are optional (for instance, Additional TP Issue Types), so you can decide to enable them yourself.

Now it’s time to enable the Requirement module. A screen will pop up where you’ll be able to choose issue types that to be treated as requirements and defect types. For the purpose of this tutorial, choose task as your requirement.

Remember that this configuration is related to a particular project. You can configure TestFLO on a global scale too and your settings will work for all projects. Have a look at Add-ons section in your JIRA Administration panel for this type of configuration.

Now, let’s see how testing with TestFLO looks like in practice.

Define Your Requirement

Open your project. Now you need to create a new task to serve as your test requirement – for example, ‘Adding a new client’.

Open your task. Click on More and you’ll see a drop-down menu. That’s where you can choose the option Create Test Case Template.

A Test Case Template (TCT) is an issue type which is a template. You’ll be able to create test cases on its basis.

Add a summary to your TC Template. Now scroll down to see the Steps section. You can add steps at this point by clicking on Add Row. You can also define Action, Input, and Expected Result for each of these steps.

Now you’ll see a new template in the Coverage section of your task.

Your Test Case looks like an issue. You can see all the steps here and set the template to Active or Inactive state. If you set it as Inactive, users won’t be able to use this template when creating their Test Cases.

Now that you’ve designed your test, it’s time to make your template work.

Executing Tests with TestFLO

Go to More menu, and click on Create TP with TCs.

Pick a project and add a summary for your Test Plan.

Now you see your Test Plan page. Scroll down and you’ll spot a panel called Test Cases. This is where you’ll find all your workable TCs related to issues you defined as your requirement.

Opening the steps, you’ll see a new column called Status. This is where you can set your steps to Passed, Failed, or In Progress.

Have a look on the right to the Test Information section. You’ll see how many tests are waiting for execution and how many were already executed, and Passed or Failed.

Check out additional actions too – in this example, you can create defect for your Test Template or link it with requirement.

Make sure to check out the Workflow too. You can adapt it to your own process.

Click Pass or Fail on the top menu to mark the test as Passed or Failed.

Now let’s go back to your Test Plan panel. Have a look at the list of your Test Cases – you’ll notice a new TC Status column which shows the status of your TCs.

At this point, you can turn to the Test Information on your right. You’ll see the number of Failed and Passed Test Cases.

You can also perform additional actions. These are just great if you want to boost your testing process – and who doesn’t?

Here’s an overview of some of these actions:

Copy Test Plan

You can copy your test plan with just a few clicks. This feature comes in handy when dealing with test regression. To do that, click on Copy Test Plan. You’ll get a screen listing all your Test Cases. Select ones you’d like to copy and you’re done! Have a look here for a detailed coverage of this operation.

Link with Requirement

You can use this operation on Test Case Templates, Test Plans, Test Cases and Defects. It basically allows to edit the Requirement field on the issue. Select this option and you’ll see the Issue search dialog. Pick your issues and the tool will edit the existing field value by adding selected issues to your value list. The issues which have already been selected will have a yellow background.

Update Test Cases

You can use this post-function on a transition of your TCTs. That’s how you update all Test Cases created from a given TCT that weren’t executed. Have a look here for more details on configuring this operation.


Want to make a snapshot of your test progress state? Use this smart post-function to instantly create snapshots of your Test Case states. Be sure to check out this page for full information about the function’s configuration.

Are you looking for a smart solution that would help you create a robust testing environment? Try TestFLO in a free 30-day trial to see how this tool could boost test management at your organization.

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