Account Section - Test Templates

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Section Overview

There is a library of default test templates at the account level that are available for use in any of that account's projects. You can modify existing templates, create new templates, or import templates from this section. There is no limit to the number of templates you can have.

NOTE Above the search bar, you can click the blue checkbox on the left to select all or click the blank checkbox on the right to deselect all.


Viewing Test Templates

To view a test template, click on the test template row from the left sidebar.

NOTE Clicking the checkbox will select the test template, allowing you to perform batch functions, like Delete or PDF.


Editing Test Templates

Using the buttons on the template menu in the upper right you can duplicate, export, or generate a PDF of the template.

The actions dropdown allows you to do the following:

Rename — Rename the template. Enter a new name and Save.
Reorder — Click the checkbox beside one or more rows, then click the highlighted space between the rows where you want to move the lines.
Import — Upload an Excel (.xls, .xlsx) or CSV file to update or add lines to the template.
Delete — Delete the template.


Editing Test Lines

To edit template lines, use the Edit, Delete, and Add Line buttons on the right side of each row.

NOTE Clicking the Edit button provides formatting options for bold, italics, indented lines, or headings.


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