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Features

TestPlanIt is a comprehensive test management platform designed to help teams plan, execute, and track their testing efforts. Here's an overview of the key features.

Test Case Management​

Test Case Editor​

  • Rich text editing - Create detailed test steps with formatted text, images, and attachments
  • Shared steps - Define reusable step sequences that can be included in multiple test cases
  • Custom fields - Define custom fields to capture additional metadata for your test cases
  • Expected results - Clearly define what success looks like for each step

Repository Organization​

  • Hierarchical folders - Organize test cases into nested folders for logical grouping
  • Custom fields - Filter test cases by custom fields
  • Tags - Apply tags to categorize and filter test cases across projects
  • Issues - Attach issues to quickly navigate between test cases and related issues
  • Version history - Track changes to test cases over time with full version control
  • Documentation pages - Create wiki-style documentation pages within projects

Test Execution​

Test Runs​

  • Flexible run creation - Create test runs from entire folders, filtered sets, or individual test cases
  • Magic Select - Create test runs from similar test cases using AI
  • Configuration support - Execute tests against different configurations (browsers, environments, etc.)
  • Bulk status updates - Quickly update multiple test results at once
  • Execution history - View the complete history of test executions for any run or individual test case

Automation Integration​

  • CI/CD friendly - Designed to fit into your continuous integration pipelines
  • SDK support - Integrate automated test results using the TestPlanIt SDK
  • TestPlanIt CLI - CLI tool for submitting test case results in popular formats
  • API access - Push results programmatically via the REST API
  • WebdriverIO reporter - Native integration with WebdriverIO test framework

Exploratory Testing​

Session-Based Testing​

  • Timed sessions - Create focused exploratory testing sessions with time limits
  • Charter-driven - Define clear objectives and scope for each session
  • Real-time notes - Capture observations, issues, and insights as you explore
  • Session reports - Generate summaries of findings from exploratory sessions

Project Management​

Milestones​

  • Release tracking - Organize test activities around releases or sprints
  • Progress monitoring - Track completion status across milestones
  • Due dates - Set target dates and monitor timeline adherence
  • Alerts - Receive notifications when milestone due dates are approaching
  • Milestone types - Define custom milestone categories (releases, sprints, etc.)

Issue Tracking Integration​

  • Jira integration - Link test cases and results to Jira issues
  • GitHub integration - Connect with GitHub Issues for defect tracking
  • Azure DevOps integration - Sync with Azure Boards work items
  • Bi-directional linking - Navigate seamlessly between tests and issues

Reporting & Analytics​

Dashboards​

  • Project dashboards - Get an at-a-glance view of testing progress
  • Custom widgets - Configure dashboards to show the metrics that matter to you
  • Real-time updates - See live status as testing progresses

Reports​

  • Report builder - Create custom reports with drag-and-drop interface
  • Test run reports - Detailed breakdowns of test execution results
  • Coverage analysis - Understand what has been tested and what remains
  • Trend analysis - Track quality metrics over time
  • Export options - Export reports in CSV for stakeholders

Forecasting​

  • Completion predictions - Estimates of when testing will complete
  • Resource planning - Plan testing capacity based on historical data

AI-Powered Features​

LLM Integration​

  • Test case generation - Generate test cases from requirements using AI
  • Enhance Writing - Get AI recommendations to improve writing for any rich text field
  • Magic Select - AI-assisted test case selection for quickly building test runs
  • Multiple providers - Support for OpenAI, Azure OpenAI, Anthropic, Ollama, and more
  • Privacy options - Use local models for sensitive data with Ollama integration

Administration​

User Management​

  • Role-based access - Define custom roles with granular permissions
  • Groups - Organize users into groups for easier permission management
  • SSO support - Integrate with your identity provider via SAML or OAuth2

Customization​

  • Custom workflows - Define status workflows that match your process
  • Custom statuses - Create statuses with custom icons and colors
  • Templates - Create templates for consistent test case structure
  • User preferences - Configure theme, locale, timezone, and date/time formats

Security & Compliance​

  • Audit logs - Track all changes for compliance and security review
  • Two-factor authentication - Add an extra layer of security for user accounts
  • Data encryption - Secure data at rest and in transit

Collaboration​

Team Features​

  • Comments - Discuss test cases and results with your team
  • Notifications - Stay informed about changes and assignments
  • @mentions - Tag team members in discussions
  • Activity feeds - See recent activity across your projects

Import & Export​

  • Bulk import - Import test cases from CSV or other test management tools
  • Test Results import - Import automated test results via popular formats like JUnit XML
  • TestMo migration - Special import support for migrating from Testmo
  • Export capabilities - Export data for backup or migration
  • API access - Full programmatic access to all features

Search & Discovery​

  • Advanced search - Powerful search across all entities with complex filters
  • Global search - Quick access search from anywhere (Cmd+K / Ctrl+K)
  • Elasticsearch integration - Full-text search for large datasets
  • Custom field filtering - Filter by any custom field values

System & Operations​

  • Background job processing - Asynchronous task processing with BullMQ
  • System health monitoring - Monitor system status and queue health
  • Upgrade notifications - Get notified about new features since the last time you logged in