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TestLodge Tutorial: The new-age Test Management Tool

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TestLodge is a test case management tool which the testing team can use to manage test cases, test plans, and test requirements. The robust and interactive UI allows users to create test suites and test runs by arranging the test cases that you want to execute. To get accustomed with TestLodge Tool, you can opt for the 30 days free trial period. 

TestLodge Tutorial Series include:

TestLodge Dashboard

  • The Dashboard can be considered as the landing page when you log in. In the dashboard, you can see all the projects to which you are assigned to and the total number of test runs for each project.

Figure 1: TestLodge Dashboard

  • You can even mark few frequently used projects for quick access (such projects will always appear on top).
  • The project dashboard actually provides you an in-depth overview of the project and shows you the number of test cases, requirements, test suites e.t.c are present for the particular project. It even shows the status of the test runs, i.e. test runs in progress, started or waiting.
  • From the dashboard page, you can see different tabs, namely Overview, Test Plan, Requirements, Test Suites and Test Runs. Each of these tabs is used to view specific test specifications and would be discussed in later sections.

Figure 2: Project Dashboard

  • From the project dashboard, you can keep track of your recent activity and view the activity feed of the project you are assigned to.
  • From the landing page, an admin user can use the “All People” tab to add, remove and update new users, update company logo and even integrate TestLodge with leading issue trackers. We will discuss managing users, roles and permissions, at much detail in subsequent sections.

Figure 3: All People tab, to view project members and edit permission

Managing User Roles and Permissions

Every defect tracking and test case management tool requires managing roles and permissions section. Using such section, you as an admin user can assign new roles, add new users and remove existing users from the platform. As we have already mentioned, TestLodge provides you the ability to add as many project contributors as you wish, and that too at no extra charge. So, how can you manage user roles?

Figure 4: Click “Add Person” button to add new members with different permission to a project

  • Once you (an admin user) have logged in the platform, you have to click on the “All People Tab”. From there, you would be able to add/ invite new users, edit the permission of existing users and remove specific users from the projects.

Figure 5: Adding user details

  • TestLodge Tool has two admin privileges, namely, “Account Holders” and “Administrators”. Account Holders can view and edit payment related information within TestLodge, while Administrators can manage user roles and not access payment related information.
  • In the “All People” page, you can click on the “Project Roles” tab to view the permission granted to different project members, assign permission to new members and also edit existing permissions. Project members can either have read/ write permission, read-only permission or no access.

Figure 6: Assigning roles in TestLodge

  • If the assigned members only have to run the test cases, they can be granted “Read only” access to test cases and test plans.
  • In case you want to provide same permissions to all members of a project, you have to select a project from the dashboard page and click on the “People and Permission” tab. You would be able to grant privileges to all project members from there.

Managing Test Plans and Requirements using TestLodge

Test Plan lays down the overview and scope of testing while the requirement documents contain the details of various requirements and user stories.

To create a test plan,

  • While on the project Dashboard page clicks on Test Plan tab. From here, you would be able to view existing test plans as well as create new ones.

Figure 7: Adding new test plan in TestLodge

  • While creating a new test plan, you can either start with a blank plan or opt for test plan template. You can reorder different test plan components, or delete the ones that are no longer required.
  • You can even export your test plan in CSV, XML or HTML format. To export your test plan in pdf, you can use the HTML format.

Figure 8: Exporting test plan in different formats

  • TestLodge also allows you to associate test plans with test suites. All you need to do is click on the “Test Suite” tab and select the test plan to which you want to associate your test case.

In order to manage requirements,

  • Click on the “Requirements” tab from the dashboard. Here, you would be able to view all requirements which have already been created. To associate test cases with corresponding requirements, you need to select the specific requirement and select the test case that you want to add.

Figure 9: Copying requirements

  • If you want to copy certain requirements, select the requirement that you want to copy. Then click “Copy Requirements” button. After clicking, you can either opt to copy the requirement to existing requirement document or to a new requirement document.

Figure 10: Copying requirements from existing ones

  • You can use the same approach to copy test plans, test suites, and test cases too.
  • While you are on the Requirements page, click “Traceability Matrix”, button and select a requirement, to view which test cases are associated with which requirements.

Figure 11: Traceability Matrix

  • If you want to associate a specific requirement to a test case or test suite, you have to select the test case, click on “Edit” button and select the requirement that you want to associate with it.

Handling Test Suites and Test Cases

Test suites are collections of test cases. You can either add existing test cases to the test suites or add new test cases and later assign them to the test suite.  In order to create new test suite,

  • Select your project and click on the Test suite tab. Here you would be able to view the existing test suites. To create a new test suite, simply click on “New Test Suite” button, provide a name to the test suite and add test cases to the suite.

Figure 12: Creating a new test suite


Figure 13: Adding test cases to the test suite

  • To add test cases, click create test case button and enter details of the test case. TestLodge allows you to group the test cases and even one or more requirements to a single test case.
  • If any additional documents or images are required for the test case, you can upload and attach it to the test case.
  • If you are not satisfied with the fields provided for creating test cases, you have the complete freedom to add custom fields.
  • Once the required test cases are added to the suite, you can rearrange them or delete selected test cases as well.

Figure 14: Importing test cases to test suite from different sources

  • If you want to add existing test cases to your test suite, you have to simply import them. Once you have created your test suite, you can opt to extract it in different formats or form.

Creating Test Run

Now that you have created the test cases, it’s time to run them. You can create a test run from a single test case to multiple test suites. You can configure the test run and assign different users who can use it.

  • To execute a test run from a single test suite, first select a project and click on the “Test Suites” tab. Click on the “Run Test Suite” button which appears against each test suite. A popup message will appear. You can enter the test run name, assign the test run to a user and click “Create Test Run”. It’s that simple.

Figure 15: Running a test suite

  • Once you have created the test run, you would be taken to the test run overview page. If you have assigned the test run to some other user, he/ she would receive a notification and would be able to navigate to the test run page.
  • On clicking “Run All Tests” you can run all the test cases associated with the test run. When the test run starts, you would be guided over each test case being run, so that you can closely monitor the steps that need to be replicated.
  • If you want to add multiple test suites or add multiple members to a single test run, you have to click on the “Test Run” tab. Then click on “New Test Run” button. After that, you have to provide the name of the test run, select a test plan and click, “Add another Test suite”.

Figure 16: Adding test suites to a test run

  • Later you can delete any test suites that you add to the run and also reorder them.
  • If you don’t want to add all test cases from the test suite, you can specify which test cases from the test suites you want to add to the test run. That’s not all, you can even assign different test suites to different users.
  • By clicking on “Test Configuration”, you can select from different browsers and operating systems on which the test have to be run. TestLodge would automatically add the selected combination in the test suite list. The different test runs for browser and operating system combinations can be assigned to different members as well.

Figure 17: Different test configurations

  • Once you completed configuring your test run, simply click on the Create Test Run button to start your test run. TestLodge allows you to run test cases associated with different requirements and test plans by navigating to the respective pages and clicking “Run Associated Cases”.


Executing Test Runs with TestLodge

Now that you have created custom test runs using different combinations of test suites and test cases, it’s time to execute the test runs.

  • To start test run execution, first, you have to select the project and click on the “Test Run” tab. Then select the test run that you want to execute. Once you select the test run, you would be able to view the overview of that particular test run. Test run progress, the result of the run and each section of the test right down to the test case and test configuration level would be visible.

Figure 18: Test run overview

  • There are primarily 2 ways to execute test runs
    • Executing tests which are assigned to you
    • Executing tests suites specific to a test run or running all tests.
  • While you start executing a test run, you would be able to see each individual test and can even specify the test status (Pass/ Fail/ Skip) for each test.
  • During test case execution, you can add comments, actual result or upload/ attach files or screenshots to the test cases, wherever necessary.
  • If TestLodge is integrated with any defect tracking tool, a defect is automatically logged in the defect tracking tool whenever you fail a test case.

Figure 19: TestLodge test run

  • From the test run overview section, you can even reassign tests or specific test cases to different users. All you need to do is select the test case and select the name of the assignee.
  • You can stop test run at any point of time and resume at a later stage.
  • You can look at the “Assigned Users” tab to see the different users working on a specific test run and their progress.
  • If you want to re-run the failed test cases, simply click on the “Re-run tests”, select the re-run criteria and defect statuses which you want to re-run.

Figure 20: Re-running failed tests

  • In the Test Run report section, you can find different reports which show the current status and the historical data of the test runs. By navigating to the test run dashboard and clicking “test Run Results”, you can filter the test run results on the basis of date or by selecting individual test runs. Once you have mentioned the filter criteria, you can view the report of the test runs by clicking the “Generate Report” button.


Integrating Issue Tracker with TestLodge

TestLodge allows you to integrate your defect tracking tool so that defects are logged automatically whenever a test case fails. TestLodge currently supports a lot of popular defect tracking tools like Asana, Bugzilla, JIRA, Mantis, Redmine, Trello to name a few.

  • In order to auto defect logging, you have to first grant access to TestLodge to your issue tracker account. To do so, click on the setting tab from the dashboard and select, “Issue Tracker Integration”. Select the issue tracker that your team uses from the drop-down and enter your login details to grant access to TestLodge.

Figure 21: Providing defect tracker access to TestLodge

  • Now after saving the defect tracker settings, you have to associate TestLodge project with the issue tracker. For this, you have to select the project and click on the edit icon (gear) to edit the TestLodge project. Now you have to select a relevant project from your issue tracker that matches your TestLodge project and save your changes.
  • Now every time you fail a test case, a defect would be automatically created in your defect tracking tool.
  • TestLodge allows you to set other issue tracking options like ticket priority, assignee, and component while creating defects. TestLodge sets the reporting user as the user who would be failing a test.

Figure 22: Re-running test runs on the basis of JIRA ticket status

  • When the defect is resolved, you can opt to re-run failed tests to verify the fixes. TestLodge allows you to even re-run tests on the basis of ticket status in your defect tracker to further optimize your test case execution. That’s not all, you can change the status of any ticket from TestLodge too.

About the author

arindam bandyopadhyay author

Arindam Bandyopadhyay is an automation tester with over 5 years of experience in software testing. While during the day he juggles between Eclipse and spreadsheets, at night he lets his fingers do the talking as he writes about anything and everything his paradoxical mind desires.

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