This guide provides how to manage categories of test case in the project.
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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 |
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Add Category in the project
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You can create guide. |
This guide provides step-by-step instructions on how to manage the categories available to the different test cases in a project. The category management can be accessed by selecting the desired project, clicking the ‘Project Settings’ option from the left-hand navigation menu & clicking on the ‘Category’ option. This will redirect you to the management page for the project categories.
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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 at least ONE category at all times. As such, you are not allowed to remove any category, including the default ‘Home’ category, if it is the last remaining category. |
Adding categories
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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. |
Adding a new category
To add 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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In the category management page, you can see the Super Category. (It’s a default super category. You cannot remove it but can change the name.)
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If you want to create a Sub Category, click the '+' icon besides the Super Category.
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a new main categories to a project, follow these steps:
Click on the ‘Create Category’ button on the top-right of the page.
On the ‘Create Category’ pop-up window, enter the name of the category and click the ‘Save’ button at the bottom to complete adding the new category.
Adding a sub-category
To add a sub-category to a parent category in a project:
Click '+' icon on the right-hand side of the desired parent category.
On the ‘Create Category’ pop-up window, enter
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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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the name of the category and click the ‘Save’ button at the bottom to complete adding
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📌 If you want to create a Super Category, create a Super Category as a Sub Category of any category. Then click the Super Category and drag left.
📌 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
Copy Category from other project.
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You need a permission such as Project Manager, Create Plan/TC … for the project that you are copying categories. For more information, please refer to Global Permissions. |
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When copying a category, the category of the copied project is overwritten with the existing category. |
To copy categories from other project:
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In TESTaide home, select the project from which you want to copy the 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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the sub-category.
Moving categories
You are able to move a category to become its own category or a sub-category by clicking and holding the category (☰) and moving the category to its desired position.
When moving the category, hover the clicked category over/just under the desired parent category and move the mouse to the right until you see a dash (-) appear on the parent category to make it the sub-category.
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Copying categories
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TESTaide allows you to copy all of the categories from one project over to another. Please note that when copying categories, the categories of the selected project are overwritten by the copied categories from the current project. This cannot be undone. |
On the category management page, click the ‘More’ button to open a drop-down menu. From the drop-down menu, click the ‘Copy Category’ 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 project:
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In TESTaide home, select the project to delete 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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from a project, follow these steps:
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.