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 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 Sub Category, click the '+' icon besides 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 subcategory.
📌 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.
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 copied category overwrites the existing 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.