This guide provides how to manage categories of test cases in the project.
정보
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Category management requires the correct permission, such as Project Manager, Create Plan/TC … . For more information, please refer to the Global Permissions guide. |
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| 목차 |
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Add Category in the project
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You can create If the project is newly created, you will be able to see the ‘Home’ category, this is a default category included with all newly created projects, you can rename this category as you will. Note that TESTaide requires to include at least ONE category. As such, you are not allowed to remove any category, including the default ‘Home’ category, if it is the last remaining category. |
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Adding a new category/sub-category to a project
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TESTaide allows for up to 10 sub-levels of a category. When Notice that when you move the a parent category, all of the child categories are also moved. |
To add Super categories in the project:
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a new main categories to a project, follow these steps:
On the TESTaide homepage, select the project you wish to add
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a new category to.
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On the left-hand navigation menu, click the 'Project Settings'
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option to show further options.
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Select the ‘Category’ from the sub-menu.
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In the category management page, you can see the Super Category. (It’s a default. You cannot remove it but can change the name.)
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If you want to create a Super Category, click the create category button.
From the drop-down menu that appears, click on the ‘Category’ option which will redirect you to the category management page.
To create a new category, click on the ‘Create Category’ button on the top-right of the page.
On the ‘Create Category’ pop-up window, enter the
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Category Name* : Sub Category name
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name of the category and click the ‘Save’ button at the bottom to complete adding
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the new category.
To add Sub categories in the project:
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In TESTaide home, select the project to add categories.
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Select the ‘Project Settings' menu on the left sidebar.
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Select the ‘Category’ from the sub-menu.
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a sub-category to a parent category in a project, follow the first three steps in previously mentioned before continuing here:
To create a sub-category, click '+' icon on the right-hand side of the
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desired parent category.
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On the ‘Create Category’ pop-up window, enter the
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Super Category : The parent category that you want to create a Sub Category. (Fixed)
Category Name* : Sub Category name
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name of the category and click the ‘Save’ button at the bottom to complete adding
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the sub-category.
📌 If you want to move a category to a subcategory of another category, click the category and move the category below the parent category and drag it to the right.
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Copy Category to other project.
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project
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.
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When copying |
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categories, the |
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categories of the |
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selected project |
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are overwritten by the copied categories from the current project. |
To copy categories from other project:
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On the TESTaide
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homepage, select the project
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you wish to add a new category to.
On the left-hand navigation menu, click the 'Project Settings' option to show further options.
From the drop-down menu that appears, click on the
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Select the ‘Category’ from the submenu.
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‘Category’ option which will redirect you to the category management page.
On the category management page, click the ‘More’ button to open a drop-down menu. From the drop-down menu, click the ‘Copy Category’
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option.
In the ‘Copy Category’ pop-up window, select the project you wish to copy the current categories to
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and click the ‘Copy Category’ button at the bottom.
When the copy confirmation pop-up window appears, click the 'OK' button to complete the copy.
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Deleting a category from a project
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You cannot delete categories that contain sub categoriesmust delete or move any sub-category before being able to delete a category. |
To remove delete categories in the projectfrom a project, follow these steps:
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On the TESTaide
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homepage, select the project you wish to delete
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a category from.
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On the left-hand navigation menu, click the 'Project Settings' option to show further options.
From the drop-down menu that appears, click on the
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Select the ‘Category’ from the sub-menu.
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‘Category’ option which will redirect you to the category management page.
On the category management page, from the list of categories, click the ‘Remove’ (🗑) icon besides the category you want to delete.
When the confirmation pop-up window appears, click the 'OK' button to complete the deletion.