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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
  • Auto-save - In-progress edits are kept as you type and offered back if a tab closes, a session expires, or you navigate away before saving; drafts are private to their author and never alter the test case until you click Save

Repository Organization​

  • Hierarchical folders - Organize test cases into nested folders for logical grouping
  • Stacked filters - Narrow the case list with filter chips across templates, states, creators, automation, tags, issues, and custom fields; counts update as you go and the whole filter set travels in a shareable URL
  • Saved views - Name a set of filters and its grouping, then return to it in one click from the repository or the case-selection dialog
  • 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
  • Assignment distribution - Spread a run's cases across team members in one step, balanced by estimated time or case count, keeping related cases (and whole configurations) together to reduce context switching
  • 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
  • Composition lock - Freeze which cases are in a run (no adding, removing, or reordering) while execution and assignment continue; lock manually or automatically when a run enters execution, with unlocking reserved for the run's creator or a project admin. Enforced in the UI, API, and database
  • 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
  • Ready-to-complete alerts - When every case (and iteration) in a manual run has been executed, the people who can close it are notified with a link to review and complete; the run itself is never closed for them
  • Personal list filters - Narrow the Test Runs, Sessions, and milestone-detail lists to manual/automated, active/completed, or just the work you take part in; chip selections are remembered per project in your browser
  • 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.)
  • Jira milestone sync - Import Jira Fix Versions and Sprints as Milestones, kept fresh via webhooks and periodic refresh, with synced issue membership and per-issue test coverage

Requirements​

  • Requirement hierarchies - Model what the system should do as requirement trees — multiple independent hierarchies per project, nested to any depth (opt-in per project)
  • Tracker-synced requirements - Designate which issue types count as requirements and mirror them, hierarchy included, as live read-only requirements; supported for Jira, Azure DevOps, GitLab, Redmine, and MantisBT, with GitHub classifying by label
  • Three ownership modes - Keep a requirement synced and locked to the tracker, detach it to local ownership while keeping its tracker reference, or author it natively in TestPlanIt
  • Rich documentation - Every requirement carries rich-text documentation and attachments, editable even on synced requirements
  • Many-to-many test linkage - Link test cases to requirements from either side, including cases in other projects
  • Coverage rollup - Each requirement rolls up its covering cases' latest results through its whole subtree, with per-status counts, an uncovered filter, and drill-down to the covering cases
  • Suspect flags - A link is flagged when the requirement's content changes after the case's last run; re-executing clears it automatically, or dismiss it after review
  • Traceability references - Attach the tracker tickets or internal issues that shaped a requirement, separate from its own sync source
  • Traceability snapshots - Capture immutable, point-in-time records of the traceability matrix — stamped with who captured them and when — as evidence for release sign-offs and audits
  • Coverage change tracking - Compare a snapshot against a later snapshot or the live matrix to see which requirements' coverage changed and how

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
  • Requirement Traceability report - Every requirement paired with its covering cases and their latest results, with subtree scoping, coverage-state filtering, and a per-hierarchy coverage visualization
  • Requirement Coverage Gaps report - A prioritized coverage-debt list — requirements with no tests and, by default, those whose tests have never run — with priority, status, debt aging, and per-hierarchy breakdowns
  • 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; pick which template fields the AI populates, with the rest excluded from the request and discarded if returned; optional includeParameters toggle (admin-gated) for parameterized output
  • Issue-aware generation context - Generation reads the test cases already linked to the source issue, wherever they live in the repository, so regenerating extends an issue's coverage instead of repeating it. Applies to every connected issue source — Jira, GitHub, Azure DevOps, and manual issues — and works with no folder involved at all
  • 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
  • QuickScript outside the web app - Generate automation scripts from the TestPlanIt for Jira panel, the MCP server (testplanit_cases_generate_script), and API-token clients (@testplanit/api), all backed by the same repository-aware generation
  • 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, DeepSeek, 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, skipped-member operations, and cross-IdP conflicts.
  • Multiple identity providers - Point several IdPs at one instance and keep their directories separate: each user and group records which provider provisioned it, reads are scoped to the calling provider, and a write from another one is refused rather than silently overwriting. Ownership tracks the provider rather than the individual token, so rotating a token keeps full access.
  • Overlap-window token rotation - Re-key a SCIM token in place while the old bearer keeps working for a configurable window, so provisioning does not break in the gap between rotating and pasting the new value into your IdP. The token keeps its name, provider, and everything it has provisioned.
  • 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.
  • Role-attribute mapping - Map a roles value your IdP asserts on the user to an access tier. Role mappings take precedence over group mappings, so a role can correct coarse group mapping — holding contractors at User even inside an Admin-mapped group — while unmapped role values are ignored rather than stripping access.
  • Per-project group access - Scope a group to specific projects instead of granting access org-wide. Members carry their own global role onto each mapped project, resolved through the same permission rules as any other project grant, so membership changes from your IdP carry per-project access with no further configuration. It grants access, never project-admin authority.
  • 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
  • Link previews - Pasting a TestPlanIt link into Slack, Teams, or iMessage unfurls a card naming what the link points to. By default the card names only the kind of record, so nothing private reaches a channel; instances that prefer richer cards can opt into showing record and project names
  • Localized UI - Ship-with-product localization for 17 locales including English, Arabic, Czech, German, Spanish, French, Italian, Japanese, Korean, Dutch, Polish, Portuguese (Brazil), Russian, Turkish, Vietnamese, and Simplified + Traditional Chinese
  • Right-to-left (RTL) support - The entire interface mirrors automatically for right-to-left languages such as Arabic

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