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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. Supports pasting markdown directly into the editor with automatic conversion to rich text
  • 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
  • External link attachments - First-class link attachments alongside file uploads (paste a URL onto any drop zone)
  • Version history - Track changes to test cases over time with full version control
  • Documentation pages - Create wiki-style documentation pages within projects
  • Duplicate detection - Background scan surfaces near-duplicate test cases at create time and from a dedicated review surface
  • Copy / move - Reorganize cases across folders and projects, including in-place reordering

Parameterized Test Cases​

  • Named typed parameters - Declare STRING / INTEGER / BOOLEAN / SELECT parameters on a case and reference them in steps via @chip mentions
  • Local + shared datasets - Each case can have its own owner-bound dataset, or assign a project-scoped shared dataset and map its columns to the case's parameter names
  • Version pinning - Pin a case to a specific shared-dataset version, or follow the latest
  • Iterations - Parameterized cases run once per dataset row in a test run, each with its own per-row status; the case-level status rolls up as worst-of
  • CSV import - Paste-CSV and full upload wizard for bulk dataset row authoring
  • Sensitive values - Mark a parameter sensitive to mask it in the UI and redact it in exports and notifications for users without read-sensitive permission
  • Parameter Iteration Matrix report - Pre-built report that pivots iteration outcomes across runs
  • Exclude draft cases from runs - Opt-in per-project setting that keeps Not Started cases out of the Add Cases picker and auto-removes them from open runs when reverted

Review & Approval​

  • Gated workflow states - Mark any workflow state as "requires review"; transitions into it (or across it) need an approved review request
  • Reviewer assignment - Request review from a specific user or any holder of a role; reviewers see their queue in a Review Inbox
  • Strict transitive gates - A single transition crossing multiple gated states requires an approval for each one
  • Decision audit - All decisions, comments, and reminders are recorded and emitted as outbound webhook events
  • Reminders - Configurable hourly scheduler nudges reviewers when requests sit pending past a threshold
  • System + per-project toggles - System admins flip the master switch; project admins opt their project in independently

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
  • Multi-configuration runs - Execute tests against different configurations (browsers, environments, OS, etc.) in parallel; configurations are scoped to projects
  • 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
  • Immutable completed runs - Once a run is marked complete its case set, results, and configuration are structurally frozen; admins can edit a single result via the audit-log-tracked override path
  • Live updates - SSE-driven push so multiple testers watching the same run see each other's status changes without refreshing
  • PDF export - Per-run PDF with expanded step details and per-iteration values; also available at the milestone level
  • Forecasting - Live estimates of remaining duration based on historical pass/fail per case

Result Governance​

  • Required result fields - Optional per-project requirement that result-recording forms must collect certain fields
  • Edit window - Lock results from in-place edit after a configurable window; later edits go through the audited override path
  • Flip justification - Require a justification note when a result flips a previously-passed iteration to failed (or vice versa)
  • Linked-issue requirement - Optional per-project requirement that failures must be linked to an issue before save

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
  • JUnit iteration property mapping - Configurable per-project list of JUnit property/attribute names the importer uses to detect the iteration index — defaults to iteration, fully customizable for any CI vocabulary

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; supports GitHub Enterprise Server via configurable API base URL
  • GitLab integration - Link to GitLab.com or self-hosted GitLab issues
  • Gitea / Forgejo / Gogs integration - Connect to self-hosted Gitea-family issue trackers
  • Azure DevOps integration - Sync with Azure Boards work items
  • Redmine integration - Connect to a self-hosted Redmine instance for issue tracking
  • MantisBT integration - Connect to a self-hosted MantisBT instance for issue tracking
  • OAuth 2.0 authentication - Use OAuth for GitHub, GitLab, and Gitea/Forgejo connections (no personal access token required)
  • Two-way sync - Optional outbound notifications and inbound webhook updates between TestPlanIt and the issue tracker
  • Linked-issue context for AI - Auto-tag and test case generation pull labels, components, and metadata from linked issues
  • 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, including folder and tag dimensions
  • Test run reports - Detailed breakdowns of test execution results
  • Execution Log report - Pre-built timeline of every result event with expanded step details
  • Automation Candidates report - LLM-ranked list of manual cases best suited for automation, drawing on custom field signals and attached-issue metadata
  • Parameter Iteration Matrix - Pivots per-iteration outcomes across runs for parameterized cases
  • Cross-project reports - Aggregate results across multiple projects in a single view
  • 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; optional includeParameters toggle (admin-gated) for parameterized output
  • Generate from URL - Crawl a webpage or sitemap and generate test cases targeting it
  • Generate from the Jira panel - Create test cases from a Jira issue inside the TestPlanIt for Jira app, streamed live and linked back to the issue
  • Markdown Parsing - Pasted Markdown is parsed by an LLM into structured cases (name, steps, expected results, custom field values) on the Import Markdown surface
  • QuickScript AI generation - Convert manual test cases into automation scripts with AI, optionally informed by your code repository (GitHub, GitLab, Bitbucket, Azure DevOps, Gitea/Forgejo/Gogs); ships with templates spanning web, mobile, API, and Mobilewright targets
  • 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
  • Auto Tag - Automatically suggest and apply tags to test cases, test runs, and sessions using AI analysis; incorporates linked-issue context (Jira labels + components, etc.) for sharper suggestions
  • Duplicate Detection - LLM-scored semantic similarity layered on top of the syntactic scan so near-duplicates with reworded steps are surfaced too
  • Automation Candidates ranking - The Automation Candidates report (under Reports) is LLM-ranked over manual cases + their custom fields + drilled-down issue metadata
  • Prompt Configurations - Per-feature prompt templates that admins can override system-wide or per project
  • Multiple providers - Support for OpenAI, Azure OpenAI, Anthropic, Google Gemini, Ollama, plus a generic OpenAI-compatible custom endpoint, with per-feature provider routing
  • Privacy options - Use local models for sensitive data with Ollama integration
  • Capability probing + billing periods - Admin UI surfaces each provider's available capabilities and tracks usage against custom billing periods

MCP Server​

  • Model Context Protocol - First-class MCP server exposing TestPlanIt entities as resources and tools so agents (Claude Desktop, Cursor, etc.) can read and edit cases, sessions, runs, and results
  • Auth-aware - Operates within the calling user's permissions; honors all access policies the rest of the product enforces

Administration​

User Management​

  • Role-based access - Define custom roles with granular permissions, including a per-area "Can Approve" right for Review & Approval reviewers
  • Groups - Organize users into groups for easier permission management
  • SSO support - Integrate with your identity provider via SAML, Google OAuth, Apple Sign In, or Microsoft (Azure AD). SAML providers expose per-provider Require signed assertions and Require signed response toggles so a standard IdP that signs only the assertion (Okta's default) works out of the box, and a stricter IdP can require both signatures.
  • SCIM 2.0 provisioning - Provision, update, and de-provision users and groups from your IdP via SCIM 2.0. Includes a per-token rate limit, a 5-minute coalescing window to avoid first-sync webhook floods, and an admin conflict log surfacing JIT binds, resurrections, and skipped-member operations.
  • Group role mapping - Drive each user's global access tier (None, User, Project Admin, or Admin) from their group membership, with highest-wins precedence across groups, a configurable fallback default for users outside every mapped group, a downgrade-confirmation guard before any access is lowered, and a manual-override path that hands a user back to admin control.
  • Magic Link sign-in - Optional passwordless email link as an alternative to password authentication
  • Self-registration toggle - Admin-controlled switch for letting users create their own accounts (or restricting account creation to admins)

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; preference selections are visible from the profile view as well as the editor
  • Accessible theme - Opt-in high-contrast theme tuned for WCAG 2.2 Level AA (stronger contrast, larger interactive targets, visible focus), selectable per user without affecting other themes
  • Configurations - Author OS / browser / environment configurations scoped to projects, with an admin UX overhaul covering bulk assign and search

Security & Compliance​

  • Password policy - Configure minimum length, character requirements, history depth, and expiration
  • Account lockout - Protect against brute-force attacks with configurable threshold and duration
  • Password enforcement - Force password changes (individual or bulk) and revoke passwords
  • Password strength indicator - Real-time zxcvbn-powered feedback on signup and password change forms
  • Sign-in enforcement - Force SSO (disable email/password sign-in), require 2FA for password logins, or require 2FA for all sign-ins including SSO. All three toggles live alongside the password policy on the Security admin page
  • Audit logs - Track all changes for compliance and security review; covers admin configuration mutations, system-actor attribution, SCIM mutations (filterable by source = scim with the originating token id), and a tamper-evident archive surface for long-term retention. Surfaced system-wide for admins, per project, per user from any profile, and per item via the Activity view on test cases, runs, and sessions
  • Two-factor authentication - Add an extra layer of security for user accounts
  • Data encryption - Secure data at rest and in transit
  • API tokens - Personal and service-account API tokens with scoped access and revocation

Collaboration​

Team Features​

  • Comments - Discuss test cases and results with your team
  • Notifications - Stay informed about changes and assignments via in-app inbox, email, or daily digest
  • Real-time notification delivery - Server-sent events push the bell badge instantly, no polling
  • @mentions - Tag team members in discussions
  • Activity feeds - See recent activity across your projects
  • Localized UI - Ship-with-product localization for 13 locales including English, German, Spanish, French, Italian, Japanese, Korean, Dutch, Polish, Portuguese (Brazil), Russian, Turkish, Vietnamese, and Simplified + Traditional Chinese

Import & Export​

  • Drag and drop import - Drag files directly from your desktop onto the Repository or Test Runs page to instantly start an import with the file pre-loaded
  • Bulk import - Import test cases from CSV with automatic markdown/HTML detection for rich text fields
  • Markdown import - Paste markdown source directly to seed cases, steps, and documentation pages
  • 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 in CSV or PDF, with markdown format option for rich text fields
  • Data Lake Export - Project-scoped export endpoints that emit normalized JSON for warehouse pipelines
  • API access - Full programmatic access to all features

Webhooks & Extensibility​

Outbound Webhooks​

  • Per-project endpoints - Configure webhook destinations from project settings, with HMAC signing and optional Slack adapter
  • Event catalog - Subscribe to fine-grained events: case lifecycle, run completion, per-iteration results, session updates, review requests, review decisions, reviewer reminders, and more
  • Per-iteration payloads - iteration.result.recorded event ships per-row values with sensitive parameters redacted
  • Replay + audit - Failed deliveries are queued, retried with exponential backoff, and replayable from the admin surface; every delivery is audited

Inbound Webhooks​

  • Issue-tracker sync - Configure inbound webhooks from Jira / GitHub / GitLab / Gitea / Azure DevOps / Redmine / MantisBT so issue updates flow back into TestPlanIt
  • Adapter-aware - The inbound config is keyed to the issue integration so swapping providers cleanly resets the webhook

Agent Integrations​

  • MCP Server - See AI-Powered Features → MCP Server — first-class Model Context Protocol surface so Claude Desktop, Cursor, and similar agents can read and edit TestPlanIt entities through the same access policies as the UI

Search & Discovery​

  • Advanced search - Powerful search across all entities with complex filters
  • Global search - Quick access search from anywhere (Cmd+K / Ctrl+K)
  • Saved searches - Name and save a search (query, scope, and filters) to reopen it in one click
  • 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 (workers cover audit, search reindex, email, webhooks, AI, dataset import, and more)
  • System health monitoring - Monitor system status and queue health
  • Multi-tenancy support - Optional schema-isolated multi-tenant mode for SaaS deployments
  • External database support - Run against your own managed PostgreSQL, Redis-compatible cache (Redis/Valkey), and Elasticsearch instances
  • Docker-first deployment - Production Compose files, recommended ARM + x86 images, and a documented manual setup path
  • Upgrade notifications - Get notified about new features since the last time you logged in
  • Release notes catalog - In-app catalog of version-specific marketing copy with one-click jumps to the relevant documentation