This guide provides how to manage categories of test cases in the project.
To manage categories, you need a permission such as Project Manager, Create Plan/TC … . For more information, please refer to Global Permissions.
Add Category in the project
You can create up to 10 sub-levels of a category.
When you move the parent category, the child categories are also moved.
To add Super categories in the project:
In TESTaide home, select the project to add categories.
Select the 'Project Settings' menu on the left sidebar.
Select the ‘Category’ from the sub-menu.
In the category management page, you can see the Super Category. (It’s a default. You cannot remove it but can change the name.)
If you want to create a Super Category, click the create category button.
In the ‘Create Category’ pop-up window, enter the following information.
Category Name* : Sub Category name
Click the ‘Save’ button at the bottom to complete adding a super category.
To add Sub categories in the project:
In TESTaide home, select the project to add categories.
Select the ‘Project Settings' menu on the left sidebar.
Select the ‘Category’ from the sub-menu.
If you want to create a Sub Category, click '+' icon on the right of the Super Category.
In the ‘Create Category’ pop-up window, enter the following information.
Super Category : The parent category that you want to create a Sub Category. (Fixed)
Category Name* : Sub Category name
Click the ‘Save’ button at the bottom to complete adding a 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.
Copy Category to other project.
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.
When copying a category, the category of the current project is overwritten in the selected project category.
To copy categories from other project:
In TESTaide home, select the project from which you want to copy the categories.
Select the 'Project Settings' menu on the left sidebar.
Select the ‘Category’ from the submenu.
In the category management page, click the ‘Copy Category’ button.
In the ‘Copy Category’ pop-up window, select the project to copy the categories to.
Click the ‘Copy Category’ button at the bottom.
When the copy confirmation pop-up window appears, click the 'OK' button to complete the copy.
Delete Category in the project
You cannot delete categories that contain sub categories.
To remove categories in the project:
In TESTaide home, select the project to delete categories.
Select the 'Project Settings' menu on the left sidebar.
Select the ‘Category’ from the sub-menu.
In the category management page, click the ‘Remove’ icon besides the category you want to delete.