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Dashboard Overview

The Dashboard is the main landing page you see after logging in to TestPlanIt. It serves as your central hub, providing a quick overview of your work assignments and direct access to the projects you are involved in.

Dashboard Layout​

The Dashboard uses a two-panel resizable layout that you can customize to fit your workflow:

  • Left Panel: Your Assignments - shows reviews waiting on you, plus test runs and sessions assigned to you
  • Right Panel: Your Projects - displays all projects you have access to
  • Resize Handle: Drag the handle between panels to adjust their widths
  • Collapse Button: Click the chevron button to collapse/expand the left panel

The panel sizes are automatically saved and will be restored when you return to the dashboard.

Your Assignments (Left Panel)​

The left panel displays all work items currently assigned to you, including review requests, test runs, and exploratory sessions.

Pending Reviews​

At the top of the panel, above your own work, are the review requests waiting on your decision — the same queue as the Reviews inbox Pending tab, and the same count as the inbox badge in the top navigation:

  • Request Information:

    • The test case, test run, or session under review (clickable link to it)
    • Project name
    • The workflow transition being reviewed (From → To)
    • Who requested it and how long ago

  • Behavior:

    • Sorted oldest first, so the most overdue request is on top
    • The five oldest are listed; when there are more, a link opens the full inbox
    • Approve, request changes, or reject from the entity's own page
    • Only shown when the review feature is enabled and requests are assigned to you (directly or through a role you hold)

Work Schedule Visualization​

When you have assigned work with time estimates, a Gantt chart visualizes your work schedule:

  • Schedule Information:

    • Total work effort (displayed in days, hours, minutes, seconds)
    • Schedule span showing start and end dates/times
    • Formatted according to your user preferences

  • Gantt Chart Features:

    • Visual timeline of your upcoming work
    • Test runs are grouped together with individual test cases displayed
    • Sessions are shown as individual items
    • Color-coded bars with your project's primary color
    • Hover over items to see details
    • Click on items to navigate directly to them
    • Workday scheduling (9 AM - 5 PM weekdays only)

Your Pending Runs​

This section shows test runs that have test cases assigned to you requiring action:

  • Run Information:

    • Test run name (clickable link to the run)
    • Project name
    • Visual summary of test case statuses

  • Test Case Summary:

    • Count of test cases by status
    • Visual indicators for untested, passed, failed, and other statuses
    • Only shows runs where you have pending test cases

Your Active Sessions​

This section displays exploratory testing sessions currently assigned to you:

  • Session Information:

    • Session name (clickable link to the session)
    • Project name
    • Session progress summary

  • Session Summary:

    • Time spent vs. estimated time
    • Session completion status
    • Only shows sessions that are not yet completed

No Work Assigned​

If you have no pending reviews, test runs, or active sessions, the dashboard displays a friendly message indicating you have no current assignments.

Your Projects (Right Panel)​

The right panel lists all projects you are assigned to or have access to (based on your user role and project permissions).

Project Statistics​

At the top of the section, you'll see:

  • Project Count: Total number of projects you have access to (excluding deleted projects)

Project Cards​

Each project is represented by a card with comprehensive information:

  • Visual Indicators:

    • Project icon with chosen color
    • Completed projects have a muted appearance
    • Active projects have a distinct primary-colored border
    • Hover effect with link icon indicator

  • Project Details:

    • Project Name: Displayed prominently (truncated if too long)
    • Description: Short note or description for the project
    • Assigned Users: Visual list of team members assigned to the project
    • Created Date: When the project was created, formatted per your preferences
    • Status: Shows "Active" for ongoing projects or completion date for finished ones

  • Project Statistics (displayed on the card):

    • Test Cases: Total count of test cases in the repository
    • Active Milestones: Count of incomplete milestones
    • Active Test Runs: Count of ongoing test runs
    • Active Sessions: Count of active exploratory sessions
    • Open Issues: Count of open issues tracked in the project

Interacting with Project Cards​

  • Click Anywhere: Clicking on any part of a project card navigates you to that project's overview page
  • Hover Effect: A link icon appears next to the project name when hovering to indicate the card is clickable
  • Loading States: Issue counts may show a loading indicator while fetching data

No Projects Available​

If you don't have access to any projects, a special card will be displayed prompting you to:

  • Create a new project (if you have permission)
  • Contact an administrator for project access

User Access Levels​

The content displayed on the dashboard respects your user access level:

  • ADMIN/PROJECTADMIN/USER: Full dashboard access with both panels
  • NONE: Limited access - may only see the projects panel
  • Project-Specific Permissions: Projects are filtered based on:
    • Direct user assignments
    • Group memberships with project access
    • Projects with global role access

Responsive Design​

The dashboard adapts to different screen sizes:

  • Desktop: Full two-panel layout with resizable panels
  • Tablet: Panels stack or resize based on available space
  • Mobile: Single column layout with scrolling

Tips for Using the Dashboard​

  1. Customize Your View: Adjust the panel sizes to focus on what's most important to you
  2. Quick Navigation: Click directly on runs, sessions, or projects to jump to them
  3. Monitor Workload: Use the Gantt chart to visualize your upcoming work schedule
  4. Track Progress: Check test case and session summaries to see your progress at a glance
  5. Stay Updated: The dashboard refreshes data when you return to the page